SAfm Market Update with Moneyweb

This evening, we unpack the day's market movements with Terence Hove, learn about the money laundering risk concern and the impact it has on SA staying off the greylist with FIC, unpack how streaming platforms cash in on live sporting events with MyBroadband, look at the key takeaways from African Energy Forum with Standard Bank, and, in our SMME feature, we enter the world of cafes with Plato Coffee SAfm Market Update - Podcasts and live stream

Terence Hove discusses the US-Iran deal and how long the military presence around the Strait of Hormuz is likely to remain. He unpacks the SpaceX IPO, the impact of oil returning to global markets and what this could mean for equities, as well as central bank decisions for the rest of 2026. SAfm Market Update - Podcasts and live stream

Hanno Labuschagne – Journalist, MyBroadBand SAfm Market Update - Podcasts and live stream

Christopher Malan – Executive manager for compliance and prevention, FIC SAfm Market Update - Podcasts and live stream

Sherrill Byrne – Head: Project finance, energy and infrastructure, Standard Bank Corporate and Investment Banking SAfm Market Update - Podcasts and live stream

Stephan Bredell – CEO and co-founder, Platō Coffee SAfm Market Update - Podcasts and live stream

This evening, we wrap up the day's market movements with Otto 1890, unpack how the operational growth of consumable giant with Premier Group, learn how to invest beyond prevailing narrative with Allan Gray, examine expanding portfolio of commercial property with Vukile Property Fund, discuss research insights on artificial intelligence in the higher education sector with Eduvos, and in this week's Executive Lounge, we follow the journey of Tim Akunnisi from the Mortgage Market. SAfm Market Update - Podcasts and live stream

David Shapiro of Otto1890 discusses criticism directed at US President Donald Trump over the handling of the war and the latest peace deal. He notes that markets have been buoyed by a decline in Brent crude oil prices, which could influence central bank policy decisions. He also highlights potential effects from the SpaceX IPO and improved sentiment linked to the Fifa World Cup, with these factors helping to stabilise the rand. SAfm Market Update - Podcasts and live stream

Varshan Maharaj - Portfolio manager, Allan Gray SAfm Market Update - Podcasts and live stream

Tim Akunnisi - Founder and CEO, Mortgage Market SAfm Market Update - Podcasts and live stream

Dr Miné de Klerk - Dean: Curricula and research, Eduvos SAfm Market Update - Podcasts and live stream

Laurence Rapp – CEO, Vukile Property Fund SAfm Market Update - Podcasts and live stream

Kobus Gertenbach takes listeners through the group's 2025/26 journey of stabilising costs, expanding its brands and driving shareholder value. The completion of the RFG integration was a key highlight. SAfm Market Update - Podcasts and live stream

This evening, as we commemorate Youth Day, we focus on youth-led businesses and the tools young people need to shape the next 50 years. We begin by reflecting on the state of youth entrepreneurship and the challenge of transitioning from learning to earning with Primestars. We then explore funding opportunities for young entrepreneurs through Sedfa, hear a success story from Mazule Empire in the entertainment sector, unpack key financial principles for small business growth with Gibs, and examine the role of branding and visibility in building youth-owned enterprises with Pat on Brands. SAfm Market Update - Podcasts and live stream

Pat Mahlangu – CEO and founder, Pat on Brands SAfm Market Update - Podcasts and live stream

Michael Hinton – Finance Lecturer and facilitator, Gibs SAfm Market Update - Podcasts and live stream

Yanga Mazule – Co-founder, Mazule Empire SAfm Market Update - Podcasts and live stream

Nthabeleng Mokitimi-Dlamini – Group executive: Ecosystem and stakeholder management, Small Enterprise Development and Finance Agency SAfm Market Update - Podcasts and live stream

Nkosinathi Moshoana – CEO, Primestars SAfm Market Update - Podcasts and live stream

This evening, we look at market movements with Makwe Fund Managers, unpack the meaning of unlisted investments with the PIC, examine concerns from meat producers over government certification processes with the Association of Meat Importers and Exporters of Southern Africa, the SA Mint marks a historic milestone through commemorative coins, Lula discusses how SMEs are shifting towards a growth outlook, and in the Digital Drive feature, we discuss vulnerabilities in government systems with Joel Cedras. SAfm Market Update - Podcasts and live stream

