
MoneywebNOW
Moneyweb brings you the latest in business and financial news in our new morning podcast: MoneywebNOW with Simon Brown. The show will offer the latest in business, trading and company news to best prepare listeners for the day ahead. It will be live-streamed via the Moneyweb website and mobile app between 06:30 and 06:50.
Episodes
![[TOP STORY] The battle for AI dominance: open-weight versus closed-weight models](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] The battle for AI dominance: open-weight versus closed-weight models
‘The old story of delivering 95% of the quality for 5% of the price is a very hard one to beat. And that is what the Chinese models are essentially banking on’ – Dr Michael Power.

Altron earnings quality continues to improve
Alyssa Viljoen, MD of Merchant West Investments, unpacks Altron’s strong results as annuity income continues to grow, and Invicta’s tough trading update, which comes as little surprise given recent PMI data. Redefine CEO Andrew König discusses results showing 7% growth in both dividends and per-share distributions. And Michael Power, geoeconomic commentator, explores where the real value in AI wil
![[TOP STORY] Elections, valuations, and long-term strategy](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Elections, valuations, and long-term strategy
‘We have to watch the earnings and see if that's sustainable’: Luigi Marinus from PPS Investments.

Clicks is cheap, but not yet a buy
Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem's numbers and what they, alongside Clicks, reveal about the struggling South African consumer. Luigi Marinus from PPS Investments explains why elections matter, but shouldn't drive your investment strategy. And Herschel Jawitz, CEO of Jawitz Properties, looks at why local elections are crucial for Johannesburg's residential property market.
![[TOP STORY] Bond market jitters, global yields, and political risk](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Bond market jitters, global yields, and political risk
‘With US Treasury yields spiking to multi-decade highs, you can imagine market participants are getting nervous, so … we took a look at whether that nervousness is warranted or not’ – Anthea Gardner, Cartesian Capital.

Beer is old school, but is it investable?
Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev’s results – selling less beer but growing profits – and Datatec’s latest bumper dividend. With so few local tech investment options, does Datatec make the cut? Anthea Gardner from Cartesian Capital explores the price of fear and what it reveals about the bond market. Plus, Simon looks at the surprisingly tiny size of South Africa’s ETF mark
![[TOP STORY] Navigating volatility, AI integration, and regional confidence in African businesses](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Navigating volatility, AI integration, and regional confidence in African businesses
In the KPMG Africa CEO Outlook 2026 report, our CEOs ‘had the highest confidence of any region in Africa’: Frank Blackmore, KPMG.

TSMC's value is at the heart of the tech trade
Momentum Securities’s Faheema Adia on the FOMC decision and TSMC’s AI-driven rally. Altron Fintech’s Johan Gellatly unpacks the latest Household Resilience Index, while KPMG’s Frank Blackmore explores African CEO confidence, risks, AI and where SA stands.
![[TOP STORY] The hidden toll of debt and why early action matters](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] The hidden toll of debt and why early action matters
If ‘you're stuck, struggling to put food on the table or struggling to speak to your family, speak to a professional, speak to a debt counsellor, speak to a financial advisor’: Sebastien Alexanderson, Debt Advisors CEO Sebastien Alexanderson.

Anthropic IPO numbers surprise on the upside
Analysis of SA’s food security challenges and what the latest research reveals about access to food, plus a look at the mental toll of debt and practical ways to manage financial stress.
![[TOP STORY] The inverse relationship between bond yields and equities](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] The inverse relationship between bond yields and equities
John Stopford, head of multi-asset income at Ninety One, talks us through why higher bond yields are typically negative for equities, and what investors need to know.

Is your Reg 28 fund pulling its weight?
Is Pick n Pay really turning around, or is Boxer masking the cracks? Merchant West Investments’s Alyssa Viljoen unpacks the results. Ninety One’s John Stopford warns of risks to equities as bonds and stocks diverge, while PSG Asset Management’s Dirk Jooste explains how understanding your Regulation 28 fund can boost returns.
![[TOP STORY] Secrets to a decade of successful investing](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Secrets to a decade of successful investing
Truffle Asset Management’s Etienne Roux shares the investment philosophy, downside protection and strategy of the Amplify Wealth Protector Fund.

