SAfm Market Update with Moneyweb

This evening, we wrap up the day's market action with Terence Hove, unpack the latest dry bulk shipping report with Bimco, explore the causes of employee financial distress with YuLife, examine retail spending trends with the Bureau of Market Research, discuss the opportunities for green finance in Africa with Standard Bank, look at manufacturing partnerships with the Brics SA Business Council, and, in this week's SMME feature, we follow the entrepreneurial journey of Refreshi. SAfm Market Update - Podcasts and live stream

Terence Hove discusses the market reaction to the US Fed's latest decision, the rand's resilience, geopolitical risks and oil prices. He also examines record earnings for local miners, rising commodity prices, central bank demand for safe-haven assets, and explains British American Tobacco's share buy-back programme. SAfm Market Update - Podcasts and live stream

Filipe Gouviea – Shipping analysis manager, BIMCO SAfm Market Update - Podcasts and live stream

Jaco Oosthuizen – Managing director, YuLife SAfm Market Update - Podcasts and live stream

Professor Deon Tustin – CEO, Bureau of Market Research SAfm Market Update - Podcasts and live stream

Boitumelo Sethlatswe – Head of sustainability, Standard Bank Group SAfm Market Update - Podcasts and live stream

Tafadzwa Chibanguza – Chair: Manufacturing Working Group, BRICS SA Business Council SAfm Market Update - Podcasts and live stream

Jakob Holbak – CEO and founder, Refreshi SAfm Market Update - Podcasts and live stream

This evening, we unpack the latest market movements with Otto1890, examine the governance reset at the PIC with Public Interest SA, discuss the implications of fiscal debt traps for long-term investors with Allan Gray, explore the growing AI-driven fraud crisis across Africa with Sumsub, reflect on Valterra Platinum,s record financial performance, and, in our Executive Lounge, we speak to Dr Tumelo Chaka, chief marketing officer at United Stations. SAfm Market Update - Podcasts and live stream

David Shapiro of Otto1890 unpacks the AI bubble and tech stocks. He reviews results from Kumba, Valterra Platinum and Rio Tinto, explores how AI spending is boosting commodities, and discusses the shift from luxury vehicles to Chinese brands and EVs. SAfm Market Update - Podcasts and live stream

Tebogo Khaas – Founder and chair, Public Interest SA SAfm Market Update - Podcasts and live stream

Jarryd Jensen – Regional director: Southern Africa, Sumsub SAfm Market Update - Podcasts and live stream

Thalia Petousis – Portfolio manager, Allan Gray SAfm Market Update - Podcasts and live stream

Craig Miller – CEO, Valterra Platinum SAfm Market Update - Podcasts and live stream

Dr Tumelo Chaka – CMO, United Stations SAfm Market Update - Podcasts and live stream

Arif Ismail – Head: National Payment System Department, Sarb SAfm Market Update - Podcasts and live stream

Tonight, we unpack the day's market moves with FNB Wealth and Investments, examine Kumba Iron Ore's resilient performance, discuss SADC's industrialisation drive, explore the Angolan kwanza's entry into the regional payment system with the Sarb, assess whether the local defence economy can drive SA's reindustrialisation with Milkor, and, in AgriFocus, we look at the impact of rising sugar imports with the SA Canegrowers Association. SAfm Market Update - Podcasts and live stream

Dr Thomas Funke – CEO, SA Canegrowers Association SAfm Market Update - Podcasts and live stream

Daniel du Plessis – Vice President: Africa, Milkor SAfm Market Update - Podcasts and live stream

Dr Mlungisi Cele – Director-general, Department of Science, Technology and Innovation SAfm Market Update - Podcasts and live stream

Mpumi Zikalala – CEO, Kumba Iron Ore SAfm Market Update - Podcasts and live stream

Chantal Marx of FNB Wealth and Investments discusses Boxer's gains following new store openings, Canal+'s strong results, TFG's recovery, the impact of online gambling on consumer behaviour, the sell-off in industrial stocks, and the rand's gains as the dollar weakened ahead of the US Federal Reserve meeting. SAfm Market Update - Podcasts and live stream

This evening, we round up the day's market movements with PrimeXBT, examine the latest developments in the Bab al-Mandeb Strait with the University of Johannesburg, discuss protecting SA,s peanut industry with Itac, unpack the FATF assessment process with RelyComply, explore the innovations needed to keep the country,s mining sector competitive with RIIS Africa, and, in our Digital Drive segment, we take a closer look at Samsung,s Galaxy Z series with Recharged.co.za. SAfm Market Update - Podcasts and live stream

Kearabilwe Nonyana of PrimeXBT discusses the market's hunt for value, renewed interest in industrial shares, geopolitical risks to oil prices, resilient US earnings, record AI stocks, the rand's performance, the Sarb's decision to hold rates, and the upcoming US interest rate decision. SAfm Market Update - Podcasts and live stream

Patrick Bond – Distinguished Professor of Sociology, University of Johannesburg SAfm Market Update - Podcasts and live stream

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

Bradley Elliott – CEO, RelyComply SAfm Market Update - Podcasts and live stream

Kuda Mukova – CEO, RIIS Africa SAfm Market Update - Podcasts and live stream

Nafisa Akabor – Tech journalist and founder, Recharged.co.za SAfm Market Update - Podcasts and live stream

This evening, we wrap up the day's market action with Sanlam Private Wealth, unpack the MPC's decision to hold interest rates with the Institute for Economic Justice, explore South Africa's LNG opportunities with Standard Bank Group, examine the PIC governance crisis with the University of Johannesburg, discuss the challenge of balancing grid stability with coal plant retirements with Professor Vally Padayachee, and, in this week's SMME feature, we follow the entrepreneurial journey of Bro Cabs. SAfm Market Update - Podcasts and live stream

Nick Kunze of Sanlam Private Wealth discusses the JSE's decline, driven by higher oil prices, Google's AI spending and interest rate uncertainty. He explains why the MPC's decision to hold rates is good for consumers, and reflects on weaker US markets, Google's $6 billion AI investment and Tesla's lower profits. SAfm Market Update - Podcasts and live stream

Dr Mzwanele Ntshwanti – Senior researcher, Institute for Economic Justice SAfm Market Update - Podcasts and live stream

Paul Eardley-Taylor – Gas sector lead, Standard Bank Group SAfm Market Update - Podcasts and live stream

Prof Vally Padayachee – Power and energy expert SAfm Market Update - Podcasts and live stream

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

Persy Qamata – CEO and co-founder, Bro Cabs SAfm Market Update - Podcasts and live stream

Garreth Elston – besturende direkteur, Golden Section Capital SAfm Market Update - Podcasts and live stream

This evening, we unpack the latest market movements with Otto1890, discuss Pepkor's landmark fintech acquisition with the FinTech Association of South Africa, examine the future of new energy vehicles (NEVs) and job security with Naacam, explore tourism trends across Africa with MSC Cruises South Africa, and, in our Executive Lounge, speak to Deutsche Bank's chief country officer Danelee Masia. SAfm Market Update - Podcasts and live stream

David Shapiro of Otto1890 discusses South Africa's inflation spike, the prospect of another interest rate hike, global market trends, the US earnings season, the AI rally, higher oil prices and the rand's resilience. SAfm Market Update - Podcasts and live stream

Renai Moothilal – CEO, Naacam SAfm Market Update - Podcasts and live stream

Danielle Lawrence - COO, FinTech Association of South Africa SAfm Market Update - Podcasts and live stream

Ross Volk – Managing director, MSC Cruises SA SAfm Market Update - Podcasts and live stream