Moneyweb Radio MoneywebNOW

MoneywebNOW

Moneyweb brings you the latest in business and financial news in our new morning podcast: MoneywebNOW with Simon Brown.

The show will offer the latest in business, trading and company news to best prepare listeners for the day ahead. It will be live-streamed via the Moneyweb website and mobile app between 06:30 and 06:50.
Daily English South Africa Business News · Business
2,363 Episodes
460 – 480

GNU gives local bonds a boost

Independent analyst Carmen Mpelwane discusses Pan African Resources' strong update. John Reade from the World Gold Council highlights their Q2 report showing a slowdown in central bank gold purchases. Rhandzo Mukansi of Futuregrowth Asset Management talks about local bond activity post-election.
30 Jul 2024 12AM 20 min

[TOP STORY] Going nuclear: How investible is atomic energy?

Michael Ncube of Anchor Capital reflects on the resurgence of interest in this energy source and indicates possible investment diversification into uranium-related mining, engineering or utility companies – or even an ETF.
29 Jul 2024 2AM 5 min

Is the AI trade hitting a wall?

Matete Thulare from RMB discusses whether the US tech selloff marks the end of the rally or just a correction in a longer trend. Anchor's Michael Ncube shares his insights on investing in uranium and his top stock pick. Wandile Sihlobo from the Agricultural Business Chamber of South Africa talks…
29 Jul 2024 1AM 19 min

British American Tobacco results surprise to the upside

FNB's Wayne McCurrie discusses results from Anglo American and British American Tobacco. Joe Klopper from Independent Securities analyses market impacts of a Democratic or GOP win in November and offers stock picks. Simon shares insights on using net asset value to evaluate banks and Reits.
26 Jul 2024 1AM 20 min

Balwin pivots to rental model as sales struggle

Odwa Magwentshu from Trive South Africa discusses Balwin's shift to a rental model alongside their sales model and provides an update on Vodacom. Stanlib's Sylvester Kobo explains multi-asset income funds and their unique features. Benay Sager from DebtBusters shares insights from their 3rd annual money stress survey, highlighting that women…
25 Jul 2024 1AM 20 min

Kumba echoes Sasol; sees Transnet improvements

Independent analyst Jimmy Moyaha discusses the Kumba Iron Ore results and its significant dividend payout. Jacques Conradie, CEO of Peregrine Capital, explains how they are positioned to benefit from the long-term rally in the global natural resources sector. Lebo Thubisi, deputy CIO of Alexforbes Investments, introduces the launch of the…
24 Jul 2024 1AM 22 min

[TOP STORY] Sasol's stabilising strides

The 2024 average for the full year versus 2023 on something like mining productivity looks a bit flat. But at the fourth quarter it's particularly strong ... This is a sign of healthy progress: Meryl Pick – OMIG head of equity research.
23 Jul 2024 2AM 6 min

Mr Price update shows continued momentum

Chantal Marx from FNB discusses the South32 update, which is mostly positive aside from the Worsley Alumina news. Meryl Pick of Old Mutual Investment Group breaks down the largely positive Sasol production update. Richard Carter from Allan Gray comments on the new Pension Funds Amendment Act that has been signed…
23 Jul 2024 1AM 19 min

[TOP STORY] Karooooo results for quarter ending March

Karooooo CEO Zak Calisto says, ‘With what we deliver in our platform today, it really is a no-brainer that every single company in South Africa should be on our platform’ in terms of assisting customers to build and digitalise their businesses.
22 Jul 2024 3AM 7 min

Do discounted holding companies offer value?

Nick Kunze from Sanlam Private Wealth discusses the potential opportunities in holding companies with substantial discounts to NAV, such as Reinet Investments, and shares his strategy if faced with a disaster scenario like Crowdstrike. Zak Calisto, CEO of Karooooo, comments on the implications of the Crowdstrike outage and highlights his…
22 Jul 2024 1AM 21 min

Will Anglo's restructuring go ahead?

Alex Duys from Umthombo Wealth analyses production reports from Anglo, Kumba, and Anglo Platinum. Meryl Pick from Old Mutual Investment Group discusses how JSE investors can tap into the megatrends of AI and inflation. Simon explains bond pricing: as price goes up, yield goes down.
19 Jul 2024 12AM 20 min

Chinese slump sparks varied commodity shifts

Lonwabo Maqubela of Perpetua Investment Managers on commodities and what he’s seeing year to date. Allan Gray's Siphesihle Zwane discusses the investment case for Disney and Bob Iger's successor. Kashmeera Kanji from Discovery Life explains how a cover option that pays out in US dollars can benefit South Africans.
18 Jul 2024 1AM 21 min

[TOP STORY] Chrome demand suddenly a big story

‘South Africa has about 70% of world chrome reserves. With our neighbour Zimbabwe, we've got another big chunk,’ points out Integral Asset Management’s Bruce Williamson.
17 Jul 2024 2AM 5 min

China housing crisis hurts Richemont

Independent analyst Jimmy Moyaha discusses Richemont's update, noting it as solid yet not spectacular, raising questions about pressure on the wealthy. Bruce Williamson of Integral Asset Management examines chrome demand and identifies the best-positioned PGM miner. Hannah de Nobrega of Prescient Investment Management anticipates the MPC rate announcement on Thursday.
17 Jul 2024 12AM 20 min
460 – 480