MoneywebNOW

[TOP STORY] Navigating the shift toward new energy vehicles in SA Sep 23, 2026 7:26 De Wet Taljaard from Investec Sustainable Solutions thinks the second-hand EV and NEV market will open up electric mobility to a broader spectrum of SA consumers.

Pick n Pay and Spar: Value or value trap? Sep 23, 2026 22:10 Pick n Pay has a new CEO-designate – but are beaten-down Pick n Pay and Spar finally offering value? Chantal Marx from FNB Wealth and Investments weighs in. EV sales are surging off a low base. De Wet Taljaard from Investec Sustainable Solutions asks: Is South Africa ready to go electric? And SA’s banks delivered largely strong first-half numbers. Rivaan Roopnarain from PwC South Africa digs into

[TOP STORY] Navigating the transition from Jibar to Zaronia Sep 22, 2026 6:44 Yushavia Ramlall from Intengo Market highlights the need for operational readiness and Treasury’s challenges.

Local food producers pricing in El Niño worries Sep 22, 2026 20:34 Danie Dörfling-Kruger from Moore Infinity unpacks Oceana’s latest update as fish shortages hit much-loved Lucky Star, and looks at the outlook for food producers ahead of a potential drought season and higher input costs. Yushavia Ramlall, COO at Intengo Market, explains the switch from Jibar to Zaronia and what it means for the debt market. Plus, Gilbert Punt, CEO of Kuda FX, on how CFOs can bett

[TOP STORY] SA’s rising private sector participation and improving economic fundamentals Sep 21, 2026 7:13 ‘Suddenly we open our eyes and things are busy happening around us’, notes PSG Financial Services chief economist Johann Els.

What to do with Eskoms surplus energy Sep 21, 2026 20:02 Nick Kunze from Sanlam Private Wealth unpacks Remgro’s results, AlexForbes borrowing ±R2.1bn to buy back shares, and that odd Stadio closing price. Johann Els from PSG Financial Services checks in on reforms from the last decade that are finally making real progress. Plus, Safeera Loonat from KPMG South Africa on a new challenge: What do we do with too much electricity being generated?

[TOP STORY] Asimov's ‘I Robot’ playing out? Sep 18, 2026 8:41 Viv Govender from Rand Swiss lays out the AI safety debate: Navigating global risks, regulation, and the future of advanced intelligence.

When to buy falling stocks Sep 18, 2026 20:01 Danie Dörfling from Moore Infinity unpacks strong momentum as earnings hit the R7 billion target a year early, plus a Bytes Tech update the market loved. Viv Govender from Rand Swiss asks whether talk of an AI slowdown is real, necessary or opportunistic – and what it could mean for AI-related stocks. Plus, Simon on catching falling knives: buying shares on the way down … only to watch them keep f

[TOP STORY] Why private capital needs a stronger pipeline of investable projects Sep 17, 2026 7:21 Trevino Ramsamy from STANLIB Asset Management argues for unlocking SA's economic growth through infrastructure investment by pension funds.

US rate hike will do no favours for gold Sep 17, 2026 21:28 Petri Redelinghuys from Herenya Capital Advisors unpacks the overnight FOMC rate decision and asks whether the party is over for gold. Cobus Loots, CEO of Pan African Resources, discusses record results and plans to grow production despite rising costs. Plus, Trevino Ramsamy from STANLIB Asset Management on why private capital needs a stronger pipeline of investable projects.

[TOP STORY] Expanding SA-China economic partnerships makes sense Sep 16, 2026 6:25 China’s zero-tariff policy, ‘when you're doing your numbers and looking at margins, looking at that certainty … starts to really make a good case for why the East is worth considering’ by certain African businesses and sectors: Luthando Vuba from Standard Bank Business and Commercial Banking

Attacq’s offices are back in demand Sep 16, 2026 21:29 Zimele Mbanjwa from FNB Wealth & Investments unpacks the Premier Group update, which now includes RFG, the likely closure of its fruit-processing plant, and the latest from iOCO. Jackie van Niekerk, CEO of Attacq, discusses strong full-year results, with both office and logistics delivering. Luthando Vuba from Standard Bank looks at China’s new zero-tariff policy and the opportunities it could unl

[TOP STORY] Navigating market fundamentals, education, and discipline in financial success Sep 15, 2026 7:16 Author Bandile Mathebula urges students seeking wealth from the markets not to leave their studies before acquiring the skills and knowledge necessary for investing and trading.

