{"version":"1.2.0","chapters":[{"startTime":0,"title":"Introduction"},{"startTime":61,"title":"What\u2019s the Global Investment Strategy Group\u2019s view on Trump\u2019s strategy and how does it impact its risk score?"},{"startTime":180,"title":"Is this all bark and no bite on Trump\u2019s behalf? Could Trump roll back any of the tariffs?"},{"startTime":234,"title":"Is there method in Trump\u2019s madness? Could these tariffs play to his ambitions of boosting local manufacturing, reducing debt and improving the life of the majority of Americans?"},{"startTime":355,"title":"US recession fears are mounting, are these valid?  What would the knock-on consequences be for global growth and earnings?"},{"startTime":399,"title":"Where are the opportunities for investors amidst the chaos? 07:50 - South Africa\u2019s exposure to tariffs?"},{"startTime":564,"title":"What options does the South African government have when it comes to responding to the tariffs?"},{"startTime":630,"title":"The uncertainty with the government of national unity is weighing heavily on local markets. How will this play out?"},{"startTime":737,"title":"With all this uncertainty, how is Investec\u2019s Global Investment Strategy Group positioned on South Africa?"},{"startTime":810,"title":"South Africa has strong trade ties with both the US and China. How could these tariffs affect the country\u2019s trade balance?"},{"startTime":862,"title":"Should we be concerned about further rand weakness?"},{"startTime":920,"title":"With no end in sight to geopolitical tensions and global trade shifts, what is the outlook for the global economy over the next 12 months? "}]}