Investec Focus Radio SA
Investec
Categories: Business
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Global growth is on the rise again, while the US has seen upgrades to its growth forecasts, despite the ongoing shutdown. But while the US seems in good shape, says Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International, there are early signs of softness in China, based on import numbers and high frequency data.
Previous episodes
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477 - Macro Monday Ep 95: Global growth continues to be strongMon, 10 Nov 2025 - 0h
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476 - NOW Ep114: MTBPS 2025 | Gold’s fiscal glowTue, 04 Nov 2025 - 0h
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475 - Everything Counts | Episode 34: The dangers of the internet for childrenTue, 04 Nov 2025 - 0h
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474 - Macro Monday Ep 94: Japan and emerging markets lead the wayMon, 03 Nov 2025 - 0h
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473 - NOW Ep 113: The new era of cyber riskWed, 29 Oct 2025 - 0h
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472 - Macro Monday Ep 93: Interest rate convergence on the cards for developed marketsMon, 27 Oct 2025 - 0h
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471 - Everything Counts | Episode 33: Saving strategies post-retirementTue, 21 Oct 2025 - 0h
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470 - Macro Monday Ep 92: Good news on the global growth and inflation frontMon, 20 Oct 2025 - 0h
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469 - NOW Ep 112: IMF Special | Signals from WashingtonSun, 19 Oct 2025 - 0h
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468 - NOW Ep 111: In tech we trust?Tue, 14 Oct 2025 - 0h
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467 - Macro Monday Ep 91: US-China trade dispute escalatesMon, 13 Oct 2025 - 0h
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466 - Everything Counts | Episode 32: Should you move your retirement savings offshore?Tue, 07 Oct 2025 - 0h
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465 - Macro Monday Ep 90: US shutdown clouds outlookMon, 06 Oct 2025 - 0h
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464 - NOW Ep110: US priced for perfectionTue, 30 Sep 2025 - 0h
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463 - Macro Monday Ep 89: Data send mixed messagesMon, 29 Sep 2025 - 0h
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462 - Everything Counts | Ep 31: Cybersecurity South Africa: How to stay safe onlineTue, 23 Sep 2025 - 0h
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461 - Macro Monday Ep 88: A tale of three central banksMon, 22 Sep 2025 - 0h
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460 - NOW Ep 109: SA’s logistics logjam | Bottlenecks, costs and cautious optimismTue, 16 Sep 2025 - 0h
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459 - Macro Monday Ep 87: US labour market cools even as inflation risesMon, 15 Sep 2025 - 0h
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458 - Everything Counts | Ep 30: Business Cybersecurity: Staying Ahead of Cyber FraudTue, 09 Sep 2025 - 0h
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457 - Macro Monday Ep 86: Data readings increasingly point to a US slowdownMon, 08 Sep 2025 - 0h
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456 - NOW Ep108: The magnificent 10 | Striking gold in global marketsTue, 02 Sep 2025 - 0h
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455 - Everything Counts | Ep 29: Smart travel planning: how to get the most out of your holiday budgetSun, 24 Aug 2025 - 0h
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454 - Macro Monday Ep 85: Volatility remains lowMon, 25 Aug 2025 - 0h
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453 - NOW Ep107: A pivot to lower interest rates in SA?Tue, 19 Aug 2025 - 0h
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452 - Macro Monday Ep 84: Global inflation picks upMon, 18 Aug 2025 - 0h
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451 - Everything Counts | Ep 28: Travel insurance explained: Why complimentary cover might not be enoughTue, 12 Aug 2025 - 0h
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450 - Macro Monday Ep 83: Mixed signals in the USMon, 11 Aug 2025 - 0h
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449 - NOW Ep106: Beyond the balance sheet | Humanising wealthTue, 05 Aug 2025 - 0h
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448 - Macro Monday Ep 82: A bad jobs report in the USMon, 04 Aug 2025 - 0h
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447 - Everything Counts | Ep 27: Unretirement | Rethinking life after 65Tue, 29 Jul 2025 - 0h
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446 - Macro Monday Ep 81: Equity markets shrug off tariff uncertaintyMon, 28 Jul 2025 - 0h
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445 - NOW Ep105: Global consumer trends 2025 | How inflation, AI and tariffs are reshaping retailTue, 22 Jul 2025 - 0h
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444 - Macro Monday Ep 80: US inflation heading towards 3%Mon, 21 Jul 2025 - 0h
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443 - Wine in Focus Ep 5 | Vinnovation: The future of sustainable winesTue, 15 Jul 2025 - 0h
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442 - Everything Counts | Ep 26: Build a better relationship with moneyTue, 15 Jul 2025 - 0h
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441 - Macro Monday Ep 79: Markets remain calm about tariffsMon, 14 Jul 2025 - 0h
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440 - NOW Ep104: How South Africa can shift gears for growthTue, 08 Jul 2025 - 0h
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439 - Macro Monday Ep 78: The return of Liberation Day?Mon, 07 Jul 2025 - 0h
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438 - Wine in Focus Ep 4 | The changing face of the wine industryMon, 30 Jun 2025 - 0h
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437 - Everything Counts | Ep 25: Building a wealth mindsetTue, 01 Jul 2025 - 0h
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436 - Macro Monday Ep 77: What a weaker dollar meansMon, 30 Jun 2025 - 0h
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435 - NOW Ep103: Tensions, tariffs and the fragile global economyTue, 24 Jun 2025 - 0h
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434 - Macro Monday Ep 76: Markets keep an eye on IranMon, 23 Jun 2025 - 0h
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433 - Wine in Focus Episode 3 | The wine industry's contribution to SAThu, 19 Jun 2025 - 0h
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432 - Everything Counts | Ep 24: What are New Energy Vehicles? | EVs in South AfricaTue, 17 Jun 2025 - 0h
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431 - NOW Ep102: Education for employabilityWed, 11 Jun 2025 - 0h
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430 - Macro Monday Ep 75: Trade policy uncertainty weighs on the US dollarMon, 09 Jun 2025 - 0h
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429 - Wine in Focus Ep 2 | Elevating SA wine on the world stageFri, 06 Jun 2025 - 0h
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428 - Everything Counts | Ep 23: Water outages? Time to consider a backup water systemThu, 05 Jun 2025 - 0h
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