SAfm Market Update with Moneyweb

David Shapiro of Otto1890 discusses the two-speed economy, with tech stocks benefiting from infrastructure investment while rising inflation puts pressure on households. He examines US markets and interest-rate expectations. He also looks at commodity weakness amid market volatility and elevated Brent crude prices linked to ongoing geopolitical tensions. SAfm Market Update - Podcasts and live stream

Patrick Dlamini – CEO, PIC SAfm Market Update - Podcasts and live stream

Graham Lee – CEO, Capitec SAfm Market Update - Podcasts and live stream

Kevin Aron – Principal officer, Medshield Medical Scheme SAfm Market Update - Podcasts and live stream

Camille Tricoire – Managing Director: Southern Africa and Indian Ocean, Business France SAfm Market Update - Podcasts and live stream

Dr Mosima Meela – Group manager: Enterprise architecture and IT, Acsa SAfm Market Update - Podcasts and live stream

This evening, we discuss the latest market movements with Otto1890, discuss the PIC's latest integrated report, examine Capitec's interim results and its growing focus on business banking, explore the outcomes of the SA-France Business Forum with Business France, unpack Medshield's new benefit options for 2027, and in our Executive Lounge, we get to know Dr Mosima Meela of the Airports Company South Africa. SAfm Market Update - Podcasts and live stream

Tonight, we round up the day's market moves with WealthStrat, explore the changing African banking landscape and the opportunities created by the exit of EU lenders with Denker Capital, examine the role of development finance in frontier markets with British International Investment, discuss job losses with the International Labour, Research and Information Group, look at the transition to regenerative agriculture with Nedbank Agri, and, in our Property Insights segment, we explore why fewer homes are changing hands with RE/MAX Southern Africa. SAfm Market Update - Podcasts and live stream

Victoria Reuvers of WealthStrat discusses the JSE's improved performance, rising Brent crude prices above $100 a barrel and uncertainty over a US-Iran resolution. She explains how higher energy prices could keep SA interest rates elevated for longer, while rand stability offers some relief. She also explores the potential of local bonds as a safe haven amid global equity market volatility. SAfm Market Update - Podcasts and live stream

Kokkie Kooyman – Executive director, Denker Capital SAfm Market Update - Podcasts and live stream

Maria Smith – CIO, British International Investment SAfm Market Update - Podcasts and live stream

Dr Dale McKinley – Research and education officer, International Labour, Research and Information Group SAfm Market Update - Podcasts and live stream

Daneel Rossouw – Head of sales: Agriculture, Nedbank Commercial Banking SAfm Market Update - Podcasts and live stream

Adrian Goslett – CEO, Remax SAfm Market Update - Podcasts and live stream

This evening, we round up the day's market movements with Rand Swiss, unpack Eskom's leadership continuity and strategic outlook, discuss Acsa's announcement of its new CEO, explore the cost of refurbishing South Africa's diplomatic missions with Dr Kingsley Makhubele, and in our Personal Finance segment, we discuss the real cost of tax with Parity Wealth Managers. SAfm Market Update - Podcasts and live stream

Sean Kelly – Director, Parity Wealth Managers SAfm Market Update - Podcasts and live stream

Dr Kingsley Makhubele – former Ambassador to Portugal and international relations expert SAfm Market Update - Podcasts and live stream

Gary Booysen of Rand Swiss discusses Brent crude prices remaining above $100 a barrel, inflation and geopolitical tensions, as the resources index falls more than 5%. He also unpacks the stronger rand, Gold Fields' rejected bid and what rising interest rates, energy prices and AI earnings could mean for the year-end market rally. SAfm Market Update - Podcasts and live stream

Irvin Phenyane – Board chair, Airports Company South Africa SAfm Market Update - Podcasts and live stream

Mteto Nyathi – Board chair, Eskom SAfm Market Update - Podcasts and live stream

Rian Oberholzer – CEO, South Africa Rugby Union SAfm Market Update - Podcasts and live stream