Optasia expects markedly weaker second half Sep 15, 2026 21:45 Alyssa Viljoen, MD at Merchant West Investments, unpacks Optasia’s strong H1 results and the guidance pointing to a much weaker H2. Warren Buys from Private Client Holdings weighs in on rising US bond yields as the 10-year hits 5.0%. Plus, Bandile Mathebula, founder of Shares Worldwide, discusses his ‘Fundamentals Never Lie’ tour across local tertiary campuses.

[TOP STORY] Insights on Karoo wind energy and grid expansion Sep 14, 2026 5:52 CEO Mark Tanton explains how, because Eskom could not progress with its grid plans, Red Cap Energy developed a parallel 132kv transmission line running near the Tsitsikamma River area up to Port Elizabeth.

Why FOMC needs to hike rates this week Sep 14, 2026 19:43 Nick Kunze from Sanlam Private Wealth unpacks US inflation ahead of Wednesday’s FOMC announcement, plus trading updates from Remgro and Life Healthcare. Mark Tanton, CEO of Red Cap Energy, discusses the transmission-line challenges facing the Eastern Cape’s wind power build-out. And Frikkie van Loggerenberg, CEO IFSA Asset Managers, reveals how hidden costs can quietly eat into your portfolio retu

[TOP STORY] Redefining credit beyond debt Sep 11, 2026 5:28 Experian South Africa’s Sikhulule Mabece points out that good credit can be ‘an opportunity for you to gain access to opportunities that you wouldn't normally have’.

Apple bets on new iPhone chip to boost AI Sep 11, 2026 20:11 Kea Nonyana from PrimeXBT unpacks the performance of AI stocks. Sikhulule Mabece from Experian South Africa reveals what your credit history says about how you manage debt. And Dirk Jooste from PSG Asset Management explains why global uncertainty is strengthening the case for active management.

[TOP STORY] What you need to know when RSUs or share options vest Sep 10, 2026 6:19 Future Forex CEO Harry Scherzer explains that there are many specialists that can help you bring offshore share-award funds into SA. ‘Typically, they'll not only be cheaper, but also more helpful than the bank in doing so’.

Global oil inventories run low as supply tightens Sep 10, 2026 20:20 Petri Redelinghuys, founder of Herenya Capital Advisors, breaks down the latest moves in the oil price. Future Forex CEO Harry Scherzer explains what employees need to know when RSUs or share options vest. And Shop2Shop’s Annelene Dippenaar asks whether entrepreneurship can do enough to tackle unemployment.

[TOP STORY] How an expired trust left a farmer’s legacy in limbo Sep 9, 2026 6:40 Nevetha Maharaj from Private Clients by Old Mutual unravels a possible consequence of just assuming your testamentary affairs are in place.

Are precious metals still worth the risk? Sep 9, 2026 20:54 Chantal Marx from FNB Wealth and Investments unpacks Super Group’s full-year results. Nevetha Maharaj from Private Clients by Old Mutual shares the key questions to ask when managing a trust. And Jeff Tshikhudo of Allan Gray asks whether investors should be lured by the shine of precious metals.

[TOP STORY] Realising the might of SMMEs within SADC Sep 8, 2026 8:07 Faizal Mkhize declares that Absa Business’s ‘aim is … to make sure that we can put our resources together to unlock value for SMMEs’.

Why employers need to rethink what a living wage means Sep 8, 2026 23:04 Jimmy Moyaha, independent analyst, unpacks Sun International’s latest results. Prof Ines Meyer, chair of the Living Wage South Africa Network, considers whether a living wage could strengthen SA businesses. Absa Business's Faisal Mkhize explains why small businesses should have topped the SADC Summit agenda.