Makwe Masilela of Makwe Fund Managers discusses upcoming interest rate decisions from the Bank of Japan and Bank of England, noting falling Brent crude prices amid a US-Iran peace deal expected to be signed in Switzerland. He also covers the SpaceX IPO, which has gained 10%, and says JSE performance is being driven by commodities and industrials. SAfm Market Update - Podcasts and live stream

Pradeep Maharaj – Sarb Executive SAfm Market Update - Podcasts and live stream

Paul Matthew – CEO, Association of Meat Importers and Exporters of Southern Africa SAfm Market Update - Podcasts and live stream

Joel Cedras – Cybersecurity Researcher SAfm Market Update - Podcasts and live stream

Garth Rossiter – Chief credit capital officer, Lula SAfm Market Update - Podcasts and live stream

Zama Khanyile – Acting head of unlisted investments, PIC SAfm Market Update - Podcasts and live stream

This evening, we unpack the day's market movements with Sanlam Private Wealth, examine the strategic buyout of Tiger Wheel & Tyre with Deal Makers International, explore Alexforbes' growth trajectory, discuss the mindset of the country's wealthiest individuals with Standard Bank, look at the business case behind the 2026 Fifa World Cup with Allianz Trade, and, in our SMME feature, we examine how Cloudy Deliveries is providing courier services to far-flung communities. SAfm Market Update - Podcasts and live stream

Nick Kunze of Sanlam Private Wealth unpacks a broadly positive day on the JSE and a stronger rand, driven by US dollar weakness. He also discusses the SpaceX IPO, the rush of listings and momentum in the AI trade. He notes that IPO surges often signal overheated markets that can be followed by sell-offs, which have also weighed on the gold price. He further comments on US inflation and jobs data and the implications for potential interest rate hikes. SAfm Market Update - Podcasts and live stream

Andrew Bahlmann – Managing director, Deal Makers International SAfm Market Update - Podcasts and live stream

Dawie de Villiers – CEO, Alexander Forbes SAfm Market Update - Podcasts and live stream

Jacques Els – Head of wealth and investment, Standard Bank SAfm Market Update - Podcasts and live stream

Maria Lattora – Sector Advisor, Allianz Trade SAfm Market Update - Podcasts and live stream

Sive Cabuko – Co-founder, Cloudy Deliveries SAfm Market Update - Podcasts and live stream

Sithembile Bopela of FNB Wealth and Investment unpacks the JSE performance weaker and explains the volatility of equities as the screens were red. She shares US inflation is up due to oil prices and that any new US Fed rate cuts are firmly off the table. She talks about the European central banks making their next interest rates decision tomorrow and inflation hiked due to oil prices as well. SAfm Market Update - Podcasts and live stream

This evening, we wrap up the day's market movements with FNB Wealth and Investments, unpack how investment decisions by the PIC led to an R88bn impact, examine opportunities in hyperscalers with Tshepo Kgadima, explore the operational reset underway at Spar, look at what the new Industrial Development Strategy means for the mining sector, and in this week's Executive Lounge, we follow the journey of Sara Winstone from Lightstone Property. SAfm Market Update - Podcasts and live stream

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

Reeza Isaacs on a tough first half, the retailer's European exit, and what fixing the group actually looks like. SAfm Market Update - Podcasts and live stream

Sara Winstone - Managing Director, Lightstone Properties SAfm Market Update - Podcasts and live stream

Khaya Sithole - Director, Corusca Consulting SAfm Market Update - Podcasts and live stream

Peter Major - Director: Mining, Modern Corporate Solutions SAfm Market Update - Podcasts and live stream

This evening, we delve into the latest market developments with Umthombo Wealth, assess the impact of the newly appointed SA Post Office board with the Department of Communications and Digital Technologies, unpack the rising number of companies entering business rescue with Werksmans Attorneys, explore the state of African aviation ahead of the AviaDev Africa Summit with Plane Talking, and in Property Insights, we discuss national house price growth in the first half of 2026 with Pam Golding Properties. SAfm Market Update - Podcasts and live stream

Talya Ginsberg of Umthombo Wealth unpacks recent bond market movements following the GDP announcement, noting six consecutive quarters of growth supported by stronger household spending. She highlights Brent crude rising above $90 per barrel, driven by geopolitical tensions, with potential short-term relief at the pumps but ongoing uncertainty without a peace agreement. Finally, she also points to continued volatility in gold, while the rand has shown recent resilience. SAfm Market Update - Podcasts and live stream