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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

[TOP STORY] Adjusting your portfolio in the light of higher inflation

12/3/2021
‘As a bond investor you're more likely to get a bit more confident around your inflation-beating returns going forward’: Lyle Sankar from PSG Asset Management.

Duration:00:08:21

Opec+ prefers oil in the $60s to stave off EV adoption

12/2/2021
FNB's Wayne McCurrie talks BHP's unification plan and the latest developments in the Implats/ RBPlats deal. Lyle Sankar of PSG Asset Management on the impact of inflation on one's investment approach. Simon's thoughts on leisure stocks and what he bought.

Duration:00:20:29

[TOP STORY] Looking at residential rentals for Q3

12/2/2021
‘Where we thought we had seen the bottom of the vacancies...we're starting to see those vacancy rates start to edge up again’: Michelle Dickens, CEO of TPN Credit Bureau

Duration:00:06:09

Bidcorp benefits from pandemic

12/1/2021
Absa's Carmen Mpelwane on the strong Bidcorp update and weak office update from Emira Property Fund. Michelle Dickens, CEO TPN Credit Bureau, talks their latest vacancy survey showing continued stress in the residential market. Tanya van Lill, Savca CEO, looks at how venture capital can grow the SA economy and increase employment.

Duration:00:20:09

[TOP STORY] How the markets are adjusting to the pandemic; and Twitter versus Google

12/1/2021
‘We have really doubled down on Google...and it really has been the right lead’: Gary Booysen from Rand Swiss.

Duration:00:07:35

Capital Appreciation at all-time highs on strong results

12/1/2021
Gary Booysen of Rand Swiss talks the current volatile markets and Jack Dorsey stepping down as CEO of Twitter, is the social media company an investment? Capital Appreciation CFO Alan Salomon on results that show improved margins and strong cash flow.

Duration:00:20:57

[TOP STORY] The performance and drivers of emerging markets vs developed markets

11/30/2021
‘There are all sorts of reasons why we can't see emerging markets starting to outperform next year’: Peter van der Ross – Stanlib Multi-Strategy.

Duration:00:07:55

Aspen’s vaccine manufacturing could be blue sky

11/30/2021
Alex Duys of Umthombo Wealth on Implats's followup offer for RBPlats. Andrew Skudder, RIB CCS CEO, on how the construction industry can benefit SA. Stanlib's Peter van der Ross talks emerging markets and why they haven't structurally outperformed developed markets

Duration:00:21:36

[TOP STORY] The place of endowments within financial planning

11/29/2021
For flexibility and optionality in terms of properly diversifying offshore, one needs to know the capacity and the rules: Roenica Tyson – investment product manager at Glacier by Sanlam.

Duration:00:04:22

Did buying Friday's Omicron selloff make you money?

11/29/2021
Sanlam Private Wealth's Nick Kunze takes a look at market responses to Omicron. Frank Magwegwe of Sanlam Health Solutions as people downgrade their medical aid to save money, but at what cost? Roenica Tyson investment product manager at Glacier by Sanlam talks all things endowments.

Duration:00:20:27

[TOP STORY] Strong numbers from TWK

11/26/2021
The filling station division a dark spot, but mechanisation, crops, fertilisers and the new renewable energy segment all doing well: CEO Eddie Fivaz.

Duration:00:05:42

Invicta reports strong results despite supply challenges

11/26/2021
FNB's Wayne McCurrie unpacks the strong Mr Price results and the Growthpoint update. Steven Joffe, CEO Invicta, talks results and why it elected not to pay a dividend. Eddie Fivaz of TWK on results with the retail and mechanisation segment showing strong growth.

Duration:00:21:27

[TOP STORY] Treasury’s proposed ban on retirement-fund investing into crypto assets

11/25/2021
‘I think [cryptocurrencies are] an area in which financial inclusion can be developed, where young entrepreneurial ventures can develop products for the world’: David Geral – Bowmans.

Duration:00:04:34

Arrowhead bucking the office trend

11/25/2021
Deryck Janse van Rensburg of Anchor unpacks Lewis and Tsogo Sun Hotel results. Arrowhead Properties CIO Alon Kirkel talks the company's results and R1bn in asset disposals. Bowmans's David Geral on the legalities around crypto assets in pension funds.

Duration:00:19:37

Shopping trends in the past 20 months

11/24/2021
‘People don't have the money to try all new brands...[so they] go for the tried-and-trusted because they cannot waste the money’: Ged Nooy, MD of NielsenIQ SA.

Duration:00:05:32

Lessons from the Turkish lira collapse

11/24/2021
RMB's Matete Thulare talks markets as the Turkish lira loses almost 20% on Tuesday. PPC CEO Roland van Wijnen on results as margins improve despite input costs hurting. Ged Nooy of NielsenIQ takes a look at changing consumer trends.

Duration:00:20:51

Globally dividends are ‘rocking’

11/23/2021
‘I think the unprecedented stimulus we've seen from both monetary policy and fiscal stimulus combine to make a very positive environment for corporates’: Jane Shoemake – client portfolio manager at Janus Henderson Investors.

Duration:00:06:35

Beware the cyclical stocks

11/23/2021
FNB's Chantal Marx talks company financials as results pour in and Barloworld delivers a special dividend. Omnia CEO Seelan Gobalsamy on strong results as margins and revenue increase. Jane Shoemake of Janus Henderson talks distributions as global dividends are set to return to pre-pandemic levels.

Duration:00:22:00

Rumours of a potential offer for AVI?

11/22/2021
Years from now, in ‘an extreme case, we could find that...we've no longer the Top 40, because there aren’t enough stocks to actually make it up’: Independent analyst Jimmy Moyaha.

Duration:00:04:36

Lower LSM retailers seeing strong growth

11/22/2021
Independent analyst Jimmy Moyaha takes a look at the AVI takeover speculation. Pepkor CEO Leon Lourens unpacks results as the lower LSM does well. Noel Doyle, CEO of Tiger Brands, as own goals and riots hurt profits.

Duration:00:21:06