[TOP STORY] What the Canal reopening could mean for SA businesses Sep 7, 2026 8:42 Vernon Sinden from Investec Business and Commercial Banking says ‘a lot of clients are moving ocean freight to air freight, because of the unpredictability in the market, weather conditions and so on,’ and now opting for just-in-time ordering.

SA property loses its shine as investors take profits Sep 7, 2026 20:35 Nick Kunze of Sanlam Private Wealth previews Tuesday’s Q2 GDP figures and the impact of the Middle East storm. Investec’s Vernon Sinden on what the Suez Canal reopening means for SA businesses. Plus, Richard Henwood of Merchant West Investments unpacks SA Reits’s August performance.

[TOP STORY] Smaller turkeys on the Christmas table? Sep 4, 2026 6:13 Independent economist John Loos expects the ongoing Middle East conflict to lead to postponable end-of-year spending as well as an interest-rate hike.

PGM stocks: Still worth a look on weakness Sep 4, 2026 19:56 Faheema Adia from Momentum unpacks Discovery's strong results as the bank hits profit and Implats financials as PGM miners continue to print money, but are any of them worth buying? John Loos on the risk to the year-end consumer spending as the Iranian war drags on. Simon's thoughts on his AI usage as he’s expanded the skills over the last six months.

[TOP STORY] Motus 2026 results show the benefit of Chinese imports Sep 3, 2026 7:18 CEO Ockert Janse van Rensburg reports that Tata is again doing very well and last year 57% of vehicles imported actually came from India – the likes of Suzuki, Toyota, Hyundai, Kia and Renault.

Will Woolies say goodbye to fashion? Sep 3, 2026 21:31 Alyssa Viljoen, MD of Merchant West Investments, unpacks the Woolies and Aspen results. Cashbuild CEO Werner de Jager discusses rising revenue, lower profits, the Malawi exit and the acquisition of three Amper Alles stores. Plus, Motus CEO Ockert Janse van Rensburg on full-year results as cheap Chinese imports continue to pressure sales.

[TOP STORY] Shoprite aims to become ‘your everyday store’ Sep 2, 2026 6:45 CEO Pieter Engelbrecht talks 2026 results as the retailer pushes into coffee and telco. Smart diversification, or 'taste and see'?

Sea Harvest explains where the sardines have gone Sep 2, 2026 21:03 Independent analyst Jimmy Moyaha unpacks decent Sasol results – but for now, is the share price simply an oil-price story? Shoprite CEO Pieter Engelbrecht talks results as the retailer pushes into coffee and telco. Smart diversification, or are they throwing spaghetti at the wall? Sea Harvest CEO Felix Ratheb on growing profits despite softer revenue and persistent headwinds.

[TOP STORY] Is your will adequately prepared? Sep 1, 2026 7:23 People ‘don't really have an understanding of the amount of cash-flow strain that a family unit is put under between the funeral and when the inheritances actually start flowing’: Craig Baker from Capital Legacy.

Bidvest battles SA’s low-growth economy Sep 1, 2026 21:02 Viv Govender from Rand Swiss unpacks Bidvest’s improving margins and an Old Mutual trading update that got the market’s approval. RCL Foods’s Rob Field discusses results hit by pressure in sugar and dry pet food. Plus, Capital Legacy’s Craig Baker introduces the new Estate Readiness Index™️ survey – what it measures and what it reveals.

[TOP STORY] What’s your cybersecurity stock of choice? Aug 31, 2026 5:46 Keith McLachlan from Element Investment Managers expresses views on CrowdStrike AA, Palo Alto, Zscaler and Fortinet.

Rate hike bets return as Fed outlook shifts Aug 31, 2026 20:35 Nick Kunze from Sanlam Private Wealth breaks down the key takeaways from Kevin Warsh at Jackson Hole, plus results from Stadio and Northam Platinum. Keith McLachlan from Element Investment Managers looks at cybersecurity stocks as alternatives to CrowdStrike, which, despite strong results, trades at an extreme valuation. Plus, Warwick Lucas from Vunani and Professor Raymond Parsons from North-West

[TOP STORY] Investment strategies, AI and human governance Aug 28, 2026 8:26 The more capable machines become, the more valuable humans become, posits David Crosoer of PPS Investments.

