SAfm Market Update with Moneyweb

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

Solly Malatsi – Minister, Department of communications and digital technologies SAfm Market Update - Podcasts and live stream

Linden Birns - Managing Director, Plane Talking SAfm Market Update - Podcasts and live stream

Dr Eric Levenstein - Head: Insolvency and Business Rescue, Werksmans Attorneys SAfm Market Update - Podcasts and live stream

Dr Andrew Golding – CEO, Pam Golding Properties SAfm Market Update - Podcasts and live stream

Viv Govender of Rand Swiss discusses US jobs data, Friday's market fall and the possibility of renewed interest rate hikes. He also covers a weaker rand and the JSE's resilience despite mixed retail results from Mr Price and TFG. He examines ongoing geopolitical risks, including tensions without a US-Iran ceasefire, and the potential impact of disruptions in the Strait of Hormuz on oil prices and smaller economies. SAfm Market Update - Podcasts and live stream

This evening, we unpack the day's market movements with PrimeXBT, hear more about navigating the disrupted supply chains with Omnia, share the cash improvement and strengthened regional markets with PPC, assess how the Fitch ratings boosts SA fiscal recovery with Econometrix, and in our Personal Finance segment, explore a wealth index that measures financial confidence with Franc SAfm Market Update - Podcasts and live stream

on the 28% increase in operational growth and optimism in markets despite the supply chain changes in the markets Seelan Gobalsamy – CEO, Omnia SAfm Market Update - Podcasts and live stream

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

on the impact of regional markets have strengthened the market value and the implications of competing cement on the value chain. Matias Cardarelli – CEO, PPC Limited SAfm Market Update - Podcasts and live stream

Dr Thomas Brennon – CEO and Co-founder, Franc SAfm Market Update - Podcasts and live stream

This evening, we unpack the day's market movements with an independent financial analyst, examine a high court precedent recognising bitcoin as money and capital with Werksmans Attorneys, explore how capital flows are taking centre stage at the Islamic Economic Summit with the Council for Islamic Banks and Financial Institutions, discuss Standard Bank's response to growing demand for Shari'ah-compliant dealership funding, look at business efforts to help fix the City of Johannesburg with Business Leadership South Africa, and, in our SMME feature, explore how Gcwalisa is disrupting traditional retail culture. SAfm Market Update - Podcasts and live stream

Independent financial analyst Terence Hove unpacks the rand's performance as it breaks through R16.30. He discusses fuel and interest rate hikes, and the impact of positive ratings developments and fiscal consolidation, which have helped the rand hold its ground against other currencies. He also looks at how the volatile US-Iran standoff is clouding market sentiment and affecting global equities, as well as developments in crypto valuations. SAfm Market Update - Podcasts and live stream

Miles Kubheka – Founder and CEO, Gcwalisa SAfm Market Update - Podcasts and live stream

Busi Mavuso – CEO, Business Leadership South Africa (BLSA) SAfm Market Update - Podcasts and live stream

Ameen Hassen - Head: Shari'ah Banking, Standard Bank SAfm Market Update - Podcasts and live stream

Hamza K. Bawazir – Secretary General, Council for Islamic Banks and Financial Institutions SAfm Market Update - Podcasts and live stream

Natalie Scott – Head of sustainability, Werksmans Attorneys SAfm Market Update - Podcasts and live stream

This evening, we wrap up the day's market movements with Otto1890, discuss major acquisitions that strengthened asset management strategy at Ninety One, examine the significance of the Canal+ listing for local markets with the JSE, explore energy and carbon performance certificates with Looksee, consider what history can teach us about investing and AI with Allan Gray, and in this week's Executive Lounge, we follow the journey of Dr Phindile Msomi from the Hazile Group. SAfm Market Update - Podcasts and live stream

David Shapiro of Otto1890 unpacks ADP numbers and how the US market is taking a knock. He explains how market sentiment may be pointing to interest hikes in the US where S&P and Nasdaq are taking losses. He talks about SpaceX going public and concerns on AI stock bubble. He explains the Rand remains strong at R16.30 despite equity stocks such as retailers under pressure. He shares how Asian markets performed, especially AI stocks performance. SAfm Market Update - Podcasts and live stream

Hendrik du Toit – CEO, Ninety One SAfm Market Update - Podcasts and live stream

Sam Mokorosi – Head of origination and deals, JSE SAfm Market Update - Podcasts and live stream

Nshalati Hlungwane – Manager: Institutional clients, Allan Gray SAfm Market Update - Podcasts and live stream

Marc du Plessis – Executive head of LookSee, Standard Bank SAfm Market Update - Podcasts and live stream

Dr Phindile Msomi – Founder and CEO, Hazile Group SAfm Market Update - Podcasts and live stream

Chantal Marx of FNB Wealth and Investments discusses the rand's recent resilience and ratings updates from S&P and Moody's, and whether it could strengthen below R16/$. She also looks at the rise in industrial stocks, led by Naspers and Prosus, the US market's AI-driven rally, and warns against investing in AI-themed stocks without proper due diligence. SAfm Market Update - Podcasts and live stream

This evening, we delve into markets developments in the markets with FNB Wealth and Investments, examine the UCT going off with Discovery Green, unpack the latest addition to the sport and gambling operator with National Lotteries Commission, learn about how the R4 billion expansion of fibre network with Telkom, and AgriFocus, we discuss insurance needs of farmers in the midst of climate shooks with Land Bank. SAfm Market Update - Podcasts and live stream