MoneywebNOW
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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...
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[TOP STORY] Why Stats SA's figures don’t match your reality
Ndivhuho Netshitenzhe from STANLIB expounds on inflation – its measurement, impact, global implications and how it affects South Africans and the econ...
What next for Reinet after Pension Insurance Corp sale?
Chantal Marx from FNB Wealth and Investments breaks down Coronation’s numbers, boosted by the Sars victory already baked into the base. Ndivhuho Netsh...
[TOP STORY] Astral Foods enjoys better feed and chicken prices
‘The past two years were all about the turnaround journey after that awful set of events in 2023 with load shedding and bird flu’ – CEO Gary Arnold.
Asset Managers’ bull market winners
Faheema Adia from Momentum Securities on WeBuyCars’s milestone month with over 16 000 sales. Gary Arnold, CEO of Astral, on a stronger second half and...
[TOP STORY] Seeing SA’s positive signs against the bigger picture
Bastian Teichgreeber from Prescient Investment Management cuts through the G20 noise to focus on what’s driving local exchange performance.
Goods news trend continues for SA economy
Independent analyst Jimmy Moyaha unpacks SA’s sovereign credit upgrade from S&P and what a positive outlook really signals. Bastian Teichgreeber from...
[TOP STORY] Purple Group revolutionising retail investing
With the company’s annual results, CEO Charles Savage reflects on its record growth, innovative products and ambitious goals for the future.
Strong reasons to be bullish SA markets
Gary Booysen from Rand Swiss on the JSE’s record run and a sub-R17 – are these calm waters or is he spotting pockets of value? Charles Savage, CEO of...
[TOP STORY] Navigating the fund jungle with Morningstar's Medalist Ratings
‘It's an exciting time for us at Morningstar South Africa, as we've initiated analyst coverage on a few South African funds for the first time' – Mich...
Is Gold Fields's dividend policy stingy or prudent?
Shaun Dendere, independent analyst, on Woolworths’s latest update, Gold Fields’s refreshed dividend policy and the rand’s boost after the shift in SA'...
[TOP STORY] The ‘Mag 70’ phenomenon
'When you buy one of these stocks, you're not just buying a single company; you're buying an entire ecosystem of other companies' – Sean Kelly, Parity...
Death, divorce and disaster serve Stor-Age well
Chantal Marx from FNB Wealth & Investment on Stor-Age’s results, trading around NAV with a somewhat underwhelming performance. Kobus Gertenbach, CEO o...
[TOP STORY] SA Reits on fire: Another excellent year
Ian Anderson from Merchant West Investments notes: ‘A lot of it is driven by declining interest rates and lower borrowing costs.’
Rare earth minerals and the AI boom
Petri Redelinghuys from Herenya Capital Advisors weighs in on the AI surge: Is this shaping into a bubble, should investors be cautious, or is the nex...
[TOP STORY] Thoughts on the finance minister’s Wednesday MTBPS
Vishal Rama of Prescient Investment Management considers SA’s rising debt load and how realistic fiscal consolidation looks from here.
[TOP STORY] SA citrus containerboard a 'silver lining' for Sappi
CEO Steve Binnie shares year-end results with key insights into revenue declines, tariffs and market strategies.
How does the FOMC actually work?
Pooja Tanna from Perpetua Investment Managers unpacks the FOMC – who sits around the table, how they’re selected, and why the process matters for mark...
[TOP STORY] The latest hyperscaler earnings and AI growth
‘We haven't had any kind of significant scientific advantage from AI at the moment,’ comments Vic Govender from Rand Swiss.
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 S...
[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%’.
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 expec...
[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.
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 wa...
[TOP STORY] Power struggles: Why SA’s economy can't catch a break
Coface economist Aroni Chaudhuri points to the stark realities of why South Africa has ‘basically underperformed every other emerging economy’ since 2...
Mag 7 generating massive free cash flow
Sanlam Private Wealth’s Nick Kunze unpacks Aspen’s €25 million boost, Vodacom’s latest trading update, and the standout themes from the Mag 7 results....
[TOP STORY] What drivers are moving the gold market forward?
World Gold Council Strategist Joe Cavatoni weighs in on how central banks are rethinking their reserves.
Clicks vs Dis-Chem: Which is the better investment?
PSG Old Oak’s Schalk Louw unpacks how Dis-Chem stacks up against Clicks in the latest retail health results. Joe Cavatoni from the World Gold Council...
[TOP STORY] Our country’s pension system rating up from D to C
Belinda Sullivan from Alexforbes unpacks South Africa's score in the 2025 Mercer CFA Institute Global Pension Index.
Powell signals pause in US rate-cut plans
Kieran Witthuhn from Anchor on the Fed’s rate call and Nvidia’s rise as the world’s first $5 trillion company – but is it still worth holding? Nichola...
[TOP STORY] South Africa is revamping its ports
‘We're seeing deliverables actually come through now in terms of investment, in terms of equipment improvements’ – Dylan Govender from Investec Busine...
Is WeBuyCars another victim of cheap Chinese cars?
Chantal Marx from FNB Wealth & Investments unpacks Balwin’s upbeat results as lower rates lift sales. Dylan Govender from Investec Business Banking di...
[TOP STORY] ‘We have an available market that we are not yet selling to’
RMB’s Isaah Mhlanga shares insights on where investors should look for the next big opportunities across Africa.
Never mind the loss ... PnP's still offering potential
Petri Redelinghuys from Herenya Capital Advisors unpacks Pick n Pay’s latest results – with losses mounting even as Boxer lifts group performance.
[TOP STORY] Evaluating banks and retail amid resource stock success
Ninety One’s Hannes van den Berg highlights where real value still lies locally – and the risks – as precious metal miners dominate 2025 returns.
It’s a bull market, don’t fight it
Nick Kunze from Sanlam Private Wealth unpacks South Africa’s grey-list exit, the latest US CPI print, a potential US-China thaw – and why global marke...
[TOP STORY] Afrimat’s strategic moves in a shifting commodity market
Lafarge ‘was in a very difficult position when we took it over, and we are glad to say it is starting to make a small contribution’ – Afrimat CEO Andr...
Has Sasol’s long recovery finally taken hold?
PSG Wealth’s Schalk Louw on Sasol’s strong update that investors cheered, and Clicks’s steady top-line growth paired with a sharp Heps rebound.
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[TOP STORY] Executive pay rebounds strongly in 2025 survey
PwC’s Leila Ebrahimi suggests we need to see pay for performance as an opportunity ‘not to get distracted by the numbers’.
Fund managers switching to local equities
Independent analyst Jimmy Moyaha on Famous Brands’s results – modest growth but a note of cautious optimism ahead – and the question on everyone’s lip...