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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

‘Commodity’ boom not necessarily a boon for African countries

9/27/2022
A dollar shortage is evident across countries within Africa such as Nigeria, Kenya and Ghana, and dollar debt-servicing has become problematic –Thalia Petousis at Allan Gray.

Richemont’s YNAP deal good for its core business

9/27/2022
Herenya Capital Advisors's Petri Redelinghuys talks Tiger Brands as its trading update sends it share rocketing higher. Tasneem Samodien from Old Mutual on Richemont and its online strategy as it merges Net-A-Porter with Farfetch. Allan Gray's Thalia Petousis talks the commodity boom in Africa.

Insights into the Old Mutual Bula Tsela B-BBEE deal

9/26/2022
‘We can't really say up front the value of Bula Tsela, because the price at which it buys the Old Mutual shares is not known yet’: Craig Gradidge – Gradidge-Mahura Investments.

Outsurance has great growth potential in Australia

9/26/2022
Kruger International's Mia Kruger talks Friday's selloff that saw the JSE at new lows for the year. OUTsurance CEO Marthinus Visser on the insurer's listing process and growth prospects in Australia. Craig Gradidge from Gradidge Mahura talks Old Mutual's Bula Tsela BEE scheme details and value.

[TOP STORY] Selling music collections is gathering steam and investible

9/23/2022
Royalty streams have grown at a higher than market rate and the discovery of new (and old) songs has changed with the penetration of streaming: Keith McLachlan – Integral Asset Management.

Sarb likely to continue raising rates into next year

9/23/2022
Wayne McCurrie on rate increases in the UK and SA, and Blue Label's recapitalising of Cell C. Keith McLachlan from Integral Asset Management on investing in music via song catalogues. Simon gives thoughts on dividends, the good, the bad and the ... tax.

WBHO halts financial assistance to Australian unit

9/22/2022
The share at R76 looks extremely attractive. If you strip out Australia, it's trading on five times earnings, and the order book looks extremely strong: Lonwabo Maqubela – Perpetua Investment Managers.

Fed sees another 1.25% rate increase this year

9/22/2022
Lonwabo Maqubela of Perpetua Investment Managers talks WBHO as it quits Australia. Are there any investable construction stocks left on the JSE? Tertia Jacobs Treasury Economist at Investec on the Fed's interest rate decision and the upcoming Sarb decision. Why the Sarb has to keep an eye on what the US central bank is doing. Investec's Brian McMillan on their new structured product focusing on dividends for reduced volatility.

[TOP STORY] Top-quality businesses the ones to stay invested in

9/21/2022
Deryck Janse van Rensburg at Anchor Capital notes that in a tough and unsure 2022 holding on to high levels of cash is critical.

Manufacturing doing its best in the face of load shedding

9/21/2022
Anchor's Deryck Janse van Rensburg explains where he's finding value in the current market. Absa's Justin Schmidt on the impact of Stage 6 on manufacturing and if the industry has any Eskom alternatives. Carel Kleynhans from Divercity Urban Property Fund talks purpose built investment assets.

[TOP STORY] Adobe perhaps an investment opportunity despite ‘overpaying’ for Fig

9/20/2022
Gary Booysen at Rand Swiss notes that the market may be overreacting to a very expensive deal, but considers ‘it's probably worth having a nibble’.

Rand seen strengthening into year end

9/20/2022
Rand Swiss's Gary Booysen on value in SaaS company Adobe after it fell over 20% on the news of the Figma buyout. Matete Thulare from RMB talks targets for the rand against USD and euro into the end of the year. Herenya Capital Advisors's Petri Redelinghuys on Brent oil as it slips below $90, does this break the bull trend?

[TOP STORY] How we rate our financial advisors

9/19/2022
‘Don’t be scared to evaluate more than one advisor. Do the interviews, get the recommendations, get the referrals and find the right fit. That’s so important’: Gavin Lewin – Right Ideas Group.

Tough week of interest rate decisions ahead

9/19/2022
Sanlam's Nick Kunze on the FedEx profit warning that spooked the market as it points to a recession. A look at the impact of Stage 6 on the rand. Reza Hendrickse from PPS talks portfolio construction from a multi-manager perspective. Gavin Lewin from Rich Ideas on how we rate our financial advisor.

[TOP STORY] Looking at the recent Ethereum network upgrade

9/16/2022
It's ‘almost like changing the engine of a car while driving it’, explains Luno GM Marius Reitz.

Why you should be buying MTN

9/16/2022
Absa's Carmen Mpelwane on markets . Luno's Marius Reitz on the long awaited Ethereum Merge and what it means for the cryptocurrency’s landscape.

[TOP STORY] SA’s inflation landscape

9/15/2022
Zandile Makhoba of Liberty looks at inflation targeting, core CPI, supply-side inflation, energy subsidies, investment into alternative energy and private-public partnerships.

Pan African Resources declares bumper dividend

9/15/2022
Alex Duys from Umthombo Wealth on updates from Growthpoint and Sibanye-Stillwater. Liberty's Zandile Makhoba talks inflation targeting on the back of global inflation data. Cobus Loots of Pan African Resources unpacks the company's results.

1nvest’s new ETF listed on the JSE offers new opportunities

9/14/2022
This initiative provides clients with a US dollar money-market type investment, which means one is effectively investing in instruments with probably some of the highest credit ratings in the world: Johann Erasmus of 1nvest.

Attacq’s hubs strategy a boost for earnings

9/14/2022
Independent analyst Kea Nonyana on results from Metrofile and African Rainbow Minerals. Attacq's Raj Nana chats results as the company resumes dividend payouts. 1nvest on the new US Bond Index set to offer investors a differentiated proposition.