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MoneywebNOW

Moneyweb Radio

150 episodes

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

More about the show

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.

Episodes page 1 of 3

  1. [TOP STORY] The inverse relationship between bond yields and equities

    · 7:22

    John Stopford, head of multi-asset income at Ninety One, talks us through why higher bond yields are typically negative for equities, and what investors need to know.

  2. Is your Reg 28 fund pulling its weight?

    · 21 min

    Is Pick n Pay really turning around, or is Boxer masking the cracks? Merchant West Investments’s Alyssa Viljoen unpacks the results. Ninety One’s John Stopford warns of risks to equities as bonds and stocks diverge,…

  3. [TOP STORY] Secrets to a decade of successful investing

    · 6:19

    Truffle Asset Management’s Etienne Roux shares the investment philosophy, downside protection and strategy of the Amplify Wealth Protector Fund.

  4. Sasol at R300: Where to next?

    · 20 min

    Nick Kunze from Sanlam Private Wealth previews Pick n Pay’s results and unpacks the surge in oil and Sasol. Truffle Asset Management’s Etienne Roux on the secrets to a decade of successful investing. Plus, Juan Carlos…

  5. [TOP STORY] Water scarcity and commercial landlords’ evolving strategies

    · 8:13

    Property analyst Keillen Ndlovu quotes Zodidi Meyiswa from Salga as reporting that at most municipalities ‘almost half of the purified water gets lost … through leakages, water-pipe bursts, theft, and non-payment’.

  6. Clicks and Afrimat: Quality stocks, tough sectors

    · 20 min

    Nasty Afrimat numbers and Clicks results that left the market disappointed. Is there an opportunity in either? Schalk Louw from PSG Old Oak weighs in. Independent property analyst Keillen Ndlovu unpacks how local Reits…

  7. [TOP STORY] Famous Brands navigates tough trading conditions despite some product price decreases

    · 6:50

    ‘We prefer it when people are kind of time-poor, cash-rich – and then you're part of the eating segment’: CEO Darren Hele.

  8. Sasol keeps the momentum going

    · 22 min

    Kea Nonyana from PrimeXBT unpacks the latest business update from Sasol and Standard Bank's limited trading update. Famous Brands CEO Darren Hele discusses tough trading conditions despite price decreases on some…

  9. [TOP STORY] What shareholders want to see in C-suite remuneration

    · 6:12

    PwC Reward Partner Khosi Mabaso finds it ‘encouraging to see that shareholders are seeing how non-executive directors are contributing from a board level’.

  10. Transnet’s pain, Kumba’s gain

    · 20 min

    Chantal Marx from FNB Wealth and Investments unpacks production updates from Kumba and Anglo American ahead of the Teck merger. Courtney Cox from Tax Consulting SA warns of the severe consequences of missing Friday's…

  11. [TOP STORY] Calgro's shifting asset portfolio and housing developments

    · 7:28

    ‘Because our exposure to the public sector is not as high leading up into these elections, we held back a little – and that distorted the [interim] numbers a little’ – CEO Ben Pierre Malherbe.

  12. South32 bets big on copper boom

    · 21 min

    Alyssa Viljoen from Merchant West Investments unpacks South32's latest update as investors chase copper and zinc, and asks whether the AI-driven selloff jitters are overdone. Karooooo CEO Zak Calisto discusses…

  13. [TOP STORY] Navigating strategic growth and leadership in SA

    · 7:15

    Maarten van Doesburgh from the Cape Peninsula University of Technology pleads for the unlocking of economic growth through structural public-private partnerships and infrastructure investment.

  14. SA: Investment grade within two years?

    · 20 min

    Sanlam Private Wealth's Nick Kunze on US bank earnings, MTN's selloff and opportunities in telcos. Investec's Chris Holdsworth on rising inflation, a brighter Q4 and the path to investment grade. CPUT's Maarten van…

  15. [TOP STORY] Investment an increasingly important driver of global growth

    · 6:59

    KPMG SA’s Frank Blackmore believes that ‘whereas everybody overseas is basically a price taker, a market taker, Africa can make itself a market maker’.

