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
1,880 Episodes
1 – 20

How Simon Brown erred and ended up with 200 tons of maize

Schalk Louw from PSG Old Oak discusses the Pick n Pay rights issue buoyed by a higher share price. Simon shares a trading blunder that nearly left him with 200 tons of maize on his front lawn. Karl Westvig, TymeBank's new CEO, talks about Asian markets, new products, and the…
12 Jul 1AM 22 min

Can US markets keep offering the best returns for investors?

Gary Booysen from Rand Swiss reflects on the eighth anniversary of his global equity portfolio, discussing the performance of his initial stock picks after nine years. Theuns Ehlers from Absa addresses the funding challenges for renewable energy projects. Kabelo Makeke from Standard Bank South Africa talks about the increase in…
11 Jul 1AM 20 min

Load shedding reprieve is hurting solar industry

Chantal Marx from FNB Wealth & Investments on her preferred FNB single stock JSE-listed ETN. Sanlam Investment's Teboho Makhabane on the real impact of responsible investing. Jonty Sacks from Jaltech on how 100+ days of no load shedding is impacting solar installations.
10 Jul 1AM 21 min

Levels to watch for a break in the rand

Kea Molefe from Trive SA provides an outlook on gold amidst high interest rates and shares his top gold stock pick. Zakhele Nyandeni from BDO discusses the transition from Jibar to Zaronia, and Petri Redelinghuys from Herenya Capital Advisors highlights the key levels to watch for the rand's potential breakout,…
9 Jul 12AM 19 min

Fed could start cutting rates in September

Nick Kunze from Sanlam Private Wealth analyses Friday's weak jobs data and its potential impact on the Fed, as well as the factors driving PGMs higher. John Loos of FNB discusses the Q2 2024 Property Broker Survey, noting a decline in sales activity in two of three sectors, possibly influenced…
8 Jul 1AM 20 min

Concerns about the current market concentration

‘There are clearly signs that the economy is slowing down. ... Wall Street and Main Street are showing two very different things at the moment’: Craig Antonie – AnBro Capital Investments.
5 Jul 3AM 11 min

Consumer discretionary stocks poised for a strong finish in 2024

Independent analyst Carmen Mpelwane shares her top sector picks for the second half of the year.Craig Antonie, CIO of Anbro Capital Investments, discusses market concentration, noting that only a few stocks are driving indices higher. Simon offers his thoughts on directors buying and selling shares.
5 Jul 1AM 21 min

Fixed term EM and global growth exposure

Independent analyst Jimmy Moyaha discusses Bidvest's plans to sell its bank and acquire a Canadian cleaning business. Philipp Wörz from PSG Asset Management presents the investment case for China. Adishan Naidoo from Standard Bank introduces two new structured products focused on Emerging Markets and Global Growth.
4 Jul 1AM 20 min

Young investors: Two-pot system could really work for you

Odwa Magwentshu of Trive South Africa discusses the ArcelorMittal South Africa trading update and the potential opportunity with MultiChoice trading at R107 against a R125 offer. Rob van Eyden, CEO of Scope Markets SA, observes a shift in trader preferences from FX to lower-risk indices. Keri-lee Edmond from Old Mutual…
3 Jul 1AM 21 min

[TOP STORY] Do you buy at all-time highs?

Ricus Reeders from PSG Hole-in-One Ruimsig’s main principle when looking fundamentally at a ‘normal, straightforward industrial type of company’, is whether it shows dividend growth over the years, which fundamental principle ‘will probably make you wealthy’.
2 Jul 3AM 7 min

Power surge: Sectors booming with no load shedding

Considering that Friday will mark 100 with no load shedding, Alex Duys from Umthombo Wealth discusses the sectors and stocks that benefit most from a normal power supply. Ricus Reeders from PSG shares insights on buying stocks at all-time highs and why it’s not something to fear. Ernest North, co-founder…
2 Jul 1AM 21 min

[TOP STORY] Are you bullish SA Inc?

‘If there is remotely any whiff of positive South African sentiment from this GNU – and it does look like a reasonably positive outcome – small caps on the JSE stand to benefit’, reckons Keith McLachlan of Integral Asset Management.
1 Jul 3AM 8 min

Pick these SA Inc stocks for the GNU dawn

Chantal Marx from FNB Wealth and Investments shares her preferred picks in the new cabinet announced by the president. Phil Roux, CEO of Nampak, discusses results as the turnaround gathers momentum. Keith McLachlan discusses his preferred SA Inc stocks in light of the GNU cabinet.
1 Jul 1AM 21 min
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