SAfm Market Update with Moneyweb

Ahmore Burger-Smidt – Head: Competition Law, Werksmans

Chantal Marx of FNB Wealth and Investments discusses the day’s market developments, the day starting off strong, Standard Bank’s operational update, the Nikkei, global sentiment, the commodities market, and SA’s trade and investment attractiveness.

This evening we look at the markets with FNB Wealth and Investments, Capital Appreciation joins us to discuss its financials, we speak to Werksmans Attorneys about a potential probe into local flight prices, Old Mutual unpacks recent GDP data, and Nedbank gives us its outlook for the agricultural sector in 2025.

John Hudson – Head: Agriculture, Nedbank Commercial Banking

Johann Els – Chief Economist, Old Mutual

Stian de Witt – Head: Financial Planning, NMG Benefits

Makwe Masilela – CIO, Makwe Fund Managers

Katherine Gascoigne – Senior Associate, Gascoigne Randon & Associates

This evening we look at the markets with Makwe Fund Managers, speak to Prosus and Alexforbes about their financials, Gascoigne Randon & Associates joins us to discuss issues around dealing with deceased estates in South Africa, and in our Personal Finance segment, we are joined by NMG Benefits to discuss rethinking and readjusting your retirement strategy.

Dawie de Villiers – CEO, Alexforbes

Nico Marais – GM: Finance, Prosus Group

‘From an investor point of view, not much has been known about Boxer as we've been embedded within the Pick n Pay numbers, but entering this public domain gives us great exposure and we see it opening doors’ – CEO Marek Masojada.

Zandile Makhoba, an economist at Liberty, discusses the evolution of Black Friday, consumer behaviour during this time, and the economic impact.

Terence Hove of Exness runs us through the day’s market moves, US markets being closed for Thanksgiving, bitcoin after Trump, and Chinese markets trading weaker.

This evening we look at the markets with Exness, speak to Spar about its recent results, Boxer joins us to discuss its listing on the JSE, Liberty discusses the impact of Black Friday on retailers, and in our SME of the Week, we speak to payments operator Zakhaa.

Teboho Twala – Founder, Zakhaa

Angelo Swartz – CEO, The Spar Group

Varshan Maharaj – Portfolio Manager, Allan Gray

This evening we look at the markets with PSG Wealth, we speak to Oxford Economics about a recent report analysing the economic impact of SAA, and iiDENTIFii joins us to discuss AI and ID fraud, and how businesses can better protect themselves. Allan Gray homes in on hospitality stocks and whether they have a place in your portfolio, and in our Executive Lounge segment, we’re joined by Lesaka Technologies CEO Lincoln Mali on his career, getting into tech, and how he spends his days.

Lance Fanaroff – Chief Strategy Officer, iiDENTIFii

Marietha Jacobs – Senior Econometrician, Oxford Economics Africa

Nelis Brink of PSG Wealth discusses the day’s market developments, a flurry of data points from the US including GDP and consumer confidence, global tensions affecting markets, Nampak results, and Anglo’s accelerated bookbuild.

Lincoln Mali – CEO, Lesaka Technologies

PSG's Schalk Louw takes us through the day's market moves, dangerous talk from Trump leading to market anxiety, interest rates under the Trump administration, his outlook for 2025, and Pepkor results.

Charles Dednam – Secretary General, South African Iron and Steel Institute

This evening we look at the markets with PSG Old Oak, speak to the CEOs of African Bank, Zeda, and Vukile Property Fund about their respective results, and the South African Iron and Steel Institute joins us to discuss a massive new steel factory in Zimbabwe and the impact it’s likely to have on South Africa’s steel industry.

Laurence Rapp – CEO, Vukile Property Fund

Ramasela Ganda – CEO, Zeda

Kennedy Bungane – CEO, African Bank

Steven Joffe – CEO, Invicta Holdings

Gary Booysen of Rand Swiss discusses the day’s market news, local moves disappointing, the gold price, SuperGroup’s cautionary, news around AngloGold Ashanti’s Egypt acquisition, and Oceana’s results.

Dr Richard Friedland – CEO, Netcare

This evening we look at the markets with Rand Swiss, we speak to the CEOs of Barloworld, Netcare and Invicta about their individual financials, and in our Personal Finance segment we speak to Herold Gie Attorneys about the importance of reading your aT&Cs and your rights as a consumer regarding financial products.

Karin MacKenzie – Director, Herold Gie Attorneys

Dominic Sewela – CEO, Barloworld

Sasfin’s David Shapiro runs us through the day’s market developments and takes a look at today’s local and UK CPI prints, the upcoming MPC decision, the dollar, commodities, and European market challenges.

