The Nielsen Network

Bitcoin is being integrated into traditional market infrastructure investments. On the payments front companies like Visa and MasterCard have come out and they presented the crypto roadmaps. So on all these fronts, and not to mention regulation, Singapore, came out, which is the global anti money laundering standards body, and they came out recently, and they set out very clear guidance, which I think is an indication that regulation is coming. And we're seeing crypto regulation or regulation of cryptocurrency intermediaries like, you know, being more closely aligned to that of banks and traditional financial institutions. So it's always difficult to pinpoint the exact reason for a price change. That's why we don't ever comment on why the price is moving in the short run. But over the long term, it is hard. And you look at all the progress that has been made in the market across all the different spectrums. It's very clear that these you know, there's a lot of momentum in the market. But I think the most important thing for anyone listening to this, from my personal perspective, I put money into it that I didn't mind losing. So at some point Ethereum becomes a form of exchange or Bitcoin becomes a form of exchange that we all trust. Right now it's in that very early kind of bubble type phase where it's just going higher and higher all the time, but equally it could crash tomorrow.  It's not an investment in the way David looks at money. It's not that kind of traditional asset. But you can't ignore the fact that the speed of the movement of this thing is unbelievable at the moment be it Bitcoin be at anything else.

Get the lowdown on: The Fed’s decision last night, the upcoming Nov SA interest rate decision, SA inflation concerns an Evergrande update and the Impact of the SA local government elections on economic growth.

Dr Adrian Saville, Genera Capital and Mia Kruger, Kruger International drive the conversation on money, investments, inflation, renewed Evergrande concerns and   of course throw forward to the Hottest Stocks.

The Cape Town Stock Exchange expects to hit a R15bn market capitalization by Feb 2022. Eugene Booysen the CEO of the Cape Stock Exchange is very bullish on the Exchange's future and says he is pleasantly surprised at how many counters and issuers have approached them. TWK Investments, well known in the South Africa agriculture sector is the first listing on the Exchange and FD Eddie Fivaz gives a first hand account of the listing experience and his expectations for the future relationship.

We look at how important the view on global inflation has become in terms of monetary policy decisions by central banks and what that means for markets.   Just how bad have global supply disruptions become? Why 23 October is critical for Evergrande after their talks to sell just over 50% of the business failed and we look at SA economic prospects as we head into festive season.

Get the lowdown on your money and investments with local and global experts. China Real Estate, The Fed, Commodities, Energy and Crypto. If it all hits the wall where can you hide? AND We always bring you the Hottest Stocks.

The Founder of Purple Group Mark Barnes is in the Hot Seat while Chantal Marx from FNB Wealth and Investments, Joanne Baynham Sterling Wealth and Mia Kruger Kruger International cover the best investment themes in this volatile world.

Kevin gives us the weekly lowdown on key economic drivers of the markets including China's Real Estate Crisis and The Energy Crisis that is gathering momentum.

Alarm bells are going off everywhere when it comes to the stability of the global financial system. In China Evergrande could be just the tip of the iceberg with regards to the heavily indebted Chinese real estate industry. In the US the Fed may have a runaway train when it comes to inflation and experts are calling Stagflation a reality - high inflation, low growth and high unemployment.  We have a range of views on the panel today. One thing is for sure its not black or white, but we've assembled the experts to help you shape your investment decisions in these uncertain times.  We've also managed to gather some Hot Stocks if you are building your portfolio.

