SAfm Market Update with Moneyweb

[FULL SHOW] New Opec deal, market concentration, and citrus producers’ resilience

This evening, we wrap up the day’s market movements with Otto1890, we unpack the new Opec infrastructure deal with Econometrix, we examine the market concentration study and what it means for small businesses with the Competition Commission, we find out if there is still a business case for the City…

13 May 1PM 54 min

Market Watcher: All eyes on the US-China talks

David Shapiro of Otto1890 unpacks the US inflation which raises fears of interest rate hikes. However, equity markets are moving ahead strongly. Oil prices did end the day lower and US-Iran peace talks are not moving market sentiments. S&P and Nasdaq stocks are up particularly with the arrival of Trump…

13 May 1PM 11 min

SA gets R2.5bn boost to ease infrastructure constraints

Dr Azar Jammine – Director and chief economist, Econometrix

13 May 1PM 7 min

Despite shifts in concentration study, SMEs remain locked out

James Hodge – Chief economist, Competition Commission

13 May 1PM 10 min

Executive Lounge: Building the future of creativity, culture and tech

Ray Langa – Group CEO, Leagas Delaney South Africa

13 May 1PM 9 min

Is Joburg financially attractive?

‘It doesn't make good sense from an investment point of view; investors need reassurance that the state of the city is going to change right now’ – Outa CEO Wayne Duvenage.

13 May 12PM 5 min

Citrus producers remain resilient despite worsening storms

Paul Hardman – COO, Citrus Growers’ Association of Southern Africa

13 May 12PM 7 min

Market Watcher: Risk, risk everywhere

Kea Nonyana of Prime XBT unpacks how the US-Iran peace talks as well as US inflation announcement added to the negative market sentiment. He explained how markets characterised the broad sell-offs on industrial and resources. Gold is moving with broader risk assets and depreciating. He unpacks Asia Pacific markets that…

12 May 1PM 14 min

Meat producers count the cost of inclement weather on the sector

Yolandé Botha – RPO Northern Cape operations officer, Red Meat Producers’ Organisation

12 May 1PM 9 min

Property Insights: Inside KZN’s growing demand for affordable, lifestyle- focused developments

Zibusiso Nzimande – Managing director, Isphetho Developments

12 May 1PM 6 min

[FULL SHOW] Car manufacturers resilient, NC meat production stalled, KZN residential property

This evening, we unpack market movements at the closing bell with PrimeXBT, delve into the healthy interim company results with Redefine Properties, examine a study on how car manufacturers navigating global tensions with Nedbank Business and Commercial Banking , hear the impact of the recent spate of inclement weather on…

12 May 1PM 54 min

Diversified occupancy and trading density bolster Redefine’s financial health

Ntobeko Nyawo – CFO, Redefine Properties

12 May 1PM 9 min

Car manufacturers keep close watch on rising shipping and fuel costs

Takatso Sello – Senior manager: Manufacturing, Nedbank Business and

12 May 1PM 7 min

Market Watcher: Risk on, Risk off

Gary Booysen of Rand Swiss reviews today’s JSE performance, noting gains in Vodacom (4.5%) and Anglo American (1.8%). The rand closed at R16.40 against the dollar, reflecting shifting risk sentiment. He discusses oil price volatility, strong US earnings driven by AI infrastructure, and says a resolution to tensions around the…

11 May 1PM 7 min

What Costco’s ‘Kirkland Signature’ private label tells us about the Woolworths-Beyers Chocolates debacle

Hlelo Giyose – CIO, First Avenue Investment Management

11 May 1PM 8 min

[FULL SHOW] Vodacom results, Hong Kong trade mission, Updating financial cover

This evening, we delve into the day’s market movements with Rand Swiss, we examine the power of diversification and customer growth with Vodacom, we unpack what lessons we can learn from Woolworths-Beyers debacle with First Avenue Investment, we track the gateway of Asia Pacific and the investment opportunities with Invest…

11 May 1PM 53 min