  16. Why is Spur eating Famous Brands’s lunch?

    · 20 min

    Danie Dörfling-Kruger from Moore Infinity unpacks Equites Property’s results as it largely exits the UK, PSG Financial Services navigating a tougher trading environment, and Famous Brands continuing to lag Spur. Frank…

  17. [TOP STORY] Preparing SA’s infrastructure and economy for an ageing population

    · 6:33

    Barry Kaganson, CEO of Auria Senior Living, points to the worrying projection that ‘about one in six South Africans will be over the age of 60 by 2050’ – many requiring mental, physical and financial assistance.

  18. China stocks: Too cheap to ignore?

    · 21 min

    A look at China’s stock market struggles as US markets reach new highs, and why South Africa is ill-prepared for its ageing population.

  19. [TOP STORY] Overhauling trust administration

    · 7:28

    Citadel Fiduciary partner Mbonisi Ndlovu reviews the impacts of the proposed Regulation of Trusts Bill 2026.

  20. Bytes Technology sells off on strong results

    · 23 min

    A look at the sharp sell-off in Bytes Technology shares following its results and acquisition of CyberOne, and whether South Africa’s auditing profession is ready for the future.

  21. [TOP STORY] The positive bond feedback loop: SA’s economic resilience

    · 5:16

    Izak Odendaal of Old Mutual Wealth looks at why global bond turmoil is putting local bonds in focus ahead of the MTBPS.

  22. Boxer coming for Shoprite's retail crown

    · 21 min

    Alyssa Viljoen from Merchant West Investments unpacks Boxer's strong cash conversion and new CEO. Izak Odendaal of Old Mutual Wealth looks at why global bond turmoil is putting local bonds in focus ahead of the MTBPS.…

  23. [TOP STORY] SA mining in 2026: Capital allocation, discipline, and resource resilience

    · 7:20

    ‘It really is a good story for the mining industry’ notes PwC partner Vuyiswa Khutlang.

  24. JSE at yearly lows: Time to buy or brace?

    · 22 min

    The Top 40 records its lowest weekly close of the year. Buying opportunity or cause for concern? Nick Kuze from Sanlam Private Wealth weighs in, and US earnings season kicks off with the banks. PwC's Vuyiswa Khutlang…

  25. [TOP STORY] Evaluating SA’s Big Five banks on climate risk and transition strategies

    · 9:27

    ‘Climate affects credit risk, market risk, strategy, capital allocation – and in this sense ultimately shareholder value’: Climate risk analyst Odinakachi Okeke, KK.

  26. Naspers/Prosus: ‘Steal of the century’

    · 21 min

    Kea Nonyana from PrimeXBT on the Prosus food delivery update. Is the sector worth a bite, and are Prosus and Naspers bargains after the sharp sell-off? Odinakachi Okeke from Just Share reveals how SA banks stack up on…

  27. [TOP STORY] How much did we give last year?

    · 6:54

    Nedbank Private Wealth’s The Giving Report reveals a shift towards younger generation philanthropy and increased time donations: Tracy Muller, head of Advice and Philanthropy.

  28. Would you want to manage your own RA?

    · 20 min

    Afrimat hits a rough patch and Premier Group faces a Competition Commission probe – Alyssa Viljoen from Merchant West Investments weighs in. Kyle Wales from Prospr Invest on putting investors in the driver’s seat with…

  29. [TOP STORY] The 5% bond yield reality

    · 6:31

    Sean Kelly of Parity Wealth navigates the new global hurdle rate and its impact on equities. ‘I think bonds deserve a much bigger seat at the table now, but it doesn't mean sell equities, buy bonds.’

  30. The benefits of holding some cash

    · 22 min

    Chantal Marx from FNB Wealth and Investments on where to put new money as uncertainty rises and fuel tops R30/litre. Sean Kelly from Parity Wealth asks whether US bond yields above 5% mean it’s time to rethink your…

  31. [TOP STORY] Rising fuel costs, EVs and the shift in second-hand car markets

    · 6:17

    EVs have ‘become a conversation for certain people that we would never have expected before this year’ – Alan Quinn from Cars.co.za.

  32. Reit balance sheets strongest in a decade

    · 21 min

    Independent analyst Jimmy Moyaha on Sappi’s struggles with its proposed graphic paper JV, plus Sanlam’s move to buy Santam. Ian Anderson from Merchant West Investments unpacks September’s Reit returns, driven by strong…

  33. [TOP STORY] Finding value beyond the AI trade

    · 5:34

    Keith McLachlan of Element Investment Managers highlights sectors and stocks showing strong cash generation and defensive moats – and some not.