Sasol at R300: Where to next?
Nick Kunze from Sanlam Private Wealth previews Pick n Pay’s results and unpacks the surge in oil and Sasol. Truffle Asset Management’s Etienne Roux on the secrets to a decade of successful investing. Plus, Juan Carlos from Artigas World Gold Council on how digital gold could attract a new generation of investors.
![[TOP STORY] Water scarcity and commercial landlords’ evolving strategies](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Water scarcity and commercial landlords’ evolving strategies
Property analyst Keillen Ndlovu quotes Zodidi Meyiswa from Salga as reporting that at most municipalities ‘almost half of the purified water gets lost … through leakages, water-pipe bursts, theft, and non-payment’.

Clicks and Afrimat: Quality stocks, tough sectors
Nasty Afrimat numbers and Clicks results that left the market disappointed. Is there an opportunity in either? Schalk Louw from PSG Old Oak weighs in. Independent property analyst Keillen Ndlovu unpacks how local Reits are investing in water security for their buildings. Simon on why investment fees matter, what to watch out for and why you should always ask about the EAC.
![[TOP STORY] Famous Brands navigates tough trading conditions despite some product price decreases](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Famous Brands navigates tough trading conditions despite some product price decreases
‘We prefer it when people are kind of time-poor, cash-rich – and then you're part of the eating segment’: CEO Darren Hele.

Sasol keeps the momentum going
Kea Nonyana from PrimeXBT unpacks the latest business update from Sasol and Standard Bank's limited trading update. Famous Brands CEO Darren Hele discusses tough trading conditions despite price decreases on some products. Plus, Hugh Hacking from Momentum Corporate weighs in on better-than-expected local inflation and the key details from the MTBPS.
![[TOP STORY] What shareholders want to see in C-suite remuneration](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] What shareholders want to see in C-suite remuneration
PwC Reward Partner Khosi Mabaso finds it ‘encouraging to see that shareholders are seeing how non-executive directors are contributing from a board level’.

Transnet’s pain, Kumba’s gain
Chantal Marx from FNB Wealth and Investments unpacks production updates from Kumba and Anglo American ahead of the Teck merger. Courtney Cox from Tax Consulting SA warns of the severe consequences of missing Friday's Sars deadline. Plus, PwC's Makhosazana Mabaso digs into the latest 2026 Directors' Remuneration and Trends report, covering the JSE's 200 largest companies.
![[TOP STORY] Calgro's shifting asset portfolio and housing developments](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Calgro's shifting asset portfolio and housing developments
‘Because our exposure to the public sector is not as high leading up into these elections, we held back a little – and that distorted the [interim] numbers a little’ – CEO Ben Pierre Malherbe.

South32 bets big on copper boom
Alyssa Viljoen from Merchant West Investments unpacks South32's latest update as investors chase copper and zinc, and asks whether the AI-driven selloff jitters are overdone. Karooooo CEO Zak Calisto discusses first-half results and how fuel prices are shaping client demand for its services. Plus, Calgro M3 CEO Ben Pierre Malherbe on results, infrastructure investment at Bankenveld District City a
![[TOP STORY] Navigating strategic growth and leadership in SA](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Navigating strategic growth and leadership in SA
Maarten van Doesburgh from the Cape Peninsula University of Technology pleads for the unlocking of economic growth through structural public-private partnerships and infrastructure investment.

SA: Investment grade within two years?
Sanlam Private Wealth's Nick Kunze on US bank earnings, MTN's selloff and opportunities in telcos. Investec's Chris Holdsworth on rising inflation, a brighter Q4 and the path to investment grade. CPUT's Maarten van Doesburgh on turning South Africa's commodity windfall into lasting economic growth.
![[TOP STORY] Investment an increasingly important driver of global growth](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Investment an increasingly important driver of global growth
KPMG SA’s Frank Blackmore believes that ‘whereas everybody overseas is basically a price taker, a market taker, Africa can make itself a market maker’.

Why is Spur eating Famous Brands’s lunch?
Danie Dörfling-Kruger from Moore Infinity unpacks Equites Property’s results as it largely exits the UK, PSG Financial Services navigating a tougher trading environment, and Famous Brands continuing to lag Spur. Frank Blackmore, from KPMG SA, explores the shifting investment landscape as investment rather than consumer spending emerges as a key growth driver. Plus, Simon looks at the positive feed
![[TOP STORY] Preparing SA’s infrastructure and economy for an ageing population](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Preparing SA’s infrastructure and economy for an ageing population
Barry Kaganson, CEO of Auria Senior Living, points to the worrying projection that ‘about one in six South Africans will be over the age of 60 by 2050’ – many requiring mental, physical and financial assistance.

