SAfm Market Update with Moneyweb

[FULL SHOW] Shipping trade shocks, employee financial distress, and closing the food waste loop

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…

30 Jul 1PM 54 min

Market Watcher: Miners reaping the rewards

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.

30 Jul 1PM 6 min

Fresh risks to shipping and global trade

Filipe Gouviea – Shipping analysis manager, BIMCO

30 Jul 1PM 9 min

The hidden cost of employee financial stress

Jaco Oosthuizen – Managing director, YuLife

30 Jul 1PM 5 min

Value shopping drives South Africa retail growth

Professor Deon Tustin – CEO, Bureau of Market Research

30 Jul 1PM 5 min

Green finance powers Africa’s sustainable future

Boitumelo Sethlatswe – Head of sustainability, Standard Bank Group

30 Jul 1PM 6 min

Brics urged to turn promises into production

Tafadzwa Chibanguza – Chair: Manufacturing Working Group, BRICS SA Business Council

30 Jul 1PM 7 min

SMME: Transforming surplus inventory into opportunity

Jakob Holbak – CEO and founder, Refreshi

30 Jul 1PM 12 min

[FULL SHOW] Valterra results, PIC governance reset, and AI fraud crisis

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…

29 Jul 1PM 54 min

Market Watcher: Markets focused on profits

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.

29 Jul 1PM 10 min

Can consultants steer the PIC out of the crisis?

Tebogo Khaas – Founder and chair, Public Interest SA

29 Jul 1PM 8 min

Why South Africa's digital fraud crisis is deepening

Jarryd Jensen – Regional director: Southern Africa, Sumsub

29 Jul 1PM 6 min

What fiscal debt traps mean for long-term investors

Thalia Petousis – Portfolio manager, Allan Gray

29 Jul 1PM 10 min

‘Breathtaking’ set of interims from Valterra

Craig Miller – CEO, Valterra Platinum

29 Jul 1PM 8 min

Executive Lounge: Preserving the architecture of African storytelling

Dr Tumelo Chaka – CMO, United Stations

29 Jul 1PM 7 min

Angolan kwanza added to regional settlement system

Arif Ismail – Head: National Payment System Department, Sarb

29 Jul 5AM 6 min

[FULL SHOW] Kumba weathers storm, Angolan kwanza settlement, and SA’s reindustrialisation

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,…

29 Jul 5AM 54 min