MoneywebNOW-logo

MoneywebNOW

Business & Economics Podcasts

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.

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.

Location:

South Africa

Description:

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.

Twitter:

@Moneyweb

Language:

English


Episodes

29 July - Value to be found all over the JSE

7/29/2021
Martin Smith of Anchor on dividends and share buy-backs and whether the Naspers/Prosus selling is over. AECI CEO Mark Dytor unpacks results. Carmen Nel of Matrix Fund Managers on the real impact of looting on SA's economy.

Duration:00:21:40

[TOP STORY] ‘Keep close to the door in terms of commodity prices'

7/28/2021
Deryk Janse van Rensburg from Anchor Capital suggests using the somewhat negative Naspers/Prosus sentiment as an opportunity to gradually top up over the next couple of days.

Duration:00:06:12

28 July - WFH needs a Goldilocks model benefiting all

7/28/2021
Deryck Janse van Rensburg of Anchor Capital on Naspers/Prosus taking another beating. Emda Fourie of Momentum Corporate on the disconnect between employees and employers on future work models. Yolande Tabo of Convergence Partners on digital access for the African continent.

Duration:00:20:43

[TOP STORY] Looking at Amplats, Tiger Brands and Liberty Two Degrees

7/27/2021
Nesan Nair from Sasfin Securities considers the good and bad news out from the three respected South African companies.

Duration:00:05:29

27 July - Why Tesla is no longer a startup

7/27/2021
Sasfin's Nesan Nair talks Amplats's giant dividend and the Tiger Brands tinned food recall. Liberty Two Degrees's interims: strong in retail as office still struggles. Kea Nonyana of ThinkMarkets on Tesla results and this week's Federal Open Market Committee meeting

Duration:00:19:45

[TOP STORY] How likely are we to see persistent, higher US inflation?

7/26/2021
‘The stuff that's causing it to spike now is not the stuff that's going to ultimately cause us long-term structural inflation problems’: Anchor Capital fund manager Peter Little.

Duration:00:07:15

26 July - Will the JSE reach a new high this week?

7/26/2021
Sanlam's Nick Kunze on markets as the US hits new all-time highs. Anchor Capital's Peter Little talks US inflation – what’s all the fuss about? Eric Levenstein, director at Werksmans, unpacks the business rescue process. Is it working for shareholders?

Duration:00:20:34

[TOP STORY] Have you been putting healthcare into your offshore portfolios?

7/23/2021
New investors might opt for Pfizer, with its somewhat better metrics and yield, as well as its access to the mRNA technology, says Gary Booysen from Rand Swiss.

Duration:00:04:29

23 July - Global healthcare ETF listing

7/23/2021
Gary Booysen of Rand Swiss on whether any of the vaccine companies are worth investing in (Pfizer, J&J or Moderna). Iva Madjarova of Sygnia on its new global health ETF. Craig Hannabus from Rogerwilco on shifting habits of consumers of the township economy.

Duration:00:20:16

[TOP STORY] How seriously has the riot damage affected listed Reits?

7/22/2021
‘My biggest concern right now is that maybe Sasria can't deliver’: Mike Flax, property director at Visio Fund Management.

Duration:00:06:32

Quality SA Inc. shares at good prices

7/22/2021
Is Deryck Janse van Rensburg of Anchor making marked portfolio changes after last week? Mike Flax from Visio on the listed property sector after last week's riots. Sean Sanders, founder of Revix, on Bitcoin remaining at lows for the year and alt coins.

Duration:00:20:10

[TOP STORY] Looting and burning impact small in context of major retailers

7/21/2021
‘Most of these companies have...business-continuity plans and can finally use them’: Chantal Marx, head of research at FNB Wealth and Investment.

Duration:00:04:33

21 July - Anglo and BHP's knockout updates: which is better?

7/21/2021
Chantal Marx of FNB on riots' impact on retailers, as 8% of SA footprint affected. Karooooo CEO Zak Calisto on results and whether its growth is organic or stealing market share. Greg Katzenellenbogen of Sanlam on the stellar Anglo American and BHP updates.

Duration:00:20:53

[TOP STORY] Satrix to bring out the Refinitiv Inclusion & Diversity Index in August.

7/20/2021
This ETF will emphasise the neglected ‘S’ in ESG, and focus on diversity, inclusion, and people's development: Siyabulela Nomoyi – quantitative portfolio manager at Satrix.

Duration:00:05:28

20 July - Residential property remains robust

7/20/2021
Martin Smith of Anchor on markets after a very red day and Woolies' good trading numbers boosted by food division. Siyabulela Nomoyi, quantitative portfolio manager at Satrix, on investing in inclusion and diverse workforces for better investment returns. Paul-Roux de Kock of Lightstone on house price performance being decent in 2021 so far.

Duration:00:19:57

[TOP STORY] How last week is expected to affect GDP and employment

7/19/2021
‘Our current forecast is for the economy to grow by 2.3%,’ notes Christie Viljoen from PwC.

Duration:00:06:25

19 July - Economic impact of last week's riots

7/19/2021
Petri Redelinghuys on Cashbuild having a green week amid all the mayhem, as brave investors positioned themselves for the rebuilding that will follow. Christie Viljoen of PwC on South Africa's economic outlook after the rioting. Sanlam Investments Global Emerging Markets fund portfolio manager Feroz Basa on emerging market stock picks.

Duration:00:22:33

[TOP STORY] Can Standard Bank breathe new life into Liberty?

7/16/2021
Liberty ‘is an old brand. Most of the client segment that it used to have, have emigrated or are retiring...Standard Bank might be buying a dog here’: Kokkie Kooyman from Denker Capital.

Duration:00:06:09

16 July - SARS changes to transferring shares offshore

7/16/2021
Mia Kruger on what she’s watching in US reporting season. Kokkie Kooyman of Denker Capital on Standard Bank buying Liberty. Duncan McAllister of Webber Wentzel on transferring listed shares to an offshore exchange.

Duration:00:20:01

[TOP STORY] How executives get bonuses, how they are incentivised

7/15/2021
‘Ultimately you get what you pay for, and that's what incentives are’: Keith McLachlan – Integral Asset Management.

Duration:00:06:23