China stocks: Too cheap to ignore?
A look at China’s stock market struggles as US markets reach new highs, and why South Africa is ill-prepared for its ageing population.
![[TOP STORY] Overhauling trust administration](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Overhauling trust administration
Citadel Fiduciary partner Mbonisi Ndlovu reviews the impacts of the proposed Regulation of Trusts Bill 2026.

Bytes Technology sells off on strong results
A look at the sharp sell-off in Bytes Technology shares following its results and acquisition of CyberOne, and whether South Africa’s auditing profession is ready for the future.
![[TOP STORY] The positive bond feedback loop: SA’s economic resilience](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] The positive bond feedback loop: SA’s economic resilience
Izak Odendaal of Old Mutual Wealth looks at why global bond turmoil is putting local bonds in focus ahead of the MTBPS.

Boxer coming for Shoprite's retail crown
Alyssa Viljoen from Merchant West Investments unpacks Boxer's strong cash conversion and new CEO. Izak Odendaal of Old Mutual Wealth looks at why global bond turmoil is putting local bonds in focus ahead of the MTBPS. Plus, Duma Mxenge from Satrix explains the all-important effective annual cost and why investors need to understand it.
![[TOP STORY] SA mining in 2026: Capital allocation, discipline, and resource resilience](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] SA mining in 2026: Capital allocation, discipline, and resource resilience
‘It really is a good story for the mining industry’ notes PwC partner Vuyiswa Khutlang.

JSE at yearly lows: Time to buy or brace?
The Top 40 records its lowest weekly close of the year. Buying opportunity or cause for concern? Nick Kuze from Sanlam Private Wealth weighs in, and US earnings season kicks off with the banks. PwC's Vuyiswa Khutlang unpacks the state of SA's mining sector, while Liberty's Zandile Makhoba discusses research showing how South Africans overspend on celebrations.
![[TOP STORY] Evaluating SA’s Big Five banks on climate risk and transition strategies](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Evaluating SA’s Big Five banks on climate risk and transition strategies
‘Climate affects credit risk, market risk, strategy, capital allocation – and in this sense ultimately shareholder value’: Climate risk analyst Odinakachi Okeke, KK.

Naspers/Prosus: ‘Steal of the century’
Kea Nonyana from PrimeXBT on the Prosus food delivery update. Is the sector worth a bite, and are Prosus and Naspers bargains after the sharp sell-off? Odinakachi Okeke from Just Share reveals how SA banks stack up on climate risk in the latest How Cool Is Your Bank? report. And Simon tackles the Premier Group–RFG Competition Commission drama. A messy deal with no easy answers – and is management
![[TOP STORY] How much did we give last year?](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] How much did we give last year?
Nedbank Private Wealth’s The Giving Report reveals a shift towards younger generation philanthropy and increased time donations: Tracy Muller, head of Advice and Philanthropy.

Would you want to manage your own RA?
Afrimat hits a rough patch and Premier Group faces a Competition Commission probe – Alyssa Viljoen from Merchant West Investments weighs in. Kyle Wales from Prospr Invest on putting investors in the driver’s seat with a self-managed RA. Tracy Muller from Nedbank reveals where wealthy South Africans are giving – with almost R6bn donated in 2025.
![[TOP STORY] The 5% bond yield reality](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] The 5% bond yield reality
Sean Kelly of Parity Wealth navigates the new global hurdle rate and its impact on equities. ‘I think bonds deserve a much bigger seat at the table now, but it doesn't mean sell equities, buy bonds.’

The benefits of holding some cash
Chantal Marx from FNB Wealth and Investments on where to put new money as uncertainty rises and fuel tops R30/litre. Sean Kelly from Parity Wealth asks whether US bond yields above 5% mean it’s time to rethink your portfolio. And Lullu Krugel from PwC South Africa unpacks what’s holding back SA’s economic growth.
![[TOP STORY] Rising fuel costs, EVs and the shift in second-hand car markets](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Rising fuel costs, EVs and the shift in second-hand car markets
EVs have ‘become a conversation for certain people that we would never have expected before this year’ – Alan Quinn from Cars.co.za.

Reit balance sheets strongest in a decade
Independent analyst Jimmy Moyaha on Sappi’s struggles with its proposed graphic paper JV, plus Sanlam’s move to buy Santam. Ian Anderson from Merchant West Investments unpacks September’s Reit returns, driven by strong dividend increases from a number of recent results. Alan Quinn from Cars.co.za on how high fuel prices are changing consumer buying habits when shopping for a car.
![[TOP STORY] Finding value beyond the AI trade](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Finding value beyond the AI trade
Keith McLachlan of Element Investment Managers highlights sectors and stocks showing strong cash generation and defensive moats – and some not.

