MoneywebNOW

Moneyweb Radio

Moneyweb brings you the latest in business and financial news in our new morning podcast: MoneywebNOW with Simon Brown.

  • 8 minutes 8 seconds
    [TOP STORY] Decentralised energy: A game-changer for the global south?
    ‘What we've seen in South Africa very clearly, but it's a pattern that repeats itself globally, is that actually energy production in future may not follow the centralised model, it becomes a decentralised story’: Johan Marnewick, portfolio manager, STANLIB Khanyisa suite of funds.
    22 November 2024, 7:02 am
  • 20 minutes
    The rand and rates, what’s the link?
    Bianca Botes from Citadel Global discusses the rand and interest rates following the MPC's modest 0.25% repo rate cut. Johan Marnewick, portfolio manager of the STANLIB Khanyisa Suite of Funds, explores the role of impact investing in energy transition and climate change within developing economies. Simon shares his take on Mr Price’s results – weak growth but promising prospects ahead.
    22 November 2024, 5:00 am
  • 5 minutes 38 seconds
    Nvidia vs China tech: A $3.6trn giant in perspective
    ‘I think you're looking at what's been termed a once in a generation opportunity to invest in some incredible tech companies that just happen to not be listed on the Nasdaq’: Devin Shutte, The Robert Group.
    21 November 2024, 6:58 am
  • 18 minutes 50 seconds
    Africa’s growing appeal for investors
    Matete Thulare from RMB shares insights on the MPC rate decision expected this afternoon. Devon Shutte from The Robert Group discusses Nvidia's market value, now more than double the size of all Chinese tech stocks combined. Jeff Gable from Absa delves into the Africa Financial Markets Index.
    21 November 2024, 5:00 am
  • 7 minutes 28 seconds
    [TOP STORY] Sanlam Studios' AI coach: A judgment-free financial ally
    ‘You can actually go into this coach and say, I need to write to my bank to argue for an extension on a credit issue, and it actually does a pretty good job’: Peter Castleden, CEO, Sanlam Studios.
    20 November 2024, 6:43 am
  • 19 minutes 47 seconds
    How will bonds react to rate cuts?
    Faheema Adia from Momentum Securities reviews Coronation's results, the R35 billion in two-pot withdrawals, and where the funds are going.

    Hannah de Nobrega from Prescient Investment Management discusses the anticipated MPC rate cut on Thursday and its potential impact on local bonds.

    Peter Castleden, CEO of Sanlam Studios, talks about their newly launched AI coach.
    20 November 2024, 5:01 am
  • 7 minutes 25 seconds
    [TOP STORY] Astral closes the year strong with R2bn turnaround
    ‘We had about a R1.1 billion short-term overdraft and it's been paid off in 10 months’: Astral CEO, Chris Schutte.
    19 November 2024, 7:14 am
  • 20 minutes 47 seconds
    New CEO’s got Naspers/ Prosus looking pretty
    Kieran Witthuhn from Anchor discusses WeBuyCars's results and the Naspers/Prosus updates. Astral CEO Chris Schutte highlights results after paying down over R1 billion in debt. TWK CEO Andre Myburgh reports a challenging period with farmers struggling and reduced timber demand impacting industrial and mining markets.
    19 November 2024, 5:02 am
  • 7 minutes 58 seconds
    [TOP STORY] How to capitalise on gold’s bounce, it’s not too late to buy
    ‘It will make a new all-time high, probably, and this is a nice entry point to get onto that trend’: Petri Redelinghuys, Herenya Capital Advisors.
    18 November 2024, 7:26 am
  • 19 minutes 57 seconds
    What’s making EM equities the preferred global investment?
    Nick Kunze of Sanlam Private Wealth discusses Barloworld's trading update and details of a potential buyout offer. Petri Redelinghuys from Herenya Capital Advisors shares his technical targets for the gold price. Michael Kruger from Morningstar Investment Management SA evaluates whether South African bonds still offer good value following their recent rally.
    18 November 2024, 5:00 am
  • 8 minutes 24 seconds
    [TOP STORY] US bonds, rate cuts, tariffs and deportations post the election
    ‘We must put into perspective – however we like our South African Elon Musk – what he can do to government spending’: Atilla Kadikoy, Levantine & Co.
    15 November 2024, 6:59 am
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