# Macro Monday Ep122: Markets have a good first half of the year

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Text version: https://stenobird.com/podcast/investec-focus-radio-sa-680399/macro-monday-ep122-markets-have-a-good-first-half-of-the-year.md
Podcast: [Investec Focus Radio SA](https://stenobird.com/podcast/investec-focus-radio-sa-680399)
Published: 2026-07-06T08:49:00+00:00
Episode link: https://iono.fm/e/1692662
Audio file: https://dts.podtrac.com/redirect.m4a/dl.iono.fm/epi/prov_374/epi_1692662_medium.m4a?p=rss
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Duration seconds: 543

## Resource

Despite the war in the Gulf, the last six months have been good for global equities. While the US market’s performance has been in line with the overall global performance, the standout has been South Korea, which, says Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, has helped emerging markets to outperform. Investec Focus Radio SA

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## Transcript

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