SAfm Market Update with Moneyweb

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.

John Wessels – Data and Actuarial Science Manager, Blink by MiWay

Ntobeko Nyawo – CFO, Redefine Group

Martin Kingston – Chair, Rothschild & Co South Africa and B4SA Steering Committee

Werner Kapp – CEO, Altron

Makwe Masilela of Makwe Fund Managers discusses the day’s market moves, Asian markets, the US labour market and elections, interest rates, Anglo disposing stake in Australian mine, Exemplar interims, the rand, and commodity prices.

Zaheer Ebrahim – Solutions Architect: Middle East and Africa, Trend Micro

Stefano Marani – CEO, Renergen

Nelis Brink of PSG Wealth discusses the day’s market developments, markets seeing a slight sell-off, investor sentiment around the US elections, US personal consumption index, EU CPI, and updates from Oceana and AB InBev.

This evening we look at market moves with PSG Wealth, Renergen’s CEO joins us to discuss their half-year financial update, we speak to 27four about its new benchmark to address diversity, equity and inclusion in the asset management sector, Trend Micro joins us to discuss the rise of phone hacking and the importance of mobile cybersecurity, and in our SME of the Week segment, we speak to XTLS Dreadlocks, a KZN-based one-stop-shop for all things dreadlocks.

Xolani Nombenu – co-founder, XTLS Dreadlocks

Akona Mlamleli – Portfolio Manager, 27four

This evening we look at market moves with Sasfin Wealth, we speak to the Minister of Finance and Sars Commissioner about the mid-term budget speech delivered earlier today while Citadel and SNG Grant Thornton joins us to unpack the economic and tax elements of said speech. Allan Gray closes the show discussing the current risks on the global market landscape.

Simon Skinner – Head: Global Investment team, Orbis

Khanyisa Cingo-Ngandu – Director and Head: Tax Advisory Services, SNG Grant Thornton

Edward Kieswetter– Commissioner, Sars

Enoch Godongwana – Minister of Finance & Maarten Ackerman – Chief Economist at Citadel Investment Services

Sasfin’s David Shapiro discusses the day’s market developments, global movements, interest rates, the rand, US elections, the US earnings season as it continues, and his thoughts around the mid-term budget speech.

This evening we look at market moves with Just One Lap, we discuss expectations for the upcoming mid-term budget policy statement with PwC, Modern Corporate Solutions helps us understand the gold-silver ratio and how investors can use it to their advantage, Old Mutual joins in to discuss the importance for nurturing innovation in Africa, and in our Property Insights segment, we speak to TPN on the current state of the rental market.

Waldo Marcus – Marketing Director, TPN

Peter Major – Director: Mining, Modern Corporate Solutions

Nobesuthu Ndlovu – Director: SME, Old Mutual Corporate

Dr Christie Viljoen – Senior Economist, PwC

Simon Brown of Just One Lap discusses the day’s market developments, commodities, Shoprite’s update, Astoria’s update, the Competition Tribunal shutting down Vodacom’s deal with Maziv, and Coronation’s trading statement.

Rui Morais – CEO, Dis-Chem

Kenny Fihla – Deputy Chief Executive, Standard Bank Group

Gary Booysen of Rand Swiss discusses the day's market moves, expectations for the week, including US results releases and jobs numbers, the continued interest rate conversation, SA's mid-term budget, the commodity space, US elections, and repositioning your portfolio.

This evening we look at market moves with Rand Swiss, speak to Pick n Pay and Dis-Chem’s CEOs on their respective financial results, Standard Bank joins us to discuss the SA Tomorrow initiative and efforts to promote SA to investors, and in our Personal Finance segment we speak to National Debt Advisors on a rise in credit card dependency and using your credit card correctly.

Dehan Scherman – Compliance Officer, National Debt Advisors

Sean Summers – CEO, Pick n Pay

This evening we look at market moves with PSG Old Oak, chat to executives from Clicks and Afrimat about their respective numbers, Gibs joins us to discuss the idea of dedollarisation and whether it is in our future. Old Mutual discusses the idea of exponential thinking as a means to expand Africa’s potential, and in our SME of the Week, we speak to Manzi Water, a prepared- water business that has just opened its 105th store.

Alfred Challis – CEO, Manzi Water

Celiwe Ross – Director of Strategy, Sustainability, People, and Public Affairs, Old

Collin Ramukhubathi – Executive Director, Afrimat

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

Bertina Engelbrecht – CEO, Clicks Group

Schalk Louw of PSG Old Oak on today's market developments, the US proposing palladium sanctions on Russia and the impact this has had on South Africa, platinum counters, and the gold price drifting higher.