SAfm Market Update with Moneyweb

This evening, we unpack the day’s market movements with an independent financial analyst, examine a high court precedent recognising bitcoin as money and capital with Werksmans Attorneys, explore how capital flows are taking centre stage at the Islamic Economic Summit with the Council for Islamic Banks and Financial Institutions, discuss Standard Bank’s response to growing demand for Shari’ah-compliant dealership funding, look at business efforts to help fix the City of Johannesburg with Business Leadership South Africa, and, in our SMME feature, explore how Gcwalisa is disrupting traditional retail culture. SAfm Market Update - Podcasts and live stream

Independent financial analyst Terence Hove unpacks the rand’s performance as it breaks through R16.30. He discusses fuel and interest rate hikes, and the impact of positive ratings developments and fiscal consolidation, which have helped the rand hold its ground against other currencies. He also looks at how the volatile US-Iran standoff is clouding market sentiment and affecting global equities, as well as developments in crypto valuations. SAfm Market Update - Podcasts and live stream

Miles Kubheka – Founder and CEO, Gcwalisa SAfm Market Update - Podcasts and live stream

Busi Mavuso – CEO, Business Leadership South Africa (BLSA) SAfm Market Update - Podcasts and live stream

Ameen Hassen - Head: Shari’ah Banking, Standard Bank SAfm Market Update - Podcasts and live stream

Hamza K. Bawazir – Secretary General, Council for Islamic Banks and Financial Institutions SAfm Market Update - Podcasts and live stream

Natalie Scott – Head of sustainability, Werksmans Attorneys SAfm Market Update - Podcasts and live stream

This evening, we wrap up the day’s market movements with Otto1890, discuss major acquisitions that strengthened asset management strategy at Ninety One, examine the significance of the Canal+ listing for local markets with the JSE, explore energy and carbon performance certificates with Looksee, consider what history can teach us about investing and AI with Allan Gray, and in this week’s Executive Lounge, we follow the journey of Dr Phindile Msomi from the Hazile Group. SAfm Market Update - Podcasts and live stream

David Shapiro of Otto1890 unpacks ADP numbers and how the US market is taking a knock. He explains how market sentiment may be pointing to interest hikes in the US where S&P and Nasdaq are taking losses. He talks about SpaceX going public and concerns on AI stock bubble. He explains the Rand remains strong at R16.30 despite equity stocks such as retailers under pressure. He shares how Asian markets performed, especially AI stocks performance. SAfm Market Update - Podcasts and live stream

Hendrik du Toit – CEO, Ninety One SAfm Market Update - Podcasts and live stream

Sam Mokorosi – Head of origination and deals, JSE SAfm Market Update - Podcasts and live stream

Nshalati Hlungwane – Manager: Institutional clients, Allan Gray SAfm Market Update - Podcasts and live stream

Marc du Plessis – Executive head of LookSee, Standard Bank SAfm Market Update - Podcasts and live stream

Dr Phindile Msomi – Founder and CEO, Hazile Group SAfm Market Update - Podcasts and live stream

Chantal Marx of FNB Wealth and Investments discusses the rand’s recent resilience and ratings updates from S&P and Moody’s, and whether it could strengthen below R16/$. She also looks at the rise in industrial stocks, led by Naspers and Prosus, the US market’s AI-driven rally, and warns against investing in AI-themed stocks without proper due diligence. SAfm Market Update - Podcasts and live stream

This evening, we delve into markets developments in the markets with FNB Wealth and Investments, examine the UCT going off with Discovery Green, unpack the latest addition to the sport and gambling operator with National Lotteries Commission, learn about how the R4 billion expansion of fibre network with Telkom, and AgriFocus, we discuss insurance needs of farmers in the midst of climate shooks with Land Bank. SAfm Market Update - Podcasts and live stream

Dan Ginsberg – Executive Director and Head Actuary, Discovery Green SAfm Market Update - Podcasts and live stream

Nonkululeko Dlamini - CFO, Telkom SAfm Market Update - Podcasts and live stream

Adv Lesedi Boihang - Acting Commissioner, National Lotteries Commission SAfm Market Update - Podcasts and live stream

Andries Mahlase – Executive operations manager, Land Bank SAfm Market Update - Podcasts and live stream

Rhulani Mathebula – Executive manager for electricity regulation, Nersa SAfm Market Update - Podcasts and live stream

Busi Mavuso – CEO, Business Leadership South Africa SAfm Market Update - Podcasts and live stream

Kearabilwe Nonyana of Prime XBT says Asia-Pacific and US markets hit record highs earlier but have since weakened amid ongoing diplomatic uncertainty and no peace deal. He points to a split between an AI-driven equity rally and weaker commodities, while the rand remains under pressure and government bonds have strengthened despite rate hikes. Kearabilwe Nonyana – VIP Portfolio Manager, Prime XBT SAfm Market Update - Podcasts and live stream

This evening, we unpack the day’s market movements with PrimeXBT, explore how health innovation is boosting Dis-Chem’s balance sheet, examine the tariff relief process and its impact on consumers with Nersa, look at why Business Leadership South Africa supports the Sarb’s decision to raise interest rates, assess fuel price adjustments effective from 2 June 2026 with Sapra, and in our Digital Drive segment, explore EV infrastructure development along the N3 with Recharged.co.za. SAfm Market Update - Podcasts and live stream

Nafisa Abakor – Tech Journalist and Founder, Recharged.co.za SAfm Market Update - Podcasts and live stream

Henry van der Merwe – National Chairperson, South African Petroleum Retailers Association (Sapra) SAfm Market Update - Podcasts and live stream

