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
2,125 Episodes
1 – 20

Next week’s rates decision will be a balancing act

Gary Booysen from Rand Swiss breaks down Clicks's trading update and why the market views it as underwhelming. Hannah de Nobrega from Prescient Investment Management shares insights on what to watch in the upcoming local CPI data. Salem Nyati from Momentum offers tips on managing debt and making the most…
22 Jan 12AM 19 min

TSMC still offering value

Kieran Witthuhn from Anchor discusses TSMC results and US bank earnings. Luno's Christo de Wit explains how and why meme coins are listed on Ether or Solana. Sidney Fletcher of Tax Consulting SA unpacks Sars's crackdown on trust tax arrears.
21 Jan 12AM 20 min

What’s left if Sasol sells its chemical business?

Nick Kunze from Sanlam Private Wealth discusses reports of Sasol possibly spinning off its US chemicals operations and analyses the Ninety One AUM update. Dean Furman, CEO of 1064 Degree, shares insights on what to expect from AI in 2025. Casey Sprake from Anchor explores inflation expectations and their importance.
20 Jan 12AM 20 min

[TOP STORY] Looking at the US and its markets in 2025

‘Across the board for many high-quality businesses ... having to pay PE ratios north of 35 seems a little high at this stage. So we're just taking a fairly defensive stance on US equities’– Independent Securities CIO Simon Fillmore.
17 Jan 2AM 7 min

Despite stock jump Richemont still isn’t pricey

Alex Duys from Umthombo Wealth discusses Richemont’s strong update, which drove the stock to all-time highs, and PPC’s new R3 billion cement plant in the Western Cape. Simon Fillmore of Independent Securities shares his market outlook for 2025 and adjacent AI ideas. Simon shares his thoughts on fees – the…
17 Jan 12AM 19 min

2025: Why PGM stocks are a buy

Zak Calisto, CEO of Karooooo, reflects on results that showcased another quarter of strong growth, particularly in Southeast Asia. Meanwhile, Ian Anderson from Merchant West Investments examines the strong performance of Reits in 2024 and shares insights on their prospects for the year ahead. Independent analyst Jimmy Moyaha discusses whether,…
16 Jan 12AM 22 min

US proposes banning AI chip exports to all but 18 countries

Viv Govender of Rand Swiss shares insights on the Biden administration's updated export rule for AI chips, which has knocked Nvidia and ETFsa's Nerina Visser on understanding the distribution Sens announcements from ETFs. Ruan Maré of the Competition Commission on the fresh produce market inquiry that has far-reaching implications for…
14 Jan 11PM 24 min

Rising oil price could still go higher

Kea Nonyana of Scope Prime on Life Healthcare exiting another business (Life Molecular Imaging), and what’s driving oil higher? Ninety One's Archie Hart shares insights on opportunities in emerging markets; and, Agricultural Business Chamber chief economist Wandile Sihlobo weighs in on what’s driving the rise in cocoa prices.
14 Jan 12AM 20 min

Sasol and Pick n Pay top stock picks for 2025

Independent analyst Carmen Mpelwane weighs in on whether further US rate cuts are on hold after strong US jobs data; and, Petri Redelinghuys of Herenya Capital Advisors on his trade of the year. Plus, TPN director Waldo Marcus shares insight on the impact of city management and water on residential…
13 Jan 12AM 20 min

US equity returns: A decade of caution  ahead

Chris Eddie of 10X Investments on potentially very poor US equity returns over the next decade as the recent massive run higher has sent valuations skyrocketing. Plus, Simon's thoughts on when your medical aid rejects your valid claim.
9 Jan 11PM 20 min

Small cap offshore beating Nasdaq

Keith McLachlan from Integral Investment Management shares insights on offshore investing, evaluating executive performance, and uncovering value.
8 Jan 12AM 20 min
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