MoneywebNOW
Channel Details
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...
Recent Episodes
258 episodes![[TOP STORY] ‘We have an available market that we are not yet selling to’](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg){kind=logo}
[TOP STORY] ‘We have an available market that we are not yet selling to’
RMB’s Isaah Mhlanga shares insights on where investors should look for the next big opportunities across Africa.
Never mind the loss ... PnP's still offering potential
Petri Redelinghuys from Herenya Capital Advisors unpacks Pick n Pay’s latest results – with losses mounting even as Boxer lifts group performance.
[TOP STORY] Evaluating banks and retail amid resource stock success
Ninety One’s Hannes van den Berg highlights where real value still lies locally – and the risks – as precious metal miners dominate 2025 returns.
It’s a bull market, don’t fight it
Nick Kunze from Sanlam Private Wealth unpacks South Africa’s grey-list exit, the latest US CPI print, a potential US-China thaw – and why global marke...
[TOP STORY] Afrimat’s strategic moves in a shifting commodity market
Lafarge ‘was in a very difficult position when we took it over, and we are glad to say it is starting to make a small contribution’ – Afrimat CEO Andr...
Has Sasol’s long recovery finally taken hold?
PSG Wealth’s Schalk Louw on Sasol’s strong update that investors cheered, and Clicks’s steady top-line growth paired with a sharp Heps rebound.
...
[TOP STORY] Executive pay rebounds strongly in 2025 survey
PwC’s Leila Ebrahimi suggests we need to see pay for performance as an opportunity ‘not to get distracted by the numbers’.
Fund managers switching to local equities
Independent analyst Jimmy Moyaha on Famous Brands’s results – modest growth but a note of cautious optimism ahead – and the question on everyone’s lip...
![[TOP STORY] Global significance of the yellow metal’s record streak](https://cdn.iono.fm/files/p216/logo_5240_20250910_202551_1400.jpeg){kind=logo}
[TOP STORY] Global significance of the yellow metal’s record streak
‘Gold typically performs well when the dollar is under pressure, but currently it's totally out of whack’ – Citadel Chief Economist Maarten Ackerman.
TFG update is a horror
Zimele Mbanjwa from FNB Wealth and Investments unpacks the Foschini update that spooked the entire SA Inc market. Citadel’s Maarten Ackerman on the gl...
[TOP STORY] Woolworths’s challenge as Shoprite roars ahead
Jon Cherry from Cherryflava reckons Shoprite has almost transcended the idea that they're a business; they're now calling themselves ‘an institution’.
Investing in nuclear in the age of AI
Petri Redelinghuys from Herenya Capital Advisors revisits his nuclear investment thesis as the sector grabs headlines again — from South Africa’s rene...
[TOP STORY] Inflation, tariffs, and complacency
'I think that … domestically we are likely to see the next few prints into the end of the year inching a little bit higher’ – Momentum Chief Economist...
SA set to wave bye-bye to grey list this week
Nick Kunze from Sanlam Private Wealth on Prosus sealing its Just Eat Takeaway.com deal. Bastian Teichgreeber, CIO at Prescient Investment Management,...
[TOP STORY] Will JSE-listed ETPs top R300bn by year end?
ETFSA’s Mike Brown notes that after former heavy opposition ‘quite a few’ active managers have joined the exchange-changed product industry and others...
Strong PSG Financial Services results no surprise
Odwa Magwentshu from Momentum on RFG’s Premier offer, PSG Financial Services’s strong results, and gold’s historic nine-week winning streak.
[TOP STORY] Do you need a side hustle to make ends meet?
Sarah Nicholson of JustMoney calls today’s bargain-hunting a ‘national sport’.
Luxury booms on LVMH results
Viv Govender from Rand Swiss on upbeat results from ASML and LVMH — with the latter lifting global luxury stocks. Sarah Nicholson from JustMoney unpac...
[TOP STORY] Moving beyond cash and bonds for growth
Ninety One’s Duane Cable on why the once ‘safe’ portfolio has turned risky – and where conservative investors can still find refuge as yields tighten.
