MoneywebNOW

Moneyweb brings you the latest in business and financial news in our new morning podcast: MoneywebNOW with Simon Brown.

The show will offer the latest in business, trading and company news to best prepare listeners for the day ahead. It will be live-streamed via the Moneyweb website and mobile app between 06:30 and 06:50.
Daily English South Africa Business News · Business
1,738 Episodes
12 – 32

Leisure the ‘only sector growing in South Africa’

Wayne McCurrie of FNB on latest results from Sun International, the JSE, and OUTsurance. Dr Roelof Botha shares insights into the Afrimat Construction Index, and whether we are still seeing green shoots? Megan Fraser, tax manager at Allan Gray, discusses residency tax. Who pays and when do you pay?
19 Mar 12AM 21 min

Central banks set for a busy week

Independent analyst Jimmy Moyaha talks economics ahead of local CPI data and rate decisions from BoE, BoJ and the Fed. Attila Kadikoy from Levantine & Co on a soft vs hard landing. How should investors position their portfolios? Kagiso Tloubatla of SV Capital on inspiring the youth to invest.
18 Mar 1AM 20 min

Local banks attractive at current levels

Schalk Louw from PSG Old Oak talks Standard Bank's results … what did the market think? And then a look at the investment case for banks as we head into the rest of 2024. Michael Dodd from Morningstar South Africa offers insights on the significant changes to local indices. Simon…
15 Mar 12AM 20 min

Hedge funds still flourishing locally

Faheema Adia from Momentum Securities on the Growthpoint results. Marriott's Scott Cooper talks investing in a new world of higher rates that, even as they come down, will end up higher than pre-pandemic. Hayden Reinders, convenor of the Asisa Hedge Funds Standing Committee, discusses shifts in the local hedge fund…
14 Mar 1AM 20 min

AfCFTA can be a competitive advantage for Africa

Wayne McCurrie from FNB Wealth & Investments talks US inflation as it disappoints again. Ashburton Investments's Tlhoni Komako talks fixed income as its beating inflation by +4%. A look at the pros and cons. Absa CIB's Bohani Hlungwane on why the roll out of the African Continental Free Trade Area…
13 Mar 1AM 22 min

Bank results so far reveal best of breed

Deryck Janse van Rensburg of Anchor discusses the Absa results, while an enhanced trading update from Metair bolsters the struggling stock. Fortress's CEO, Steven Brown addresses recent company results and discusses the merger of A and B class shares, a move that facilitated the payment of dividends. Nedbank CIB's Zhann…
12 Mar 1AM 22 min

Capitec update strong, but valuation remains elevated

Nick Kunze from Sanlam Private Wealth unpacks Capitec's strong update and the Mondi/ DS Smith deal. Bruce Strong, CEO Mpact, on good results in a very tough economy. Steven Beattie on the Transaction Capital AGM, only 22 minutes and none of his questions read out. What are shareholder rights?
11 Mar 1AM 20 min

Gold sets sights on $2 500 by year-end

Petri Redelinghuys from Herenya Capital Advisors on the all-time highs for gold and bitcoin, what are his targets? Ross Yammin Laurium Capital on his feedback from the Novo Nordisk Capital Markets day and the future of the GLP-1. Simon's thoughts on SA Inc as logistics, Eskom and interest rates hurt.
8 Mar 12AM 20 min

Cautious optimism as consumer indebtedness improves

Independent analyst Carmen Mpelwane unpacks Sea Harvest's results and ponders whether Murray & Roberts will survive. Sean Kelly from Parity Wealth Managers questions whether we are in a tech bubble with the Magnificent Seven. Andrew Fulton of Eighty20 expresses a reason for cautious optimism based on their Q4 2023 Credit…
7 Mar 12AM 19 min

Shoprite still coming out on top

Independent analyst Jimmy Moyaha on Shoprite's latest set of strong results and Canal+'s revised offer for MultiChoice. Curro CEO Cobus Loubser discusses results as bad debts decrease and margins improve. FNB's Thanda Sithole on 2023 GDP data with Q4 coming in at +0.1%. SA missed a technical recession by the…
6 Mar 12AM 20 min
12 – 32