Claim OwnershipMoneywebNOW
Subscribed: 3,011Played: 82,120
Subscribe
© Moneyweb (Pty) Ltd. 1997 - 2020.
Description
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.
339 Episodes
Reverse
![[TOP STORY] SA citrus containerboard a 'silver lining' for Sappi](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg "[TOP STORY] SA citrus containerboard a 'silver lining' for Sappi"){kind=logo}
CEO Steve Binnie shares year-end results with key insights into revenue declines, tariffs and market strategies.
Pooja Tanna from Perpetua Investment Managers unpacks the FOMC – who sits around the table, how they’re selected, and why the process matters for markets. Sappi CEO Steve Binnie on the full-year numbers: profit softer and debt higher, but a clearer line of sight to better trading conditions ahead. And Simon’s take on the two Michael Burry shorts rattling sentiment.
‘We haven't had any kind of significant scientific advantage from AI at the moment,’ comments Vic Govender from Rand Swiss.
Kea Nonyana from PrimeXBT on Blu Label’s plans to list Cell C – is this a compelling entry point, and how worried should investors be as the Goldman Sachs and Morgan Stanley CEOs flag a possible 10%-20% market correction? Viv Govender from Rand Swiss discusses the latest hyperscaler earnings and their continued data centre buildout to power AI growth. Trinisha Chanka from Ninety One as they ready two new actively managed income ETFs for listing.
Citadel’s Maarten Ackerman asserts, ‘We will really solve the budget issues if we can get growth closer to 2.5%’.
Sithembile Bopela from FNB Wealth and Investments on Optasia’s muted debut – is there real value emerging? Citadel’s Maarten Ackerman on what to expect from the MTBPS: inflation targeting, revenue trends, and GNU alignment. Future Forex CEO Harry Scherzer warns that post-grey-list, FX transactions face tighter scrutiny.
Absa CIB’s Sello Sekele reflects on SA’s manufacturing sector slipping back into contraction after briefly climbing above 50 in September.
Petri Redelinghuys from Herenya Capital Advisors on whether gold can keep its footing near $4 000 or if weakness lies ahead — and the key levels to watch. Redefine COO Leon Kok on results as lower LTV and easing interest rates lift sentiment. Absa CIB’s Sello Sekele on the October PMI, which slipped back into contraction after briefly climbing above 50 in September.
Coface economist Aroni Chaudhuri points to the stark realities of why South Africa has ‘basically underperformed every other emerging economy’ since 2010.
Sanlam Private Wealth’s Nick Kunze unpacks Aspen’s €25 million boost, Vodacom’s latest trading update, and the standout themes from the Mag 7 results. Coface Group Africa’s Aroni Chaudhuri weighs in on the power challenges still facing SA. Eighty20’s Andrew Fulton delves into South Africans’ gambling habits – and which parts of their budgets are taking the hit.
World Gold Council Strategist Joe Cavatoni weighs in on how central banks are rethinking their reserves.
PSG Old Oak’s Schalk Louw unpacks how Dis-Chem stacks up against Clicks in the latest retail health results. Joe Cavatoni from the World Gold Council discusses record-breaking demand in their Q3 2025 Gold Demand Trends report. Plus, Simon weighs in on 'trade peace in our time” as Trump and Xi strike a long-awaited deal.
Belinda Sullivan from Alexforbes unpacks South Africa's score in the 2025 Mercer CFA Institute Global Pension Index.
Kieran Witthuhn from Anchor on the Fed’s rate call and Nvidia’s rise as the world’s first $5 trillion company – but is it still worth holding? Nicholas De Clercq from Prescient Investment Management on why a handful of stocks are steering the JSE’s direction. Belinda Sullivan from Alexforbes unpacks how South Africa fared in the 2025 Mercer CFA Institute Global Pension Index.
‘We're seeing deliverables actually come through now in terms of investment, in terms of equipment improvements’ – Dylan Govender from Investec Business Banking.
Chantal Marx from FNB Wealth & Investments unpacks Balwin’s upbeat results as lower rates lift sales. Dylan Govender from Investec Business Banking discusses local ports as they steadily get back on track. Sihle Tuta from PrimeXBT South Africa discusses regulation and rebuilding trust in the crypto and trading space.
RMB’s Isaah Mhlanga shares insights on where investors should look for the next big opportunities across Africa.
1Petri Redelinghuys from Herenya Capital Advisors unpacks Pick n Pay’s latest results – with losses mounting even as Boxer lifts group performance.
Naked co-founder Ernest North explains why car insurance remains key to safeguarding your financial well-being. RMB’s Isaah Mhlanga shares insights on where investors should look for the next big opportunities across Africa.
Ninety One’s Hannes van den Berg highlights where real value still lies locally – and the risks – as precious metal miners dominate 2025 returns.
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 markets are flirting with record highs. Ninety One’s Hannes van den Berg highlights where real value still lies locally – and the risks – as precious metal miners dominate 2025 returns.
Absa CIB’s Anthony Kirui discusses the Absa Africa Financial Markets Index 2025, which shows steady progress in deepening and strengthening markets across the continent.
Download from Google Play
Download from App Store
United States
Z e3334https://media.tenor.com/gotO2qLnyvy4YAAAAM/bubu-dancing-dance.gif m