SAfm Market Update with Moneyweb

Sydney Soundy - Chief Strategy Officer, Land Bank SAfm Market Update - Podcasts and live stream

Nick Kunze of Sanlam Private Wealth said R18 billion was traded in local markets on a relatively quiet day, with Brent crude rising to about $109, the Nasdaq Composite hitting record highs, and the rand steady at around R16.40. He added that the US Fed is expected to keep interest rates unchanged, with the SA Reserve Bank likely to follow suit. SAfm Market Update - Podcasts and live stream

Tshepo Kgadima – Independent energy analyst SAfm Market Update - Podcasts and live stream

Brendan Jacobs – Head: Agribusiness for Business and Commercial Banking, Standard Bank South Africa SAfm Market Update - Podcasts and live stream

This evening, we assess market movements with Sanlam Private Wealth, we unpack the recapitalisation strategy at the Land Bank, we explore a major energy milestone: one year without load shedding, with Tshepo Kgadima, we visit Nampo 2026 to look at the agricultural innovations on display with Standard Bank, we examine transformation policy in the ICT sector with the Association for Communication and Technology, and, in our SMME feature, we learn how a community cooperative scaled up production to supply retailers. SAfm Market Update - Podcasts and live stream

Nomvuyiso Batyi – CEO, Association for Communication and Technology SAfm Market Update - Podcasts and live stream

Gugu Dlamini – Co-founder, Bethel Estate SAfm Market Update - Podcasts and live stream

This evening, we wrap up the day’s market movements with Otto1890, we unpack the new Opec infrastructure deal with Econometrix, we examine the market concentration study and what it means for small businesses with the Competition Commission, we find out if there is still a business case for the City of Johannesburg with Outa, we explore the resilience of citrus producers in the face of recent storms with the Citrus Growers’ Association of Southern Africa, and in our Executive Lounge, we follow the journey of Ray Langa from Leagas Delaney South Africa. SAfm Market Update - Podcasts and live stream

David Shapiro of Otto1890 unpacks the US inflation which raises fears of interest rate hikes. However, equity markets are moving ahead strongly. Oil prices did end the day lower and US-Iran peace talks are not moving market sentiments. S&P and Nasdaq stocks are up particularly with the arrival of Trump in China. He explains the impact of seeing the NVIDIA CEO at the Trump arrival may indicate collaboration in technology. At home, he explains the recovery of property stocks on the JSE but cautions that interest rates may provide challenges ahead. He shares retail stock standouts: Boxer and TFG. Copper prices are at an all-time high. He explains the expansion of the AI sector through BHP opening data centres. David Shapiro – Chief global equity strategist, Otto1890 SAfm Market Update - Podcasts and live stream

Dr Azar Jammine – Director and chief economist, Econometrix SAfm Market Update - Podcasts and live stream

James Hodge – Chief economist, Competition Commission SAfm Market Update - Podcasts and live stream

Ray Langa – Group CEO, Leagas Delaney South Africa SAfm Market Update - Podcasts and live stream

‘It doesn't make good sense from an investment point of view; investors need reassurance that the state of the city is going to change right now’ – Outa CEO Wayne Duvenage. SAfm Market Update - Podcasts and live stream

Paul Hardman – COO, Citrus Growers’ Association of Southern Africa SAfm Market Update - Podcasts and live stream

Kea Nonyana of Prime XBT unpacks how the US-Iran peace talks as well as US inflation announcement added to the negative market sentiment. He explained how markets characterised the broad sell-offs on industrial and resources. Gold is moving with broader risk assets and depreciating. He unpacks Asia Pacific markets that have had record highs in recent days despite the inflation rate concerns and the impact of a weaker yen in the region. The British pound has been resilient until this week where political uncertainty with Keir Starmer has weakened its outlook and Nonyana suggests that Starmer may not finish the year in office. SAfm Market Update - Podcasts and live stream

Yolandé Botha – RPO Northern Cape operations officer, Red Meat Producers’ Organisation SAfm Market Update - Podcasts and live stream

Zibusiso Nzimande – Managing director, Isphetho Developments SAfm Market Update - Podcasts and live stream

This evening, we unpack market movements at the closing bell with PrimeXBT, delve into the healthy interim company results with Redefine Properties, examine a study on how car manufacturers navigating global tensions with Nedbank Business and Commercial Banking , hear the impact of the recent spate of inclement weather on production with Red Meat Producers Organization and in our Property Insights segment, we go inside KZN’s growing demand for residential lifestyle property with Isiphetho Developments. SAfm Market Update - Podcasts and live stream

Ntobeko Nyawo – CFO, Redefine Properties SAfm Market Update - Podcasts and live stream

Takatso Sello – Senior manager: Manufacturing, Nedbank Business and SAfm Market Update - Podcasts and live stream

Gary Booysen of Rand Swiss reviews today’s JSE performance, noting gains in Vodacom (4.5%) and Anglo American (1.8%). The rand closed at R16.40 against the dollar, reflecting shifting risk sentiment. He discusses oil price volatility, strong US earnings driven by AI infrastructure, and says a resolution to tensions around the Strait of Hormuz is key for the inflation outlook. SAfm Market Update - Podcasts and live stream

Hlelo Giyose – CIO, First Avenue Investment Management SAfm Market Update - Podcasts and live stream