Do elections matter for markets?
Nick Kunze from Sanlam Private Wealth unpacks weaker-than-expected US jobs data and, with US and local elections a month away, how he’s positioning portfolios. Keith McLachlan from Element Investment Managers on where he’s finding offshore value beyond the AI trade. Tim Carr, investment director at Schroders, shares their latest multi-asset views, including the opportunity in EM bonds.
![[TOP STORY] The rise of retail investors and active ETFs in SA](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] The rise of retail investors and active ETFs in SA
‘Unit trusts are fractional, so they're very easy to put on a list. ETFs trade on the exchange, but you can trade them intraday. So they each have their own positives – and negatives’: Niki Giles from Prescient Fund Services.

Why the sudden rand weakness?
Capitec is 10% off its highs – is there value on offer? Danie Dörfling-Kruger from Moore Infinity weighs in on the results and where the opportunities are in local banks after a stellar 18 months. Niki Giles from Prescient Fund Services on the ETF boom and why actively managed ETFs are surging. Plus, Simon gets into RSA Retail Savings Bonds: how they work, the risks and who should be considering t
![[TOP STORY] Weight-loss drugs: The retailer’s headache](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Weight-loss drugs: The retailer’s headache
Pattern CEO James Townsend looks at how shrinking waistlines are disrupting fashion retail and sizing standards.

The rand grows up and calms down
Has the rand lost its rattlesnake bite? Investec’s Matete Thulare crunches the numbers as big moves fade and trading ranges tighten. Pattern CEO James Townsend unpacks how the GLP-1 weight-loss boom could shake up fashion retail. Plus, INN8 Invest’s Leigh Kohler on making uncertainty work for investors and finding outperformance in the new normal.
![[TOP STORY] Chicken or beef?](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Chicken or beef?
Andrew Fulton from Eighty20 considers meat inflation and agricultural volatility amid foot-and-mouth disease and shifting consumer habits.

Black market still hurting British American Tobacco
Zimele Mbanjwa from FNB Wealth and Investments unpacks British American Tobacco’s Capital Markets Day presentation and asks whether there’s still value in a declining industry. Hiten Keshave, co-founder of Unconventional Capital & Advisory, on why corporate enterprise development isn’t creating more viable long-term suppliers. Plus, Eighty20’s Andrew Fulton looks at declining meat prices after foo
![[TOP STORY] Gold price outlook: Trend analysis, support levels, and strategic positioning](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Gold price outlook: Trend analysis, support levels, and strategic positioning
Petri Redelinghuys from Herenya Capital Advisors contemplates gold retreating to $4 000/oz, when to buy, and which miners stand out.

Clicks goes big on premium beauty
Alyssa Viljoen, MD at Merchant West Investments, unpacks PPC’s disappointing update and Clicks’ bigger push into the competitive beauty space. Petri Redelinghuys from Herenya Capital Advisors on gold heading for $4 000 – and when it’s time to buy, which miners stand out? Plus, Mark Phillips from PPS Investments explores offshore investment opportunities beyond the AI trade.
![[TOP STORY] Property investment evolves from scarcity to certainty and productivity in Africa](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Property investment evolves from scarcity to certainty and productivity in Africa
‘I would say that successful investors are buying the productive capacity of a place as much as the actual building on it’ – capital market analyst Casey Sprake

Market chaos? The rand hasn’t noticed
Where can investors find returns as a rocky year enters its final quarter? Independent analyst Jimmy Moyaha weighs in. AG Capital’s Casey Sprake explores Africa’s property opportunities and why certainty matters, while Adishan Naidoo unpacks a structured note linked to the local platinum sector.
![[TOP STORY] Township consumer insights: The high cost of coping in 2026](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Township consumer insights: The high cost of coping in 2026
Mongezi Mtati, senior brand strategist at Rogerwilco, points out that ‘It changes lives … if you get home at six or seven in the evening and suddenly don't have power and don't have water, don't have the money to buy the fast food … for supper for a family of four to six’.

Is the US heading for 6% yields on the 10-year?
Rates are rising – but how high can yields go? Pooja Tanna from Perpetua Investment Managers on local and US rates and where the US 10-year yield tops out. Mongezi Mtati from Rogerwilco unpacks their latest Township Customer Experience Report as consumers feel the squeeze. Plus, Simon on life insurance – when it matters and why.
![[TOP STORY] Navigating the shift toward new energy vehicles in SA](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Navigating the shift toward new energy vehicles in SA
De Wet Taljaard from Investec Sustainable Solutions thinks the second-hand EV and NEV market will open up electric mobility to a broader spectrum of SA consumers.

