SAfm Market Update with Moneyweb

[FULL SHOW] Trade surplus, FSCA enforcement drive, and the GoTrade initiative Aug 3, 2026 52:02 This evening, we round up the day's market movements with Rand Swiss, examine the FSCA's latest enforcement report, discuss sovereign intelligence with iAfrikan.com, unpack SA's strong export performance and trade surplus with Investec, explore the GoTrade initiative and its partnership with Absa alongside DHL Express Sub-Saharan Africa, and, in our Personal Finance segment, take a closer look at

Market Watcher: Markets unfazed by lower oil prices Aug 3, 2026 9:54 Gary Booysen of Rand Swiss discusses the muted market reaction to lower oil prices, ongoing geopolitical tensions, the Bank of Japan's decision to keep interest rates unchanged, and the outlook for global markets. SAfm Market Update - Podcasts and live stream

Personal Finance: Only 19% of South Africans hold life insurance Aug 3, 2026 7:54 Deepesh Desai – Executive, Capitec Insurance. SAfm Market Update - Podcasts and live stream

GoTrade initiative opens new markets for African SMEs Aug 3, 2026 8:23 Hennie Heymans – CEO, DHL Sub-Saharan Africa SAfm Market Update - Podcasts and live stream

Technology leaders debate Africa's AI ambitions Aug 3, 2026 8:07 Bataung Qhotsokoane – Editor-in-Chief, iAfrican.com SAfm Market Update - Podcasts and live stream

Billions in Fines: Inside the FSCA's enforcement drive Aug 3, 2026 7:45 Sanele Magazi – Senior Manager: Enforcement Division, FSCA SAfm Market Update - Podcasts and live stream

Strong trade surplus reflects resilient export performance Aug 3, 2026 6:48 Lara Hodes – Economist, Investec SAfm Market Update - Podcasts and live stream

[FULL SHOW] Shipping trade shocks, employee financial distress, and closing the food waste loop Jul 30, 2026 54:25 This evening, we wrap up the day's market action with Terence Hove, unpack the latest dry bulk shipping report with Bimco, explore the causes of employee financial distress with YuLife, examine retail spending trends with the Bureau of Market Research, discuss the opportunities for green finance in Africa with Standard Bank, look at manufacturing partnerships with the Brics SA Business Council, an

Market Watcher: Miners reaping the rewards Jul 30, 2026 6:42 Terence Hove discusses the market reaction to the US Fed's latest decision, the rand's resilience, geopolitical risks and oil prices. He also examines record earnings for local miners, rising commodity prices, central bank demand for safe-haven assets, and explains British American Tobacco's share buy-back programme. SAfm Market Update - Podcasts and live stream

Fresh risks to shipping and global trade Jul 30, 2026 9:02 Filipe Gouviea – Shipping analysis manager, BIMCO SAfm Market Update - Podcasts and live stream

The hidden cost of employee financial stress Jul 30, 2026 5:03 Jaco Oosthuizen – Managing director, YuLife SAfm Market Update - Podcasts and live stream

Value shopping drives South Africa retail growth Jul 30, 2026 5:21 Professor Deon Tustin – CEO, Bureau of Market Research SAfm Market Update - Podcasts and live stream

Green finance powers Africa’s sustainable future Jul 30, 2026 6:16 Boitumelo Sethlatswe – Head of sustainability, Standard Bank Group SAfm Market Update - Podcasts and live stream

Brics urged to turn promises into production Jul 30, 2026 7:14 Tafadzwa Chibanguza – Chair: Manufacturing Working Group, BRICS SA Business Council SAfm Market Update - Podcasts and live stream

SMME: Transforming surplus inventory into opportunity Jul 30, 2026 12:00 Jakob Holbak – CEO and founder, Refreshi SAfm Market Update - Podcasts and live stream

[FULL SHOW] Valterra results, PIC governance reset, and AI fraud crisis Jul 29, 2026 54:48 This evening, we unpack the latest market movements with Otto1890, examine the governance reset at the PIC with Public Interest SA, discuss the implications of fiscal debt traps for long-term investors with Allan Gray, explore the growing AI-driven fraud crisis across Africa with Sumsub, reflect on Valterra Platinum,s record financial performance, and, in our Executive Lounge, we speak to Dr Tumel