Rand rides the tailwinds higher Aug 28, 2026 20:37 Analysis of what a stronger rand means for SA, the economy and investors. Plus, where the investment opportunities lie beyond the AI hype cycle and why humans still need to remain in charge.

[TOP STORY] Younger buyers not skimping on car insurance Aug 27, 2026 5:03 Naked Insurance co-founder Sumarie Greybe looks at how affordability and greater options are reshaping motorists’ choices.

Nvidia circular deals cloud exceptional results Aug 27, 2026 19:39 Analysis of Nvidia’s latest results and what the numbers signal for the AI boom. We also look at how affordability and younger buyers are changing the choices South African motorists make.

[TOP STORY] Does economic data matter at all in the current market? Aug 26, 2026 5:54 Jameel Ahmad from GTCFX notes: ‘This is the first year I’ve known where headlines have driven the market’.

Gold Fields has a Ghanaian headache Aug 26, 2026 20:39 Analysis of improving business debt conditions in SA, and whether economic data still matters in today’s markets.

[TOP STORY] What really drives returns on the JSE? Aug 25, 2026 7:41 ‘I think genuine diversification really comes from holding different sources of return, not simply focusing on sector labels’ – Chetan Ramlall, portfolio manager, STANLIB Asset Management.

MTN: Is a R6bn share buyback the best use of cash? Aug 25, 2026 21:36 Analysis of MTN’s results and R6bn share repurchase and what really drives returns on the JSE.

[TOP STORY] Direct sales and jewellery focus reshape Richemont’s future Aug 24, 2026 6:23 ‘I think it absolutely the right action to increase the contribution from jewellery … and decrease exposure to the overall luxury watch category’ – Tasneem Samodien from Private Clients by Old Mutual.

Cell C results: Is the value proposition compelling? Aug 24, 2026 22:30 Analysis of Cell C’s latest results as the stock trades just below its November IPO price, and a look at how a tough decision taken by Richemont a decade ago is paying dividends in today’s share price.

[TOP STORY] Preferring active over passive in the current environment? Aug 21, 2026 6:00 Luigi Marinus of PPS Investments cautions that chasing hot stocks might burn your passive portfolio.

Spur with a taste for dividends Aug 21, 2026 19:41 Analysis of Spur’s strong results against a tougher performance from Exxaro and the opportunities that shifting market regimes are creating for active investors.

[TOP STORY] The complex forces behind July’s inflation drop Aug 20, 2026 5:22 Investec’s Tertia Jacobs breaks down July inflation, which came in below expectations, and considers the fuel price rollercoaster.

DRDGold’s margin focus pays off Aug 20, 2026 20:38 Analysis of DRDGold’s results as earnings surge, and a look at Merchant West’s R5bn asset-backed note programme.

[TOP STORY] Lessons SA can take from Spain’s turnaround Aug 19, 2026 6:46 Izak Odendaal from Old Mutual Wealth Investment explores how the best-performing big economy in Europe bounced back from a devastating economic crisis in the early 2010s.

Absa delivers – and still looks cheap Aug 19, 2026 20:49 Analysis of Spain’s economic turnaround and the lessons SA can take from its recovery, plus a look at why medical savings accounts run out so quickly.

[TOP STORY] Gold moving with shares rather than the reverse Aug 18, 2026 4:21 ‘We still want to own gold, but just at a much smaller position size' – Tim Acker, portfolio manager, Allan Gray Equity Fund.

Changing face of retail hurts Spar Aug 18, 2026 20:05 Analysis of why gold shares are behaving more like risk assets than a traditional safe haven, and the impact of rising WhatsApp fees on businesses.

[TOP STORY] Rising share issuances shrink US equity market expectations Aug 17, 2026 6:32 Sahil Mahtani from the Ninety One Investment Institute looks at US returns as mega IPOs and reduced buybacks expand the investment pool.