This evening, we delve into the day’s market movements with Rand Swiss, we examine the power of diversification and customer growth with Vodacom, we unpack what lessons we can learn from Woolworths-Beyers debacle with First Avenue Investment, we track the gateway of Asia Pacific and the investment opportunities with Invest Hong Kong, we explore a company growing from strength to strength with Boxer, and in our Personal Finance segment, we unpack the importance of reviewing financial cover with Momentum. SAfm Market Update - Podcasts and live stream

Shameel Joosub – Group CEO, Vodacom SAfm Market Update - Podcasts and live stream

Marek Masojada – CEO, Boxer Superstores SAfm Market Update - Podcasts and live stream

Loretta Lee – Associate director-general, Invest Hong Kong SAfm Market Update - Podcasts and live stream

Andrew Wolmarans – Financial advisor, Momentum SAfm Market Update - Podcasts and live stream

Terence Hove of Exness says strong US AI stocks and steady gold reflect broader market sentiment, while a stable rand is helping cushion oil volatility. Despite oil dipping to $90, he warns prices could remain volatile over the weekend due to peace talk headlines, with confirmation and clarity needed for the stability of the oil price. SAfm Market Update - Podcasts and live stream

Retang Phaahla – Co-founder and CEO, Setšong Tea Crafters SAfm Market Update - Podcasts and live stream

This evening, we assess market movements with Exness, we discuss strengthening trade cooperation with the Embassy of Japan in South Africa, we unpack the positive third- quarter results and company’s business integration outlook with Lesaka, we examine the latest World to Africa report with Standard Bank Corporate and Investment Banking (CIB), and in our SMME feature, we learn how indigenous knowledge systems are driving wellness innovation with Setšong Tea Crafters. SAfm Market Update - Podcasts and live stream

Fumio Shimizu – Ambassador of Japan to South Africa SAfm Market Update - Podcasts and live stream

Lincoln Mali – CEO, Lesaka Technologies Inc SAfm Market Update - Podcasts and live stream

Hari Chaitanya – Head of investor services for Africa Regions, Standard Bank CIB SAfm Market Update - Podcasts and live stream

David Shapiro of Otto1890 shares that it will be a while before supply chains rebalance. US companies in AI are delivering big earnings. SA markets show platinum and gold are the biggest winners while Sasol has lost ground. EU markets are recovering with luxury brands such as Hermes and Louis Vuitton despite constrained spending. Inflation will persist and hoping central banks resist the urge to hike interest rates. Banks should show restraint before setting their economies back. SAfm Market Update - Podcasts and live stream

Dr Jacob van Rensburg – Head of research and development, Southern African Association of Freight Forwarders SAfm Market Update - Podcasts and live stream

Ayabonga Cawe – Chief commissioner, Itac SAfm Market Update - Podcasts and live stream

Bataung Qhotsokoane – Editor and lead researcher, iAfrikan.com SAfm Market Update - Podcasts and live stream

Jithen Pillay – Portfolio manager, Allan Gray SAfm Market Update - Podcasts and live stream

Jabu Stone – Founder, Jabu Stone Natural Hair Care SAfm Market Update - Podcasts and live stream

This evening, we assess market movements with Otto1890, understand why ports are not enjoying new shipping routes with the Southern African Freight Forwarder Federation, examine the data breach during the FlySAFair birthday sale with iAfrikan, we discuss how consumers can navigate market volatility with Allan Gray, and in our Executive Lounge, we find out more about locking their legacy with Jabu Stone Natural Products SAfm Market Update - Podcasts and live stream

Chantal Marx of FNB Wealth and Investment unpacks how markets remained positive today despite US government messaging around the Strait of Hormuz, highlights the key winners in today’s company results including Aspen, Vodacom and AB InBev, and explains that the rand has not lost ground against other currencies compared to last year, with recent movements largely driven by the oil price. SAfm Market Update - Podcasts and live stream

Dr Azar Jammine – Director and chief economist, Econometrix SAfm Market Update - Podcasts and live stream

Stavros Nicolaou – Senior executive for strategic trade, Aspen Pharmacare SAfm Market Update - Podcasts and live stream

This evening, we wrap up the day’s market movements with FNB Wealth and Infrastructure, we unpack the low-carbon transition commitment with Transnet, welcome the new commissioner with SARS, explore how African economies can close the industrialization gap with Econometrix, we learn more about how local insulin production can reshape care on continent with Aspen, and in our AgriFocus, we look at how farmers can protect their farm margins with OMNIA. SAfm Market Update - Podcasts and live stream

Dr Johnstone Makhubu – Sars Commissioner SAfm Market Update - Podcasts and live stream

Andre Pillay - Group Treasurer, Transnet SAfm Market Update - Podcasts and live stream

Louis Strydom – Sales and marketing director, Omnia SAfm Market Update - Podcasts and live stream

Liam Dawson of PortfolioMetrix unpacks the mixed results in equities, noting the performance of the rand and SA bonds due to the oil price, discusses the oil price and how a resolution in the Middle East could make SA an attractive emerging market, reviews local company earnings, explores how better government data may impact interest rate decisions later this month, and shares what to look out for, including the upcoming US-China diplomatic visit. SAfm Market Update - Podcasts and live stream

Dr Paulina Mamogobo – Chief economist, Naamsa SAfm Market Update - Podcasts and live stream

Patricia de Lille – Minister of Tourism SAfm Market Update - Podcasts and live stream