Simone Cooper, head of Business and Commercial Banking South Africa at Standard Bank, discusses the challenges faced by SMMEs and how to turn those challenges into opportunities, and looks at trends in the sector.

This evening we look at the markets with Sasfin Wealth, we discuss Ninety One’s recent financials and the Sanlam partnership, RMB joins us to talk about its latest business confidence index, we speak to Standard Bank about the importance of entrepreneurship in driving Africa’s economic growth, and in this week’s Executive Lounge, we speak to SA Canegrowers Association CEO Dr Thomas Funke about how he got into the sugar industry and his love of sailing.

Dr Thomas Funke – CEO, SA Canegrowers Association

Isaah Mhlanga – Chief Economist, RMB

Hendrik du Toit – CEO, Ninety One

This evening we look at the markets with FNB Wealth and Investments, speak to Public Works and Infrastructure Minister Dean Macpherson about the impact of the construction mafia, and get independent analyst Tshepo Kgadima’s take on the latest around Eskom, including Nersa tariffs and the suspension of its regulator member for electricity. Only Realty joins us to discuss new restrictions on the cards for Airbnb SA, and in our Agri Focus segment we chat to a researcher and PhD student from the University of Pretoria about his discovery of two new species of dung beetle.

Grant Smee – Director, Only Realty

Christian Deschodt – PHD student and Researcher: Invertebrate Biosystematics and Conservation Group, University of Pretoria

Tshepo Kgadima – Independent Analyst

Dean Macpherson – Minister, Public Works and Infrastructure

Chantal Marx of FNB Wealth and Investments discusses the day’s market developments, support showing for SA Inc, commodities getting better, interest rates locally and globally, US market challenges, bond yields, and where does the rand go from here?

This evening we look at the markets with Makwe Fund Managers, speak to Astral Foods and WeBuyCars about their respective results, National Treasury joins us to discuss proposed changes to how unit trusts are taxed, and in our personal finance segment we speak to Crue Invest to better understand severe illness cover.

Chris Rein – CFO, WeBuyCars

Johan Lamprecht – Director: Personal Income Tax, National Treasury

Makwe Masilela of Makwe Fund Managers discusses the day's market moves coming off a poor performance last week, post US election impact, local and US interest rates, sentiment around equity markets, inflation, Telkom’s interim results, and S&P upping SA's rating outlook.

Craig Torr – Director, Crue Invest

Gary Arnold – Incoming CEO, Astral Foods

Dr Belinda Rathogwa, head of digital and e-commerce at Standard Bank, joins us to discuss scams that commonly arise during the festive season, different payment methods, and ways consumers can protect themselves during this period.

Tshepo Kgadima – Independent analyst

Chris Axelson – Acting Tax and Financial Sector Policy Deputy Director-General, National Treasury

Nick Kunze of Sanlam Private Wealth runs us through the day’s market moves, commodities, big moves (good and bad) after Trump’s win, gold seeing losses, investor sentiment, local interest rates, the Chinese picture, and what we can expect before the end of the year.

This evening we look at the markets with Sanlam Private Wealth, National Treasury joins us to discuss proposed changes to alcohol pricing, analyst Tshepo Kgadima discusses the government’s comments on state guarantees for IPPs, Natural Justice speaks to us from Cop29 in Azerbaijan, Standard Bank offers steps to take to protect yourself from hackers on Black Friday and over the festive season, and in our SME of the Week segment we speak to Drama Dynamics, a Pretoria-based studio offering drama, modelling, and public speaking lessons.

Melissa Carreira – Director, Drama Dynamics

Katherine Robinson – Head: Campaigns, Natural Justice

Kamal Govan – Portfolio Manager, Allan Gray

Musa Mabesa – Principal Executive Officer, GEPF

Sasfin’s David Shapiro discusses the day’s market moves, the US inflation print being in line with expectations, the rand, continued reactions to Trump’s win, local struggles persisting, commodities, and are investors having year-end fatigue?

This evening we look at the markets with Sasfin, we speak to the Government Employee Pension Fund and Emira Property Fund on their respective financials, Allan Gray joins us to discuss including consumer-facing companies in your investment portfolio, and in our Executive Lounge segment we speak to Township Entrepreneurs Alliance founder Bulelani Balabala on his career, supporting the township economy, and how he spends his downtime.

Bulelani Balabala – Founder, Township Entrepreneurs Alliance

Geoff Jennett – Emira Property Fund

Isaac Matshego – Senior Economist, Nedbank

Jan Vermeulen – Editor, MyBroadband

PSG’s Schalk Louw runs us through the day’s market developments, the rand crashing through R18/$, a cautionary tale of US elections impacting markets, commodity prices, and China.

