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

[TOP STORY] Hard landing looming for UK?

10/4/2022
This is almost worse than a ‘Nene’ situation, this is incompetency, submits Viv Govender at Rand Swiss.

Motus's UK deal looks good

10/4/2022
Independent analyst Jimmy Moyaha chats Motus's continued UK expansion and Pick n Pay's latest update. Viv Govender from Rand Swiss on the UK government's tax cut debacle. Kelin Pottier of 10X Investments unpacks the South African Retirement Reality Report that shows most do not have a strong plan for retirement.

[TOP STORY] Retirees struggling to live off investment income

10/3/2022
Since we don't know when the market will recover, remaining invested and having a well-constructed retirement plan is crucial: Roland Gräbe – head of DFM at Old Mutual Wealth.

US stocks still not cheap even at lows for the year

10/3/2022
Sanlam's Nick Kunze as US markets close at the low of the year. Roland Gräbe of Old Mutual Wealth offers tips on how to protect your annuities during market downturns. Chris Green from Hogan Lovells on 2022 M&A activity as levels drop slightly but fundamentals remain strong.

[TOP STORY] Over the last year the geopolitical energy crisis has definitely esc

9/30/2022
What's happening is we've still got this very tight energy system – whether it's gas or oil – that's started to get baked into the prices charged to households or industries: Mohammed Nalla at Moe-Knows.com.

What caused this week's UK pound and bond collapse?

9/30/2022
RMB's Matete Thulare unpacks Capitec's results as the stock gets sold off. Mohammed Nalla of MagicMarkets on the European energy crisis as they head into winter. Simon offers his thoughts on the GBP and the UK's 30 year bond collapse this past week.

[TOP STORY] SA employment still some 5% below pre-pandemic levels

9/29/2022
‘We seem to have the belief that university education is the panacea and it's not; it's about further education in the right area’: Lullu Krugel – PwC SA chief economist.

Is Avis a viable listing?

9/29/2022
Independent analyst Jimmy Moyaha talks Barloworld's trading update and the potential Avis listing. PwC's Lullu Krugel on the desperate need to build skills locally to increase employability and staff retention. Keith Lockwood, independent economist unpacks the Altron FinTech Short-term Credit Impact Index for Q2 2022.

[TOP STORY] How trade credit insurance has come through three ‘wild’ years

9/28/2022
It's amazing to see companies’ resilient workarounds for some wins that maybe people [in] foreign markets would find insurmountable obstacles. South Africans are remarkably innovative and inventive: Credit Guarantee CEO Charles Nortje.

Remgro reports strong results as it unbundles Grindrod

9/28/2022
FNB's Thabiso Mamathuba talks Remgro's results, do holding companies still have a place on the JSE? Charles Nortje of Credit Guarantee on global and local trends in trade insurance. Sthembiso Zwane of GoGetta on crowdfunding equity investments in Africa.

Remgro reports strong results as it unbundles Grindrod

9/28/2022
FNB's Thabiso Mamathuba talks Remgro's results, do holding companies still have a place on the JSE? Charles Nortje of Credit Guarantee on global and local trends in trade insurance. Sthembiso Zwane of GoGetta on crowdfunding equity investments in Africa.

[TOP STORY] ‘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.

[TOP STORY] 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.

[TOP STORY] 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.