Market Watcher: Markets focused on profits Jul 29, 2026 10:21 David Shapiro of Otto1890 unpacks the AI bubble and tech stocks. He reviews results from Kumba, Valterra Platinum and Rio Tinto, explores how AI spending is boosting commodities, and discusses the shift from luxury vehicles to Chinese brands and EVs. SAfm Market Update - Podcasts and live stream

Can consultants steer the PIC out of the crisis? Jul 29, 2026 8:09 Tebogo Khaas – Founder and chair, Public Interest SA SAfm Market Update - Podcasts and live stream

Why South Africa's digital fraud crisis is deepening Jul 29, 2026 6:07 Jarryd Jensen – Regional director: Southern Africa, Sumsub SAfm Market Update - Podcasts and live stream

What fiscal debt traps mean for long-term investors Jul 29, 2026 10:12 Thalia Petousis – Portfolio manager, Allan Gray SAfm Market Update - Podcasts and live stream

‘Breathtaking’ set of interims from Valterra Jul 29, 2026 8:45 Craig Miller – CEO, Valterra Platinum SAfm Market Update - Podcasts and live stream

Executive Lounge: Preserving the architecture of African storytelling Jul 29, 2026 7:28 Dr Tumelo Chaka – CMO, United Stations SAfm Market Update - Podcasts and live stream

Angolan kwanza added to regional settlement system Jul 29, 2026 6:05 Arif Ismail – Head: National Payment System Department, Sarb SAfm Market Update - Podcasts and live stream

[FULL SHOW] Kumba weathers storm, Angolan kwanza settlement, and SA’s reindustrialisation Jul 29, 2026 54:13 Tonight, we unpack the day’s market moves with FNB Wealth and Investments, examine Kumba Iron Ore’s resilient performance, discuss SADC’s industrialisation drive, explore the Angolan kwanza’s entry into the regional payment system with the Sarb, assess whether the local defence economy can drive SA’s reindustrialisation with Milkor, and, in AgriFocus, we look at the impact of rising sugar imports

Sugar imports surge as local growers push for tariff reform Jul 29, 2026 8:11 Dr Thomas Funke – CEO, SA Canegrowers Association SAfm Market Update - Podcasts and live stream

Could the local defence economy lead SA reindustrialisation? Jul 29, 2026 9:16 Daniel du Plessis – Vice President: Africa, Milkor SAfm Market Update - Podcasts and live stream

Innovation and industrialisation top SADC’s economic agenda Jul 29, 2026 7:58 Dr Mlungisi Cele – Director-general, Department of Science, Technology and Innovation SAfm Market Update - Podcasts and live stream

Kumba Iron Ore remains resilient despite global headwinds Jul 29, 2026 9:35 Mpumi Zikalala – CEO, Kumba Iron Ore SAfm Market Update - Podcasts and live stream

Rand gains ahead of US Fed meeting Jul 29, 2026 9:51 Chantal Marx of FNB Wealth and Investments discusses Boxer’s gains following new store openings, Canal+’s strong results, TFG’s recovery, the impact of online gambling on consumer behaviour, the sell-off in industrial stocks, and the rand’s gains as the dollar weakened ahead of the US Federal Reserve meeting. SAfm Market Update - Podcasts and live stream

[FULL SHOW] Bab al-Mandeb trade pressures, FATF compliance and protecting local industries Jul 27, 2026 54:40 This evening, we round up the day's market movements with PrimeXBT, examine the latest developments in the Bab al-Mandeb Strait with the University of Johannesburg, discuss protecting SA,s peanut industry with Itac, unpack the FATF assessment process with RelyComply, explore the innovations needed to keep the country,s mining sector competitive with RIIS Africa, and, in our Digital Drive segme

Market Watcher: The hunt for value in the market Jul 27, 2026 10:58 Kearabilwe Nonyana of PrimeXBT discusses the market's hunt for value, renewed interest in industrial shares, geopolitical risks to oil prices, resilient US earnings, record AI stocks, the rand's performance, the Sarb's decision to hold rates, and the upcoming US interest rate decision. SAfm Market Update - Podcasts and live stream

