SAfm Market Update with Moneyweb

Tim Acker – Portfolio Manager, Allan Gray

Werner Abrahams – CEO, Ikusasa Student Financial Aid Programme Foundation

David Emm – Principal Security Researcher, Kaspersky

Oscar Siziba – Head of Client Coverage: Business and Commercial Banking, Standard Bank

Kim Silberman – Macroeconomist and Fixed Income Strategist, Matrix Fund Managers

Nick Kunze of Sanlam Private Wealth discusses the day's market developments, markets awaiting US and SA interest rate decisions, resources seeing weakness after a four-day winning streak, financial stocks playing defence, general market sentiment, and sectors he's liking at the moment.

This evening we look at market developments with Just One Lap, Hyprop’s CEO discusses the company’s financials, we discuss the Prudential Authority highlighting flaws in Ithala’s system with Denker Capital, MyBroadband discusses whether we are really being told the truth about the deal with Elon Musk’s Starlink, and PayProp chat to us about the real (and sometimes hidden) costs associated with renting.

Kokkie Kooyman – Director, Denker Capital

Hanno Labuschagne – Journalist, MyBroadband

Michelle Dickens – General Manager: Group Sales, PayProp

Morné Wilken – CEO, Hyprop

Simon Brown of Just One Lap discusses the day's market movements as the JSE saw green all around, excitement for tomorrow's US rates decision and what the scenario might be after the decision, local consumer confidence, numbers out of OUTsurance, Metair deciding to exit Türkiye, platinum counters seeing another strong day, and where he's finding value.

Nidia Lourens – Senior Actuary, Metropolitan Life

This evening we look at market developments with Rand Swiss, results out of African Rainbow Capital and the Road Accident Fund, why Nestlé sold Cremora, integrating fixed income and credit into your portfolio with Investec, and revising your finances as we get closer to the end of 2024 with Metropolitan Life.

Leanne Large – Head: Distribution and Loan Syndication, Investec & Freda Hamersma – Head: Multi-Asset Structuring, Investec

Mota Mota – Spokesperson, Nestlé

Collins Letsoalo – CEO, Road Accident Fund

Johan van der Merwe – Co-CEO, African Rainbow Capital

Gary Booysen of Rand Swiss runs us through the day's markets on a flattish day, resource counters seeing gains, upcoming US and local interest rate decisions, the importance of cutting rates timeously, news out of Sasol, and whether the second assassination attempt on Trump has moved markets at all.

This evening we look at market developments with Herenya Capital Advisors, speak to FirstRand, Sibanye-Stillwater and Lesaka Technologies about their respective results, and in our SME of the Week we are joined by Cleopatra Tissue Products – a family-run disposable hygiene product manufacturer that has been operating for 25 years.

Yuraaz Osman – Director, Cleopatra Tissue Products

Lincoln Mali – CEO, Lesaka Technologies

James Wellsted – Senior VP: Investor Relations, Sibanye-Stillwater

Mary Vilakazi – CEO, FirstRand

Petri Redelinghuys of Herenya Capital Advisors discusses the day's markets moves as we saw green across most boards, commodity counters, PGM prices, whether we can still expect a recession in the US, the interest rate decision from the ECB, and US PPI data.

This evening we look at market developments with Sasfin Wealth, talk financials with Growthpoint Properties CEO, discuss Anglo’s sale of its stake in Amplats with Anchor Capital, look at what’s behind the rising demand for SA bonds with Foord Asset Management and Standard Bank’s chief risk officer, Thabani Ndwandwe joins the Executive Lounge to discuss what he’s does in his downtime and staying motivated while being at the same company for two decades.

Rashaad Tayob – Portfolio Manager, Foord Asset Management

Sasfin's David Shapiro runs through the day's market movements, US inflation numbers, struggles within the local and global banking sector, sentiment around commodity indicators, and Anglo's money-raising efforts.

Seleho Tsatsi – Portfolio Manager, Anchor Capital

Thabani Ndwandwe – Chief Risk Officer, Standard Bank SA

Norbert Sasse – CEO, Growthpoint Properties

This evening we look at market movements with FNB Wealth and Investments, chat to Attacq and Libstar about their financials, and Standard Bank about the need for investing in infrastructure to boost Africa’s growth, while the Agricultural Chamber of Business weighs in on the impact of stronger trade agreements between China and South Africa on the local agri sector.

Asanda Tsotsi – Head: Project & Export Finance, Standard Bank CIB

Wolfe Braude – Manager, Agbiz Fruit

Charl de Villiers – CEO, Libstar

Raj Nana – CFO, Attacq

Chantal Marx of FNB Wealth and Investments gives us a wrap of the day's market developments, US inflation expectations, the goal of JSE market segmentation, updates on the two-pot system and who it benefits, consumer strain, and pressure on gold.

This evening we look at market movements with Makwe Fund Managers, Sun International’s CEO joins us to chat financials, we’re joined by the President and CEO of ACI to discuss the digital payment revolution, and in our personal finance segment, we chat to MiWay Insurance about what to look out for when buying a second-hand vehicle.

Siyakha Masiye – Spokesperson, MiWay Insurance

Thomas Warsop – President and CEO, ACI

Anthony Leeming – CEO, Sun International

Andre Cilliers – Director, TreasuryOne

Makwe Masilela of Makwe Fund Managers discusses the day's market moves, anxiety creeping in, how much of a rate cut we need to see, a recession versus a soft landing, numbers out of AVI, Capitec hitting highs, and his expectations for the rest of the week.

