Uploaded May 2026 | Updated September 2026, 2 weeks ago

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Despite concerns about the war with Iran, notes Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, earnings have been resilient while markets have been looking through the energy shock. Equities are up, while equity market analysts have been upgrading their earnings estimates. Investec Focus Radio SA (investec.com/en_za/focus/investec-focus-radio-podcasts.html)