Moneyweb Radio
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.
N'hésitez pas à visiter le site du podcast et à soutenir son créateur : www.moneyweb.co.za
Auteur
Moneyweb Radio
Catégorie
Site du podcast
Dernier épisode
30 oct. 2026
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Épisodes
[TOP STORY] Bond market jitters, global yields, and political risk 30.10.2026 9:34
‘With US Treasury yields spiking to multi-decade highs, you can imagine market participants are getting nervous, so … we took a look at whether that nervousness is warranted or not’ – Anthea Gardner, Cartesian Capital.
Beer is old school, but is it investable? 30.10.2026 20:53
Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev’s results – selling less beer but growing profits – and Datatec’s latest bumper dividend. With so few local tech investment options, does Datatec make the cut? Anthea Gardner from Cartesian Capital explores the price of fear and what it reveals about the bond market. Plus, Simon looks at the surprisingly tiny size of South Africa’s ETF mark...
[TOP STORY] Navigating volatility, AI integration, and regional confidence in African businesses 29.10.2026 6:43
In the KPMG Africa CEO Outlook 2026 report, our CEOs ‘had the highest confidence of any region in Africa’: Frank Blackmore, KPMG.
TSMC's value is at the heart of the tech trade 29.10.2026 20:05
Momentum Securities’s Faheema Adia on the FOMC decision and TSMC’s AI-driven rally. Altron Fintech’s Johan Gellatly unpacks the latest Household Resilience Index, while KPMG’s Frank Blackmore explores African CEO confidence, risks, AI and where SA stands.
[TOP STORY] The hidden toll of debt and why early action matters 28.10.2026 6:35
If ‘you're stuck, struggling to put food on the table or struggling to speak to your family, speak to a professional, speak to a debt counsellor, speak to a financial advisor’: Sebastien Alexanderson, Debt Advisors CEO Sebastien Alexanderson.
Anthropic IPO numbers surprise on the upside 28.10.2026 20:40
Analysis of SA’s food security challenges and what the latest research reveals about access to food, plus a look at the mental toll of debt and practical ways to manage financial stress.
[TOP STORY] The inverse relationship between bond yields and equities 27.10.2026 7:22
John Stopford, head of multi-asset income at Ninety One, talks us through why higher bond yields are typically negative for equities, and what investors need to know.
Is your Reg 28 fund pulling its weight? 27.10.2026 21:19
Is Pick n Pay really turning around, or is Boxer masking the cracks? Merchant West Investments’s Alyssa Viljoen unpacks the results. Ninety One’s John Stopford warns of risks to equities as bonds and stocks diverge, while PSG Asset Management’s Dirk Jooste explains how understanding your Regulation 28 fund can boost returns.
[TOP STORY] Secrets to a decade of successful investing 26.10.2026 6:19
Truffle Asset Management’s Etienne Roux shares the investment philosophy, downside protection and strategy of the Amplify Wealth Protector Fund.
Sasol at R300: Where to next? 26.10.2026 19:34
Nick Kunze from Sanlam Private Wealth previews Pick n Pay’s results and unpacks the surge in oil and Sasol. Truffle Asset Management’s Etienne Roux on the secrets to a decade of successful investing. Plus, Juan Carlos from Artigas World Gold Council on how digital gold could attract a new generation of investors.
[TOP STORY] Water scarcity and commercial landlords’ evolving strategies 23.10.2026 8:13
Property analyst Keillen Ndlovu quotes Zodidi Meyiswa from Salga as reporting that at most municipalities ‘almost half of the purified water gets lost … through leakages, water-pipe bursts, theft, and non-payment’.
Clicks and Afrimat: Quality stocks, tough sectors 23.10.2026 19:47
Nasty Afrimat numbers and Clicks results that left the market disappointed. Is there an opportunity in either? Schalk Louw from PSG Old Oak weighs in. Independent property analyst Keillen Ndlovu unpacks how local Reits are investing in water security for their buildings. Simon on why investment fees matter, what to watch out for and why you should always ask about the EAC.
