SAfm Market Update with Moneyweb

This evening we round up the day's market movements with Rand Swiss, discuss the impact of the resignations from the Spar board with Anchor Capital, examine the implications of the SAA CEO being placed on special leave with Guy Leitch, unpack how SA's financial resilience is helping fixed income investors with Ninety One, separate AI stock winners and losers with Merchant West – and in our Personal Finance segment, we ask NMG Benefits where consumers should draw the line when it comes to taking financial advice from AI. SAfm Market Update - Podcasts and live stream

Stephan Erasmus – Senior Investment Analyst, Anchor Capital SAfm Market Update - Podcasts and live stream

Shaun Murison of Rand Swiss unpacks the performance of the rand as it hit R16.20 to the dollar amid lower-than-expected US inflation numbers; looks at the gold price gaining alongside commodities such as platinum and silver; explains the lower impact of geopolitical tensions on the price of Brent crude as markets depend less on the Strait of Hormuz; and discusses the JSE strengthening in relation to its emerging markets peers, and how the local markets are undervalued. SAfm Market Update - Podcasts and live stream

Guy Leitch – Aviation expert SAfm Market Update - Podcasts and live stream

Mokgatla Madisha – Head: SA Fixed Income, Ninety One SAfm Market Update - Podcasts and live stream

Neal Hoogwerf – Equity Analyst, Merchant West SAfm Market Update - Podcasts and live stream

Stiaan de Witt – Financial planner, NMG Benefits SAfm Market Update - Podcasts and live stream

This evening, we wrap up the day's market action with Terence Hove, unpack Standard Bank Group's strong half-year results, explore SA's new digital travel system and the new SAT board with the Department of Tourism, discuss progress on the Spaza Shop Fund with the Department of Small Business Development, examine Armscor's plans to seek partnerships to unlock its intellectual property portfolio with Kobus Marias, and, in this week.s SMME feature, we follow the entrepreneurial journey of NeoHeights Aviation Group. SAfm Market Update - Podcasts and live stream

Chantal Marx of FNB Wealth and Investments discusses conflicting reports on the peace deal, energy prices and Strait of Hormuz traffic, as well as AI bubble risks and high capex. She also unpacks the JSE's performance and Truworths' stronger-than-expected trading statement. SAfm Market Update - Podcasts and live stream

Patricia de Lille – Minister of Tourism SAfm Market Update - Podcasts and live stream

With laser focus on growing revenues and earnings, and being ‘paranoid' about what its competitors are doing. Group CEO Sim Tshabalala elaborates. SAfm Market Update - Podcasts and live stream

Qinisile Delwa – Deputy-director general: Enterprise development, Department of Small Business Development SAfm Market Update - Podcasts and live stream

Kobus Marias – Independent defence analyst SAfm Market Update - Podcasts and live stream

Neo Makgale – CEO and founder, NeoHeights Aviation Group SAfm Market Update - Podcasts and live stream

Dr Ramatsemela Masango – CEO, Ario SAfm Market Update - Podcasts and live stream

This evening, we wrap up the latest market movements with Private Client Holdings, examine the latest report on the African sovereign debt crisis with the University of Pretoria, discuss the value of investment with Allan Gray, explore how outdated card systems are costing local banks millions with Denker Capital, and, in our Executive Lounge, we speak to nuclear engineer Dr Ramatsemela Masanga of Ario about empowering the next generation of scientists. SAfm Market Update - Podcasts and live stream

Siphesihle Zwane – Portfolio manager, Allan Gray SAfm Market Update - Podcasts and live stream

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

Professor Daniel Bradlow – Senior research fellow: Centre for the Advancement of Scholarship, University of Pretoria SAfm Market Update - Podcasts and live stream

Warren Buys unpacks the rand's performance against major currencies. He also discusses the resilience of US markets and AI stocks, including SpaceX and Prosus, and reflects on gold's rise above $4 400 as central banks turn to it as a safe haven. Warren Buys – Senior wealth manager, Private Client Holdings SAfm Market Update - Podcasts and live stream

