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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.
467 Episodes
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![[TOP STORY] Do SA’s green shoots herald a better economic landscape in 2026?](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg "[TOP STORY] Do SA’s green shoots herald a better economic landscape in 2026?"){kind=logo}
Jason Swartz of OMIG reflects on the positive 2025 developments and considers looming political challenges ‘more as noise than a significant risk’.
Nick Kunze from Sanlam Private Wealth unpacks the tariff turmoil after the Supreme Court rules them illegal, as US GDP prints softer and PCE inflation runs hot. Jason Swartz from Old Mutual Investment Group weighs up where the next surprises could land – and whether year-end elections pose any real market risk. Shannon Friedman, CEO of VAT Modernisation SA, outlines what it will take to overhaul South Africa’s Vat system.
Agbiz chief economist Wandile Sihlobo looks at the China-Africa Framework agreement and how our meat, grain and wine industries stand to benefit if we are able to secure better tariff levels there.
Kieran Witthuhn from Anchor Capital breaks down Gold Fields’s results – a strong dividend and solid performance – and where he’d be putting new money now. Wandile Sihlobo, chief economist at the Agricultural Business Chamber of South Africa, on a potential tariff deal with China, the latest on foot and mouth disease, and current crop conditions. Simon weighs up the ‘wash sale’ tactic to avoid CGT – selling in late February and buying back in March to use the R40 000 exemption – and why caution is key.
CEO Cobus Loots unpacks the company’s stellar H1 financial results and future growth plans.
Independent analyst Jimmy Moyaha unpacks a strong Grindrod update alongside a softer set of numbers from Sibanye-Stillwater, as the group writes down the Keliber lithium project again. Cobus Loots, CEO of Pan African Resources, on record-setting results – even as all-in-sustained-costs come in well above guidance. Dr Andrew Golding, chief executive of Pam Golding Property Group, on next week’s budget and what it could mean for house prices.
Colin Timmis from Xero considers the emotional drain in running an SA SME during tax season.
Chantal Marx of FNB Wealth & Investments unpacks BHP’s half-year numbers and what’s behind Afrimat’s latest update. Tinus Rautenbach of Clarity by Investec on the new wave of increasingly sophisticated investment scams. Xero’s Colin Timmis on the emotional toll of running an SME – and why the pressure goes beyond the balance sheet.
‘I think the biggest thing to unlock right now is that credit vehicle that will support independent transmission projects’ – Seithati Bolipombo from alternative energy company Mulilo.
Faheema Adia from Momentum Securities on Telkom’s upbeat update – and whether the telecoms sector still has room to run. Seithati Bolipombo of Mulilo on what lies ahead for South Africa’s renewables as they move from backup solution to the backbone of the energy mix. 10X Investments’s Caroline Naylor-Renn with the latest on two-pot withdrawals, and Treasury’s plans to introduce auto-enrolment for pension funds across the workforce.
Nedbank Executive for Financial Wellness and Advisory Dr Frank Magwegwe reports an overall improvement in working South Africans’ financial health for a third consecutive year.
Nick Kunze from Sanlam Private Wealth on January’s steadier US inflation print, what the earnings season is revealing, and how Cell C’s maiden results stack up. Dr Frank Magwegwe from Nedbank weighs in as local consumers show tentative financial improvement, even as confidence remains fragile. Kristof Kruger from Prescient Securities on how the bond market responded to last week’s Sona.
Keith McLachlan of Element Investment Managers considers Anthropic’s new Claude Opus 4.6 tool for forecasting free cash flows and then discounting them back to a present value.
Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev’s results – are drinkers buying less beer or just paying more for it? Keith McLachlan from Element Investment Managers explains how AI can now build robust discounted cash-flow models, what a DCF actually is, and how investors use it. Simon weighs in on the recent sell-off in Software-as-a-Service stocks – is it just the vibe shifting, or a sign of a maturing sector?
Citadel chief economist Maarten Ackerman questions the trend’s sustainability but notes the differences between emerging markets.
Kea Nonyana from PrimeXBT on Capitec’s trading update, falling US unemployment, and claims from US Treasury Secretary Scott Bessent that Chinese speculators are manipulating gold. Maarten Ackerman from Citadel on AI-fuelled US growth and why 2026 could still prove fragile. Willem le Roux of Sanlam Investments Multi-Manager on whether the Sarb can hit a 3% inflation target in 2026.
Lané Klopper, consumer panel services lead at NIQ SA, shares how consumers are adapting to economic pressures in the FMCG sector.
Zimele Mbanjwa from FNB Wealth and Investments unpacks Pick n Pay’s weak update and asks whether the problem is the sector or the stock.
Lané Klopper from NIQ South Africa on how consumers are rewriting the rules for FMCG in 2026. Josh Kotlowitz from Future Forex explains why investing offshore isn’t about patriotism or optimism – it’s simply sound risk management.
PJ Veldhuizen from Gillan and Veldhuizen Inc explains how small and medium enterprises can thrive through strategic partnerships.
Jimmy Moyaha, independent analyst, unpacks booming profits at Northam Platinum and DRDGold as higher metal prices feed through to the bottom line. Sarah Nicholson from JustMoney talks love and money ahead of Valentine’s Day. PJ Veldhuizen, MD at Gillan & Veldhuizen Inc, on the surge in SME M&A activity and how business owners can separate calculated risks from reckless bets.
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