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.
Latest episodes
-
7 min
[TOP STORY] The inverse relationship between bond yields and equities
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.
-
21 min
Is your Reg 28 fund pulling its weight?
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 eq…
-
6 min
[TOP STORY] Secrets to a decade of successful investing
Truffle Asset Management’s Etienne Roux shares the investment philosophy, downside protection and strategy of the Amplify Wealth Protector Fund.
-
20 min
Sasol at R300: Where to next?
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 su…
-
8 min
[TOP STORY] Water scarcity and commercial landlords’ evolving strategies
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-pip…
-
20 min
Clicks and Afrimat: Quality stocks, tough sectors
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…
-
7 min
[TOP STORY] Famous Brands navigates tough trading conditions despite some product price decreases
‘We prefer it when people are kind of time-poor, cash-rich – and then you're part of the eating segment’: CEO Darren Hele.
-
22 min
Sasol keeps the momentum going
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…
-
6 min
[TOP STORY] What shareholders want to see in C-suite remuneration
PwC Reward Partner Khosi Mabaso finds it ‘encouraging to see that shareholders are seeing how non-executive directors are contributing from a board level’.
-
20 min
Transnet’s pain, Kumba’s gain
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 sev…
-
7 min
[TOP STORY] Calgro's shifting asset portfolio and housing developments
‘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 Pier…
-
21 min
South32 bets big on copper boom
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. Karoo…
-
7 min
[TOP STORY] Navigating strategic growth and leadership in SA
Maarten van Doesburgh from the Cape Peninsula University of Technology pleads for the unlocking of economic growth through structural public-private partnerships and infrastructure…
-
20 min
SA: Investment grade within two years?
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 in…
-
7 min
[TOP STORY] Investment an increasingly important driver of global growth
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’.
-
20 min
Why is Spur eating Famous Brands’s lunch?
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…
-
7 min
[TOP STORY] Preparing SA’s infrastructure and economy for an ageing population
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, phy…
-
21 min
China stocks: Too cheap to ignore?
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.
-
7 min
[TOP STORY] Overhauling trust administration
Citadel Fiduciary partner Mbonisi Ndlovu reviews the impacts of the proposed Regulation of Trusts Bill 2026.
-
23 min
Bytes Technology sells off on strong results
A look at the sharp sell-off in Bytes Technology shares following its results and acquisition of CyberOne, and whether South Africa’s auditing profession is ready for the future.