Investec Focus Radio SA

Investec
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  • Updated Weekly

Investec Focus Radio South Africa features conversations between leading minds from within Investec and other experts on economic, investment and business topics in addition to issues that go beyond wealth.

  1. Macro Monday Ep118: US economic data point to higher interest rates

    4d ago

    Macro Monday Ep118: US economic data point to higher interest rates

    Economic data in the US, such as jobs growth, have surprised to the upside of late, pointing to a resilient economy. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says this strength has unsettled markets, on rising expectations of rate hikes by the Fed. Investec Focus Radio SA

    10 min
  2. Wine as an asset: what collectors look for

    Jun 4

    Wine as an asset: what collectors look for

    Marble's head sommelier, Wikus Human and Investec's Roy van Eck, discuss what to consider when graduating from casual wine purchaser to wine collector. Together with host Palesa Mapheelle, they explain how to identifying age-worthy vintages, and the risks and rewards of investing in wine to make a financial return. They also share their personal journeys into wine, what mistakes they they've made along the way, and why South African wines may still represent an undervalued opportunity. KEY MOMENTS: 00:00: Introduction to Wine in Focus 00:38 Recognising the storms in Western Cape Winelands 00:58: Introduction to guests 01:56: The start of the wine journey for Wikus and Roy 04:02: Collecting wine for investment or consumption 05:00: How do you know that a wine is worth aging? 06:08: How sommeliers keep personal tastes at bay 07:03: Never buy one bottle at a time: Lessons on purchasing 08:00: The risks associated with investing in wine 09:51: Liv-Ex Fine Wine 1000 Index: Wine returns on the sharp decline 11:11: The reason behind falling wine prices 13:17: “En primeur” explained: buying wine still in the barrel 15:29: Wine regions and wine varietals worth noting 17:22: 2014 and 2023 deemed poor vintages but not across the board 17:44: SA offers quality and affordability 19:22: A sommelier’s observations on changing wine behaviour 20:50 When to drink a wine and when to hold onto it? 21:57: The future of SA’s wine market 23:49: One wine moment that Wikus and Roy will never forget 26:46: Outro Wine in Focus series page · Investec Focus Radio SA

    27 min
  3. NOW Ep 128 : The dragon’s new terms

    Jun 3

    NOW Ep 128 : The dragon’s new terms

    China remains South Africa's largest trading partner, but the landscape of global trade is evolving. As compliance requirements tighten, supply chains face new pressures, and geopolitical tensions reshape trade flows, businesses must navigate an increasingly complex relationship with the world's second-largest economy. In this episode of No Ordinary Wednesday, Investec Treasury Economist Tertia Jacobs and Head of Supply Chain Dylan Govender look at the forces reshaping Sino-South Africa trade and explore what these changes mean for local businesses and the broader economy. Read more on www.investec.com/now Chapters: 00:00 – Introduction 01:21 – The evolution of SA-Sino trade relations 02:38 – Will the zero-tariff trade deal change this asymmetry? 05:13 – New China export rules could impact SA exporters 06:40 – How SA is walking the tightrope of politics and trade 09:08 – The added complexity of BRICS 10:36 – South Africa must diversify imports of finished goods 12:16 – Investec wants the deadline of compliance to be extended 13:01 – Impact of China’s slowing economy on South Africa 15:13 – Businesses need sufficient working capital to get through delays 15:50 – The nature of Sino-SA relations over the next five years 17:40 – Closing Investec Focus Radio SA

    18 min
  4. Everything Counts: Sports Edition | Teboho Mokoena - How Teboho Mokoena learned to respect money

    Jun 2

    Everything Counts: Sports Edition | Teboho Mokoena - How Teboho Mokoena learned to respect money

    “Respect money and it will respect you.” That is one of the earliest money lessons Investec ambassador SA soccer midfielder playing for Mamelodi Sundowns and Bafana Bafana Teboho Mokoena learned growing up in Bethlehem – and it has shaped the way he thinks about football, family and financial freedom. In this episode of Everything Counts: Sports Edition, Teboho shares how he went from earning his first salary of R3 500 a month to navigating bigger contracts, money mistakes, lifestyle pressure and the responsibility of building generational wealth. He opens up about: • The childhood lessons that shaped his money mindset • What changed when football became a career • The pressure that comes with earning more, quickly • Money mistakes, including chasing fast returns • Why financial literacy matters for footballers • His plans for life after football • Giving back to young players in Bethlehem This is more than a football story. It is a conversation about discipline, responsibility and learning how to make success last. Watch now and subscribe to Investec Focus Radio for more conversations that prove: when it comes to money, everything counts. 00:00 Introduction 00:45 Growing up in Bethlehem 01:56 Money lessons Teboho Mokoena learned from family 05:03 When football became a career 06:00 Making money as an athlete 06:33 Becoming a professional footballer 08:46 Teboho Mokoena on joining Mamelodi Sundowns 11:07 How family changed Teboho Mokoena’s money mindset 11:45 Teboho Mokoena’s money philosophy 12:10 Is there enough financial literacy for athletes in South Africa? 16:20 Teboho Mokoena’s time as an Investec ambassador 19:02 Managing money and pressure as a footballer 21:40 How Teboho Mokoena supports his hometown community 23:10 Plans for life after football 24:05 Teboho Mokoena’s financial advice for young people 26:06 Conclusion Investec Focus Radio SA