Global bond yields a threat to markets Aug 17, 2026 20:24 Analysis of US market returns as mega IPOs and reduced share buybacks expand the investment pool. Plus, why traders need to look beyond interest rate decisions when assessing market opportunities.

[TOP STORY] Balancing AI efficiency with human expertise in asset management Aug 14, 2026 8:43 ‘I'm a big, big fan of what AI brings to the party, but just a good old-fashioned expert is the right person to give you advice’ – Andile Jonas, head of marketing at Momentum Savings.

When your emerging-market ETF goes all wrong Aug 14, 2026 21:57 Standard Bank delivers a standout set of results, while DRD Gold expects earnings to double. Independent analyst Jimmy Moyaha unpacks the numbers. Andile Jonas from Momentum Savings asks whether AI could ever replace your financial advisor, and Simon looks at what happens when the emerging-market ETF trade goes badly wrong.

[TOP STORY] Today’s leading home, land and business buyers Aug 13, 2026 4:31 Liza Nolte from AfriGIS uncovers the data revealing women’s growing ownership in South Africa.

Shoprite's other bets continue to boom Aug 13, 2026 19:48 Faheema Adia from Momentum Securities unpacks Shoprite’s strong update, with Sixty60 now accounting for 10% of revenue. Weaver Fintech CEO Sean Wibberley discusses results that delivered good revenue growth despite a slip in Heps. Plus, AfriGIS’s Liza Nolte looks at the data, revealing the true economic position of women in South Africa.

[TOP STORY] Where have all our miners gone? Aug 12, 2026 6:33 Jeremy Sampson from Brand Finance discusses the 2026 Mining, Metals & Minerals Top 50 report, noting that zero local miners made the cut.

Virgin Active listing: Could it finally happen? Aug 12, 2026 20:20 Chantal Marx from FNB Wealth & Investment unpacks the Merafe results and what the Nersa decision means for the micro cap, plus what’s next for Brait after its R2.5bn rights issue – could a Virgin Active listing be on the cards? Jeremy Sampson from Brand Finance discusses their Mining, Metals & Minerals Top 50 2026 report, noting that zero local miners made the cut. And Sachin Chanderdhev from Absa

[TOP STORY] Chasing hot ETFs could burn your portfolio Aug 11, 2026 5:41 'If you are invested in emerging markets right now, we're not saying sell your position' – Duma Mxenge from Satrix.

Weak US jobs good for markets and gold Aug 11, 2026 19:56 Dylan Bradfield from Sharenet unpacks Friday’s US jobs data and the latest Spur update, where adjusted Heps remains positive. Maarten Ackerman, chief economist at CAM Asset Management, looks at the long-term economic impact of the war in Iran. And Duma Mxenge from Satrix explains why chasing famous names is likely to hurt long-term returns.

[TOP STORY] Food giants and discount stores adapt to a weaker consumer Aug 7, 2026 7:27 Dhersan Chetty, equity analyst at Foord Asset Management, breaks down consumer confidence, discount strategies and private label growth among major retailers.

From asset light to asset heavy: The hyperscaler pivot Aug 7, 2026 20:30 Matete Thulare from Investec unpacks Sappi's strong results and the slightly improved trading update from Pick n Pay. Dhersan Chetty, from Foord Asset Management, looks at how SA's increasingly thrifty shopper is reshaping the retail landscape. Simon shares his thoughts on why hyperscalers are shifting from asset-light balance sheets to far more asset-heavy business models.

[TOP STORY] Unlocking economic puzzles with academic insight Aug 6, 2026 6:21 Prof Reza Daniels of Stellenbosch University explains how good data and careful analysis are South Africa’s best tools against economic uncertainty.

Why AI needs platinum Aug 6, 2026 20:15 Kea Nonyana from PrimeXBT on precious metal miners as PGMs surged and gold followed, plus updates from Super Group and Sabvest. Professor Reza Daniels from Stellenbosch University on how to know when economic data is reliable. Marc Dhalluin, CEO and co-founder of TruthsetsOnline, on online ad fraud and why up to half of digital ads may never be seen by a human.

