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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.
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.
501 Episodes
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![[TOP STORY] STANLIB’s Energy Transition Fund reaches its first close at R5 billion](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg "[TOP STORY] STANLIB’s Energy Transition Fund reaches its first close at R5 billion"){kind=logo}
Head of Fixed Income Private Markets Johan Marnewick explains the fund’s structure, focusing on investing in operational renewable energy assets to deliver immediate returns, while supporting South Africa’s energy transition.
Almost three weeks into the Iranian war, what’s the impact on global equity markets? Anchor’s Reko Nare unpacks the pressure points, with emerging markets taking more pain than developed peers. Tian Pan from Prescient China outlines the investment case for China – and what sets their new PANDA actively managed ETF apart. Plus, Johan Marnewick of STANLIB Asset Management joins us as the Khanyisa Energy Transition Fund reaches a first close of R5 billion.
‘If we're underestimating our booms, it means people are going to put less money into the economy than they actually should. … [If] investment is down, GDP is down’ – Helenya Fourie, senior economist at the Bureau for Economic Research.
Independent analyst Jimmy Moyaha unpacks Optasia’s results as the stock trades below its 1900c IPO price. Helanya Fourie from Bureau Economic Research explains why GDP is no longer enough – and why we need a faster, more responsive alternative. Plus, Jono Bowling from Standard Bank Group breaks down the auto call feature in structured products and unpacks their new AI version, now open for applications.
‘If businesses don't adopt or even consider developing a stablecoin strategy, they are accumulating what I like to call 'optionality risk' – Chanal Subramoney from Yellow Card.
Oil remains elevated, but with global drawdowns still fairly modest, Nick Kunze of Sanlam Private Wealth asks whether Sasol’s latest move signals more upside or is simply an oil-leverage trade. Chanal Subramoney from Yellow Card makes the business case for a stable coin strategy. And with the new tax year underway, Siphamandla Buthelezi of NMG Benefits looks at two-pot access reopening and what the latest data is telling us.
Ayesha Hatea from TransUnion Africa discusses the surge in new vehicle sales driven by affordability, extended loan terms, the popularity of Chinese brands, and generational buying trends.
Schalk Louw from PSG Old Oak unpacks Standard Bank’s strong-looking results, with the group now deriving 40% from the rest of Africa, while we also touch on Woolies’s sudden CEO exit and ongoing oil pressure. Ayesha Hatea from TransUnion Africa joins us on the new trends emerging after new vehicle sales hit a decade high. Plus, Simon asks whether the Iranian war could prove to be another Taco trade.
Eighty20 director Andrew Fulton points out that only 10% of South Africans believe they'll be able to retire comfortably at age 60.
Shaun Dendere, independent analyst, weighs in on OUTsurance’s strong performance and special dividend, and looks at Harmony’s results – and what the market didn’t like. Metair delivered solid profits from continuing operations. But a lingering concern remains. Paul O'Flaherty, CEO of Metair, joins us to discuss the results and the ongoing uncertainty around the EU Rombat fine. And debt pressure is shifting. Andrew Fulton from Eighty20 breaks down new data showing seniors are taking on – and defaulting on – increasing levels of debt.
Old Mutual Wealth investment strategist Izak Odendaal thinks the Sarb will consider the bigger risk here to be a rise in the unemployment rate.
Zimele Mbanjwa from FNB Wealth and Investments unpacks the latest Absa results. The bank screens as the cheapest locally – but do the numbers actually translate into real value for investors? Sean Wibberley, CEO of Weaver Fintech, joins us as the company hits four million customers and lands major partners Takealot and Shoprite on its BNPL platform. And Izak Odendaal from Old Mutual Wealth Investment weighs in on the oil price’s impact on global inflation – and what it could mean for the next moves from central banks.
Bryn Hatty of Stonehage Fleming Investment Management SA explores the transformative impact of AI beyond tech giants and stresses the growing role of private markets.
Independent analyst Jimmy Moyaha unpacks AVI’s solid results, with the group managing to hold margins despite a tough operating environment. Mpact CEO Bruce Strong joins us on a mixed set of results – and why, with major capital projects now largely complete, the business should start seeing the payoff. Plus, Bryn Hatty, CIO of Stonehage Fleming Investment Management SA, on three investment trends that matter for South African investors.
Keith McLachlan of Element Investment Managers explains how higher petrol and diesel prices drive up transport costs, affecting producers and retailers differently.
Nick Kunze from Sanlam Private Wealth breaks down the latest US jobs data, the move in oil, and Grindrod's latest results. Keith McLachlan of Element Investment Managers unpacks how food inflation hits retailers versus producers. Morningstar’s Ryan Murphy joins us to discuss how investors can recognise – and manage – the behavioural biases that quietly shape investment decisions.
Alex Tsepaev from B2PRIME Group explores some ‘crisis’ mistakes that investors jump into.
Implats delivered a strong set of numbers – so why did the market still look unimpressed? Matete Thulare from Investec unpacks the results and explains why the bank expects all PGMs to move into supply deficits in 2026. Then Alex Tsepaev from B2PRIME Group joins us on gold: the “safe haven” label, what’s driving the trade right now, and the moments when gold can actually add risk to a portfolio. Plus Simon’s take on what a protracted Iranian war could mean for South Africa’s economy – from oil and inflation to the rand and growth.
‘Expect the unexpected and don't panic’ – Philip Short from Flagship Asset Management stresses the significance of a balanced investment approach amid currency fluctuations.
Kea Nonyana from PrimeXBT unpacks Woolworths’s latest results – is the fashion segment finally turning the corner? And after the recent war-driven market selloff, has he been buying the dip or staying on the sidelines?
Cashbuild CEO Werner de Jager joins to discuss results that delivered margin expansion despite price inflation of just 0.8% – what’s driving the resilience in the building materials retailer?
Philip Short, global fund manager at Flagship Asset Management, weighs in on how investors should think about the rand, particularly when balancing local portfolios with offshore investments.
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