Pick n Pay and Spar: Value or value trap?
Pick n Pay has a new CEO-designate – but are beaten-down Pick n Pay and Spar finally offering value? Chantal Marx from FNB Wealth and Investments weighs in. EV sales are surging off a low base. De Wet Taljaard from Investec Sustainable Solutions asks: Is South Africa ready to go electric? And SA’s banks delivered largely strong first-half numbers. Rivaan Roopnarain from PwC South Africa digs into
![[TOP STORY] Navigating the transition from Jibar to Zaronia](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Navigating the transition from Jibar to Zaronia
Yushavia Ramlall from Intengo Market highlights the need for operational readiness and Treasury’s challenges.

Local food producers pricing in El Niño worries
Danie Dörfling-Kruger from Moore Infinity unpacks Oceana’s latest update as fish shortages hit much-loved Lucky Star, and looks at the outlook for food producers ahead of a potential drought season and higher input costs. Yushavia Ramlall, COO at Intengo Market, explains the switch from Jibar to Zaronia and what it means for the debt market. Plus, Gilbert Punt, CEO of Kuda FX, on how CFOs can bett
![[TOP STORY] SA’s rising private sector participation and improving economic fundamentals](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] SA’s rising private sector participation and improving economic fundamentals
‘Suddenly we open our eyes and things are busy happening around us’, notes PSG Financial Services chief economist Johann Els.

What to do with Eskoms surplus energy
Nick Kunze from Sanlam Private Wealth unpacks Remgro’s results, AlexForbes borrowing ±R2.1bn to buy back shares, and that odd Stadio closing price. Johann Els from PSG Financial Services checks in on reforms from the last decade that are finally making real progress. Plus, Safeera Loonat from KPMG South Africa on a new challenge: What do we do with too much electricity being generated?
![[TOP STORY] Asimov's ‘I Robot’ playing out?](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Asimov's ‘I Robot’ playing out?
Viv Govender from Rand Swiss lays out the AI safety debate: Navigating global risks, regulation, and the future of advanced intelligence.

When to buy falling stocks
Danie Dörfling from Moore Infinity unpacks strong momentum as earnings hit the R7 billion target a year early, plus a Bytes Tech update the market loved. Viv Govender from Rand Swiss asks whether talk of an AI slowdown is real, necessary or opportunistic – and what it could mean for AI-related stocks. Plus, Simon on catching falling knives: buying shares on the way down … only to watch them keep f
![[TOP STORY] Why private capital needs a stronger pipeline of investable projects](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Why private capital needs a stronger pipeline of investable projects
Trevino Ramsamy from STANLIB Asset Management argues for unlocking SA's economic growth through infrastructure investment by pension funds.

US rate hike will do no favours for gold
Petri Redelinghuys from Herenya Capital Advisors unpacks the overnight FOMC rate decision and asks whether the party is over for gold. Cobus Loots, CEO of Pan African Resources, discusses record results and plans to grow production despite rising costs. Plus, Trevino Ramsamy from STANLIB Asset Management on why private capital needs a stronger pipeline of investable projects.
![[TOP STORY] Expanding SA-China economic partnerships makes sense](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Expanding SA-China economic partnerships makes sense
China’s zero-tariff policy, ‘when you're doing your numbers and looking at margins, looking at that certainty … starts to really make a good case for why the East is worth considering’ by certain African businesses and sectors: Luthando Vuba from Standard Bank Business and Commercial Banking

Attacq’s offices are back in demand
Zimele Mbanjwa from FNB Wealth & Investments unpacks the Premier Group update, which now includes RFG, the likely closure of its fruit-processing plant, and the latest from iOCO. Jackie van Niekerk, CEO of Attacq, discusses strong full-year results, with both office and logistics delivering. Luthando Vuba from Standard Bank looks at China’s new zero-tariff policy and the opportunities it could unl
![[TOP STORY] Navigating market fundamentals, education, and discipline in financial success](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Navigating market fundamentals, education, and discipline in financial success
Author Bandile Mathebula urges students seeking wealth from the markets not to leave their studies before acquiring the skills and knowledge necessary for investing and trading.