CMH proposes buying back 15% of issued shares
Chantal Marx from FNB Wealth & Investments unpacks Ninety One’s surging AUM and the drivers behind its strong growth. Karooooo CEO Zak Calisto discuss...
[TOP STORY] Moving money offshore? What Sars really needs from you
‘As long as you can justify how you made your money and that you have paid the taxes, you should have no problem' – Nicholas Botha from Tax Consulting...
Crypto blowup is a cautionary tale for traders
Petri Redelinghuys from Herenya Capital Advisors on the dangers of not grasping the true risks of gearing – a reality laid bare when crypto accounts w...
[TOP STORY] Navigating the offshore investment maze
Brandon Naidoo from Liberty Group South Africa unpacks the intricacies of 130 000 options.
More Trump tariffs rattle markets
Nick Kunze from Sanlam Private Wealth on whether investors should buy the dip as Trump’s 100% China tariffs shake markets. Brandon Naidoo from Liberty...
[TOP STORY] Equites: From UK success to SA opportunities
CEO Andrea Taverna-Turisan discusses half-year results to August 2025 and explains the company’s new focus on SA’s logistics market.
JSE stock offering value with market at records
Schalk Louw from PSG Old Oak on whether there’s still value to be found on the JSE as the CEO steps down amid a booming equity market.
An...
[TOP STORY] Inflation fatigue: are consumers running on empty?
‘Everyday goods cost more, permanently more. … That squeezes your discretionary spending and your confidence.’ – Anchor Capital Economist Casey Sprake...
Do City Lodge share buybacks point to a higher price?
Independent analyst Jimmy Moyaha says City Lodge’s share buybacks and stronger results hint at renewed momentum — and possible opportunity. Anchor’s C...
[TOP STORY] Rethinking bonds: The new rules of portfolio defence
'Things have to change in your portfolio to reflect the shifts that we've had since Covid' – Sahil Mahtani from Ninety One.
Illegal mining still a risk for the industry
Sithembile Bopela from FNB Wealth and Investments on Datatec’s upbeat update, which sent the share price higher. Sahil Mahtani from Ninety One on whet...
[TOP STORY] Digging into Mr Price’s ‘free cash flow to EV yield’ metric
Keith McLachlan from Element Investment Managers explains: 'We’re trying to get a sense of what true profits are'.
US markets are pricey … but don’t fight the highs
Petri Redelinghuys from Herenya Capital Advisors on whether pricey US markets have him worried. Keith McLachlan from Element Investment Managers break...
[TOP STORY] SA’s challenges with tariffs, inflation and central bank independence
Herman van Papendorp from Momentum Investments considers SA investors should have both nominal and inflation-linked bonds in their portfolios over the...
Five themes driving the gold bull market
Nick Kunze from Sanlam Private Wealth highlights local vehicle sales hitting decade highs, explores whether this is a genuine opportunity, and comment...
[TOP STORY] How ETFs are making investing more accessible
Ben Meyer from Prescient looks back on 25 years of ETF growth in South Africa, though still a small slice of the CIS market.
PGM story still positive, but beware of Fomo
Kieran Witthuhn from Anchor on the gold and PGM surge — and how they’re positioning portfolios at these levels. Ben Meyer from Prescient on 25 years o...
[TOP STORY] Actively managed funds vs passive in H2 2025: Spiva insights
Tim Edwards from S&P says, ‘Sometimes people think that a passive approach, getting the market, is settling for average … our data suggests no, it's n...
Reduced ETF fees gives R20m back to investors
Lonwabo Maqubela from Perpetua Investment Managers on Capitec’s stellar performance, with Heps and dividends surging around 26%. Tim Edwards from S&P...
[TOP STORY] Is your business ready to dance with uncertainty?
‘There's room for change, there's room for innovation, there's room to be agile. It's dependent on business leaders and companies and stakeholders wor...
Which healthcare stock does your portfolio need?
Could the recent positive update from Netcare, compared to Life Healthcare, signal that the healthcare sector is worth considering for investors? Chan...