Are we staring down the barrel of a market correct?
Kea Nonyana from PrimeXBT on Blu Label’s plans to list Cell C – is this a compelling entry point, and how worried should investors be as the Goldman Sachs and Morgan Stanley CEOs flag a possible 10%-20% market correction? Viv Govender from Rand Swiss discusses the latest hyperscaler earnings and their continued data centre buildout to power AI growth. Trinisha Chanka from Ninety One as they ready two new actively managed income ETFs for listing.
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20:59
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20:59
[TOP STORY] MTBPS ‘dipstick’ foreshadows February budget
Citadel’s Maarten Ackerman asserts, ‘We will really solve the budget issues if we can get growth closer to 2.5%’.
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6:30
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6:30
No Optasia IPO pop … but there is value
Sithembile Bopela from FNB Wealth and Investments on Optasia’s muted debut – is there real value emerging? Citadel’s Maarten Ackerman on what to expect from the MTBPS: inflation targeting, revenue trends, and GNU alignment. Future Forex CEO Harry Scherzer warns that post-grey-list, FX transactions face tighter scrutiny.
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20:30
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20:30
[TOP STORY] What the October PMI data tells us about the economy
Absa CIB’s Sello Sekele reflects on SA’s manufacturing sector slipping back into contraction after briefly climbing above 50 in September.
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5:31
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5:31
Is the gold selloff over?
Petri Redelinghuys from Herenya Capital Advisors on whether gold can keep its footing near $4 000 or if weakness lies ahead — and the key levels to watch. Redefine COO Leon Kok on results as lower LTV and easing interest rates lift sentiment. Absa CIB’s Sello Sekele on the October PMI, which slipped back into contraction after briefly climbing above 50 in September.
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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