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 busin...
[TOP STORY] Looking at the US and its markets in 2025
‘Across the board for many high-quality businesses ... having to pay PE ratios north of 35 seems a little high at this stage. So we're just taking a fairly defensive stance on US equities’– Independent Securities CIO Simon Fillmore.
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7:44
Despite stock jump Richemont still isn’t pricey
Alex Duys from Umthombo Wealth discusses Richemont’s strong update, which drove the stock to all-time highs, and PPC’s new R3 billion cement plant in the Western Cape. Simon Fillmore of Independent Securities shares his market outlook for 2025 and adjacent AI ideas. Simon shares his thoughts on fees – the good and the bad.
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19:38
[TOP STORY] Reits in focus: 2025 prospects, growth potential, and investor opportunities
‘I think the average South African investor is still very underweight property; yet it plays a very important role in any portfolio’ – Ian Anderson from Merchant West Investments.
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7:20
2025: Why PGM stocks are a buy
Zak Calisto, CEO of Karooooo, reflects on results that showcased another quarter of strong growth, particularly in Southeast Asia. Meanwhile, Ian Anderson from Merchant West Investments examines the strong performance of Reits in 2024 and shares insights on their prospects for the year ahead. Independent analyst Jimmy Moyaha discusses whether, after years of struggle, it might finally be time for PGM stocks.
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22:10
[TOP STORY] Time for ETF dividends – less the dividend-withholding tax
Nerina Visser explains the intricacies of ETF taxation and fees and helps investors understand the nuances.
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.
South Africa