SAfm Market Update with Moneyweb

Christe Viljoen Senior Economist, PwC

Taryn York – Senior Associate: Immigration and Employment Practice, Cliffe Dekker Hofmeyr

Seleho Tsatsi – Portfolio Manager, Anchor Capital

Schalk Louw – Wealth Manager, PSG Old Oak

Jessica Pillay – Financial Planner, Momentum Financial Planning

Khaya Sithole – Independent analyst

Nicholas Gliksman – Co-founder, Homemation

Abi Mustapha-Maduakor – CEO, The African Private Capital Association

Bertina Engelbrecht – CEO, Clicks

Seleho Tsatsi – Portfolio Manager, Anchor Capital

Kebeiloe Sello of RMB discusses how the local currency has performed this month, expectations for May and after the election, the worst-case scenario, and developments around Zimbabwe's new currency.

Kinola Pather – CEO, Randgo

Muvhango Lukhaimane – Pension Funds Adjudicator

Bradwin Roper – CEO: Fintech, MTN SA

Jan Nelson – CEO, Copper 360

‘We need active citizenry and we need pressure to be brought on the politicians to start doing their jobs properly. Companies aren’t corrupt. It’s the individuals within them’: Wayne Duvenage – CEO, Outa.

Sasfin Wealth's David Shapiro discusses the day's market moves, the rand, US tech earnings, geopolitical tensions driving money into the dollar, and SA Inc compared to global movements.

Johan Malherbe – Senior researcher, Agri Research Council

Dr Riaan Steenberg– Director: Operations, NetEd Group

Theo Sibiya – Partner and Africa Managing Director, Kearney

Gerrie Fourie – CEO, Capitec

Chantal Marx of FNB Wealth and Investments discusses the day's market moves, Capitec results pulling the financials sector up, miners’ struggles confirmed in disappointing updates from Anglo and Sasol, WeBuyCars since its listing and Transaction Capital post the unbundling, standouts from the US reporting season so far, and a year-to-date look at the rand.

Pearl Cele – Operations Manager, FNB Consumer Education

John Botha – CEO, Global Business Solutions

Kokkie Kooyman – Director, Denker Capital

Nkosana Lekotjolo – Media and PR Specialist, City of Joburg

Schalk Louw of PSG discusses the day's market moves, the rand, investors fleeing to the dollar, commodities, and whether rate cuts are still on the cards for 2024.

Dee Coetzer – Founder, SunKin Clothing

Happy Shihau – Head: Compliance, Investec Corporate and Institutional Banking

AB Moosa – CEO, Avalon Group/CineCentre Cinemas

Mike Smith – CFO, PSG Group

Terence Hove of Exness discusses the day's market moves, the rand, the JSE seeing red, Opec cutting production and the oil price, local inflation, and the Sarb's efforts to fight inflation.

Jeremy Yatt - CEO and Principal Officer, FedHealth

Tim Acker – Portfolio Manager, Allan Gray

Gerhard van Deventer – Divisional Executive: Enforcement, FSCA

Prudence Cele – Director: Budget Reform, National Treasury

Simon Brown of Just One Lap takes us through the day's market moves, this week's inflation print, market sentiment, interest rates staying higher for longer, and where investors are putting their money.

Marc du Plessis - Executive Head: LookSee Platform, Standard Bank South Africa

Werner Burger – CEO, IFA Hotels & Resorts South Africa

Ayabonga Cawe – Commissioner, Itac

Ciaran Ryan – Moneyweb Contributor

Charles Savage – CEO, Purple Group

Petri Redelinghuys of Herenya Capital runs us through the day's market moves, a red board on the local bourse, Purple Group, Transaction Capital, inflation, and interest rates not coming down soon.

Bertie Nel – Financial Planner, Momentum

Amith Singh – National Manager: Manufacturing, Nedbank Commercial Banking & Peter Worthington – Economist, Absa

Ross Volk – Managing Director, MSC Cruises

Dumo Mfini – Managing Director: Culinary, Tiger Brands

Viv Govender – Portfolio Manager, Rand Swiss

Loyiso Manga – Founder, Ubuntu Olive Oil

Jodi Smith – Real Estate Agent and Cast Member, Hardie Property Cape Town

Angelo Christophorou – Director, BBM Attorneys

Faan van der Walt – CEO, WeBuyCars

Terence Hove of Exness discusses the day's market moves, US CPI, the local currency, the WeBuyCars listing and whether it has changed investors’ minds about Transaction Capital.