The African Export-Import Bank (Afreximbank) and AfCFTA Secretariat recently announced  the operational roll-out of the Pan-African Payment and Settlement System (PAPSS), a revolutionary Financial Market Infrastructure to enable instant, cross-border payments in local currencies between African markets. By simplifying cross-border transactions and reducing the dependency on hard currencies for these transactions, PAPSS is set to boost intra-African trade significantly and underpin the implementation of the African Continental Free Trade Area (AfCFTA).    PAPSS will serve as a continent-wide platform for the processing, clearing and settling of intra-African trade and commerce payments, leveraging a multilateral net settlement system. Its full implementation is expected to save the continent more than US$5 billion in payment transaction costs each year.     The development of a pan-African payments infrastructure has been made possible by some of the continent’s leading institutions. The platform has been developed by Afreximbank, who also acts as the main Settlement Agent in partnership with participating African Central banks. The implementation of the infrastructure is taking place in collaboration with the African Continental Free Trade Area (AfCFTA) Secretariat with the endorsement of the African Union (AU).    The commissioning of PAPSS follows a successful pilot phase in the countries of the West African Monetary Zone (WAMZ), with live transactions done in an instant. The West Africa Monetary Institute (WAMI) collaborated with Afreximbank in launching the system in the WAMZ. This an important milestone for the continent and PAPSS is now engaged in advanced discussions with other national and regional institutions to rapidly expand continent-wide connectivity.Afreximbank provides settlement guarantees on the payment system and overdraft facilities to all settlement agents. To accelerate expansion and ensure settlement finality, Afreximbank has approved US$500 million to support the clearing and settlement in West African Monetary Zone (WAMZ) countries. It is estimated that a further US$3 billion will be made available to support the systems continent-wide implementation.

Stanlib's Chief Economist Kevin Lings believes that inflation has bolted and that Stagflation is a near term reality for the World. That's a situation of high inflation, low growth and high unemployment and with this scenario on the horizon there is no where to hide. Financial markets have been to complacent and everyone thought the free money party would persist for some time to come.

In this episode of the Business of Health Gisele Wertheim Aymes, Founder of The World of Longevity speaks to Dr Vuyane Mhlomi, Co-Founder and Chief Executive Officer of Quro Medical. The company is changing the face of healthcare and using technology to bring hospital -level care to the patient's home. Quro relies on technology to analyze real-time data while monitoring a patients health.  Life healthcare has recently announced an investment in the company.

Be very wary not all is as it seems with the markets. Commodities have come off hard and the Evergrande fallout could lead to financial contagion in the Chinese economy. Our market experts Nick Kunze from Sanlam Private Wealth and Joanne Baynham from Sterling Wealth bring you the sombre lowdown.

Firstrand this week reported robust results with overall performance reflecting the quality of the group’s operating businesses.   The financial services group comprises of FNB, RMB, WesBank, Ashburton and Aldermore.   Normalised earnings recovered faster than expected, increasing 54% to R26.6 billion, with ROE and economic profit coming back strongly. FirstRand accreted capital over the period, growing net asset value 10%, which enabled the group to pay a full-year dividend representing a 56% payout.   Commenting on the results FirstRand CEO, Alan Pullinger, said:  “The level of improvement in the group’s performance demonstrates the quality of FirstRand’s portfolio of businesses and their ability to capitalise on the economic rebound that is taking place.

The star performer of the Firstrand Group is FNB with the bank firing on all cylinders despite the tough economic conditionals. A strong upswing in transactional activity speaks to a more confident consumer and potentially better times to come.

Old Mutual recently reported solid results for the first half of the year with growth in both sales and earnings despite the tough economic conditions. Williamson weighs in on Old Mutual's performance, the future of work and corporate vaccination policies.

He calls a spade a spade, he is not into politicking, he is brave and bold. Thankfully he now heads up South Africa's key leadership grouping: Business Unity South Africa. This is unapologetically Bonang Mohale and he makes me proud to be South African.

Momentum Metropolitan results show record sales and highest ever death claims. CEO Hillie Meyer stated "We are navigating through this challenging period with a strong solvency position and with sufficient liquidity to withstand impacts from the continuously evolving environment."

Discovery is the first SA Company to make vaccines mandatory for its staff.

From 1 October 2021, 4AX is rebranding to become the Cape Town Stock Exchange (CTSE). The group will be relocating to a new head office in Cape Town. The exchange is one of two fully-fledged, licensed and regulated stock exchanges in South Africa, with both an equity and debt listing license. CEO Eugene Booysen is in the C-SUITE

Aspen Pharmacare reports robust full year results and the group restores its dividend. The market reacts positivity.

We look at all the market news shaping your investment decisions. The Money Makers weigh in with their expert views.

