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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] Sectors most at risk from fuel price shocks

7/5/2022
The angle that we take in terms of [portfolio positioning amid petrol price hikes] is around how the consumer reacts in this environment and this impact on companies: Carmen Mpelwane – Absa Asset Management.

Duration:00:04:17

Rising inflation: Here's what to do with your retirement investments

7/5/2022
Absa's Carmen Mpelwane talks which sectors are most at risk to fuel price shocks. Samukelo Zwane from FNB on the need to adjust retirement savings in a higher inflation environment. The JSE's Adele Hattingh on savings month, ETFs and tax-free investing.

Duration:00:20:24

[TOP STORY] Is gold currently more interesting than equities?

7/4/2022
When holding gold as the metal generally we're trying to reduce portfolio volatility and add a bit of diversification to the portfolio: Jithen Pillay – Allan Gray.

Duration:00:05:16

Directors increasing buys on the JSE shows market confidence

7/4/2022
Independent analyst Jimmy Moyaha talks stocks as directors and investors take large stakes in listed shares. Jithen Pillay from Allan Gray on why gold remains a safe haven during periods of high inflation. Jonathan Cherry from Cheeryflava on why Amazon coming to SA is more than just delivery and Prime.

Duration:00:19:54

[TOP STORY] Retail and shopper trends post pandemic

7/1/2022
Shoppers are excited to get out, but maybe they’ll start to reconcile their accounts towards the middle of the year and it’ll be interesting to see where it goes: John Jack – CEO, Galetti Corporate Real Estate.

Duration:00:08:21

Nasdaq has worst first half of the year since 2002

7/1/2022
Kruger International's Mia Kruger on Sibanye-Stillwater's deal with Finnish lithium producer, Keliber. CEO of Galetti Corporate Real Estate John Jack on the retail sector showing signs of recovery as shoppers stick closer to home. Simon's thoughts: The first half of the year is done, how did your portfolio do?

Duration:00:21:30

[TOP STORY] Nike FY results ‘not a bad set overall’

6/30/2022
‘I think maybe not only for this year, but maybe over the long term this is one that remains well positioned’: Victor Mupunga – Old Mutual senior research analyst.

Duration:00:06:42

JSE shines in a tough market

6/30/2022
Gary Booysen from Rand Swiss on the JSE's strong trading update. Old Mutual's Victor Mupunga talks the mixed Nike full year results as digital continues to outperform. Marisa Bester from STANLIB on the need for infrastructure investing as government spending slows.

Duration:00:23:28

[TOP STORY] Where to for Prosus/Naspers post selling down Tencent?

6/29/2022
The market clearly now has doubts about the business, and this is why it trades at such a massive discount to its NAV: Craig Antonie of AnBro Capital.

Duration:00:06:33

Uncertain economic conditions make forecasting hard

6/29/2022
FNB's Wayne McCurrie chats the Grindrod and Sun International trading updates. Craig Antonie from AnBro Capital on the Naspers/Prosus results, Tencent and JD.com. Izak Odendaal from Old Mutual on finding value in a high inflation and high interest rate world.

Duration:00:20:59

[TOP STORY] Needing to find a balance between the elements of ESG

6/28/2022
‘I think there's a lot of opportunity in this space and I certainly don't think you have to give up on returns – you just have to have a longer-term mindset’: Barry Shamley – Investec Wealth & Investment.

Duration:00:05:22

Has the Naspers trend turned up?

6/28/2022
Herenya's Petri Redelinghuys chats the market loving the Naspers/Prosus results. Steven Joffe, CEO of Invicta, on results as the company looks to get offshore revenue to 50% within four years. Investec's Barry Shamley on finding the balance between the different components of ESG in an unequal world.

Duration:00:21:36

[TOP STORY] Banks should be funding home solar projects

6/27/2022
Should banks incentivise customers to take out or add to bonds for solar panels or, say, a water-reticulation system, there could be a big market there: Craig Ivy – investment analyst, Futuregrowth.

Duration:00:05:21

Has the market bottomed? Watch the US ten-year for clues

6/27/2022
Sanlam's Nick Kunze asks whether markets have bottomed after a strong week for US bourses. Edmund Higenbottam of Verdant Capital chats global trends in the private equity funds space. Craig Ivy from Futuregrowth on green bonds.

Duration:00:19:24

[TOP STORY] Is the idea of a ‘paid-off’ home loan still winking at you?

6/24/2022
Rather than using extra cash to pay off your mortgage faster, put additional money into a personal investment vehicle from which you can withdraw if needed: Marcel Wasserman, independent financial and investment advisor.

Duration:00:06:20

Falling Purple Group share price: Are my shares safe?

6/24/2022
RMB's Matete Thulare talks the rand, inflation and interest rates.Marcel Wasserman, independent financial and investment advisor, chats paying off your home loan quickly, but differently.Simon offers his thoughts on Purple Group's falling share price, how safe are your shares?

Duration:00:20:22

[TOP STORY] Hotel income still behind pre-pandemic numbers

6/23/2022
These days ‘we don't jump on a plane at the drop of a hat to go to Cape Town for a few meetings and stay overnight in a hotel’: John Loos – property sector strategist at FNB Commercial Property Finance.

Duration:00:05:19

Government still not spending on essential construction

6/23/2022
Absa's Carmen Mpelwane unpacks the Stadio update and talks local inflation as it hits 6.5%. The Afrimat Construction Index discussed with Dr Roelof Botha as SOEs continue to not spend. FNB's John Loos on hotel income statistics that indicate continued slow recovery.

Duration:00:19:50

[TOP STORY] The end of high-tech flyers at extreme valuations?

6/22/2022
‘The story has changed very quickly from growth to cash flow’: Jacques Plaut – portfolio manager, Allan Gray.

Duration:00:04:55

The energy transition will drive demand for green metals

6/22/2022
Independent analyst Jimmy Moyaha talks Brait's results and Premier Foods's listing. Allan Gray's Jacques Plaut on the the end of 'lazy investing'.Andries Rossouw from PwC takes a look at global trends in the mining industry.

Duration:00:19:12