Alan Dickson – GCEO, AECI SAfm Market Update - Podcasts and live stream

Chantal Marx of FNB Wealth and Investments unpacks the sea of red on the JSE, the impact of unemployment on market sentiment and key company results, including AB InBev, MTN and British American Tobacco. She also examines US market volatility, the AI bubble and earnings season, before turning to stronger Asian markets despite Japanese public holidays. SAfm Market Update - Podcasts and live stream

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

Phakamile Hlubi Majola – Spokesperson, Misa SAfm Market Update - Podcasts and live stream

Nombasa Hlathi – Head: Client solutions and international payments, Standard Bank CIB SAfm Market Update - Podcasts and live stream

Mecia Petersen – CEO, South African Table Grape Industry Association (Sati) SAfm Market Update - Podcasts and live stream

Tonight, we unpack the day's market moves with FNB Wealth and Investments, examine strong mining performance with AECI, discuss the impact of high power costs on Ferroglobe's smelter with Tshepo Kgadima, explore what Aarto fines mean for businesses and company vehicles with Misa, and celebrate a new milestone in international payments with China with Standard Bank CIB, and in AgriFocus, we look at the fresh produce industry's engagement with the minister through Sati. SAfm Market Update - Podcasts and live stream

Sibongile Sambo – Founder and CEO, SRS Aviation SAfm Market Update - Podcasts and live stream

Monalisa Zwambila – Founder, Femio SAfm Market Update - Podcasts and live stream

Parmi Natesan – CEO, Institute of Directors in South Africa SAfm Market Update - Podcasts and live stream

Jeanne Fourie – Management consultant, Kearney Africa SAfm Market Update - Podcasts and live stream

This evening, we bring you a special broadcast commemorating the 70th anniversary of the 1956 National Women's March, viewed through the lens of the 2026 theme: Empowered women, empowering nations, we examine the business case for women in senior leadership with Kearney Africa, discuss the training and readiness of women for boardroom leadership with the Institute of Directors in SA, explore how collective spending can help bridge the financial inclusion gap with Femio, and hear the entrepreneurial journey of SRS Aviation as it takes women's entrepreneurship to new heights. SAfm Market Update - Podcasts and live stream

This evening, we wrap up the day,s market action with Sanlam Private Wealth, unpack the 200-tonne SA-China soybean deal with Sacota, explore Medshield,s membership growth, discuss the AfDB partnership supporting women-led businesses with Standard Bank, examine the potential impact of new mining beneficiation rules with the Minerals Council SA, and, in this week,s SMME feature, follow the entrepreneurial journey of Boo Campus Media. SAfm Market Update - Podcasts and live stream

André van der Vyver – Executive director, SA Cereals and Oilseeds Trade Association SAfm Market Update - Podcasts and live stream

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

Felisha Singh – Head: Client experience, insights and adoption, Standard Bank SAfm Market Update - Podcasts and live stream

Mzila Mthenjane – CEO, Minerals Council South Africa SAfm Market Update - Podcasts and live stream

Dave McKenzie – CEO and founder, Boo Campus Media SAfm Market Update - Podcasts and live stream

This evening, we wrap up the latest market movements with Otto1890, examine the reinstatement of the PIC CEO with the Johannesburg Business School, discuss whether renewable energy can power Africa,s megacities with Tshepo Kgadima, explore the implications of the US Senate tariff probe for SA business with KPMG, unpack Dangote,s planned IPO with Sagoa, and, in our Executive Lounge, we speak to Thandeka Ngoma of Bridgestone about why mentorship is at the heart of effective leadership. SAfm Market Update - Podcasts and live stream

David Shapiro of Otto1890 reflects on US corporate earnings and the growing adoption of AI by businesses. He also unpacks the JSE, where mining stocks performed strongly, and discusses Brent crude oil still lingering at the $80 mark despite the absence of headlines on renewed peace talks. SAfm Market Update - Podcasts and live stream

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

Director: Centre for Public Policy and African Studies, University of Johannesburg SAfm Market Update - Podcasts and live stream