Optasia expects markedly weaker second half
Alyssa Viljoen, MD at Merchant West Investments, unpacks Optasia’s strong H1 results and the guidance pointing to a much weaker H2. Warren Buys from Private Client Holdings weighs in on rising US bond yields as the 10-year hits 5.0%. Plus, Bandile Mathebula, founder of Shares Worldwide, discusses his ‘Fundamentals Never Lie’ tour across local tertiary campuses.
![[TOP STORY] Insights on Karoo wind energy and grid expansion](https://cdn.iono.fm/files/p216/logo_5240_20251023_104213_1400.jpeg)
[TOP STORY] Insights on Karoo wind energy and grid expansion
CEO Mark Tanton explains how, because Eskom could not progress with its grid plans, Red Cap Energy developed a parallel 132kv transmission line running near the Tsitsikamma River area up to Port Elizabeth.

Why FOMC needs to hike rates this week
Nick Kunze from Sanlam Private Wealth unpacks US inflation ahead of Wednesday’s FOMC announcement, plus trading updates from Remgro and Life Healthcare. Mark Tanton, CEO of Red Cap Energy, discusses the transmission-line challenges facing the Eastern Cape’s wind power build-out. And Frikkie van Loggerenberg, CEO IFSA Asset Managers, reveals how hidden costs can quietly eat into your portfolio retu
![[TOP STORY] Redefining credit beyond debt](https://cdn.iono.fm/files/p216/logo_1716810_20260911_084647_1400.jpeg)
[TOP STORY] Redefining credit beyond debt
Experian South Africa’s Sikhulule Mabece points out that good credit can be ‘an opportunity for you to gain access to opportunities that you wouldn't normally have’.

Apple bets on new iPhone chip to boost AI
Kea Nonyana from PrimeXBT unpacks the performance of AI stocks. Sikhulule Mabece from Experian South Africa reveals what your credit history says about how you manage debt. And Dirk Jooste from PSG Asset Management explains why global uncertainty is strengthening the case for active management.
![[TOP STORY] What you need to know when RSUs or share options vest](https://cdn.iono.fm/files/p216/logo_1716329_20260910_083112_1400.jpeg)
[TOP STORY] What you need to know when RSUs or share options vest
Future Forex CEO Harry Scherzer explains that there are many specialists that can help you bring offshore share-award funds into SA. ‘Typically, they'll not only be cheaper, but also more helpful than the bank in doing so’.

Global oil inventories run low as supply tightens
Petri Redelinghuys, founder of Herenya Capital Advisors, breaks down the latest moves in the oil price. Future Forex CEO Harry Scherzer explains what employees need to know when RSUs or share options vest. And Shop2Shop’s Annelene Dippenaar asks whether entrepreneurship can do enough to tackle unemployment.
![[TOP STORY] How an expired trust left a farmer’s legacy in limbo](https://cdn.iono.fm/files/p216/logo_1715900_20260909_084534_1400.jpeg)
[TOP STORY] How an expired trust left a farmer’s legacy in limbo
Nevetha Maharaj from Private Clients by Old Mutual unravels a possible consequence of just assuming your testamentary affairs are in place.

Are precious metals still worth the risk?
Chantal Marx from FNB Wealth and Investments unpacks Super Group’s full-year results. Nevetha Maharaj from Private Clients by Old Mutual shares the key questions to ask when managing a trust. And Jeff Tshikhudo of Allan Gray asks whether investors should be lured by the shine of precious metals.
![[TOP STORY] Realising the might of SMMEs within SADC](https://cdn.iono.fm/files/p216/logo_1715432_20260908_092828_1400.jpeg)
[TOP STORY] Realising the might of SMMEs within SADC
Faizal Mkhize declares that Absa Business’s ‘aim is … to make sure that we can put our resources together to unlock value for SMMEs’.

Why employers need to rethink what a living wage means
Jimmy Moyaha, independent analyst, unpacks Sun International’s latest results. Prof Ines Meyer, chair of the Living Wage South Africa Network, considers whether a living wage could strengthen SA businesses. Absa Business's Faisal Mkhize explains why small businesses should have topped the SADC Summit agenda.
Recommended

Afternoon Drive with John Maytham

CRC - Pastor At Boshoff

Ideas That Matter Podcast by Vusi Thembekwayo

My Deep Is Not Your Deep

Present & Promoted

BIBLE MEMORY | Mnemonics, Scripture, Bible Study, Neuroscience, Trust in God, Memorization

Business Unusual

Solo Thato Sessions

DJ H-tee Mixtapes

Loyiso Da Deejay

The New Breed Podcast

Holy Spirit's Tabernacle