Decline in Bab al-Mandeb Strait traffic drives energy price spike Jul 27, 2026 8:17 Patrick Bond – Distinguished Professor of Sociology, University of Johannesburg SAfm Market Update - Podcasts and live stream

Protecting local industry in an increasingly protectionist world Jul 27, 2026 12:12 Ayabonga Cawe – Chief commissioner, Itac SAfm Market Update - Podcasts and live stream

National Treasury submits fifth compliance report to the FATF Jul 27, 2026 7:40 Bradley Elliott – CEO, RelyComply SAfm Market Update - Podcasts and live stream

Can South Africa catch up in the global mining race? Jul 27, 2026 6:31 Kuda Mukova – CEO, RIIS Africa SAfm Market Update - Podcasts and live stream

Digital Drive: Mobile giant balances performance with size in new release Jul 27, 2026 6:51 Nafisa Akabor – Tech journalist and founder, Recharged.co.za SAfm Market Update - Podcasts and live stream

[FULL SHOW] Interest rates on hold, road to the PIC AGM and the future of grid stability Jul 23, 2026 55:08 This evening, we wrap up the day's market action with Sanlam Private Wealth, unpack the MPC's decision to hold interest rates with the Institute for Economic Justice, explore South Africa's LNG opportunities with Standard Bank Group, examine the PIC governance crisis with the University of Johannesburg, discuss the challenge of balancing grid stability with coal plant retirements with Professor Va

Market Watcher: Choppy waters for the markets Jul 23, 2026 7:11 Nick Kunze of Sanlam Private Wealth discusses the JSE's decline, driven by higher oil prices, Google's AI spending and interest rate uncertainty. He explains why the MPC's decision to hold rates is good for consumers, and reflects on weaker US markets, Google's $6 billion AI investment and Tesla's lower profits. SAfm Market Update - Podcasts and live stream

Borrowers get relief as MPC holds interest rates Jul 23, 2026 10:18 Dr Mzwanele Ntshwanti – Senior researcher, Institute for Economic Justice SAfm Market Update - Podcasts and live stream

Unlocking LNG opportunities into South Africa Jul 23, 2026 5:38 Paul Eardley-Taylor – Gas sector lead, Standard Bank Group SAfm Market Update - Podcasts and live stream

Balancing grid stability and coal plant retirements Jul 23, 2026 6:49 Prof Vally Padayachee – Power and energy expert SAfm Market Update - Podcasts and live stream

PIC intervention: What can we expect from Godongwana’s urgent general meeting on Monday? Jul 23, 2026 10:18 Professor Busani Ngcaweni – Director: Centre for Public Policy and African Studies, University of Johannesburg SAfm Market Update - Podcasts and live stream

SMME: Disrupting the e-hailing market, one ride at a time Jul 23, 2026 10:00 Persy Qamata – CEO and co-founder, Bro Cabs SAfm Market Update - Podcasts and live stream

Nuwe regulasies is vir datasentrum-bedryf nodig Jul 23, 2026 8:49 Garreth Elston – besturende direkteur, Golden Section Capital SAfm Market Update - Podcasts and live stream

[FULL SHOW] Pepkor's fintech acquisition, NEV jobs, and the future of African tourism Jul 22, 2026 54:13 This evening, we unpack the latest market movements with Otto1890, discuss Pepkor's landmark fintech acquisition with the FinTech Association of South Africa, examine the future of new energy vehicles (NEVs) and job security with Naacam, explore tourism trends across Africa with MSC Cruises South Africa, and, in our Executive Lounge, speak to Deutsche Bank's chief country officer Danelee Masia. SA

Market Watcher: Markets on a coalition course Jul 22, 2026 12:02 David Shapiro of Otto1890 discusses South Africa's inflation spike, the prospect of another interest rate hike, global market trends, the US earnings season, the AI rally, higher oil prices and the rand's resilience. SAfm Market Update - Podcasts and live stream

Significant auto sector jobs at risk without NEV policy support Jul 22, 2026 7:19 Renai Moothilal – CEO, Naacam SAfm Market Update - Podcasts and live stream

Pepkor expands beyond retail with landmark fintech deal Jul 22, 2026 8:50 Danielle Lawrence - COO, FinTech Association of South Africa SAfm Market Update - Podcasts and live stream

