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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.
2110 Episodes
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![[TOP STORY] Inflation and rate cuts: What 2025 could hold](https://s3.castbox.fm/0d/58/08/d9787c0d0ae4c6d38f705d67258b4fa973_scaled_v1_400.jpg "[TOP STORY] Inflation and rate cuts: What 2025 could hold")
‘I think market volatility will be the name of the game next year’ – Old Mutual Group Chief Economist Johann Els.
Kea Nonyana from Scope Prime discusses key market movements in 2024, focusing on gold, Sasol, and commodities. He also reflects on his standout moments of the year and ponders whether the US tech rally can continue into 2025.
Johann Els from Old Mutual shares his insights on the inflation outlook and potential rate cuts for 2025, exploring the possibility of a late US rate hike and whether the Sarb’s MPC is now targeting the lower end of the CPI range at 3%.
‘We are expecting to get the La Niña rains. Ultimately we are optimistic and thinking that we may have a season of recovery – but we need that rain badly’: Wandile Sihlobo from the Agricultural Business Chamber of SA.
RMB’s Matete Thulare explores the factors driving the rand, examining whether it's more influenced by SA’s economy or the US dollar, and compares the rand's performance against other emerging market currencies this year. Wandile Sihlobo from the Agricultural Business Chamber of SA takes a deep dive into the impact of the agri-sector on the third-quarter GDP while also offering insights on the rain forecast for the upcoming planting season.
‘We are about to get to a point where we can no longer trust video. We can't trust photos any more’: Viv Govender from Rand Swiss.
Nerina Visser, director at ETFsa, discusses the standout exchange-traded products (ETPs) of 2024 and highlights emerging trends in the local ETP industry, which saw strong growth this year. Viv Govender from Rand Swiss delves into the AI boom, exploring how major tech companies are capitalising on this surge, future trends in AI, and the potential impact of Tesla's full self-driving (FSD) advantage under a Trump presidency
‘On the client side of Westbrooke's business what we've seen this year is significant demand and capital flows for our alternative investment mandates and strategies’: Dino Zuccollo, Head of Investor Solutions and Director.
Nick Kunze from Sanlam Private Wealth shares insights on the standout winners and new listings on the JSE in 2024, highlighting which stocks he would hold into 2025. Meanwhile, Dino Zuccollo of Westbrooke Alternative Asset Management reflects on the performance of private equity and private credit markets over the past year, looking back at the trends and developments shaping these sectors in 2024.
‘There are some unique South African challenges, but ... also lots of South African players, and now some globals, who want to solve some of these issues’: Thomas Kingombe Kock of the Boston Consulting Group.
Schalk Louw from PSG Old Oak shares his reflections on the highs and lows of 2024, a year where most assets surged, with some delivering standout gains. Thomas Kingombe Kock from Boston Consulting Group delves into South Africa's booming e-commerce sector, examining how local online retailers are holding their own against global giants like Shein, Temu, and Amazon. Meanwhile, Simon wraps up with his year-end thoughts, offering perspective on a transformative 2024.
‘Our strategy is to buy the best-performing food stores ... and we absolutely have the kind of in-house capability to manage that’, says Rob Abraham, MD at Atrato Capital investment advisors.
RMB's Matete Thulare unpacks Barloworld's delisting offer at R120 – does it offer a good premium and solve the Russian sanctions issue for shareholders? Rob Abraham, MD at Atrato Capital, the investment advisor to Supermarket Income Reit, discusses their secondary listing on the JSE this Friday, while Sanisha Packirisamy from Momentum Investments highlights investor rewards from the successful GNU and no load shedding since March.
Bastian Teichgreeber from Prescient Investment Management considers how a stronger dollar could affect South African investors, as well as the ongoing geopolitical tensions.
Kieran Witthuhn from Anchor Capital shares his top investment idea for 2025, while KPMG's Frank Blackmore looks ahead to local GDP, rates, and inflation. Meanwhile, Bastian Teichgreeber from Prescient Investment Management explores what’s in store for South African investors in 2025 amidst a Trump presidency and rising geopolitical tensions.
‘South Africa trades at a discount to emerging market peers. But crucially the outlook for earnings is a lot greener today than what it has been pretty much at any time over the past decade’: PSG fund manager Mikhail Motala.
Independent analyst Carmen Mpelwane dives into Italtile’s latest update, pointing to some promising early signs of recovery in demand and spending. PSG Asset Management’s Mikhail Motala makes a compelling case for why SA Inc could shine in 2025. Megan Ladbrook from Only Realty Property Group shares her take on property trends and whether 2025 could finally bring the turnaround everyone’s waiting for.
‘Stablecoins saw $8.5 trillion in transactions in Q2 of 2024. That's double what Visa’s network did’ – Mark Mbugua from Yellow Card.
Chantal Marx from FNB Wealth & Investments, discusses clothing retailers' strong performance this year and whether any value remains. Mark Mbugua from Yellow Card examines the growing popularity of stablecoins and how they are overtaking bitcoin as SA’s leading cryptocurrency. Dr Frank Magwegwe from Nedbank evaluates the industry's successes and challenges in implementing the new two-pot system.
‘I do think from where markets are sitting at this point in time, investors need to prepare themselves ...We've seen one of the strongest one-year returns on record and you can't expect to repeat that year after year.’ Maarten Ackerman from Citadel.
1Alex Duys from Umthombo Wealth unpacks Sygnia's results and takes a look at other listed asset managers. Citadel's Maarten Ackerman on why he’s cautious about global growth over the next few years. Simon shares his thoughts on doing a year-end review of your portfolio.
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