SAfm Market Update with Moneyweb

[FULL SHOW] Valterra results, PIC governance reset, and AI fraud crisis

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…

29 Jul 1PM 54 min

Market Watcher: Markets focused on profits

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.

29 Jul 1PM 10 min

Can consultants steer the PIC out of the crisis?

Tebogo Khaas – Founder and chair, Public Interest SA

29 Jul 1PM 8 min

Why South Africa's digital fraud crisis is deepening

Jarryd Jensen – Regional director: Southern Africa, Sumsub

29 Jul 1PM 6 min

What fiscal debt traps mean for long-term investors

Thalia Petousis – Portfolio manager, Allan Gray

29 Jul 1PM 10 min

‘Breathtaking’ set of interims from Valterra

Craig Miller – CEO, Valterra Platinum

29 Jul 1PM 8 min

Executive Lounge: Preserving the architecture of African storytelling

Dr Tumelo Chaka – CMO, United Stations

29 Jul 1PM 7 min

Angolan kwanza added to regional settlement system

Arif Ismail – Head: National Payment System Department, Sarb

29 Jul 5AM 6 min

[FULL SHOW] Kumba weathers storm, Angolan kwanza settlement, and SA’s reindustrialisation

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,…

29 Jul 5AM 54 min

Sugar imports surge as local growers push for tariff reform

Dr Thomas Funke – CEO, SA Canegrowers Association

29 Jul 5AM 8 min

Could the local defence economy lead SA reindustrialisation?

Daniel du Plessis – Vice President: Africa, Milkor

29 Jul 5AM 9 min

Innovation and industrialisation top SADC’s economic agenda

Dr Mlungisi Cele – Director-general, Department of Science, Technology and Innovation

29 Jul 5AM 7 min

Kumba Iron Ore remains resilient despite global headwinds

Mpumi Zikalala – CEO, Kumba Iron Ore

29 Jul 5AM 9 min

Rand gains ahead of US Fed meeting

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.

29 Jul 4AM 9 min

[FULL SHOW] Bab al-Mandeb trade pressures, FATF compliance and protecting local industries

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…

27 Jul 1PM 54 min

Market Watcher: The hunt for value in the market

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.

27 Jul 1PM 10 min