The future of continental tourism is connecting infrastructure Jul 22, 2026 8:38 Ross Volk – Managing director, MSC Cruises SA SAfm Market Update - Podcasts and live stream

Executive Lounge: The best insights come from asking good questions Jul 22, 2026 11:11 Danelee Masia – Chief country officer, Deutsche Bank SAfm Market Update - Podcasts and live stream

Local businesses embrace the rise of AI voice agents Jul 21, 2026 11:24 Arthur Goldstuck – Managing director, World Wide Worx SAfm Market Update - Podcasts and live stream

[FULL SHOW] AI voice agents, public procurement, and interest rates in focus Jul 21, 2026 55:28 Tonight, we unpack the day's market movements with PortfolioMetrix, explore whether Popia applies to AI voice agents with the Information Regulator, examine how businesses are embracing AI voice technology with World Wide Worx, discuss the future of public procurement with the Centre for Development and Enterprise, look at how South African agriculture is adapting with Nedbank Commercial Banki

Markets: Balancing the wins and losses Jul 21, 2026 6:59 Liam Dawson of PortfolioMetrix discusses the outlook for oil prices and interest rates, and how softer US inflation could influence global monetary policy. He also examines the US earnings season, commodity markets, the rand's performance, and the impact of higher oil prices on SA consumers. SAfm Market Update - Podcasts and live stream

Information Regulator calls for responsible AI deployment by businesses Jul 21, 2026 11:24 Langithemba Mazibu – Senior manager: IT analysis, Information Regulator SAfm Market Update - Podcasts and live stream

Public procurement – ‘terrible approach’ being taken Jul 21, 2026 8:57 Ann Bernstein – Executive director, Centre Development and Enterprise SAfm Market Update - Podcasts and live stream

SA agriculture moves from navigating cycles to adaptation Jul 21, 2026 9:12 Daneel Rossouw, head of sales in agriculture at Nedbank Commercial Banking SAfm Market Update - Podcasts and live stream

Property Insights: What interest rate hikes mean for the market Leonard Kondowe – National manager: Property finance, th Jul 21, 2026 9:05 Leonard Kondowe, national manager in property finance at Rawson Property Group, explains how a potential interest rate hike could affect development projects and homeowners. SAfm Market Update - Podcasts and live stream

[FULL SHOW] World Bank reform financing, private ambulances, and US investment in SA Jul 20, 2026 54:45 This evening, we wrap up the day's market movements with Rand Swiss, unpack the World Bank's infrastructure reform financing for SA with John Loos, discuss why US firms are increasing their investment in the country with DonValley Reputation Managers, examine calls for regulatory reform in the private ambulance sector with Sapaesa, explore why wealth is a continuum rather than simply a product wit

Market Watcher: Inflation keeps markets on edge Jul 20, 2026 9:58 Gary Booysen of Rand Swiss says the JSE closed lower as resource stocks weakened, while investors look ahead to the US earnings season. He expects the Sarb to keep interest rates unchanged but warns that higher oil prices and persistent inflation could increase pressure on consumers. SAfm Market Update - Podcasts and live stream

World Bank reform financing for energy, rail and water infrastructure Jul 20, 2026 6:20 John Loos – Independent economist SAfm Market Update - Podcasts and live stream

US firms guided by opportunity, not politics, in SA Jul 20, 2026 7:47 Solly Moeng – Founder and managing director, DonValley Reputation Managers SAfm Market Update - Podcasts and live stream

Private ambulance sector calls for regulatory overhaul Jul 20, 2026 8:17 Glen Preston – Stakeholder and liaison manager, Sapaesa SAfm Market Update - Podcasts and live stream

Why wealth is a continuum, not a product Jul 20, 2026 7:42 Alan Shanon - Executive, Nedbank Private Wealth SAfm Market Update - Podcasts and live stream

Personal Finance: Savings is only the beginning of the wealth creation journey Jul 20, 2026 9:34 Dr Theuns Mans – Managing director, Novare Wealth & Invest SAfm Market Update - Podcasts and live stream

