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.
Daily English South Africa Business News · Business
1,497 Episodes
1 – 20

US 10-year yield highest since 2007

Wayne McCurrie of FNB Wealth and Investments looks at Quantum Foods expecting a loss due to avian flu, and the risks to equity valuations with higher rates. Sean Neethling, head of Investments at Morningstar South Africa, talks about being underweight in high-flying US tech stocks. FNB's senior economist Siphamandla Mkhwanazi…
26 Sep 1AM 19 min

Remgro discount adds to attraction

Independent analyst Jimmy Moyaha talks Astral's horror update and Discovery's results as it brings back the dividend. Thami Khoza from Equilibrium on managing inflation in your portfolio. Simon offers his thoughts on the perils of deep-value stocks … what gets them moving higher?
22 Sep 12AM 20 min

Leisure remains a booming sector

Wayne McCurrie from FNB Wealth & Investments on the Fed and Sarb rate decisions and updates from PPC and Southern Sun. Absa CIB's Thabo Makoko talks the rise in cash transactions, indicating consumers are spending … especially on more discretionary items. Christo de Wit from Luno on the rise of…
21 Sep 1AM 19 min

Central banks: End of the hiking road (for now)?

Matete Thulare from RMB talks the risks to the rand as government tries to reign in spending ahead of rate announcements from numerous central banks. Nick van Rensburg from All Weather Capital on why increased Reg 28 offshore allowances are bad for the country. Galetti Commercial Real Estate's John Jack…
20 Sep 12AM 20 min

Mondi finally free of Russia

Keiran Witthuhn from Anchor on company news as Mondi finally sells the last Russian assets and Bob van Dijk quits as Naspers/Prosus CEO. Nerina Visser from etfSA on actively managed certificates (AMCs) and the Coherent Capital Global Commodity AMC.PwC's Francois Prinsloo talks the local banking sector after another set of…
19 Sep 1AM 22 min

OUTsurance performing well on all fronts

Gary Booysen from Rand Swiss talks OUTsurance's strong results and the special dividend paid. Rhandzo Mukansi of Future Growth on whether financial repression policies could solve SA’s fiscal woes. SAVCA CEO Tshepiso Kobile on private equity trends and the growth in infrastructure investments.
18 Sep 1AM 22 min

Solid FirstRand results, but demanding valuation

Faheema Adia from Momentum Securities unpacks FirstRand's results. Amit Parmar from JP Morgan Chase on risks and opportunities in the current market as AI excites everybody. Simon's thoughts on active managed certificates, a new CIS product on the JSE
15 Sep 12AM 19 min

ARM listing on stretched valuation

Viv Govender from Rand Swiss on the ARM Nasdaq listing later on Thursday. Lots of hype … is it the next Nvidia? Cobus Loots from Pan African Resources on year-end results as they manage to keep all-in sustaining cost to low single-digit growth. Tim Mertens from Sovereign Trust on the…
14 Sep 12AM 19 min

Strong WBHO results as it cleans out the problems

FNB's Wayne McCurrie talks Discovery's strong trading update and Libstar results as cash conversion improved but Heps fell by almost half. Andrew Fulton from Eighty20 on their 2023 Q2 Credit Stress Report which revealed worsening defaults, with high net worth consumers being hardest hit. Dr Roelof Botha unpacks the Afrimat…
13 Sep 1AM 20 min

Leisure stocks share the joy

Independent analyst Jimmy Moyaha on results from Sun International and City Lodge. Keith McLachlan from Integral Asset Management talks Grindrod as the stock rallies back above 1 000c. After recent results, does it offer value? Mandy Dix-Peek from Old Mutual Wealth on recent changes to the Trusts Act as SA…
12 Sep 1AM 20 min
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