SAfm Market Update with Moneyweb

This evening, we wrap up the day's market movements with Otto1890. We learn how record occupancy rates boosted Southern Sun's results, examine Yango operations, unpack solvency ratios in medical schemes with GEMS, explore the shift in economic trade to the East with DHL Sub-Saharan Africa and, in Executive Lounge, we follow the journey of Thabo “JR” Bogopa from Serva. SAfm Market Update - Podcasts and live stream

David Shapiro of Otto1890 unpacks US inflation rates and the potential consequences for business- and consumer spending. The JSE performed strongly, led by mining counters. He explains the resilience of the US economy and the positive results of US retailers like Target and CostCo. He also talks about the upcoming Nvidia results and what it may signal for an artificial intelligence stock bubble. SAfm Market Update - Podcasts and live stream

Dr Stan Moloabi – Group Principal, GEMS SAfm Market Update - Podcasts and live stream

Marcel von Aulock – CEO, Southern Sun Group SAfm Market Update - Podcasts and live stream

Hennie Heymans – CEO, DHL Express Sub-Saharan Africa SAfm Market Update - Podcasts and live stream

Shashi Shekar Singh – Senior Vice-President: Operations, Yango Ride SAfm Market Update - Podcasts and live stream

Thabo JR Bogopa – CEO, Serva SAfm Market Update - Podcasts and live stream

Tonight, we unpack the market movements at the closing bell with FNB Wealth and Investments, learn about the gazetted steel review with Itac, tackle the new plan for tracking counterfeit goods with the National Consumer Commission, examine the new R2.5 billion investment into e-hailing platform Yango with North-West University and, in our AgriFocus feature we examine the sugarcane production with the South African Canegrowers Association. SAfm Market Update - Podcasts and live stream

Hardin Ratshisusu– Acting commissioner, National Consumer Commission SAfm Market Update - Podcasts and live stream

Chantal Marx of FNB Wealth and Investments unpacks the US 30-year Treasury yield surpassing the 5% threshold and the history behind the 2008 financial crisis. She delves into AI stocks taking a hit and the JSE performing weaker today, the impact of the US-Iran conflict on markets and inflation and how prolonged uncertainty has affected oil prices. She also shares her expectations for the upcoming inflation print and the interest rate decision later this month. Chantal Marx – head of investment research, FNB Wealth and Investments SAfm Market Update - Podcasts and live stream

Dr Thomas Funke – CEO, South African Cane Growers Association SAfm Market Update - Podcasts and live stream

Dr Olebogeng Baikgaki – Head: Transport Economics and Logistics Management, North West University SAfm Market Update - Podcasts and live stream

Ayabonga Cawe – Chief commissioner, Itac SAfm Market Update - Podcasts and live stream

Makwe Masilela of Makwe Fund Manager reflects on how markets are reacting to the US-Iran conflict deadlock and concerns that central banks may keep interest rates elevated. While the JSE finished the day slightly stronger it may reverse tomorrow and Chinese markets responded to slowing growth rates. He reflects on Pick n Pay selling part of its Boxer stake, the need for liquidity and opportunities available to help the ailing group. Makwe Masilela – CIO, Makwe Fund Manager SAfm Market Update - Podcasts and live stream

This evening, we delve into the day's market movements with Makwe Fund Managers, unpack the housing group's R31.8 billion pipeline with Calgro M3, understand the new partnership on Matla Mine 1 development with Exxaro, hear more on how vehicle giant has navigated market compression with We Buy Cars, we explore the momentum driving quick service restaurant results with Famous Brand, and in our Digital Drive segment, we unwrap new electric scooter with Recharged.co.za. SAfm Market Update - Podcasts and live stream

Faan van der Walt – Group CEO, We Buy Cars SAfm Market Update - Podcasts and live stream

Ben Pierre Malherbe – Group CEO, Calgro M3 SAfm Market Update - Podcasts and live stream

Caroline Shirindzu – Head: Coal, Exxaro SAfm Market Update - Podcasts and live stream

Darren Hele – CEO, Famous Brands SAfm Market Update - Podcasts and live stream

Nafisa Abakor – Tech Journalist and Founder, Recharged.co.za SAfm Market Update - Podcasts and live stream

Sydney Soundy - Chief Strategy Officer, Land Bank SAfm Market Update - Podcasts and live stream

Nick Kunze of Sanlam Private Wealth said R18 billion was traded in local markets on a relatively quiet day, with Brent crude rising to about $109, the Nasdaq Composite hitting record highs, and the rand steady at around R16.40. He added that the US Fed is expected to keep interest rates unchanged, with the SA Reserve Bank likely to follow suit. SAfm Market Update - Podcasts and live stream

