Podcast
MoneywebNOW
Hosted by Moneyweb Radio · EN
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.
151episodes
Episodes
Newest firstAll episodes
[TOP STORY] Transparency and consistency in Reit reporting boost investor confidence
Jun 500:07:16Tap to summarizeTransparency and consistency in REIT reporting for investor confidence 'If you are a member of SA Reits, you must disclose the prescribed terms within the Best Reporting Recommendations, and if you don't you need to give a reason why' – Leon Kok, chair, SA Reit Association Accounting and JSE Committee.
Transcribe →Great dividend payouts from asset managers
Jun 500:20:02Tap to summarizeIndependent analyst Jimmy Moyaha on the Ninety One results after the market initially sold off the stock. Asset managers should be benefiting from stronger markets, but is rising volatility starting to weigh on sentiment? Leon Kok from the SA Reit Association on the launch of the third edition of its best-practice guidelines for Reits and what it means for the sector. Simon’s thoughts: Is the AI rally a boom or a bubble – and does the distinction even matter for investors?
Transcribe →[TOP STORY] Semiconductor giants are powering the AI revolution
Jun 400:07:23Tap to summarizeOld Mutual Wealth Strategist Izak Odendaal explores what the AI-driven capital expenditure boom means for investors.
Transcribe →Bitcoin: The fall isn't over
Jun 400:21:07Tap to summarizePetri Redelinghuys from Herenya Capital Advisors unpacks Bitcoin as it trades near its lows for the year and almost 50% below its highs. Izak Odendaal from Old Mutual looks at the AI capex boom and the growing concentration risk facing investors. Plus, Ged Nooy of Field Force asks who’s winning the payments battle in the township economy – traditional banks or fintechs?
Transcribe →[TOP STORY] Crypto to stocks: A digital revolution
Jun 300:07:30Tap to summarizeChristo de Wit of Luno says that since the launch of tokenised stocks and ETFs last year, ‘we've now crossed the 50 000 customer mark’ with particular interest from the younger generation.
Transcribe →Canal+ arrives on the JSE ... what to expect
Jun 300:16:58Tap to summarizeChantal Marx from FNB Wealth and Investments unpacks Telkom’s latest results and looks ahead to the Canal+ listing today – is there real investor appeal in the new listing? Christo de Wit from Luno discusses the rise of tokenised equity assets and why they’re increasingly capturing the attention of younger investors.
Transcribe →[TOP STORY] AI sees beyond traditional lending models in SA
Jun 200:04:58Tap to summarize‘We call it unravelling the black box … We allow banks to understand how people actually manage their money in real life' – Eshmael Mpabanga from Intellect Design Arena.
Transcribe →Tiger Brands defends big brand pricing
Jun 200:20:12Tap to summarizeAlyssa Viljoen from Merchant West Investments unpacks the Tiger Brands results and assesses the investment prospects after a disappointing year. Kieran Witthuhn from Anchor discusses their two actively managed ETFs, explaining how AMETFs work and the potential benefits for investors. Eshmael Mpabanga of Intellect Design Arena explores how AI is helping lenders reach and serve ‘invisible’ consumers traditionally excluded from credit markets.
Transcribe →[TOP STORY] Emerging markets: The new safe havens?
Jun 100:06:45Tap to summarize'Many emerging markets really do look like the adults in the room when you're comparing them to some of the developed markets out there, ironically,' says Grant Webster from Ninety One.
Transcribe →Rates have only just started rising – retailers are already struggling
Jun 100:20:14Tap to summarizeNick Kunze from Sanlam Private Wealth unpacks Dis-Chem’s latest results – revenue growth, but little else to cheer – and Spar’s shock update that sent the share price to multi-year lows. Grant Webster from Ninety One discusses how emerging markets have become increasingly resilient to external shocks and why investors are taking notice. Jonty Sacks from Jaltech explains what happens when a Section 12J investment reaches its mandatory five-year maturity – and the key tax considerations investors need to understand.
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