Andile Dlamini – Head: Group communications, Volkswagen Group Africa SAfm Market Update - Podcasts and live stream

Sonwabile Ndamase – Executive director: Threads of Unity SAfm Market Update - Podcasts and live stream

Dr Thebe Ikalafeng – Chair, Brand Africa and Chancellor of Sol Plaatje University SAfm Market Update - Podcasts and live stream

Tonight, SAfm Market Update commemorates Heritage Day by exploring how South Africa's heritage and culture can create economic value. Can African identity become a source of economic power? We explore this with Sol Plaatje University, look at 75 years of industrial heritage and the value of buying locally produced goods with Volkswagen South Africa, examine how cultural memory can become globally competitive creative businesses with Threads of Unity, and celebrate the commercial power of sporting heritage following the successful World's Greatest Rivalry series with SA Rugby. SAfm Market Update - Podcasts and live stream

David Shapiro of Otto1890 unpacks the weaker rand and JSE losses, led by mining counters amid falling commodity prices. He discusses today's CPI print, the downward GDP revision and the MPC's 25-basis-point interest rate hike. Despite higher Brent crude prices, Shapiro says markets remain stable and expects the rand to hold above R16.40 to the US dollar. SAfm Market Update - Podcasts and live stream

This evening, we unpack the latest market movements with Otto1890, explore the future of US-SA relations with Mistra, celebrate the fourth Hall of Femme Awards with IWFSA, examine behavioural biases and investment decisions with Allan Gray, profile the entrepreneurial journey of Bravo Afrika Holdings in our SMME feature, and in our Executive Lounge, we speak to Bobby Ramagwede of the Automobile Association of South Africa. SAfm Market Update - Podcasts and live stream

Na'eem Jeenah – Senior researcher, the Mapungubwe Institute for Strategic Reflection SAfm Market Update - Podcasts and live stream

Dr Horacia Naidoo-McCarthy – Manager of institutional clients team, Allan Gray SAfm Market Update - Podcasts and live stream

Gabuka Booi – Founder, Bravo Afrika Holdings SAfm Market Update - Podcasts and live stream

Nene Molefi – Chair: Leadership development committee, IWFSA SAfm Market Update - Podcasts and live stream

Bobby Ramagwede – CEO, Automobile Association of South Africa SAfm Market Update - Podcasts and live stream

Tonight, we round up the day's market moves with FNB Wealth and Investments, unpack the NBCRFLI's response to questions about its financial management, discuss the future plans of property company Balwin Properties following its JSE delisting, examine who should be responsible for preparing graduates for the local economy with Eduvos, and in our AgriFocus segment, we take a closer look at efforts to build South Africa's local olive production industry. SAfm Market Update - Podcasts and live stream

FNB Wealth and Investments' Chantal Marx discusses expectations of an interest rate hike at the upcoming MPC meeting, Brent crude prices, US-Iran talks and market sentiment. She also looks at the JSE's 1% gain, Naspers and Prosus' performance, and how the rand could respond to the MPC decision. SAfm Market Update - Podcasts and live stream

Neal Froneman – Executive chair, Blue Mountain Racing SAfm Market Update - Podcasts and live stream

Steve Brookes – CEO, Balwin Properties SAfm Market Update - Podcasts and live stream

Amos Tshabalala – Spokesperson, NBCRFLI SAfm Market Update - Podcasts and live stream

Dr Mandi Joubert – Chief academic officer, Eduvos SAfm Market Update - Podcasts and live stream

Thabile Nkunjana – Senior economist, National Agricultural Marketing Council SAfm Market Update - Podcasts and live stream

Warren Buys of Private Client Holdings discusses the upcoming MPC decision on local interest rates, the latest CPI data, rand performance and structural reforms. He also looks at the JSE's gains, US markets, ratings agencies and the outlook for company earnings, and the US midterm elections. SAfm Market Update - Podcasts and live stream

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

Neville Williams – CFO, Remgro Limited SAfm Market Update - Podcasts and live stream