This evening we look at market movements with Rand Swiss, speak to Acsa, Sanlam and Harmony Gold about their results, and Standard Bank on the importance of collaboration between China and Africa regarding renewable energy – and for our SME of the Week we’re joined by lecturer, jewellery designer, and entrepreneur Lilja Hastie.

Jeremy Stevens – Group Economist, Standard Bank

Lilja Hastie – Founder, Lilja Hastie Jewellery

Luzuko Mbotya – CFO, Airports Company of South Africa

Boipelo Lekubo – Financial Director, Harmony Gold

Abigail Mukhuba – CFO, Sanlam

Viv Govender of Rand Swiss discusses the day's market moves, anxiety around the economy, US jobs data, the impact of the market pricing in a rate cut, and local interest rate expectations.

On today’s show we look at market movements with Sasfin, chat to the CEOs of Woolworths and Cashbuild about their respective results, the JSE discusses amended listing requirements for market segmentation being approved by the FSCA, Allan Gray weighs in on geopolitical risks to consider when investing in frontier markets, and Fortress Reit CEO Steven Brown joins the Executive Lounge to discuss his career and how he spends his downtime.

Rory Kutisker-Jacobson – Portfolio Manager, Allan Gray

Roy Bagattini – CEO, Woolworths Group

Sasfin's David Shapiro discusses the day's market developments, US markets following their long weekend, the Nikkei being down, investors mitigating volatility, PGMs, and the rand.

Steven Brown – CEO, Fortress Reit

Andre Visser – Director: Issuer Regulation, JSE

Werner de Jager – CEO, Cashbuild

Osman Arbee – CEO, Motus

Ivan Pretorius – COO and Founder, AlleyRoads

PSG's Schalk Louw takes us through the day's market developments, the importance of today's GDP data, the impact of having interest rates higher for longer, and why we desperately need that cut.

Thato Mahapa – Provincial General Manager, Old Mutual Personal Finance

Sean Capazorio – CFO, Aspen Pharmacare

Pieter Engelbrecht – CEO, Shoprite Group

Paul Cruickshank – CEO, RCL Foods

Mpumi Madisa – CEO, Bidvest

Gary Booysen of Rand Swiss runs us through the day's market moves, global developments, the rand, data expectations, US jobs numbers, interest rates, Sanlam's African Rainbow Capital acquisition, PGMs, and the general mining sector.

Tarina Vlok, MD of Elite Risk Acceptances

Ayabonga Cawe – Commissioner, Itac

Amelia Ramphadi – Founder, Amiskin

Anine de Kock – Head: Partnerships, Peach Payments

Faith Khanyile – Chairperson, Catalytic Strategy

Gugu Mtetwa – COO, Santam

Meroonisha Kerber – CFO, Impala Platinum

Wayne McCurrie of FNB Wealth and Investments runs us through the day's market moves as we saw widespread gains, Bidcorp, gold shares higher thanks to the gold price, Sanlam's trading update, numbers out of Implats, Pick n Pay closing stores, and reactions to statements around banks’ transparency regarding home loans.

Maggie Mojapelo – Co-founder, The Human Touch

Funeka Ngewu – Executive Head: Claims, Momentum Insure

Zamani Letjane – Chair, Akani Group

David Cleasby – CFO, Bidcorp

Sasfin's David Shapiro discusses the day's market developments, how commodities have performed, the impact of China, interest rates, and all eyes on Nvidia.

Adèle Hattingh – Manager: Business Development and ETP Manager, JSE

Chantal Marx of FNB Wealth and Investments discusses the day's market moves, results out of Master Drilling and Sea Harvest, Pick n Pay's update, numbers from BHP, and news around the PIC's stake in Telkom.

Wilhelm Joubert – Viticulturist, Hartenberg Wine Estate

Storm Mhlambi – Senior Manager: Specialist Liability, Auto & General

Edward Kieswetter – Commissioner, Sars

Geoff Whyte – CEO, ADvTech

Makwe Masilela of Makwe Fund Managers discusses the day's market moves, news from the Jackson Hole symposium, expectations around interest rates, rand strength, the new Gold Fields CFO, Harmony Gold's trading statement, and Italtile’s results.

Jurgen Eckmann – Wealth Manager, Consult by Momentum

Albert Coetzee – Head: Global Platform, Ninety One

Chris Vorster – CEO, Stadio

Tina Long – Founder, Home Bao

Nerosha Maseti – Lead Ombudsman: Banking Division, National Financial Ombud Scheme

Ayabonga Cawe – Commissioner, Itac

Andrew Kirby – President and CEO, Toyota SA

James Wellsted – Senior VP: Investor Relations, Sibanye-Stillwater

Nick Kunze of Sanlam Private Wealth discusses the day’s market moves, the Jackson Hole economic symposium kicking off, the gold price, interest rates, Shein suing Temu, and where to from here for the rest of 2024.

Liezl Gericke – Head: International, Virgin Atlantic

Cobus Loubser – CEO, Curro

Richard Carter – Head: Assurance, Allan Gray

Niël Pretorius – CEO, DRDGold