[FULL SHOW] PIC governance crisis, digital infrastructure and project delivery Jul 16, 2026 54:05 This evening, we wrap up the day's market movements with Terence Hove, explore how South Africans are strengthening their retirement savings with FNB, unpack the governance crisis at the PIC with Corusca Consulting, discuss Icasa public consultation process on digital infrastructure regulations, examine how women are increasingly becoming wealth creators with Standard Bank and, in this weeks S

Market Watcher: Pockets of value in the market Jul 16, 2026 6:38 Terence Hove unpacks the market sell-off, the retreat in technology stocks, geopolitical tensions and inflation risks. He also discusses safe-haven opportunities and reflects on the resilience of the rand, which remains steady at around R16.40 against the US dollar. SAfm Market Update - Podcasts and live stream

Should the PIC be placed under administration? Jul 16, 2026 8:46 Khaya Sithole – Director, Corusca Consulting SAfm Market Update - Podcasts and live stream

South Africans step up retirement saving despite economic uncertainty Jul 16, 2026 9:06 Samukelo Zwane – Product Head, FNB Wealth and Investments SAfm Market Update - Podcasts and live stream

Digital infrastructure needs all hands on deck Jul 16, 2026 10:47 Dikeledi Mushi – Councillor, Icasa SAfm Market Update - Podcasts and live stream

Women move from wealth holders to wealth builders Jul 16, 2026 8:03 Thandi Ngwane – Head: High-net-worth investments, Standard Bank SAfm Market Update - Podcasts and live stream

Democratising project delivery in rural communities Jul 16, 2026 9:18 Tsakane Zwane – CEO and founder, First Principles Engineering SAfm Market Update - Podcasts and live stream

[FULL SHOW] Planting season risk, crackdown on unpaid pensions, and reimagining personal finance Jul 15, 2026 54:22 This evening, we wrap up the day’s market movements with Otto1890, reflect on the return of global tensions on agricultural sector ahead of planting season with Wandile Sihlobo, explore the new partnership with NPA on unpaid pensions with FSCA, discuss finding value beyond precious metals with Allan Gray, and, in this week’s Executive Lounge, we follow the journey of Sitoyo Lopokoiyit from ABSA SA

Markets absorb the pressure Jul 15, 2026 11:55 David Shapiro of Otto1890 discusses the resilience of global markets despite rising geopolitical tensions, the rally in tech stocks including SpaceX, oil price volatility, and the multiplier effect of investment in the technology sector. SAfm Market Update - Podcasts and live stream

Global tensions reignite concerns for farmers Jul 15, 2026 8:01 Wandile Sihlobo – Presidential envoy on agriculture and land SAfm Market Update - Podcasts and live stream

Employers face prosecution over unpaid pension contributions Jul 15, 2026 8:01 Takalani Lukhaimane – Manager: Retirement funds conduct supervision, FSCA SAfm Market Update - Podcasts and live stream

Employers face prosecution over unpaid pension contributions Jul 15, 2026 9:17 Takalani Lukhaimane – Manager: Retirement funds conduct supervision, FSCA SAfm Market Update - Podcasts and live stream

Finding value beyond precious metals Jul 15, 2026 8:09 Tim Acker – Portfolio manager, Allan Gray SAfm Market Update - Podcasts and live stream

Executive Lounge: reimagining the micro-financing journey Jul 15, 2026 11:00 Sitoyo Lopokoiyit – CEO: Personal and Private Banking, Absa Group SAfm Market Update - Podcasts and live stream

[FULL SHOW] Markets seeking value, SME manufacturing and FMD traceability Jul 14, 2026 54:10 Tonight, we unpack market movements with FNB Wealth and Investments, explore how AI could reshape wealth creation with Purple Group, examine the funding challenges facing manufacturing SMEs with Lula, discuss the future of Tongaat Hulett with the Vision Group, and, in AgriFocus, look at how FMD traceability could support SA's red meat export recovery with the National Agricultural Marketing Counci

Markets: Markets looking for value Jul 14, 2026 11:25 Chantal Marx of FNB Wealth and Investments unpacks US inflation numbers, the outlook for interest rates, second-round energy price shocks, higher gold prices for SA miners, oil supply concerns around the Strait of Hormuz, as well as developments in Japan's markets. SAfm Market Update - Podcasts and live stream

Episodes

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