MoneywebNOW

Moneyweb Radio

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

  • 8 minutes 24 seconds
    [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.
    20 December 2024, 7:13 am
  • 19 minutes 40 seconds
    US tech: Overpriced or ready to soar?
    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%.
    20 December 2024, 5:00 am
  • 8 minutes 40 seconds
    [TOP STORY] Agri insights: Challenges, wins, and outlook for SA farming
    ‘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.
    19 December 2024, 7:41 am
  • 18 minutes 27 seconds
    What’s really driving the rand?
    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.
    19 December 2024, 5:00 am
  • 9 minutes 47 seconds
    [TOP STORY] We are being swept along inexorably by the AI boom
    ‘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.
    18 December 2024, 7:32 am
  • 21 minutes 1 second
    JSE-listed ETPs had a booming year
    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
    18 December 2024, 5:00 am
  • 9 minutes 40 seconds
    [TOP STORY] Talking alternative investments: private credit, private equity
    ‘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.
    17 December 2024, 5:01 am
  • 20 minutes 1 second
    2024: A bumper year for markets
    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.
    17 December 2024, 4:50 am
  • 7 minutes 51 seconds
    [TOP STORY] SA e-commerce: Local retailers vs Amazon, Shein, and Temu
    ‘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.
    13 December 2024, 6:48 am
  • 20 minutes 7 seconds
    The JSE's new listings had a great year
    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.
    13 December 2024, 5:00 am
  • 6 minutes 52 seconds
    [TOP STORY] Supermarket Income Reit brings omnichannel grocery investment to the JSE
    ‘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.
    12 December 2024, 6:48 am
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