[TOP STORY] Famous Brands navigates tough trading conditions despite some product price decreases 22.10.2026 6:50
‘We prefer it when people are kind of time-poor, cash-rich – and then you're part of the eating segment’: CEO Darren Hele.
Sasol keeps the momentum going 22.10.2026 21:32
Kea Nonyana from PrimeXBT unpacks the latest business update from Sasol and Standard Bank's limited trading update. Famous Brands CEO Darren Hele discusses tough trading conditions despite price decreases on some products. Plus, Hugh Hacking from Momentum Corporate weighs in on better-than-expected local inflation and the key details from the MTBPS.
[TOP STORY] What shareholders want to see in C-suite remuneration 21.10.2026 6:12
PwC Reward Partner Khosi Mabaso finds it ‘encouraging to see that shareholders are seeing how non-executive directors are contributing from a board level’.
Transnet’s pain, Kumba’s gain 21.10.2026 19:47
Chantal Marx from FNB Wealth and Investments unpacks production updates from Kumba and Anglo American ahead of the Teck merger. Courtney Cox from Tax Consulting SA warns of the severe consequences of missing Friday's Sars deadline. Plus, PwC's Makhosazana Mabaso digs into the latest 2026 Directors' Remuneration and Trends report, covering the JSE's 200 largest companies.
[TOP STORY] Calgro's shifting asset portfolio and housing developments 20.10.2026 7:28
‘Because our exposure to the public sector is not as high leading up into these elections, we held back a little – and that distorted the [interim] numbers a little’ – CEO Ben Pierre Malherbe.
South32 bets big on copper boom 20.10.2026 20:53
Alyssa Viljoen from Merchant West Investments unpacks South32's latest update as investors chase copper and zinc, and asks whether the AI-driven selloff jitters are overdone. Karooooo CEO Zak Calisto discusses first-half results and how fuel prices are shaping client demand for its services. Plus, Calgro M3 CEO Ben Pierre Malherbe on results, infrastructure investment at Bankenveld District City a...
[TOP STORY] Navigating strategic growth and leadership in SA 19.10.2026 7:15
Maarten van Doesburgh from the Cape Peninsula University of Technology pleads for the unlocking of economic growth through structural public-private partnerships and infrastructure investment.
SA: Investment grade within two years? 19.10.2026 20:01
Sanlam Private Wealth's Nick Kunze on US bank earnings, MTN's selloff and opportunities in telcos. Investec's Chris Holdsworth on rising inflation, a brighter Q4 and the path to investment grade. CPUT's Maarten van Doesburgh on turning South Africa's commodity windfall into lasting economic growth.
[TOP STORY] Investment an increasingly important driver of global growth 16.10.2026 6:59
KPMG SA’s Frank Blackmore believes that ‘whereas everybody overseas is basically a price taker, a market taker, Africa can make itself a market maker’.
Why is Spur eating Famous Brands’s lunch? 16.10.2026 19:48
Danie Dörfling-Kruger from Moore Infinity unpacks Equites Property’s results as it largely exits the UK, PSG Financial Services navigating a tougher trading environment, and Famous Brands continuing to lag Spur. Frank Blackmore, from KPMG SA, explores the shifting investment landscape as investment rather than consumer spending emerges as a key growth driver. Plus, Simon looks at the positive feed...
[TOP STORY] Preparing SA’s infrastructure and economy for an ageing population 15.10.2026 6:33
Barry Kaganson, CEO of Auria Senior Living, points to the worrying projection that ‘about one in six South Africans will be over the age of 60 by 2050’ – many requiring mental, physical and financial assistance.
China stocks: Too cheap to ignore? 15.10.2026 21:03
A look at China’s stock market struggles as US markets reach new highs, and why South Africa is ill-prepared for its ageing population.
[TOP STORY] Overhauling trust administration 14.10.2026 7:28
Citadel Fiduciary partner Mbonisi Ndlovu reviews the impacts of the proposed Regulation of Trusts Bill 2026.
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