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.
‘There's room for change, there's room for innovation, there's room to be agile. It's dependent on business leaders and companies and stakeholders working together' – PwC SA Senior Economist Christie Viljoen.
Could the recent positive update from Netcare, compared to Life Healthcare, signal that the healthcare sector is worth considering for investors? Chantal Marx from FNB Wealth & Investments weighs in. Christie Viljoen from PwC South Africa explores the numerous business risks and the opportunities that arise from forced change. EY's Graham Stokoe breaks down the key challenges and opportunities revealed in the latest SAVCA PE Industry Survey.
Francois van der Merwe of Sanlam Investments Multi-Manager dives into the active vs passive investing debate – and reveals the conditions when active strategies really shine.
Matete Thulare from RMB weighs in on the US dollar's 2025 slide – with the DXY down nearly 10% this year, is further weakness on the horizon? Francois van der Merwe of Sanlam Investments Multi-Manager dives into the active vs passive investing debate – and reveals the conditions when active strategies really shine. Chris Harmse from Sequoia Capital Management explores US stagflation fears and their ripple effects, from gold to the rand.
Bianca Botes from Citadel Global takes us through the forces behind the rand's sharp swings.
Nick Kunze from Sanlam Private Wealth unpacks silver's surge as it edges toward all-time highs, while Mike Oswin from the World Gold Council explains how wholesale digital gold could transform the tradability of stored bullion. And Bianca Botes from Citadel Global takes us through the forces behind the rand's sharp swings – and why its volatility remains a hallmark of the currency.
David Morobe from Business Partners shares the importance of highlighting small business challenges, because resolution can ‘shape the environment and make it conducive for our SMEs to thrive'.
Petri Redelinghuys analyses recent market trends. Andrew Amoils of New World Wealth on the rise of crypto millionaires. David Morobe of Business Partners on falling SME confidence amid fiscal uncertainty and rand volatility.
'I think the main character in this whole drama is probably Trump himself, because it is a historically unprecedented degree of public interference in the functioning of the central bank' – Izak Odendaal Old Mutual Wealth Investment Strategist.
Kea Nonyana from Scope Prime unpacks Trump's comments at the UN General Assembly. Cassidy Nydahl from Franc introduces a new tool designed to bring financial order to SA's hustlers and gig workers. Old Mutual's Izak Odendaal weighs in on the outlook for US and SA interest rates.
While affordability is deteriorating, women aged 35-45 are more inclined to buy a new vehicle and males tend to opt for used vehicles from the more established brands – Henry Botha from Absa Vehicle & Asset Finance.
Analyst Jimmy Moyaha on PPC's turnaround plan and Canal+'s takeover of MultiChoice. Jonathan Kohler, Landsdowne Property Group CEO, on how South Africa's property market is finding breathing room as affordability dynamics shift. Henry Botha from Absa Vehicle & Asset Finance talks the real cost of car repayments for South Africans.
Tanya Tosen from Tax Consulting SA highlights how bracket creep is eroding South Africans' take-home pay.
Sanlam Private Wealth's Nick Kunze unpacks Investec's latest trading update and progress on its share buy-back programme. Paul Makube of FNB Commercial explains why red meat remains the biggest strain on household food bills. Tanya Tosen from Tax Consulting SA highlights how bracket creep is eroding South Africans' take-home pay.
Wiehann Olivier from Forvis Mazars SA comments on Sars's release of the draft Crypto-Asset Reporting Framework regulations.
Schalk Louw from PSG Old Oak says Pick n Pay's sum-of-parts makes it free, but asks if it is valuable. Wiehann Olivier from Forvis Mazars SA comments on Sars's release of the draft Crypto-Asset Reporting Framework regulations. Simon shares his thoughts on spreading the word about investing and better money management.
PwC partner Basheena Bhoola shares new insights from the PwC SA Telecommunications Sentiment Index.
Perpetua's Pooja Tanna unpacks last night's FOMO rate call and Fed chair Powell's remarks. Prescient's Vishal Rama weighs in on the MPC decision later today – could the stronger-than-expected August CPI open the door to a rate cut? PwC's Basheena Bhoola on their new Telecommunications Sentiment Index, revealing service and network quality as customers' top priorities.
‘The discount to fair value ... makes it look quite attractive' – Craig Gradidge, Gradidge Mahura Investments.
Chantal Marx FNB Wealth & Investments on a good dividend from Hyprop results and everybody wants Libstar after they promise to unlock shareholder value Craig Gradidge Gradidge Mahura Investments on the deep discount currently offered by the Vodacom BEE scheme, Yebo Yethu Petri Redelinghuys Herenya Capital Advisors on gold as it hits new all-time highs. How high can it go?
JustMoney's Sunette Ansara stresses the importance of securing your online legacy for heirs and executors.
