SAfm Market Update with Moneyweb

1. [FULL SHOW] EasyEquities dividends, vehicle recalls, and smelter closures

   12.11.202655 Min.Als Nächstes

   This evening, we round up the latest market movements with Sanlam Private Wealth, examine vehicle recalls with the Automobile Association of South Africa, discuss the Purple Group’s record earnings, explore …

   Shownotes

   This evening, we round up the latest market movements with Sanlam Private Wealth, examine vehicle recalls with the Automobile Association of South Africa, discuss the Purple Group’s record earnings, explore portfolio rebalancing with 1nvest, look at Ferroglobe’s smelter shutdown with power and energy expert Professor Vally Padayachee, and in our SMME segment, we meet Magpie Jewellery. SAfm Market Update - Podcasts and live stream

2. Market Watcher: Nvidia resignation rattles markets

   12.11.20269 Min.Als Nächstes

   Nick Kunze of Sanlam Private Wealth unpacks the impact of Nvidia’s CEO resignation, discusses US-China tensions, AI stocks and the gold sell-off ahead of the US Federal Reserve’s interest rate announcement …

   Shownotes

   Nick Kunze of Sanlam Private Wealth unpacks the impact of Nvidia’s CEO resignation,
   discusses US-China tensions, AI stocks and the gold sell-off ahead of the US Federal
   Reserve’s interest rate announcement. Kunze further examines market expectations
   of a 50-basis-point interest rate hike before the end of the year.
   Nick Kunze – Senior portfolio manager, Sanlam Private Wealth SAfm Market Update - Podcasts and live stream

3. Chery and Omoda recall highlights automotive responsibility

   12.11.20269 Min.Als Nächstes

   Bobby Ramagwede – CEO, Automobile Association of South Africa SAfm Market Update - Podcasts and live stream

4. EasyEquities delivers despite tough market

   12.11.20266 Min.Als Nächstes

   Charles Savage – CEO, The Purple Group SAfm Market Update - Podcasts and live stream

5. How to rebalance a portfolio when asset classes surge or fall

   12.11.20269 Min.Als Nächstes

   Ahmed Motara – Portfolio manager, 1nvest SAfm Market Update - Podcasts and live stream

6. Ferroglobe pulls the plug on eMalahleni smelting operations

   12.11.202611 Min.Als Nächstes

   Prof Vally Padayachee – Power and energy expert SAfm Market Update - Podcasts and live stream

7. SMME: Turning memories into timeless pieces

   12.11.20269 Min.Als Nächstes

   Zulfah Abdulla – Founder, Magpie Jewellery SAfm Market Update - Podcasts and live stream

8. [FULL SHOW] Dipula acquisitions, wage pressures, and household improvements

   11.11.202655 Min.Als Nächstes

   This evening, we unpack the latest market movements with Otto1890, examine Dipula Properties; dividend growth and acquisitions, explore household improvement trends with LookSee, discuss the affordability of …

   Shownotes

   This evening, we unpack the latest market movements with Otto1890, examine Dipula Properties; dividend growth and acquisitions, explore household improvement trends with LookSee, discuss the affordability of public sector wage increases with the Institute for Economic Justice, look at building resilient investment portfolios with Allan Gray, before speaking to Bradly Howland of Alkemi Collective in our Executive Lounge. SAfm Market Update - Podcasts and live stream

9. Market Watcher: Reflecting on 50+ years of financial markets

   11.11.20269 Min.Als Nächstes

   David Shapiro of Otto1890 reflects on how markets have evolved over the past five decades, from operators and share certificates to the Soweto riots, the 1987 boom and the emergence of new asset classes. He …

   Shownotes

   David Shapiro of Otto1890 reflects on how markets have evolved over the past five decades, from operators and share certificates to the Soweto riots, the 1987 boom and the emergence of new asset classes. He also discusses the AI trade, liquidity in today's markets and how commodity prices have shifted from the 1970s to the present day. SAfm Market Update - Podcasts and live stream

10. Dipula delivers stable returns with 8.6% dividend growth

    11.11.20269 Min.Als Nächstes

    Izak Petersen – CEO, Dipula Properties SAfm Market Update - Podcasts and live stream

11. Looksee survey highlights efficient home improvement needs

    11.11.20267 Min.Als Nächstes

    Marc du Plessis – Executive head: LookSee Platform, Standard Bank South Africa SAfm Market Update - Podcasts and live stream

12. Senior public sector pay increases see the rich get richer …

    11.11.20269 Min.Als Nächstes

    Dr Mzwanele Ntshwanti – Senior researcher, Institute for Economic Justice SAfm Market Update - Podcasts and live stream

13. Building resilient portfolios in uneven markets

    11.11.20269 Min.Als Nächstes

    Sean Munsie – Portfolio manager, Allan Gray SAfm Market Update - Podcasts and live stream

14. Executive Lounge: Growth lives in the uncomfortable

    11.11.20267 Min.Als Nächstes

    Bradly Howland – CEO, Alkemi Collective SAfm Market Update - Podcasts and live stream

15. Markets: Rand slips after US CPI print

    10.11.20266 Min.Als Nächstes

    Izak Odendaal of Symmetry unpacks market expectations of an interest rate hike following a hotter-than-expected US inflation reading. He discusses the impact of Brent crude prices and the prospect of a peace …

    Shownotes

    Izak Odendaal of Symmetry unpacks market expectations of an interest rate hike following a hotter-than-expected US inflation reading. He discusses the impact of Brent crude prices and the prospect of a peace deal in the Gulf on inflation risks, what drove the rand weaker, and what investors can expect from the traditional Santa rally. SAfm Market Update - Podcasts and live stream

