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 to best prepare listeners for the day ahead. It will be live-streamed via the Moneyweb website and mobile app between 06:30 and 06:50.
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![[TOP STORY] Election results and what the property sector hopes to see next](/_next/image?url=https%3A%2F%2Fcdn.iono.fm%2Ffiles%2Fp216%2Flogo_5240_20251023_104213_1400.jpeg&w=256&q=75)
[TOP STORY] Election results and what the property sector hopes to see next
Property is ‘the one asset that connects directly to the municipality. … It's probably more important for us as an industry than what's happening slightly more distantly at national government’ – CEO of Fortress and Sapoa president Steven Brown.
Nigeria and Uganda boost MTN's earnings
Analysis of strong Raubex results and MTN’s latest quarterly update, plus a look at what the election results mean for South Africa’s property sector.
[TOP STORY] Visa's unprecedented growth story
Keith McLachlan of Element Investment Managers analyses the payment hyperscaler's revenue, infrastructure, and valuation.
Strong US jobs data signals economic resilience
Analysis of stronger-than-expected US jobs numbers and their impact on markets, plus a look at the warning signs of financial distress and when companies should consider business rescue.
[TOP STORY] Valuation, equities and artificial intelligence in SA markets
‘You can actually look a client in the eye and recommend bonds because the returns there are significantly higher than they would have achieved over the last 10 or 15 years … but be careful where you look’ – Independent Securities CIO Simon Fillmore.
Don’t be surprised by a Nasdaq selloff
Independent analyst Jimmy Moyaha unpacks the latest Optasia update and a storming day for AngloGold Ashanti as gold surges and the miner releases its Q3 results. Simon Fillmore, CIO at Independent Securities, asks whether South African equities, still trading at bargain valuations, are finally showing signs of a rerating. Plus, Simon takes a closer look at new-car deals that seem too good to refuse – and the costly surprises lurking in the fine print.
[TOP STORY] Q3 2026: Steady overall gold demand amid record high prices
‘Overall, this speaks to … the fact that central banks want to diversify and manage their risk, that they continue to buy in most circumstances’ – Krishan Gopaul, World Gold Council.
Oil collapse is good news for inflation
Danie Dörfling-Kruger from Moore Infinity unpacks how oil and gold are responding to the US elections, and whether local results could drive a broader short-term market bounce. Kingsley Williams, CIO at Satrix, explores why the world invests the way it does and where passive investing fits into the picture. Krish GoPaul, senior analyst EMEA at the World Gold Council, digs into its Q3 report, revealing significant ETF buying as central banks return to the gold market.
[TOP STORY] The battle for AI dominance: open-weight versus closed-weight models
‘The old story of delivering 95% of the quality for 5% of the price is a very hard one to beat. And that is what the Chinese models are essentially banking on’ – Dr Michael Power.
Altron earnings quality continues to improve
Alyssa Viljoen, MD of Merchant West Investments, unpacks Altron’s strong results as annuity income continues to grow, and Invicta’s tough trading update, which comes as little surprise given recent PMI data. Redefine CEO Andrew König discusses results showing 7% growth in both dividends and per-share distributions. And Michael Power, geoeconomic commentator, explores where the real value in AI will emerge as the race for dominance intensifies.