Kea Nonyana from Scope Prime on OUTsurance results and the potential for two to three FOMC cuts this year. Sunette Ansara from JustMoney on including digital assets and other online tools in your will. Kyle Wales, co-CEO of Legacy Art, on investing in art collectively to reduce risks tied to individual artists.
Gerrit Smit from Stonehage Fleming Investment Management explains what is ‘absolutely key' in choosing to invest in GE Aerospace.
Nick Kunze from Sanlam Private Wealth unpacks Caxton's results, where nearly 75% of its market cap is cash, and weighs in on City Lodge, as refurbishments hit occupancies. Gerrit Smit from Stonehage Fleming Investment Management on how the Mag 7's growth outpaces the S&P 500, plus the stock that has them truly excited. Dr Roelof Botha on the Q2 Afrimat Construction Index, with insights into South Africa's building and infrastructure activity.
'We have set some very big ambitions, and we have to be able to fund that given the growth of the balance sheet' – CEO Hylton Kallner.
Independent analyst Carmen Mpelwane unpacks FirstRand and Discovery results – one the market loved, the other it hated. Hylton Kallner, CEO of Discovery Bank, on six months of profitability and where growth goes next. Simon's take: when an investment soars – buy more, hold, or sell?
‘Your top five [S&P 500] contributors to returns have tended to generate about 29% of the return of the index in any given year' – Sean Ashton, Private Clients, Old Mutual Wealth.
Rand Swiss's Viv Govender on what's behind Oracle's share price surge. Marriot's Lourens Coetzee on why investors shouldn't let relative performance be their guiding star. Old Mutual Wealth's Sean Ashton on big tech's outsized role in returns – and how to manage that concentration.
Tax Consulting SA's Shuanita de Wet explains how to properly step out of Sars's net when relocating abroad.
FNB Wealth & Investments's Sithembile Bopela unpacks the Anglo American–Teck “merger of equals” – is it really a winning strategy? Stats SA's Joe de Beer breaks down South Africa's Q2 GDP – what's working, and what's worrying. Tax Consulting SA's Shuanita de Wet on how to properly step out of Sars's net when relocating abroad.
CompCom's Raksha Darji highlights how administered prices are putting the real squeeze on households.
Faheema Adia of Momentum Securities unpacks Sun International's latest results and weighs in on which leisure stock, if any, she favours; Raksha Darji from the Competition Commission highlights findings from their new Cost of Living Report showing how administered prices are putting the real squeeze on households; and Rory Bosman of Ecentric Payment Systems takes us behind the tap, revealing the hidden world of authorisations, fraud checks, encryption, and bank settlements that power every seamless card payment.
Parity Wealth's Sean Kelly asks: ‘Should we still be in active management at all, or are we moving into a world where index investing is the prevailing strategy?'
Sanlam Private Wealth's Nick Kunze unpacks US jobs data and Opec's latest move. Parity Wealth's Sean Kelly on the rise of ETFs – and the risks passive investing may face. Mesh.trade MD Connie Bloem explains their yield-bearing ZAR stablecoin and its real-world use cases.
‘Bringing interest rates down is what we need to do to move on to a more sustainable fiscal path': Zain Wilson – Strategist, Old Mutual Investment Group.
Schalk Louw from PSG Old Oak on deal flow: MTN is eyeing another move on Telkom, and BHP is circling Anglo American again now that it is PGM-free. Zain Wilson from Old Mutual Investment Group on Treasury, the Sarb and inflation targeting. Simon on what the yield curve is really telling us.
Chair Dr Phumla Mnganga gives insights into the toy subcategory and the educational benefits of play.
Lonwabo Maqubela of Perpetua Investment Managers on which results have stood out for him this season. Roy Bagattini, CEO of Woolies, on strong food and online growth versus a 50%+ plunge at Country Road Group in Australia. Dr Phumla Mnganga, chair of Toys R Us and Babies R Us, on acquiring ToyZone and the state of the local toy market.
CEO Ockert Janse van Rensburg reports ‘continued downtrading into more entry-level, less spec vehicles'.
Chantal Marx from FNB Wealth & Investments on whether other food retailers are worth considering after Shoprite's results. Shoprite CEO Pieter Engelbrecht unpacks results as Sixty60 revenue nears R19 billion and group revenue tops R250 billion. Motus CEO Ockert Janse van Rensburg on results and whether the recovery in local vehicle sales signals the worst is over.
‘It's just a good diversifying asset class that gives you tangible benefits for your communities' – Zeyn Ismail from STANLIB.
Independent analyst Jimmy Moyaha on Bidvest results, market reaction, and strong local vehicle sales hitting their highest August level since 2019. RCL Foods CFO Rob Field on results from the reshaped business, with all segments performing well despite tough conditions. STANLIB's Zeyn Ismail on driving impact through private markets.