[TOP STORY] Food giants and discount stores adapt to a weaker consumer
Dhersan Chetty, equity analyst at Foord Asset Management, breaks down consumer confidence, discount strategies and private label growth amon...
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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 t...
MoneywebNOW Podcast Guide
Listen to MoneywebNOW, a Society & Culture podcast by Moneyweb Radio. Stream 279 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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Episodes
20 of 279 episodesFrom asset light to asset heavy: The hyperscaler pivot
Matete Thulare from Investec unpacks Sappi's strong results and the slightly improved trading update from Pick n Pay. Dhersan Chetty, from F...
[TOP STORY] Unlocking economic puzzles with academic insight
Prof Reza Daniels of Stellenbosch University explains how good data and careful analysis are South Africa’s best tools against economic unce...
Why AI needs platinum
Kea Nonyana from PrimeXBT on precious metal miners as PGMs surged and gold followed, plus updates from Super Group and Sabvest. Professor Re...
[TOP STORY] Navigating the US-China AI technology split
'The risk that is emerging is a sort of geopolitical risk where access to your competitive advantage through AI could be cut off' – Dawie Sc...
Exclude Ecobank and Nedbank's underlying business looks strong
Zimele Mbanjwa from FNB Wealth & Investments unpacks Nedbank's seemingly flat results – and why removing the impact of the Ecobank stake dis...
[TOP STORY] July 2026 Absa PMI shows manufacturing employment stall despite upticks
‘This release is quite interesting. Its decline this time around hides more positive things than it reveals’ – Absa economist Sello Seleke.
US earnings are spectacular so far
Gary Booysen from Rand Swiss unpacks the US earnings season, with around two-thirds of the S&P 500 having reported – what's stood out, for b...
[TOP STORY] How SMEs are reshaping our construction industry
Thethe Mokele from Pinsent Masons explores the decline of SA’s construction sector and the rise of SMEs through joint ventures and governmen...
When is the right time to buy gold miners?
Petri Redelinghuys from Herenya Capital Advisors unpacks AngloGold Ashanti's results and asks whether gold miners are still worth holding. T...
[TOP STORY] Foreign trusts are becoming accessible to everyday offshore investors
‘I think it's vital that people understand that once you've given the funds to the trust, they now belong to the trustees to look after for...
Is Mondi a buying opportunity at the bottom of the cycle?
Josh Viljoen from Merchant West Investments unpacks Mondi's tough results – and why the market still liked what it saw – before turning to W...
[TOP STORY] Fresh insights into SA's R109bn liquor retail market
Andrea Slabber from Trade Intelligence considers the steep rise in online gambling a big factor curbing growth over the past year.
Valterra proves best-in-class among PGM miners
Dylan Bradfield from Sharenet, unpacks Valterra's very strong results despite softer PGM prices over the period, and shares his quick take o...
[TOP STORY] Where to position your portfolio to catch the trend?
Sean Kelly of Parity Wealth explores why the ‘Mag Seven’ isn't the only game in town anymore.
Boxer growth story still has room to run
Chantal Marx from FNB Wealth and Investments unpacks Boxer’s latest update as food deflation persists, and explains why the market gave Cana...
[TOP STORY] Tech bubbles, AI, and emerging markets
‘We actually need periods where the market loses its sensibilities and relaxes its typical risk tolerance, spurring the development of techn...
Vodacom cuts dividend payout ratio
Danie Dörfling from Moore Infinity unpacks Vodacom's latest update, including the dividend payout ratio cut, and asks whether telcos still d...
[TOP STORY] Investing in a world gone tech-crazy
'It's a bit of a wild time, but it's certainly very exciting to figure out what to do' – Jacques Conradie, CEO of Peregrine Capital.
Alphabet’s growth machine keeps delivering
Kea Nonyana from PrimeXBT unpacks Alphabet’s latest results, with capex now approaching $200 billion, and what they mean alongside Intel’s n...