    27 min
  5. Macro Monday Ep117: Tech sector lifts emerging markets

    Jun 1

    Macro Monday Ep117: Tech sector lifts emerging markets

    While the tech sector has been a well-known driver of earnings and performance on Wall Street, it’s also been the major contributor to emerging markets as well. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says that’s largely to the contributions of TSMC in Taiwan and Samsung and SK Hynix in South Korea, emerging markets are up 26% year to date and 54% over 12 months. Investec Focus Radio SA

    11 min
  6. Macro Monday Ep116: Don’t expect much lower energy prices soon

    May 25

    Macro Monday Ep116: Don’t expect much lower energy prices soon

    US President Donald Trump announced over the weekend that the US and Iran were close to finalising a deal to end the war. However, notes Investment Strategist Osa Mazwai, even if the Strait of Hormuz were to be reopened completely, it will take some time for traffic to return to normal and for energy prices to fall significantly – which could be a problem for Republicans in the US midterm elections. Investec Focus Radio SA

    11 min
  7. Wine in Focus | Inside the judging room: How wines win

    May 20

    Wine in Focus | Inside the judging room: How wines win

    Ever wondered what actually happens behind closed doors at a wine competition? How do judges decide what makes a wine exceptional and what separates a gold medal from the rest? In this episode of Wine in Focus, Palesa Mapheelle is joined by local wine doyenne, Michael Fridjhon and Wine Master and international judge, Heidi Makinen. Together, they explain the rigorous judging process of the Investec Trophy Wine Show, what they look for in a winning wine, how to navigate judges’ disagreements and the importance of wine competitions to the local wine industry. KEY MOMENTS: 00:00: Intro 00:38: Recognising the devastating storms suffered by the Western Cape winelands 01:47: Why are competitions necessary? 03:23: Comparing Investec Trophy Wine Show to other international competitions 04:26: Shaping consumer perceptions 05:43: The mechanics of judging 09:09: Judge’s chemistry 10:07: Explaining a flight of wines 10:34: Finding consensus between judges 13:47: Ensuring judge neutrality 15:14: The importance of blind tasting 18:00: What makes a winning wine? 20:20: SA wine industry transformation over 25 years: from bulk to beautiful 23:13: The Investec Trophy wine show “guarantee” 24:33: When wine turns from interest into a passion and a career 27:00: Outro Investec Trophy Wine Show · Investec Focus Radio SA

    28 min
  8. NOW Ep 127: The Everything Shock

    May 20

    NOW Ep 127: The Everything Shock

    What began as a geopolitical conflict is rapidly becoming something much larger. Oil is only one part of the story. Natural gas, fertilisers, chemicals, shipping routes, aluminium, aviation fuel and global supply chains are all now being affected by the fallout from the Iran war. In the latest episode of No Ordinary Wednesday, Jeremy Maggs speaks to Investec’s Osa Mazwai and Campbell Parry about why this is increasingly being described as an “everything shock.” Could this crisis ultimately accelerate the global shift toward electrification, renewables and new energy systems?  Listen to the full conversation to find out more. Read more on www.investec.com/now Chapters: 00:00 - Introduction 01:38 - What makes this crisis different from previous oil shocks? 03:38 - What are markets beginning to price in? 06:00 - Why the Strait of Hormuz matters to global supply chains 08:50 - Will this delay global interest rate cuts? 10:47 - Are geopolitical risk premiums returning to markets? 13:12 - How exposed is South Africa to rising oil prices? 15:38 - Are South Africa’s structural reforms providing a cushion? 17:18 - Where could South Africa and Africa benefit from the crisis? 20:19 - Why energy and infrastructure opportunities matter now 20:30 - How important is logistics reform for South Africa? 22:04 - Rethinking South Africa’s long-term energy mix 23:29 - What might markets still be underestimating? 25:25 - Five years from now: what lasting impact will matter most? 26:21 - Closing remarks Investec Focus Radio SA

    27 min
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About

Investec Focus Radio South Africa features conversations between leading minds from within Investec and other experts on economic, investment and business topics in addition to issues that go beyond wealth.

Information

  • Creator
    Investec
  • Years Active
    2019 - 2026
  • Episodes
    150
  • Rating
    Clean
  • Copyright
    © Investec
  • Show Website
    Investec Focus Radio SA

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