MoneywebNOW Podcast
1) [TOP STORY] Been using rand strength to take money offshore?
‘Expect the unexpected and don't panic’ – Philip Short from Flagship Asset Management stresses the significance of a balanced investment approach amid currency fluctuations.
2) Markets are shrugging off war concerns
Kea Nonyana from PrimeXBT unpacks Woolworths’s latest results – is the fashion segment finally turning the corner? And after the recent war-driven market selloff, has he been buying the dip or staying...Show More
3) [TOP STORY] Navigating the new normal in global supply chains
Dylan Govender from Investec Commercial Banking considers how US tariff changes could boost SA exports.
4) Shoprite confident Sixty60 growth story is far from over
After a modest Monday, Tuesday delivered intense selling. Petri Redelinghuys from Herenya Capital Advisors joins us to unpack the volatility – and how he’s positioning portfolios in a market that’s qu...Show More
5) [TOP STORY] Italtile: Six months of flat revenue, high costs
CEO Lance Foxcroft considers the good news in KZN, his strategy to compete with dumped tile imports, and some difficulties in Australia.
6) Market records and innovation boost JSE profits
Independent analyst Jimmy Moyaha unpacks robust JSE results as the bull run and record highs flow through to the group's earnings. Lance Foxcroft, CEO of Italtile, talks tough numbers as strained cons...Show More
7) [TOP STORY] Are SA fund managers bullish on equities for 2026?
‘The highlight to me ... is that they are bullish equities. For bonds there's not that much interest’ – John Morris, Bank of America SA strategist.
8) Iran strike: The risks that outlast the missiles
Nick Kunze from Sanlam Private Wealth unpacks Vukile’s aggressive push into Spain and what oil and global markets are signalling amid attacks on Iran. Professor Adrian Saville from GIBS weighs in as T...Show More
9) [TOP STORY] Ratings rebound in sight as bonds rally
Sylvester Kobo from STANLIB argues debt stabilisation and a widening primary surplus strengthen the case for investment-grade status within three years.
10) Strong start to the year for golden JSE
Schalk Louw from PSG Old Oak weighs in on Spar after the stock shed a quarter of its value in the week following the CEO’s sudden departure. He also unpacks solid results from Spur and reflects on a m...Show More