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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] Inflation’s impact on markets in the rest of Africa

8/12/2022
‘There are always plenty of good-quality companies with solid fundamentals, especially in the Africa universe’: Rami Hajjar – Allan Gray.

Updates show consumers moving from DIY to experiences

8/12/2022
Absa Asset Management portfolio manager Carmen Mpelwane on MTN results and an improved Bidcorp trading update. Rami Hajjar, fund manager of Allan Gray Africa ex-SA Equity Fund, on challenges and opportunities in Africa and EMs. Simon Brown's thoughts on the long road to lower inflation.

[TOP STORY] Agri prices reducing but challenges remain

8/11/2022
Wandile Sihlobo of Agbiz considers the agriculture picture somewhat improved, especially if current challenges can be resolved within the next couple of weeks.

Rising rates benefits Nedbank profits

8/11/2022
Lonwabo Maqubela of Perpetua Investment Managers on Nedbank results and US July inflation at 8.5%.Wandile Sihlobo chief economist of the Agricultural Business Chamber of SA on grain exports out of Ukraine and falling local agri prices.Absa head of global markets Anthony Kirui on innovation as the key in the search for returns.

[TOP STORY] Mpact interims affected by global supply-chain constraints

8/10/2022
‘The are many areas in South Africa where we can invest and expect to see robust growth, despite the current economic circumstances’: CEO Bruce Strong.

US jobs growth belies recession talk

8/10/2022
Nick Kunze of Sanlam Private Wealth on another knock-out US jobs data release and brent oil under pressure. Mpact CEO Bruce Strong on results, as containerboard and cartonboard boost profits. Steven Beattie Tuition's founder on shareholder rights.

[TOP STORY] Musings on Pelosi’s trip to Taiwan, the Russia/Ukraine situation

8/8/2022
‘The Chinese are experiencing a really drastic upheaval in their real estate/lending sector. That I think might be a good way to distract from these internal conflicts that are much harder to solve’: Viv Govender of Rand Swiss.

Pelosi's Taiwan visit adds to US/China tensions, but invasion unlikely

8/8/2022
Viv Govender of Rand Swiss on geopolitical concerns in both Taiwan & Ukraine as markets seem unconcerned and an update on the Tesla valuation. Andrew Davison of Old Mutual Corporate Consultants compares active vs passive so far in 2022, and more importantly, how to pick fund managers that deliver consistent returns.

[TOP STORY] Thungela lesson: How to spot a mispriced share

8/5/2022
Peregrine Capital tries to find companies that are most mispriced, where you will get the most for what you pay: CEO Jacques Conradie.

Strong Mondi results but forward guidance worries market

8/5/2022
FNB's Thabiso Mamathuba unpacks the Sasol update, Mondi's results and the Mediclinic buyout offer. Jacques Conradie from Peregrine Capital on finding winners where the market isn’t looking for superior returns. Simon offers his thoughts on the base effect on results as the local earnings session kicks off.

[TOP STORY] Time to buy US consumer discretionary and tech stocks?

8/4/2022
‘When you do find good companies trading on compelling valuations and you have a long-term view, I think that's more often than not the time to buy’: Flagship portfolio manager Kyle Wales.

Absa updates show local banks offering value

8/4/2022
Independent analyst Jimmy Moyaha on the Absa updates: Are banks offering value? Kyle Wales from Flagship Asset Management asks if it's time to buy consumer discretionary and tech. Satrix CFO Rick Martin as they change their government bond from total return to paying out income to investors.

[TOP STORY] Shopify says online shopping trends are reversing

8/3/2022
Over a two-year period e-commerce as a percentage of retail sales has pretty much shot up and come back down, but is still in line with long-term average growth rates: AnBro Capital CIO Craig Antonie.

Retailer margins being squeezed by inflation

8/3/2022
FNB's Wayne McCurrie on results from RBPlats and Massmart's trading update. Craig Antonie from AnBro Capital as online retail reverts back to the pre-pandemic trend. Citadel Global's Bianca Botes talks asset swaps.

[TOP STORY] Talking base effects and inflation

8/2/2022
‘I don't think [central banks will] necessarily keep going at that 75 basis-point hike, but you're going to see further hikes during the remainder of this year’: Stanlib chief economist Kevin Lings

Is the Nasdaq in a bear market rally?

8/2/2022
Herenya Capital's Petri Redelinghuys talks markets as the Nasdaq has run over 15% since the June lows. Kevin Lings from Stanlib on how the base effect will bring down inflation next year. Absa's Justin Schmidt talks the latest PMI data as it falls to levels last seen during the July 2021 riots.

[TOP STORY] Karooooo results for 2023 Q1 to end May, 2022

8/1/2022
‘I certainly find there is inflation pressure; not so much on our telematics devices because we have reengineered our devices in the last few years to make sure we can get components:’ CEO and founder Zak Calisto.

EOH still needs to fix its capital structure

8/1/2022
Alex Duys Umthombo Wealth unpacks EOH's update and Ellies's results. Zak Calisto from Karooooo talks the company's strong results, especially in Asia. Futuregrowth's Bongile James on the funding and practical issues of energy deregulation.

[TOP STORY] The US economic situation is ‘messy’

7/29/2022
‘That cocktail of stubborn elevated inflation and very sluggish economic growth’ is far-ranging in terms of its impact: Dr Adrian Saville – Genera Capital.

TFG update confirms it as the clothing retail gold standard

7/29/2022
Independent analyst Jimmy Moyaha unpacks The Foschini Group and Mediclinic updates. Investment specialist Adrian Saville talks US rates and Q2 GDP data that confirms the US is in recession. Simon offers his warning of waiting for a bottom in the market.