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.
Israel Skosana of BankservAfrica notes that PayShap suddenly makes ‘instant working capital available, which allows your business to operate and keeps the economy flowing freely'.
Nick Kunze of Sanlam Private Wealth weighs in on markets seeming unconcerned as Trump ups tariff rates again, Richemont's update, and on US banks Q2 earnings. BankservAfrica's Israel Skosana shares insights on local payment tech and how we stack up against the world. And, Crue Invest's Sherry Tapfuma on staying invested regardless of market conditions.
Dirk Jooste from PSG cautions that ‘there is a great risk in withdrawing from high-equity strategies when emotions run high'.
Gary Booysen of Rand Swiss weighs in on Nvidia's current valuation and what it means for tech-focused investors. PSG's Dirk Jooste explains why investors often overlook the potential of low-equity multi-asset funds in volatile markets. Brandon de Kock from BrandMapp, unpacks the saving and investing choices of South Africa's consumer class.
'I think one of the big problems, and one that's very rarely discussed, is the invisible social contract that exists between high-paying taxpayers and the government' – Andrew Moyles from New World Wealth.
Kea Nonyana of Scope Prime breaks down inflation targeting and the latest shifts in oil prices. Andrew Amoils from New World Wealth weighs in on South Africa's wealth landscape, after Finance Minister Enoch Godongwana floated the idea of a wealth or apartheid-redress tax. JD Hayward of Flagship Asset Management offers sharp insights into what's ahead for defence stocks.
‘What we are seeing ... is a huge influx of goods moving into the US in order to beat the tariff impositions ... leading to massive global supply-chain disruptions, even goods moving from China to South Africa itself': Dylan Govender, Investec Business Banking.
Chantal Marx from FNB Wealth and Investments breaks down Lewis's market valuation, while British American Tobacco outlines the harmful effects of illicit cigarettes on its operations. Investec's Dylan Govender explores the impact of rising tariffs on global supply chain dynamics. Ian Anderson from Merchant West Investments discusses how SA Reits continue delivering dividend growth, even in the face of June's pullback.
‘That money has gone, and I just wanted to emphasise how scary that is', says Advocate Brett Ladouce.
Matete Thulare unpacks rand jitters as Trump confirms 30% tariffs on South Africa; Bongiwe Kunene from Basa explains how new banking rules could affect your daily finances; and, pension tax law expert Adv Brett Ladouce breaks down the tax sting in your two- pot savings.
‘You wouldn't want a bad salary to haunt you for the rest of your career' – says Sashin Naidoo of Cliffe Dekker Hofmeyr.
Nick Kunze of Sanlam Wealth unpacks MultiChoice's potential tie-up with Canal+ and Hudaco's acquisition-driven outlook. Herman van Papendorp from Momentum Investments shares his economic forecast for the rest of 2025. Sashin Naidoo of CDH weighs in on why employers may soon be barred from requesting pay slips from jobseekers.
‘We're trying to change that by providing an emergency savings account, which is powered fundamentally by the Allan Gray Money Market Fund' – which beats inflation by quite a lot': Thomas Brennan, co-founder of Franc.
Craig Antonie of Anbro Capital Investments shares strategies for managing market drawdowns and highlights alternative AI investment opportunities for those looking beyond Nvidia. Thomas Brennan of Franc asks: With July marking the 24th year of National Savings Month, why are South Africans still not saving? And just how much should be set aside in an emergency fund – and where? Simon weighs in on Hyprop's exit from Hyde Park Corner – what's behind the deal structure, and what could it signal for the future of Rosebank Mall?
‘The popularity of alternatives in South Africa is increasing' Dino Zuccollo from Westbrooke looks at the advantages of hybrid capital.
Kea Nonyana from Scope Prime unpacks where he's spotting value in the markets – and how much longer he thinks the rand can hold its strength. Dino Zuccollo of Westbrooke Alternative Asset Management on why high-net-worth investors are ditching traditional assets in favour of alternatives. Tumi Loate from 36ONE Asset Management talks investing and managing risk in a world of real-time breaking news.
Izak Odendaal from Old Mutual Wealth weighs in on the transformation in SA's critical economic sectors.
Independent analyst Jimmy Moyaha unpacks Hyprop's move to offload 50% of its Hyde Park Corner stake. Izak Odendaal from Old Mutual Wealth weighs in on the shaky but still-standing GNU – and whether he's spotting signs of recovery. Sello Sekele from Absa CIB breaks down June's PMI rebound – up 5.4 points, yet stubbornly stuck below the critical 50 mark.
Lerato Lamola from Webber Wentzel unpacks the retail practice.
Petri Redelinghuys from Herenya Capital Advisors on oil price targets as they dive back into Sasol. Invicta CEO Steven Joffe breaks down the latest results. Lerato Lamola from Webber Wentzel unpacks Buy Now Pay Later – is the lack of regulation setting us up for Buy Now, Panic Later?
‘Once you give people in Africa connectivity today – these new users – they will actually start with AI, not with DOS. They will start right at the edge': Tertius Zitzke, Group CEO of 4Sight.