Tshepo Kgadima – Independent energy analyst SAfm Market Update - Podcasts and live stream

Brendan Jacobs – Head: Agribusiness for Business and Commercial Banking, Standard Bank South Africa SAfm Market Update - Podcasts and live stream

This evening, we assess market movements with Sanlam Private Wealth, we unpack the recapitalisation strategy at the Land Bank, we explore a major energy milestone: one year without load shedding, with Tshepo Kgadima, we visit Nampo 2026 to look at the agricultural innovations on display with Standard Bank, we examine transformation policy in the ICT sector with the Association for Communication and Technology, and, in our SMME feature, we learn how a community cooperative scaled up production to supply retailers. SAfm Market Update - Podcasts and live stream

Nomvuyiso Batyi – CEO, Association for Communication and Technology SAfm Market Update - Podcasts and live stream

Gugu Dlamini – Co-founder, Bethel Estate SAfm Market Update - Podcasts and live stream

This evening, we wrap up the day's market movements with Otto1890, we unpack the new Opec infrastructure deal with Econometrix, we examine the market concentration study and what it means for small businesses with the Competition Commission, we find out if there is still a business case for the City of Johannesburg with Outa, we explore the resilience of citrus producers in the face of recent storms with the Citrus Growers' Association of Southern Africa, and in our Executive Lounge, we follow the journey of Ray Langa from Leagas Delaney South Africa. SAfm Market Update - Podcasts and live stream

David Shapiro of Otto1890 unpacks the US inflation which raises fears of interest rate hikes. However, equity markets are moving ahead strongly. Oil prices did end the day lower and US-Iran peace talks are not moving market sentiments. S&P and Nasdaq stocks are up particularly with the arrival of Trump in China. He explains the impact of seeing the NVIDIA CEO at the Trump arrival may indicate collaboration in technology. At home, he explains the recovery of property stocks on the JSE but cautions that interest rates may provide challenges ahead. He shares retail stock standouts: Boxer and TFG. Copper prices are at an all-time high. He explains the expansion of the AI sector through BHP opening data centres. David Shapiro – Chief global equity strategist, Otto1890 SAfm Market Update - Podcasts and live stream

Dr Azar Jammine – Director and chief economist, Econometrix SAfm Market Update - Podcasts and live stream

James Hodge – Chief economist, Competition Commission SAfm Market Update - Podcasts and live stream

Ray Langa – Group CEO, Leagas Delaney South Africa SAfm Market Update - Podcasts and live stream

‘It doesn't make good sense from an investment point of view; investors need reassurance that the state of the city is going to change right now' – Outa CEO Wayne Duvenage. SAfm Market Update - Podcasts and live stream

Paul Hardman – COO, Citrus Growers' Association of Southern Africa SAfm Market Update - Podcasts and live stream

Kea Nonyana of Prime XBT unpacks how the US-Iran peace talks as well as US inflation announcement added to the negative market sentiment. He explained how markets characterised the broad sell-offs on industrial and resources. Gold is moving with broader risk assets and depreciating. He unpacks Asia Pacific markets that have had record highs in recent days despite the inflation rate concerns and the impact of a weaker yen in the region. The British pound has been resilient until this week where political uncertainty with Keir Starmer has weakened its outlook and Nonyana suggests that Starmer may not finish the year in office. SAfm Market Update - Podcasts and live stream

Yolandé Botha – RPO Northern Cape operations officer, Red Meat Producers' Organisation SAfm Market Update - Podcasts and live stream

Zibusiso Nzimande – Managing director, Isphetho Developments SAfm Market Update - Podcasts and live stream

This evening, we unpack market movements at the closing bell with PrimeXBT, delve into the healthy interim company results with Redefine Properties, examine a study on how car manufacturers navigating global tensions with Nedbank Business and Commercial Banking , hear the impact of the recent spate of inclement weather on production with Red Meat Producers Organization and in our Property Insights segment, we go inside KZN's growing demand for residential lifestyle property with Isiphetho Developments. SAfm Market Update - Podcasts and live stream

Ntobeko Nyawo – CFO, Redefine Properties SAfm Market Update - Podcasts and live stream

Takatso Sello – Senior manager: Manufacturing, Nedbank Business and SAfm Market Update - Podcasts and live stream

Gary Booysen of Rand Swiss reviews today's JSE performance, noting gains in Vodacom (4.5%) and Anglo American (1.8%). The rand closed at R16.40 against the dollar, reflecting shifting risk sentiment. He discusses oil price volatility, strong US earnings driven by AI infrastructure, and says a resolution to tensions around the Strait of Hormuz is key for the inflation outlook. SAfm Market Update - Podcasts and live stream

Hlelo Giyose – CIO, First Avenue Investment Management SAfm Market Update - Podcasts and live stream