[TOP STORY] Navigating the US-China AI technology split Aug 5, 2026 6:02 'The risk that is emerging is a sort of geopolitical risk where access to your competitive advantage through AI could be cut off' – Dawie Scholtz, managing director and partner at Boston Consulting Group, BCG.

Exclude Ecobank and Nedbank's underlying business looks strong Aug 5, 2026 20:40 Zimele Mbanjwa from FNB Wealth & Investments unpacks Nedbank's seemingly flat results – and why removing the impact of the Ecobank stake disposal reveals a much stronger underlying performance. Dawie Scholtz from Boston Consulting Group discusses SA's critical AI crossroads as it weighs US versus Chinese technology. Duncan Armitage from Anchor shares practical investing lessons for 25-year-olds lo

[TOP STORY] July 2026 Absa PMI shows manufacturing employment stall despite upticks Aug 4, 2026 6:14 ‘This release is quite interesting. Its decline this time around hides more positive things than it reveals’ – Absa economist Sello Seleke.

US earnings are spectacular so far Aug 4, 2026 21:03 Gary Booysen from Rand Swiss unpacks the US earnings season, with around two-thirds of the S&P 500 having reported – what's stood out, for better or worse? Sello Sekele from Absa CIB breaks down the latest July PMI data and explains why weaker readings may not be entirely bad news. Plus, Francis Marais of Old Mutual Wealth shares how to get offshore diversification right and avoid the common pitfa

[TOP STORY] How SMEs are reshaping our construction industry Aug 3, 2026 6:02 Thethe Mokele from Pinsent Masons explores the decline of SA’s construction sector and the rise of SMEs through joint ventures and government support.

When is the right time to buy gold miners? Aug 3, 2026 18:36 Petri Redelinghuys from Herenya Capital Advisors unpacks AngloGold Ashanti's results and asks whether gold miners are still worth holding. Thethe Mokele of Pinsent Masons explores the key shifts reshaping South Africa's construction industry, while Shaun Meintjes from Consult by Momentum shares practical insights on preparing your children to inherit your wealth.

[TOP STORY] Foreign trusts are becoming accessible to everyday offshore investors Jul 31, 2026 9:02 ‘I think it's vital that people understand that once you've given the funds to the trust, they now belong to the trustees to look after for the benefit of the beneficiaries’: Elana Nel, fiduciary specialist at Ninety One.

Is Mondi a buying opportunity at the bottom of the cycle? Jul 31, 2026 20:33 Josh Viljoen from Merchant West Investments unpacks Mondi's tough results – and why the market still liked what it saw – before turning to Woolies's trading update, which points to a challenging second half. Elana Nel from Ninety One explains whether a foreign trust has a place in your estate plan and the key considerations before making that decision. Simon shares his thoughts on why deflation is

[TOP STORY] Fresh insights into SA's R109bn liquor retail market Jul 30, 2026 6:38 Andrea Slabber from Trade Intelligence considers the steep rise in online gambling a big factor curbing growth over the past year.

Valterra proves best-in-class among PGM miners Jul 30, 2026 20:02 Dylan Bradfield from Sharenet, unpacks Valterra's very strong results despite softer PGM prices over the period, and shares his quick take on the latest FOMC decision. Andrea Slabber from Trade Intelligence joins us with fresh insights into SA's R109 billion liquor retail market. Kasief Isaacs, CEO of Creation Capital, discusses the firm's newly launched R3 billion hybrid debt fund and its aim to

[TOP STORY] Where to position your portfolio to catch the trend? Jul 29, 2026 6:49 Sean Kelly of Parity Wealth explores why the ‘Mag Seven’ isn't the only game in town anymore.

Boxer growth story still has room to run Jul 29, 2026 20:20 Chantal Marx from FNB Wealth and Investments unpacks Boxer’s latest update as food deflation persists, and explains why the market gave Canal+ results such a warm reception. Sean Kelly from Parity Wealth joins us to discuss growing global fragmentation, what it really means for investors, and how portfolios should adapt. Jason Green from Fedgroup rounds out the show with a look at SA’s private cre

Episodes

Recommended