Investec Focus Radio SA

• NOW Ep104: How South Africa can shift gears for growth

  South Africa has spent more than a decade in economic drift – growing slower than its emerging market peers, losing investor confidence, and missing out on vital tax revenue. So, how do we get back on track? In this episode of No Ordinary Wednesday, Jeremy Maggs is joined by Cumesh Moodliar, CEO of Investec South Africa, and Osagyefo Mazwai, Investment Strategist at Investec Wealth & Investment International, to unpack the hard truths, and outline a roadmap to recovery and long-term prosperity. Podcast key moments: 00:00 – Introduction 02:09 – How will the latest tariffs announced by US President Donald Trump affect the South African economy? 04:36 - How do you interpret the opportunity cost of the lost decade of growth in SA? 07:27 - What should the number one priority be for government? 09:30 – Why is boosting confidence is one of the most powerful levers for growth? 10:27 - What specific reforms do you think will signal that SA is open for business? 12:28 – Has SA we missed the golden opportunity with the commodity boom? 13:59 - How vulnerable is SA to these pressures, and could they complicate our domestic growth strategy? 17:38 - Can current composition of the GNU accelerate reforms quickly enough to match the urgency economic growth? 20:10 - How does South Africa avoid getting left behind in the fight for capital, trade and competitiveness? 21:19 – Is South Africa an attractive investment destination? 22:52 - What could South Africa look like in 2035? Read more on www.investec.com/now Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA

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• Macro Monday Ep 78: The return of Liberation Day?

  Wednesday is the day when US President Donald Trump’s Liberation Day tariffs are set to come into effect. There’s still some uncertainty about what will happen, says Chief Investment Strategist of Investec Wealth & Investment International Chris Holdsworth and even a further postponement of the tariffs is a possibility. Investec Focus Radio SA

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• Everything Counts | Ep 25: Building a wealth mindset

  Everything Counts is a bi-weekly podcast series that dives into money and financial wellness, hosted by 702’s Motheo Khoaripe. Each episode unpacks practical aspects of personal finance-how to save, spend, invest, and make smart decisions to boost your financial well-being. In this episode, Motheo sits down with Itumeleng Merafe, head of Investec Private Banking, to explore how a wealth mindset can set you up for financial success. They discuss the habits that set successful people apart – from setting financial goals, to building resilience, staying flexible and investing in yourself. You’ll hear powerful insights into the minds of high achievers, how to master the wealth mindset in a world of social comparison, and the difference between savings and investing. Whether you’re just starting to learn about money and investing or looking to level up your financial thinking, this episode delivers practical steps and mindset shifts that can help you take control of your future. 00:00 Introduction 01:00 What is a wealth mindset? 03:00 How do you support a wealth mindset on a daily basis? 05:00 How important is flexibility in building long-term wealth? 06:50 How is wealth created through savings? 08:00 Distinctive habits that contribute to financial success 09:30 Delayed gratification and setting financial goals 12:00 The value of mentorship and learning about money 12:30 Balance is key to the wealth building mindset 13:15 How do you start again when things go wrong? 15.40 Mental shifts for cultivating a growth-oriented mindset 18:30 The importance of adaptation 20:45 Leadership and the wealth mindset 22:30 Setting financial goals with a wealth mindset 24:30 Risk taking and understanding your own risk appetite 27:00 Myth busting: what sets successful people apart? 29:30 The role of your financial advisor in wealth building Investec Focus Radio SA

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• Macro Monday Ep 77: What a weaker dollar means

  The US dollar has weakened against most global currencies, but remains strong against most, on a purchasing power parity basis. Chief Investment Strategist of Investec Wealth & Investment International Chris Holdsworth argues that should the dollar weaken further, it could be good for emerging market equities and for commodities. Investec Focus Radio SA

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• NOW Ep103: Tensions, tariffs and the fragile global economy

  At the midpoint of 2025, the global economy stands at a precarious intersection of cooling inflation on one side, rising geopolitical tensions on the other. In this episode of No Ordinary Wednesday, Jeremy Maggs speaks with Investec Chief Economists Annabel Bishop (South Africa) and Phil Shaw (UK) about the shocks and signals shaping markets from the Strait of Hormuz and the US tariff clock to South Africa’s subdued growth and greylisting outlook. Podcast key moments: 00:00 – Introduction 01:20 - How are markets reacting to Middle East risk premium? 02:37 - How significant is the risk that supply disruptions there could derail the fragile global recovery? 04:00 - What's South Africa’s inflationary forecast and will prices rise at the pump? 05:58 - Can the South African Reserve Bank afford to be hawkish? 08:02 – Do major central banks have room to cut interest rates? 09:58 - How exposed is South Africa's sovereign risk profile to another bout of foreign investor retreat? 13:18 - How has the global economy reacted to the tariff threat? 15:05 - South Africa also bracing itself for what's next on the tariff front 17:16 – Dollar outlook 18:23 - What impact will the dollar weakness have on emerging markets? 20:17 – Will Europe’s growth strengthen in coming months? 21:38 – South Africa’s growth outlook 24:16 – Should South Africa get off the grey list, how would rating agencies react? 26:35 - Critical risks and opportunities in the global economy in the next six months Read more on www.investec.com/now Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business. Investec Focus Radio SA

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