After a period of significant investment ADvTECH is benefiting from the returns. This together with a robust performance and strong cash generation over the last six month period has given the private education provider's board the confidence to reinstate the group's interim dividend. ADvTECH BOSS Roy Douglas talks us through the group's half year performance.

We look at all the markets news and the hottest stocks. If you own shares or are looking to start buying shares then this show is for you.

Sibanye-Stillwater posted a record profit of R25bn in the first half of 2021. With operations in the US and South Africa the Group is one of the world's largest platinum producers and has made inroads into the growing battery metals sector.

Wukina is the brainchild of Maureen Sibanda and is one of the first networking marketing companies to allow individuals to sell Brazilian and Peruvian hair without associated  start up costs. The model is very similar to Herbalife and Avon. Wukina is trail blazing in the wig space.

Is the Commodity Super Cycle over? Is the rand back on its way to 18 to the dollar? Cold Stocks take precedence over Hot Stocks. An overview of recent company results with a focus on the banks. Our market experts weigh in.

Speaking at the banking group's half year results announcement Tshabalala said  "While the recent unrest in South Africa has dented consumer, business and investor confidence we do not believe it will derail the nascent economic recovery in the short term. GDP is expected to grow at 4% in 2021 and interest rates are expected to remain unchanged for the remainder of the year. The Global backdrop is expected to remain favourable, supported by sustained low interest rates, continued fiscal stimulus and consumer demand. "

We examine the investment case for MTN, Nedbank, Sibanye Stillwater, York Timbers, Combined Motor Holdings, Anglogold Ashanti, Novus, Afrimat and more. If you are starting a portfolio or hold a portfolio of shares this conversation is for you. We assemble the experts to help you make the best investment and money decisions.

MTN is firing on all cylinders and The telecommunication giant's share price continues its upward trajectory. Sanlam and MTN announce an insurtech alliance as the group drives its financial services business across Africa.  @MTN Côte d'Ivoire   @MTN NIGERIA ​

The Property sector has been hard hit over COVID-19 and strength of balance sheet has been an imperative as tenants have come under pressure especially in the hospitality and leisure industry. Growthpoint's crown jewels, The V&A Waterfront, has understandably been hard hit. Norbert Sasse weighs in on managing under pressure with lack of visibility and he also discusses the Future of Work and where the needle will land on the virtual vs physical work equation going forward.

Highly anticipated Bank Zero launched to the public yesterday. The Bank is built to cater to businesses with small turnovers and large companies generating billions of rands.  It wants to serve close corporations, sole proprietorship's and big companies. The bank's fee structure is the same for individuals and business banking customers. Zero monthly account management fees , no fees for bank notifications, buying prepaid vouchers, debit orders, paying recipients in any bank or pulling a three month bank statement. Michael Jordaan weighs in with all the details. What are you waiting for?

In March of this year South Africa's long awaited plan to sell more high speed internet spectrum was thrown into doubt after Telkom won a court ruling suspending the process there is still no clarity on the way forward. Vodacom's Group CEO  Shameel Joosub says that this has been Telkom's modus operandi for years. The bottom line is that South African consumers stand to lose as lower data costs won' t be a reality any time soon. Joosub weighs in on this as well as the telecommunication giant's "super app" that promises to be a one-stop shop for online transactions.  @Vodacom RDC TV   @Vodacom SA ​

BioData is conducting a 12 month study to examine the difference in the quality of life and effects on chronic pain levels of participating patients by using medical cannabis as an alternative to traditional opioid use. It's being called South Africa's first real world study of medical cannabis involving 1000 participants whose medical cannabis use will be observed over a period of time. The trial is expected to provide much needed insight into the link between cannabis genetics and patient outcomes. In this episode of The Business of Health Gisele Wertheim Aymes speaks to Dr Shiksha Gallow the Medical Director of BioData about this ground breaking clinical trial.

