SAfm Market Update with Moneyweb

Market Watcher: Weak US dollar favours emerging markets

Nick Kunze of Sanlam Private Wealth discusses the rand’s move below R16 to the US dollar, stronger JSE performance and rising commodity prices. He also looks at US market volatility, flows into emerging markets, higher oil prices and inflation risks.

3 Sep 1PM 8 min

[FULL SHOW] Implats’ sustainability, mandatory medical aid, and Discovery’s banking profits

This evening, we wrap up the day’s market action with Sanlam Private Wealth, unpack Discovery Limited’s growth strategy that helped drive a 21% increase in profits, examine the case for mandatory medical aid with the Health Funders

3 Sep 1PM 54 min

Platinum rally fuels Implats’ earnings surge

Meroonisha Kerber – CFO, Impala Platinum Holdings Limited

3 Sep 1PM 7 min

Can mandatory medical scheme membership fix affordability?

Thonesan Naidoo – CEO, Health Funders Association

3 Sep 1PM 8 min

Kasi SME National Pitch Challenge crowns winner

Lesiba Matladi – Senior manager: enterprise & supplier development, Standard Bank CIB

3 Sep 1PM 9 min

Discovery’s big bet on banking starts paying off

Adrian Gore - Founder and CEO, Discovery Limited

3 Sep 1PM 8 min

Solving for water insecurity, one Damsak at a time

Dawid Breden – CEO, Damsak

3 Sep 1PM 8 min

[FULL SHOW] Aspen turnaround, Nedbank’s Kenya deal, and retirement funds abroad

This evening, we round up the latest market movements with PrimeXBT, unpack Aspen Pharmacare Holdings’ strong financial turnaround, examine Nedbank’s latest R13.9bn acquisition in Kenya with Denker Capital, discuss Cashbuild Limited’s R12.1bn growth strategy, and explore how workers can access retirement funds held abroad with the Institute for International Tax…

2 Sep 1PM 54 min

Market Watcher: 10 million missing barrels spooking the markets

Kea Nonyana of PrimeXBT discusses rising energy costs, the US Federal Reserve’s policy shift, the tech bubble and the JSE sell-off. He also looks at the stronger rand, Brent crude’s rise, a 10 million-barrel shortfall spooking the market, risks surrounding the Strait of Hormuz, as well as gold hitting a…

2 Sep 1PM 8 min

Aspen in a net-cash position for the first time

Sean Capazorio – CFO, Aspen Pharmacare Holdings

2 Sep 1PM 7 min

Cashbuild’s R12.1bn growth comes at a cost

Werner de Jager – CEO, Cashbuild Limited

2 Sep 1PM 7 min

Nedbank’s R13.9bn Kenya bet: Growth or risk?

Kokkie Kooyman – Executive director, Denker Capital

2 Sep 1PM 10 min

What workers can do if their retirement money is trapped overseas

Michael Kransdorff – CEO, Institute for International Tax and Finance

2 Sep 1PM 6 min

Executive Lounge: Building the future of learning from South Africa

Nick Miller – CEO, Teach Me 2 and Coachbit

2 Sep 1PM 9 min

Markets: Does market uncertainty prompt bond revaluations?

Victoria Reuvers of WealthStrat discusses market uncertainty, higher oil prices, US debt ceiling, weaker bond yields and pressure on equities, the impact of oil at $90 a barrel on inflation, as well as the rand and JSE’s performance.

1 Sep 1PM 7 min

[FULL SHOW] Shoprite acquisition, Sasol’s strong balance sheet, and trends beyond metros

Tonight, we unpack the day’s market moves with WealthStrat, examine Shoprite Holdings’ latest acquisition, discuss the increase in sugar dollar-denominated prices with Itac, celebrate Sasol’s R14 billion profit, explore data-driven farming with Omnia, and, in our Property Insights segment, we take a closer look at where South African homebuyers are…

1 Sep 1PM 53 min

Shoprite’s ‘everyday store’ strategy pays off as sales top R270bn

‘So very great for us to be in this position. An additional 1.1 million customers served every week – in a deflationary environment,’ says CEO Pieter Engelbrecht.

1 Sep 1PM 8 min

ITAC raises sugar protection — but is it enough?

Ayabonga Cawe – Chief commissioner, Itac

1 Sep 1PM 7 min

Sasol absorbs headwinds with strong balance sheet

Walt Bruns – Group CFO, Sasol Limited

1 Sep 1PM 8 min

Property Insights: Where are South Africa’s property buyers moving?

Ash Muller – Property media professional AskAsh

1 Sep 1PM 8 min