Macro Monday Ep123: Headwinds and tailwinds for global growth
About this episode
Chris Holdsworth discusses the factors influencing global GDP growth, including supply shocks and AI spending.
Global GDP growth looks set to be around 3% this year, as the global economy deals with headwinds from a supply shock because of the war with Iran and tailwinds from artificial intelligence spending, says Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International. While US and Chinese growth is set to slow marginally over the coming year, offset by rising growth in Europe, Japan and emerging markets ex-China. Investec Focus Radio SA
More episodes of Investec Focus Radio SA
- Macro Monday Ep124: AI capex and competition concerns weigh on stock markets
- NOW Ep 131: South Africa’s consumer crunch
- Everything Counts | Episode 51: Managing global travel disruption
- Macro Monday Ep122: Markets have a good first half of the year
- NOW Ep 130 | Global economy: mid-year health check
- Everything Counts | Sports Edition wrapped: How athletes turn short careers into long-term wealth
Explore listener stats, chart rankings, contacts and more on the Investec Focus Radio SA podcast page.