  34. Do elections matter for markets?

    · 21 min

    Nick Kunze from Sanlam Private Wealth unpacks weaker-than-expected US jobs data and, with US and local elections a month away, how he’s positioning portfolios. Keith McLachlan from Element Investment Managers on where…

  35. [TOP STORY] The rise of retail investors and active ETFs in SA

    · 6:44

    ‘Unit trusts are fractional, so they're very easy to put on a list. ETFs trade on the exchange, but you can trade them intraday. So they each have their own positives – and negatives’: Niki Giles from Prescient Fund…

  36. Why the sudden rand weakness?

    · 20 min

    Capitec is 10% off its highs – is there value on offer? Danie Dörfling-Kruger from Moore Infinity weighs in on the results and where the opportunities are in local banks after a stellar 18 months. Niki Giles from…

  37. [TOP STORY] Weight-loss drugs: The retailer’s headache

    · 6:41

    Pattern CEO James Townsend looks at how shrinking waistlines are disrupting fashion retail and sizing standards.

  38. The rand grows up and calms down

    · 21 min

    Has the rand lost its rattlesnake bite? Investec’s Matete Thulare crunches the numbers as big moves fade and trading ranges tighten. Pattern CEO James Townsend unpacks how the GLP-1 weight-loss boom could shake up…

  39. [TOP STORY] Chicken or beef?

    · 6:15

    Andrew Fulton from Eighty20 considers meat inflation and agricultural volatility amid foot-and-mouth disease and shifting consumer habits.

  40. Black market still hurting British American Tobacco

    · 20 min

    Zimele Mbanjwa from FNB Wealth and Investments unpacks British American Tobacco’s Capital Markets Day presentation and asks whether there’s still value in a declining industry. Hiten Keshave, co-founder of…

  41. [TOP STORY] Gold price outlook: Trend analysis, support levels, and strategic positioning

    · 6:30

    Petri Redelinghuys from Herenya Capital Advisors contemplates gold retreating to $4 000/oz, when to buy, and which miners stand out.

  42. Clicks goes big on premium beauty

    · 20 min

    Alyssa Viljoen, MD at Merchant West Investments, unpacks PPC’s disappointing update and Clicks’ bigger push into the competitive beauty space. Petri Redelinghuys from Herenya Capital Advisors on gold heading for $4 000…

  43. [TOP STORY] Property investment evolves from scarcity to certainty and productivity in Africa

    · 5:53

    ‘I would say that successful investors are buying the productive capacity of a place as much as the actual building on it’ – capital market analyst Casey Sprake

  44. Market chaos? The rand hasn’t noticed

    · 19 min

    Where can investors find returns as a rocky year enters its final quarter? Independent analyst Jimmy Moyaha weighs in. AG Capital’s Casey Sprake explores Africa’s property opportunities and why certainty matters, while…

  45. [TOP STORY] Township consumer insights: The high cost of coping in 2026

    · 8:56

    Mongezi Mtati, senior brand strategist at Rogerwilco, points out that ‘It changes lives … if you get home at six or seven in the evening and suddenly don't have power and don't have water, don't have the money to buy…

  46. Is the US heading for 6% yields on the 10-year?

    · 20 min

    Rates are rising – but how high can yields go? Pooja Tanna from Perpetua Investment Managers on local and US rates and where the US 10-year yield tops out. Mongezi Mtati from Rogerwilco unpacks their latest Township…

  47. [TOP STORY] Navigating the shift toward new energy vehicles in SA

    · 7:26

    De Wet Taljaard from Investec Sustainable Solutions thinks the second-hand EV and NEV market will open up electric mobility to a broader spectrum of SA consumers.

  48. Pick n Pay and Spar: Value or value trap?

    · 22 min

    Pick n Pay has a new CEO-designate – but are beaten-down Pick n Pay and Spar finally offering value? Chantal Marx from FNB Wealth and Investments weighs in. EV sales are surging off a low base. De Wet Taljaard from…

  49. [TOP STORY] Navigating the transition from Jibar to Zaronia

    · 6:44

    Yushavia Ramlall from Intengo Market highlights the need for operational readiness and Treasury’s challenges.

  50. Local food producers pricing in El Niño worries

    · 21 min

    Danie Dörfling-Kruger from Moore Infinity unpacks Oceana’s latest update as fish shortages hit much-loved Lucky Star, and looks at the outlook for food producers ahead of a potential drought season and higher input…

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