This evening we look at the markets with PSG, discuss MultiChoice and Premier Group’s financials, MyBroadband joins us to discuss a proposal to shut down South Africa’s broadband network, Nedbank helps us unpack recent local labour force data, and in our Property Insights segment we speak to Moneyweb’s Ciaran Ryan about an ongoing saga where an FNB client’s property was auctioned when it shouldn’t have been.

Ciaran Ryan – Moneyweb Contributor

Tim Jacobs – CFO, MultiChoice

Kobus Gertenbach – CEO, Premier Group

Stephen Timm – Journalist and researcher

Viv Govender of Rand Swiss discusses the day’s markets moves, resources dropping quite substantially, the gold price, whether a recession is still on the cards in the US, provides an update on US congress and senate numbers, and takes a look at the rand.

This evening we look at the markets with Rand Swiss, speak to CEOs from Vodacom, Raubex and Omnia about their respective results, journalist Stephen Timm discusses his findings around MTI’s Johann Steynberg’s alleged death, and in our personal finance segment Liberty helps us better understand structured investment products.

Luvhani Makoni – Lead Specialist for Investment Propositions at Liberty

Felicia Msiza – CEO, Raubex

Seelan Gobalsamy – CEO, Omnia

Group CEO Shameel Joosub shares insights on its latest interim results, where exchange rate issues cost the company billions, and weighs in on the Competition Tribunal putting a stop to its big deal with the Remgro-owned fibre operator.

Steve Binnie – CEO, Sappi

Terence Hove of Exness discusses the day’s market moves, continued reaction to the US election results, current market sentiment, interest rates as we wait to hear from the Fed, the Bank of England’s rate decision, Nissan cutting jobs and the CEO’s salary, and Japan’s current economic state.

Guy Leitch – Editor, SA Flyer and FlightCom

This evening we look at the markets with Exness, speak to aviation analyst Guy Leitch about FlySafair’s continued issues around its licensing, Sappi’s CEO discusses the company’s full-year financials, we chat to LookSee about how the residential solar industry is performing, and in our SME of the Week, we speak to founder and CEO of Afrique Rising Trading about its offering, trying out different businesses before hitting a sweet spot, and giving back to the community.

Daniel Motshwane – Founder and CEO, Afrique Rising Trading

Marc du Plessis – Executive Head: LookSee, Standard Bank

Thezi Mabuza – Deputy Commissioner, National Consumer Commission

Sasfin’s David Shapiro discusses the day’s market moves, reaction to Trump winning the US election, the dollar, commodities, the upcoming FOMC meeting, interest rates, sentiment towards emerging markets, and bitcoin hitting all-time highs.

This evening we look at the markets with Sasfin Wealth, speak to Gibs on Trump’s election win and what his administration will mean for the global and local economy, the FSCA joins us to discuss recent enforcements and what it means to be debarred, the National Consumer Commission discusses the dtic gazetting draft rules to deal with telemarketers, and in our Executive Lounge segment we speak to Anna-Marie Viljoen from Mondelēz International about how she got into the industry, mitigating supply issues during geopolitically tense times, and what she does in her spare time.

Anna-Marie Viljoen – Manufacturing and Supply Chain Director: Sub-Saharan Africa, Mondelēz International

Gerhard van Deventer – Divisional Executive: Enforcement, FSCA

Adrian Saville – Professor: Economics, Finance and Strategy, Gibs

Bryan Silke – Associate Partner, Hudson Sandler Invicomm

Xhanti Payi – Senior Economist, PwC

Andrew Bahlmann – Director, Deal Leaders International

Chantal Marx of FNB Wealth and Investments discusses the day’s market moves, volatility actually pushing markets higher, the US elections and the impact on local investors, managing uncertainty, resources fighting back, the gold price, Sibanye’s update, and the rand.

This evening we look at market moves with FNB Wealth and Investments, we speak to PwC on Fitch potentially revising SA’s credit rating, and Deal Leaders International gives us an update on SA’s merger and acquisition activity. Hudson Sandler Invicomm discusses whether there is still an investment case for Gauteng ahead of the G20 Summit in Johannesburg, and Tru-Cape gives us an update on our local fruit industry.

Calla du Toit – Procurement Manager, Tru-Cape

This evening we look at market moves with Makwe Fund Managers, we speak to executives from Altron and Redefine about their recent financials, B4SA joins us to discuss progress regarding the private sector’s partnership with government, and MiWay helps us bust some common myths around car insurance.