Two of South Africa's top economists come out in full support of South Africa's new Finance Minister despite the media's attention on his alleged sketchy past connecting him to a high profile pension scam in 2012. The matter was covered extensively at the time by South Africa's reputable Mail & Guardian. Godongwana is seen as the party guru on economics, he is said to be in favour of allowing for land reform with compensation in some circumstances. He is apparently sensible and stable.  Happy Days?!

Man I love it when a plan comes together and the story of Omnnia Holdings is exactly that. The diversified chemicals group has been on a two year turnaround journey which has just seen R1 billion rand in dividends being handed back to investors. The group reported its full year results in mid June for the 12 months to end of March 2021.  With Omnia's clear focus on cash, customers and working capital the group is now in a strong but ever vigilant position with balance sheet strength and a core focus on growing its agricultural and mining verticals both locally and globally. The man at the helm Seelan Gobalsamy weighs in with all the details.

Naspers and Prosus make up more than 20% of the South African All Share Index. Within Naspers and Prosus 82% of the net asset value is in Tencent. Tencent is the biggest listed company in China and the company is currently around 40% off it's highs. On balance Anchor Capital is of the view that shareholders, risk profile dependent, should hold fast in the face of market turmoil prompted by China's tightening regulatory grip over technology companies.

As always we assemble the experts to help you make the best investment decisions. In this edition we talk Chines regulation and the impact on Tencent, Naspers, and Prosus. US Tech earnings dominate with Amazon in focus. We also talk Anglo American.    Stocks of Interest from our panel: Apple, Microsoft, Merafe, Alphamin, Truworths, and Massmart.

With an international footprint that serves people in more than 140 markets, Organon’s mission is to deliver impactful medicines and solutions for healthcare issues facing women in Sub-Saharan Africa.     “As a new healthcare company in South Africa our focus is on listening to South African women’s healthcare needs, and develop solutions tailored to their needs. With our global reach and local mindset, we know there is much we can do for women’s health in South Africa,” explains Organon South Africa and Sub-Saharan Africa Managing Director, Dr Abofele Khoele.   Organon will also focus on its important biosimilars business, focusing on oncology and inflammatory diseases, while maximizing the value of its trusted dermatology, pain, respiratory and cardiovascular portfolio in countries around the world where there is still great need for these treatments. Dr Abofele Khoele joins Giselle Wertheim Aymes, Founder of World of Longevity, in The Business of Health studio.

The South African Reserve Bank keeps interest rates on hold and points to a gloomy growth outlook for the country. Commodities continue to rally with great updates from BHP Billiton and Anglo American but the big question is when do you get out of commodities? US earnings are exceeding expectations which augers well for the global economy. We gather the experts to help you make the best money decisions.

At the end of a very long, very expensive five years of testing and following a rigorous, strict application process, Biodx has finally achieved EU registration* for their b bioactive™ (DECONT-X™) disinfectant technology.  "In a world where everyone is talking about a sustainable future, we’re actually working to create it." - Burt Rodrigues, CEO of Biodx

Its been a tough week in South Africa and the country is reeling in the aftermath of a week of rioting and looting. The impact of this week in South Africa will be felt for a long time to come but markets haven't yet reflected the pain that the country has suffered. We also look beyond the crisis and focus on company news with Richemont and Burberry earnings and then of course there is the news that Standard Bank is absorbing Liberty. When Mia  Kruger and David Shapiro are asked for their stocks of interest they both bring iron ore into focus.

We are at an inflection point in South Africa if the rioting and looting continues the long term economic consequences for the country are disastrous. Already growth is severely constrained and investor confidence has been extremely hard hit. We are in deep trouble.

Our expert guests make sense of the markets both South African and Global to help you make better investment decisions. Wealth accumulation is a long term game, don't make knee jerk reactions on short term news flow. markets are due for a pull back don't panic.

David Shapiro from Sasfin Securities and Mia Kruger from Kruger International weigh in with investment advice amid all the short term noise. Hold your course and don't make rash decisions.

We assemble the experts  to help you make the very best money and investment decisions. This week Woolworths, Standard Bank and SA Jobs data in focus. The team is relatively optimistic that we are moving in the right direction and Perpetua's Chief Investment Officer Delphine Govender says its a great time to be in the markets.