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
1,502 Episodes
12 – 32

Mondi finally free of Russia

Keiran Witthuhn from Anchor on company news as Mondi finally sells the last Russian assets and Bob van Dijk quits as Naspers/Prosus CEO. Nerina Visser from etfSA on actively managed certificates (AMCs) and the Coherent Capital Global Commodity AMC.PwC's Francois Prinsloo talks the local banking sector after another set of…
19 Sep 1AM 22 min

OUTsurance performing well on all fronts

Gary Booysen from Rand Swiss talks OUTsurance's strong results and the special dividend paid. Rhandzo Mukansi of Future Growth on whether financial repression policies could solve SA’s fiscal woes. SAVCA CEO Tshepiso Kobile on private equity trends and the growth in infrastructure investments.
18 Sep 1AM 22 min

Solid FirstRand results, but demanding valuation

Faheema Adia from Momentum Securities unpacks FirstRand's results. Amit Parmar from JP Morgan Chase on risks and opportunities in the current market as AI excites everybody. Simon's thoughts on active managed certificates, a new CIS product on the JSE
15 Sep 12AM 19 min

ARM listing on stretched valuation

Viv Govender from Rand Swiss on the ARM Nasdaq listing later on Thursday. Lots of hype … is it the next Nvidia? Cobus Loots from Pan African Resources on year-end results as they manage to keep all-in sustaining cost to low single-digit growth. Tim Mertens from Sovereign Trust on the…
14 Sep 12AM 19 min

Strong WBHO results as it cleans out the problems

FNB's Wayne McCurrie talks Discovery's strong trading update and Libstar results as cash conversion improved but Heps fell by almost half. Andrew Fulton from Eighty20 on their 2023 Q2 Credit Stress Report which revealed worsening defaults, with high net worth consumers being hardest hit. Dr Roelof Botha unpacks the Afrimat…
13 Sep 1AM 20 min

Leisure stocks share the joy

Independent analyst Jimmy Moyaha on results from Sun International and City Lodge. Keith McLachlan from Integral Asset Management talks Grindrod as the stock rallies back above 1 000c. After recent results, does it offer value? Mandy Dix-Peek from Old Mutual Wealth on recent changes to the Trusts Act as SA…
12 Sep 1AM 20 min

Nampak shareholders should follow their rights

Nick Kunze from Sanlam Private Wealth on Capitec's update, US bonds vs equities and Nampak's rights issue. Kamogelo Mosime from Tickmill on how the past can help with the future as the market is a 'treasure trove of information'. Alex Simeonides of Capital Legacy talks the nuts and bolts of…
11 Sep 1AM 20 min

Luxury stock selloff offering opportunity

Richemont is back at late 2021 levels. Gary Booysen from Rand Swiss on his preferred luxury stocks. Dr Adrian Saville Genera Capital talks inflation targeting. Where does it come from, and does it work? Simon shares insights on stock watchlists and setting target prices.
8 Sep 12AM 20 min

Opec+'s production cuts spell bad news for global inflation

RMB's Matete Thulare takes a look at the oil price and Opec+. Philip Short from Flagship Asset Management on the regulatory risks with tobacco and valuation in British American Tobacco. Chris Eddy from 10X Investments on the attractive yields from local bonds and reducing weighting in US equities.
7 Sep 12AM 20 min

Shoprite '2023 was extraordinary'

Mia Kriegler from Kruger International unpacks Shoprite's stellar results as it continues to gain market share while diesel costs hurt at +R100m a month.  Sea Harvest's Felix Ratheb on results as catch rates and costs hurt, but global demand for fish as a protein remains robust.  Chris Harmse from Sequoia…
6 Sep 12AM 20 min
12 – 32