Investec Focus Radio SA
105 FOLLOWERS
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.
Investec Focus Radio SA
7h ago
In episode 5 of The Current, we examine fossil fuels- mankind's centuries-old mixed blessing. We discuss the numerous applications of oil and gas and just how quickly we can phase them out, whilst sticking to a 'just energy transition'.
Listen to Iman Rappetti, and Investec's Callum Macpherson, Campbell Parry, Melanie Janse van Vuuren and SAPIA's CEO Fani Tshifularo unpack the most fundamental question of the global energy transition: What is the future of fossil fuels?
00:00 Introduction
02:22 Meet the guests
02:42 What was agreed at COP28 on fossil fuels
04:50 Fossil fuels account for 75% o ..read more
Investec Focus Radio SA
3d ago
This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth looks at the latest US economic data, outlook for interest rates in the US, what is happening to global markets and CPI in SA. Investec Focus Radio SA ..read more
Investec Focus Radio SA
2w ago
Welcome to the 4th episode of The Current, an Investec Focus Radio podcast series, in which your host Iman Rappetti takes you on a thought-provoking 10-part journey of South Africa's energy transition.
In this episode, Investec's Barry Shamley, Zane Buizuidenhout, Boipelo Rabotata and Campbell Parry discuss the myriad investment opportunities presented by the energy transition and the world's commitment to reach net zero by 2050. From mining companies, enabling and transitioning businesses, to carbon capture, nuclear and hydrogen.
00:00 Introduction
02:22 Meet the guests
02:55 Investing in m ..read more
Investec Focus Radio SA
2w ago
As South Africa approaches elections, the nation grapples with critical issues such as substantial unemployment, escalating violent crime rates, and persistent power and infrastructure challenges that dominate the public discourse. Amidst these challenges, many South Africans are looking beyond the government for solutions – they look to themselves but they also look to an innovative business community.
Public-private partnerships are playing a key role in helping South Africa meet its infrastructural and development investment requirements. In this episode, get an inside view into some of So ..read more
Investec Focus Radio SA
1M ago
Investec's Quentin Allison, Ayan Ghosh and Fanele Mondi, CEO of the Energy Intensive Users Group, examine the crucial role of the mining sector in the energy transition, with a focus on the growing need for so-called "clean minerals" which South Africa has in abundance.
00:00 Intro
02:37 The energy trilemma
04:53 Just transition and how to manage the loss of jobs from coal mining
07:00 Energy transition happening at a slow pace
08:09 The promise of Platinum Group Metals (PGMs)
10:56 Investec's Commodity Hedging and Working Capital Solutions
11:20 How clean are PGMs, really?
12:19 EVs are eati ..read more
Investec Focus Radio SA
1M ago
In this special edition of Investec Focus Radio, we delve into the intersection of food technology and sustainability with Arturo Elizondo, the founder and CEO of The Every Company, and Melanie Janse van Vuuren, Global Sustainability lead at Investec.
We explore the environmental challenges of traditional meat production and the rise of innovative lab-created food alternatives.
Arturo shares Every Company's groundbreaking work in precision fermentation and AI to create the world's first chickenless eggs and how this technology can revolutionise our food systems.
Listen to this compelling co ..read more
Investec Focus Radio SA
1M ago
This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses risks ahead for US growth, despite an uptick in the leading indicator. Investec Focus Radio SA ..read more
Investec Focus Radio SA
1M ago
South Africa’s often under-appreciated mid-market sector remains a bulwark in driving the country’s economy and continues to play a key role in mitigating some of the country's infrastructure and energy difficulties. And while resilience is an overtraded word in South Africa, it is this attitude that is helping the sector grow. In this episode, Dhiren Mansingh, Investec’s Head of Business Transactional Banking, discusses the mid-market landscape, how these businesses are holding the line in tough times and how they’re positioning for growth.
Podcast key moments:
00:00 – Introduction
01:05 ..read more
Investec Focus Radio SA
1M ago
This week, Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth discusses global growth and the upward revisions to US growth expectations, global inflation and commodity markets. Investec Focus Radio SA ..read more
Investec Focus Radio SA
1M ago
In this episode, Investec's Martin Meyer and Ayan Ghosh are joined by Rudi Dicks, the head of project management in the office of the Presidency. Together they discuss the challenges facing Eskom and the feasibility of the plans to turn the ailing utility around. The episode covers infrastructure constraints, particularly in transmission, skills needed, investment, collaboration, unbundling, and a look at Brazil as a developing country from which SA can learn much about renewable energy transition.
00:00 Intro
02:04 Eskom’s “chicken and egg” maintenance dilemma
04:16 German VGBE consortium’s ..read more