Sanlam's Nick Kunze on Friday's resource rout – just another day in the life of volatile commodities? 4Sight Group CEO Tertius Zitzke unpacks results and what makes the business tick. FNB Wealth and Investments' Samukelo Zwane shares insights from their retirement survey – middle-income earners are cutting back on contributions.
Standout retirement insights from the 2025 Benchmark Survey with Nzwa Shoniwa from Sanlam Umbrella Solutions.
Schalk Louw from PSG Old Oak weighs in on Thungela's latest update and offers a solid mid-year check-in. It's been a full year – and most of our investments? Still going strong. Nzwa Shoniwa from Sanlam Umbrella Solutions unpacks the standout insights from their 2025 Benchmark Survey. Simon takes a sharp look at Trump's beef with Powell – can he fire him, and more importantly, should he?
‘This code is really intended to strengthen our processes and controls and ensure that the South African financial market remains attractive to the global community seeking safe places to invest': Themba Maseko – Investec.
FNB Wealth & Investments's Chantal Marx on the mixed performance of the Magnificent 7 – some tech giants slipping, others surging – despite concerns over valuations earlier in the year. Investec's Themba Maseko on the launch of the South African Market Surveillance Code of Conduct, a step toward strengthening transparency and market discipline. Independent economist Elize Kruger talks the latest BankservAfrica Take-home Pay Index, showing a month-on-month dip in wages, though still notably higher than a year ago.
STANLIB's Chetan Ramlall envisages job-displacement, a reimagining of jobs where new types of roles will come to the fore.
Kea Nonyana from Scope Prime says Monday's oil price movement points to a global glut, which could spell trouble for Sasol. Capital Appreciation CEO Brad Sacks attributes their strong results to significant growth in payment volumes. STANLIB's Chetan Ramlall on using AI and machine learning in the investment process.
‘I think there are better opportunities [than gold], and we are looking at PGMs as the unappreciated commodity market over the next few years' – Tana Mongwe from Old Mutual investment Group.
Shaun Dendere of Trive Investments on Naspers and Prosus delivering strong results as they aim to diversify beyond Tencent. OMIG's Tana Mongwe explains their shift from gold to increased exposure in PGMs. Dr Daniel Cash from Aston Law School highlights the importance of establishing an African Credit Rating Agency.
‘We need to develop strong teams that have equal knowledge – like the bond-issuing syndicates that structure the IPOs': Dr Misheck Mutize, UCT Graduate School of Business.
Nick Kunze from Sanlam Private Wealth on whether US strikes on Iran pose a risk to oil prices – and by extension, inflation. Absa CIB's Opy Ramaremisa outlines the challenges and potential solutions in Africa's renewable energy sector. Dr Misheck Mutize from UCT's Graduate School of Business on the mispricing of African sovereign debt.
‘What's really going to change the game for Africa is to build some of these road and infrastructure networks across the continent' – Sanisha Packirisamy from Momentum.
Kieran Witthuhn from Anchor covers Stadio's strong update and the continued pressure on the iron ore price this year. Sanisha Packirisamy from Momentum unpacks how geopolitics could shape – or shatter – South Africa's ESG trajectory. Simon shares thoughts on oil: while the future is uncertain, a higher price remains the most likely outcome.
STANLIB's Sylvester Kobo points out that SA ‘won't default. We'll always just print money, if it gets to that, to pay down our debt.'
Analyst Jimmy Moyaha unpacks Vukile Property Fund's results and the added strain oil poses to already fragile global growth. Prescient's Hannah de Nobrega weighs in on inflation targeting — is now a good time for a rethink, and what would that mean? STANLIB's Sylvester Kobo shares insights on where the rand and local bonds are headed in the second half of 2025.
Businesses can use what they already know about their consumers and ‘drive that into their private-label, especially with unique ingredients like Rooibos, which identifies with the South African consumer': Tasneem Samodien of Old Mutual Private Wealth.
Kea Nonyana of Scope Prime talks oil as Middle East tensions persist. Tasneem Samodien of Old Mutual Private Wealth on why local retailers are turning to beauty for its higher margins. David Lloyd of King Alexander Investments believes retail investors are driving a quiet overhaul.
Tarina Vlok of Elite Risk stresses the importance of purchase invoices and authorised dealers, highlighting the links between counterfeits and organised crime.
RMB's Matete Thulare questions whether the Fed is likely to cut rates at Wednesday's FOMC meeting, with oil prices high and inflation still sticky. Ziad Saad from NMG Benefits unpacks the most common mistakes first-time investors make – and how to sidestep them. Tarina Vlok of Elite Risk warns of rising insurance risks as counterfeit luxury goods flood the market.
Tshiamo Molanda from Standard Bank describes surprising youthful funeral cover allocation, savings, credit card use, payment behaviour and home purchases.
Schalk Louw from PSG Old Oak weighs in on Karooooo CEO's massive $75 million share sale — what does it signal for investors? Tshiamo Molanda from Standard Bank breaks down their latest Youth Barometer: where is SA's youth putting their money? Simon's take: Why all-time highs shouldn't scare smart investors – and might even be a green light.