SAfm Market Update with Moneyweb

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 SMME feature, we follow the entrepreneurial journey of First Principles Engineering. SAfm Market Update - Podcasts and live stream

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

Khaya Sithole – Director, Corusca Consulting SAfm Market Update - Podcasts and live stream

Samukelo Zwane – Product Head, FNB Wealth and Investments SAfm Market Update - Podcasts and live stream

Dikeledi Mushi – Councillor, Icasa SAfm Market Update - Podcasts and live stream

Thandi Ngwane – Head: High-net-worth investments, Standard Bank SAfm Market Update - Podcasts and live stream

Tsakane Zwane – CEO and founder, First Principles Engineering SAfm Market Update - Podcasts and live stream

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 SAfm Market Update - Podcasts and live stream

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

Wandile Sihlobo – Presidential envoy on agriculture and land SAfm Market Update - Podcasts and live stream

Takalani Lukhaimane – Manager: Retirement funds conduct supervision, FSCA SAfm Market Update - Podcasts and live stream

Takalani Lukhaimane – Manager: Retirement funds conduct supervision, FSCA SAfm Market Update - Podcasts and live stream

Tim Acker – Portfolio manager, Allan Gray SAfm Market Update - Podcasts and live stream

Sitoyo Lopokoiyit – CEO: Personal and Private Banking, Absa Group SAfm Market Update - Podcasts and live stream

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 Council. SAfm Market Update - Podcasts and live stream

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

Koreshini Pillay – Product manager, Lula SAfm Market Update - Podcasts and live stream

Rute Moyo – Co-founder and Principal, Vision Group Consortium SAfm Market Update - Podcasts and live stream

Thabile Nkujana – Senior economist, National Agricultural Marketing Council SAfm Market Update - Podcasts and live stream

Charles Savage – CEO, The Purple Group SAfm Market Update - Podcasts and live stream

This evening, we wrap the day's market movements with PrimeXBT, review the operational gains in the Port of Cape Town with TNPA, discuss local fuel stockpiling with Africa International Advisors, examine Denel expression of interest for ammunition investment with Kobus Marais, explore sustainable progress in healthcare with Medshield, and, in our Digital Drive segment, we take a closer look at the prospective BYD battery plant in SA with BusinessDay. SAfm Market Update - Podcasts and live stream

Kea Nonyana of PrimeXBT unpacks the geopolitical risks driving Brent crude oil volatility, discusses SpaceXs stock price prospects, and assesses whether shifting risk sentiment could trigger another market sell-off. He also looks at the JSE;s performance, the days top gainers, and the rands performance against G10 currencies. SAfm Market Update - Podcasts and live stream

Ophelia Shabane – Acting port manager: Port of Cape Town, TNPA SAfm Market Update - Podcasts and live stream

Henry Gilfillan – Executive: Insights, Africa International Advisors SAfm Market Update - Podcasts and live stream

Kobus Marais - Independent military and defence analyst SAfm Market Update - Podcasts and live stream

Kevin Aron - Principal officer, Medishield Medical Scheme SAfm Market Update - Podcasts and live stream

Kevin Aron - Principal officer, Medishield Medical Scheme SAfm Market Update - Podcasts and live stream

Mudiwa Gavaza – Economist, Business Day SAfm Market Update - Podcasts and live stream

Simone Cooper – Head: Business and Commercial Banking, Standard Bank SAfm Market Update - Podcasts and live stream

Pradeep Maharaj – Executive Director, Sarb SAfm Market Update - Podcasts and live stream

Nick Kunze – Senior portfolio manager, Sanlam Private Wealth SAfm Market Update - Podcasts and live stream

Dawie Roodt – Chief economist, Efficient Group SAfm Market Update - Podcasts and live stream

Kokkie Kooyman – Executive director and portfolio manager, Denker Capital SAfm Market Update - Podcasts and live stream

Claire Swanson – Founder, ARK Provisions SAfm Market Update - Podcasts and live stream

This evening, we examine the day's market movements with Sanlam Private Wealth, unpack SA's appearance before the US Trade Representative hearings with the Efficient Group, discuss the next steps in First Abu Dhabi Bank's licensing application with Denker Capital, explore Sarb's new QR payment standard and what it means for digital payments, learn more about the third edition of the Africa Unlocked conference with Standard Bank, and, in our SMME feature, we explore the world of confectionaries with ARK Provisions. SAfm Market Update - Podcasts and live stream

John Loos – Independent economist SAfm Market Update - Podcasts and live stream

Dr Viroshan Naicker -CEO and co-founder,Refiant SAfm Market Update - Podcasts and live stream

Donald Mackay – CEO, XA Global Trade Advisors SAfm Market Update - Podcasts and live stream

David Loxton – CEO, Loxton Forensics SAfm Market Update - Podcasts and live stream

Professor Linda Meyer – Managing director, IIE Rosebank International SAfm Market Update - Podcasts and live stream

This evening, we wrap up the day’s market movements with Otto1890, reflect on the IMF's latest global economic outlook data with John Loos, celebrate the launch of a local artificial intelligence start-up with Protea, explore the sustainability of the automotive support programmes with XA Global Trade Advisory, discuss how the responsibilities of corporates when it comes to digital evidence with Loxton Forensics, and, in this week’s Executive Lounge, we follow the journey of Dr Linda Meyer from IIE Rosebank College. SAfm Market Update - Podcasts and live stream

David Shapiro – Chief global equity strategist, Otto1890 SAfm Market Update - Podcasts and live stream

This evening, we unpack the day's market movements with Rand Swiss, review Senwes' latest financial results, discuss the implications of Prasa's planned retrenchments with the African Rail Industry Association, examine how Aarto will apply to vehicles shared by multiple drivers with Outa, explore Santam's new cashback programme, and, in our Personal Finance segment, we take a closer look at SA's consumer credit landscape with TransUnion. SAfm Market Update - Podcasts and live stream

Gary Booysen – Portfolio manager, Rand Swiss SAfm Market Update - Podcasts and live stream

Derek Engelbrecht – CFO, Senwes SAfm Market Update - Podcasts and live stream

Mesela Nhlapo – CEO, Africa Rail Industry Association SAfm Market Update - Podcasts and live stream

‘We think they’re chasing a launch-day deadline as opposed to a readiness deadline; it’s seriously problematic, it's going to get messy' – Outa CEO Wayne Duvenage. SAfm Market Update - Podcasts and live stream

Leruo Malumo – Head: Product strategy, development and governance, Santam SAfm Market Update - Podcasts and live stream

Ayesha Hatea – Director: Research and consulting, TransUnion SAfm Market Update - Podcasts and live stream

Terence Hove explains the rand's performance against major currencies, how weaker US economic data supported its strong performance, and why SA remains an attractive investment destination. He also discusses US jobs data, employers' cautious approach to hiring, the easing Brent crude oil price, and the market optimism surrounding the proposed 60-day ceasefire. SAfm Market Update - Podcasts and live stream