Rui Morais – CEO, Dischem SAfm Market Update - Podcasts and live stream

This evening, we assess market movements with Sanlam Private Wealth, discuss fiscal discipline with Adcorp, unpack how quality of care has kept revenue on track with Life Healthcare, examine investment professionals' role in building an equitable society with Standard Bank Group, celebrate the signing of a new LNG facility in Gqeberha with Transnet National Port Authority, and, in our SMME feature, we explore the journey to build a one-stop shop for car maintenance with Michanic. SAfm Market Update - Podcasts and live stream

Dr John Wentzel – CEO, Adcorp SAfm Market Update - Podcasts and live stream

Nick Kunze of Sanlam Private Wealth explains why the MPC's decision to raise interest rates by 25 basis points was the best possible outcome. He unpacks the rand’s continued good performance against the US dollar and highlights AI stock performance in the US markets. He also discusses the oil price and how the 46% rise in the petrol price is the single biggest driver of inflation in South Africa. SAfm Market Update - Podcasts and live stream

Dr. Dineo Mazibuko – General Manager: Commercial Services, TNPA SAfm Market Update - Podcasts and live stream

Peter Wharton-Hood – CEO, Life Healthcare SAfm Market Update - Podcasts and live stream

Shiluba Mawela - Founder and Managing Partner, Tshiamo Impact Partners SAfm Market Update - Podcasts and live stream

Lesetja Dikgale – Founder, Michanic SAfm Market Update - Podcasts and live stream

David Shapiro of Otto1890 unpacks the importance of the Brent crude oil sitting below $100. He explores US stocks and the AI boom being led by Nvidia, which investors are weighing up selling off for SpaceX and Anthropic. He discusses clothing retailers being under pressure and his concerns around gold prices amid the falling oil price. He also unpacks the impact of inflation on interest and his expectation that interest rates will hold steady. SAfm Market Update - Podcasts and live stream

This evening, we wrap up the day’s market movements with Otto1890, talk about the trade and investment case being made for the global south with BRICS Business Council, examine the challenges fuel stations face in rural areas with Sapra, unpack if South Africans will migrate from rand to digital currency with Efficient Group, explore the economic opportunities available in manufacturing bioethanol with the Localisation Support Fund and, in Executive Lounge, we follow the journey of Sehlomola Mashatole from MashUbora. SAfm Market Update - Podcasts and live stream

Adv. Mtho Xulu – Chairperson: Trade and investment working group, Brics Business Council SAfm Market Update - Podcasts and live stream

Henry van der Merwe – National Chairperson, South African Petroleum Retailers Association (Sapra) SAfm Market Update - Podcasts and live stream

Irshaad Kathrada – CEO, the Localisation Support Fund SAfm Market Update - Podcasts and live stream

Dawie Roodt – Chief Economist, Efficient Group SAfm Market Update - Podcasts and live stream

Sehlomola Mashatole – Founder & Group CEO, MashUbora SAfm Market Update - Podcasts and live stream

Liam Dawson of PortfolioMetrix unpacks the oil price and the anticipation from central banks regarding inflation. He says South African bonds have been resilient, and explains why the stronger rand has been positively affected by global events. He unpacks why foreign direct investments are drawn to emerging markets, local market movements and how the credibility of the SA Reserve Bank helps keep money in our bonds. SAfm Market Update - Podcasts and live stream

This evening, we delve into the latest developments in the markets with PortfolioMetrix, examine Zeda Limited's growth strategy for digital transformation, unpack what the changes to the Companies Act mean for business and investors with Bowmans, learn how to tighten our belts amidst ‘unseen taxes’ with Old Mutual, understand the plans to address the City of Johannesburg’s electricity debt crisis with the minister of electricity, and discuss how rail reform is creating regional expansion with Tsiko Africa. SAfm Market Update - Podcasts and live stream

Ramasela Ganda – Group CEO, Zeda Limited SAfm Market Update - Podcasts and live stream

Lenja Dahms-Jansen – Partner, Bowmans Africa SAfm Market Update - Podcasts and live stream

Thabo Hollo – Programme Manager: Financial education, Old Mutual Insure SAfm Market Update - Podcasts and live stream

Dr Kgosientsho Ramokgopa - Minister of Electricity SAfm Market Update - Podcasts and live stream

Pragasen Naidoo - CEO, Tsiko Africa Group SAfm Market Update - Podcasts and live stream

Gary Booysen of Rand Swiss unpacks the market's response to news of the ceasefire in the Strait of Hormuz. He explains the still-anticipated inflation shocks, the end of the fuel subsidies and the pressure of rate hikes on consumers. He weighs in on commodity prices boosting Harmony Gold's shares 7.61% by the closing bell, with platinum up over 3% and gold 1.35%. He also looks at the JSE's performance, with Sibanye-Stillwater soaring 6.71%. Gary Booysen – Portfolio Manager, Rand Swiss SAfm Market Update - Podcasts and live stream

Gary Booysen of Rand Swiss unpacks the market's response to news of the ceasefire in the Strait of Hormuz. He explains the still-anticipated inflation shocks, the end of the fuel subsidies and the pressure of rate hikes on consumers. He weighs in on commodity prices boosting Harmony Gold's shares 7.61% by the closing bell, with platinum up over 3% and gold 1.35%. He also looks at the JSE's performance, with Sibanye-Stillwater soaring 6.71%. Gary Booysen – Portfolio Manager, Rand Swiss SAfm Market Update - Podcasts and live stream