16. Vodacom eyes AI data centres

    10.11.202611 Min.Als Nächstes

    Shameel Joosub – Group CEO, Vodacom SAfm Market Update - Podcasts and live stream

17. Yoco brings more capital to local SMEs

    10.11.20268 Min.Als Nächstes

    Carl Wazen – Co-founder and chief business officer, Yoco SAfm Market Update - Podcasts and live stream

18. Public finances in focus as new leadership inherits wage deal

    10.11.20269 Min.Als Nächstes

    Khaya Sithole – Director, Corusca Consulting SAfm Market Update - Podcasts and live stream

19. Freight reform key to unlocking automotive growth

    10.11.20269 Min.Als Nächstes

    Esther Buthelezi – Director: Government affairs and transformation, Ford Motor Company of Southern Africa SAfm Market Update - Podcasts and live stream

20. Property Insights: Sustainability at the heart of southern KZN

    10.11.20267 Min.Als Nächstes

    Gawie Venter – Developer, Bahari Bay Eco-Estate SAfm Market Update - Podcasts and live stream

21. [FULL SHOW] Vodacom shows momentum, CoJ wage deal and Yoco financing deal

    10.11.202655 Min.Als Nächstes

    Tonight, we round up the day’s market movements with Symmetry, discuss Vodacom’s pursuit of AI data centres, unpack Yoco’s $100 million credit facility, examine whether the City of Johannesburg can afford its …

    Shownotes

    Tonight, we round up the day’s market movements with Symmetry, discuss
    Vodacom’s pursuit of AI data centres, unpack Yoco’s $100 million credit facility, examine whether the City of Johannesburg can afford its wage deal with Corusca Consulting, explore the importance of freight reform for the automotive sector with Ford Motor Company of Southern Africa and, in our Property Insights segment, we look at a new development on the KZN south coast with Bahari Bay Eco Estate. SAfm Market Update - Podcasts and live stream

22. [FULL SHOW] Omnia results, digital banking vulnerabilities, and disposable income

    09.11.202656 Min.Als Nächstes

    This evening, we round up the day’s market movements with WealthStrat, unpack growth in the mining and agriculture sectors through Omnia’s latest results, explore digital banking vulnerabilities in the Global …

    Shownotes

    This evening, we round up the day’s market movements with WealthStrat, unpack growth in the mining and agriculture sectors through Omnia’s latest results, explore digital banking vulnerabilities in the Global South with Denker Capital, examine the implications of China’s critical minerals relief for markets with Modern Corporate Solutions, and discuss how to build disposable income in our Personal Finance segment with 1Life’s Truth About Money. SAfm Market Update - Podcasts and live stream

23. Market Watcher: Riding the tailwinds of a steady rand

    09.11.202612 Min.Als Nächstes

    Victoria Reuvers of WealthStrat unpacks US markets, AI governance and Nvidia, as well as the JSE’s 2% gain, led by resource counters. She discusses the factors supporting the rand, elevated oil prices, easing …

    Shownotes

    Victoria Reuvers of WealthStrat unpacks US markets, AI governance and Nvidia, as well as the JSE’s 2% gain, led by resource counters. She discusses the factors supporting the rand, elevated oil prices, easing inflation expectations and interest rates remaining on hold despite stronger US jobs data. She also considers the prospects for a Santa rally and what markets need to sustain momentum. SAfm Market Update - Podcasts and live stream

24. Omnia starts its final listed year off with a bang

    09.11.20269 Min.Als Nächstes

    Seelan Gobalsamy – Group CEO, Omnia SAfm Market Update - Podcasts and live stream

25. What lessons can we learn from digital banking incidents in Paraguay and Indonesia?

    09.11.202611 Min.Als Nächstes

    Kokkie Kooyman – Executive director, Denker Capital SAfm Market Update - Podcasts and live stream

26. What China's critical minerals relief means for South Africa

    09.11.202610 Min.Als Nächstes

    Peter Major – Director of mining, Modern Corporate Solutions SAfm Market Update - Podcasts and live stream

27. Personal Finance: Growing your disposable income

    09.11.202610 Min.Als Nächstes

    Hayley Parry – Money coach and facilitator, 1Life’s Truth About Money SAfm Market Update - Podcasts and live stream

28. [FULL SHOW] Oracle-Tencent deal, US midterm results, and medication shortages

    05.11.202655 Min.Als Nächstes

    This evening, we round up the latest market movements with Rand Swiss, examine the Oracle-Tencent deal with Business Day, discuss the results of the US midterm elections with RiskRecon, explore youth …

    Shownotes

    This evening, we round up the latest market movements with Rand Swiss, examine the Oracle-Tencent deal with Business Day, discuss the results of the US midterm elections with RiskRecon, explore youth development partnerships at the One Young World Summit with Standard Bank Group, look at medication shortages with the Pharmaceutical Task Group, and in our SMME segment, we meet Vetkoek Studios. SAfm Market Update - Podcasts and live stream

29. Market Watcher: Green at home, blue abroad

    05.11.20269 Min.Als Nächstes

    Gary Booysen of Rand Swiss unpacks a strong trading day on the JSE, contrasting it with weaker US markets. He reflects on the recovery in commodity prices and volatility in the oil market, as well as …

    Shownotes

    Gary Booysen of Rand Swiss unpacks a strong trading day on the JSE, contrasting it with weaker US markets. He reflects on the recovery in commodity prices and volatility in the oil market, as well as geopolitical tensions in the Gulf. He also considers whether the Santa rally is still on the cards as markets enter the final full month of trading. SAfm Market Update - Podcasts and live stream

30. What Oracle's abandoned $7bn Tencent deal means

    05.11.20268 Min.Als Nächstes

    Mudiwa Gavaza – Economist, Business Day SAfm Market Update - Podcasts and live stream

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