Jacques Burger – CEO, M&C Saatchi Abel South Africa

Kate Stubbs – Marketing Director, Interwaste

Joseph Selolo – Company secretary, National Consumer Commission

Andries van Heerden – CEO, Afrimat

David Shapiro of Sasfin runs us through the day's market moves, the US inflation print, the upcoming earnings season, the trouble with forecasting, and asks how much longer can the SA economy survive if interest rates do not come down.

Leeuwner Esterhuysen – Economist, Oxford Economics Africa

Mudiwa Gavaza – Economist, Business Day

Jeremy Sampson – Chair: Africa, Brand Finance

Andrew Dabalen – Chief Economist for Africa, World Bank

Chantal Marx of FNB Wealth and Investments discusses the day's market moves, the All Share Index closing higher, inflation numbers coming from US and China, SA Inc being undervalued, foreign currency reserves, and Transaction Capital ahead of WeBuyCars listing.

Sbongakonke Khumalo – Legal Counsel, Ninety One

Jan Vermeulen – Editor, MyBroadband

Chris Yelland – Independent Energy Analyst

Glen Robbins – Independent development economist

Petri Redelinghuys of Herenya Capital runs us through the day's market moves, commodities, geopolitical tensions impacting the oil price, gold taking a breather but still glittering, data coming through this week, and China.

Hlalefang Mzingwane – Founder, Kitchens 360

Jason McEvoy – CEO, Norman Goodfellows

Simon Brown – Founder Just One Lap

Rudolph Retief – Project Manager, Impact Water Solutions

Schalk Louw of PSG discusses the day's market moves, PGMs doing well, gold, the global picture, interest rates, and investor sentiment around SA Inc.

Charles Meyerowitz – Co-founder and CEO, Lamna Financial

Raine Adams – ESG analyst, Allan Gray

Shoeshoe Qhu – CEO, The Media Development and Diversity Agency

Gerhard van Deventer – Divisional Executive: Enforcement, FSCA

Andrew Bahlmann – Director, Deal Leaders International

David Shapiro of Sasfin runs us through the day's market moves, the gold price, comments expected from the Fed, interest rates, keeping an eye on commodities, oil prices, and developments in the M&A space.

Mziwabantu Dayimani - Acting CEO, NEF

Rob Spanjaard – CIO, Rezco Asset Management

Wikus Lategan – CEO, Calgro M3

Ashley Bell – CEO, Bell Equipment

Edward Kieswetter – Commissioner, Sars

Chris Yelland – Independent Energy Analyst

Reko Nare of Anchor Capital runs us through the day's market developments, gives an overview of the first quarter of 2024, SA Inc's performance, gold returning as a safe haven, PGMs, expectations for Q2, and investor sentiment around the SA market.

Julienne Prozesky and Alex Roberts – Co-founders, Rhubees

Reza Ismail – Head of Bonds, Prescient Investment Managemen

Samantha Rosenberg – Co-founder, Belong

Nick Booth – CEO, Corobrik

Petri Redelinghuys of Herenya Capital runs us through the day's market moves, the rand, gold seeing massive gains, and the platinum price.

Funeka Montjane – CEO, Personal Private Banking, Standard Bank

Mpumi Tyikwe – CEO, Sasria

Jeanette Marais – CEO, Momentum Metropolitan Holdings

Casper Troskie – CFO, Old Mutual

Wayne McCurrie of FNB Wealth and Investments discusses the day's market moves, this week's interest rate decision, inflation, results out of Momentum and EOH – and African Rainbow Capital throwing its hat in the ring for MultiChoice.

Paul Makube – Senior Agricultural Economist, FNB Commercial

Gareth Friedlander – Life and Risk Board Committee, Asisa

John Morris – Strategist, Bank of America Merrill Lynch