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[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

[TOP STORY] Tech bubbles, AI, and emerging markets Jul 28, 2026 7:57 ‘We actually need periods where the market loses its sensibilities and relaxes its typical risk tolerance, spurring the development of technologies that propel society forward’ - Nico Katzke, head of portfolio solutions, Satrix.

Vodacom cuts dividend payout ratio Jul 28, 2026 22:10 Danie Dörfling from Moore Infinity unpacks Vodacom's latest update, including the dividend payout ratio cut, and asks whether telcos still deserve a place in an investment portfolio. PayInc CEO Stephen Linnell joins us to discuss the evolution of payments as consumers increasingly shift to apps and digital wallets. Plus, Satrix's Nico Katzke explores asset bubbles, the mistakes investors repeatedl

[TOP STORY] Investing in a world gone tech-crazy Jul 27, 2026 6:31 'It's a bit of a wild time, but it's certainly very exciting to figure out what to do' – Jacques Conradie, CEO of Peregrine Capital.

Alphabet’s growth machine keeps delivering Jul 27, 2026 20:17 Kea Nonyana from PrimeXBT unpacks Alphabet’s latest results, with capex now approaching $200 billion, and what they mean alongside Intel’s numbers. Peregrine Capital CEO Jacques Conradie joins us to discuss technological advancements and the biggest macro risks facing the local market. Plus, Thomas Berry from PSG Wealth shares how to make the most of tax allowances to help grow your wealth.

[TOP STORY] Smart strategy brings Cementation Africa back from the brink Jul 24, 2026 7:16 Mark Salmon from Differential Capital explains the firm's acquisition of Cementation Africa from Murray & Roberts's business rescue, how the deal was structured, and whether a future listing is on the cards.

Anglo American update highlights the quality of the business Jul 24, 2026 20:59 Kea Nonyana from PrimeXBT unpacks Mr Price's latest trading update, alongside production updates from Anglo American and Kumba. Mark Salmon from Differential Capital explains the firm's acquisition of Cementation Africa from Murray & Roberts's business rescue, how the deal was structured, and whether a future listing is on the cards. Simon also shares his take on two major AI breakthroughs from th

[TOP STORY] New cryptocurrency exchange to turn vineyards into investment opportunities Jul 23, 2026 6:28 'A great example we're working on is the tokenisation of a vineyard near Stellenbosch in the Western Cape’ – Bitexen CEO Mark Diuga.

Pepkor vs Mr Price: Why Pepkor is winning the investment case Jul 23, 2026 22:20 Faheema Adia from Momentum unpacks Pepkor's deal to combine Flash and Shop2Shop, creating a R20 billion revenue business. Maahir Jakoet of the Old Mutual Global Islamic Equity Fund explains Shari’ah investing and why it can be an effective low-volatility strategy for a wide range of investors. Plus, Mark Diuga, CEO of Bitexen South Africa, joins us to discuss digital ownership and why the tokenisa

[TOP STORY] Inflation expectations, fiscal strength, and the MPC’s dilemma Jul 22, 2026 6:39 ‘I think we're looking at an environment where rates can perhaps stay higher for longer’ – Tertia Jacobs, Treasury Economist and Fixed Income Specialist, Investec.

Sasol's strong update underpins recovery Jul 22, 2026 19:29 Zimele Mbanjwa from FNB Wealth & Investments unpacks Sasol's business performance metrics. Or has the investment case become all about oil prices and geopolitical conflict? Benay Sager from DebtBusters discusses the latest 2026 Money Stress Tracker and what it reveals about the financial pressure facing South Africans. Tertia Jacobs from Investec looks ahead to this week's key macro events: Wednes

[TOP STORY] Planning now for 40 years of life beyond work Jul 21, 2026 6:19 ‘What we're seeing now is that for the under- and over-60s side hustles are becoming the new normal’, notes Renee Coughlan from FNB Wealth and Investments.

Are coal miners worth a look? Jul 21, 2026 20:33 Independent analyst Jimmy Moyaha unpacks Thungela – one of his picks in the Moneyweb Investor Challenge. It's been a wild ride for the coal miner, but does it still deserve a place in investors' portfolios? Therese Grobler from Momentum Financial Planning explains why inconsistency is one of the biggest threats to long-term investing success. Renee Coughlan from FNB Wealth and Investments discusse

[TOP STORY] AI Wave: CapEx could rewrite market rules Jul 20, 2026 6:58 ‘Monetary policy for us is one of the bigger risks that we see at the moment’ – Warren Buhai, senior portfolio manager at STANLIB Asset Management.

How Netflix is using AI to save cash Jul 20, 2026 21:37 Nick Kunze from Sanlam Private Wealth unpacks the sharp selloff in tech, with the Nasdaq now down more than 8%, while US bank earnings continue to impress. Warren Buhai from STANLIB Asset Management asks whether AI remains a compelling investment opportunity or if it's becoming a growing source of risk. Keith McLachlan of Element Investment Managers weighs in on Netflix's results, the decision to

[TOP STORY] OUTsurance, Shoprite, and the art of flying high in global markets Jul 17, 2026 8:03 In expounding on Akamatsu’s 'flying geese' theory, First Avenue Investment Management’s Hlelo Giyose highlights domestic champions who solidify their home base and then take their businesses overseas.

BHP Group enjoying surging copper price Jul 17, 2026 20:21 Alyssa Viljoen, MD of Merchant West Investments, unpacks BHP Group's latest update. With copper and iron ore driving the story, is BHP now a stronger investment case than Anglo American? Hlelo Giyose, CIO at First Avenue Investment Management, explains his "flying geese" theory and why emerging market domestic champions are increasingly taking their businesses beyond their home borders. Simon shar

[TOP STORY] Flat consumption to fiscal fixes: What’s next for SA households? Jul 16, 2026 6:24 Ricardo Smith from Absa Investments weighs up consumer pressures, inflation and what to expect.

[TOP STORY] Competition Commission looks into franchising in SA and beyond Jul 15, 2026 6:35 'They're not there to incriminate everyone or try to restructure the market. They want to understand the market. They want to see how it operates' – Mark Thomas. Pinsent Masons.

Lower US inflation good news for markets Jul 15, 2026 20:44 Chantal Marx from FNB Wealth and Investments unpacks whether there's still value in Bytes after the tech stock has surged more than 50% since April. We also discuss softer-than-expected US inflation and why it's good news for markets. Mark Thomas from Pinsent Masons examines the Competition Commission's investigation into SA's franchising sector, while Harry Scherzer, CEO of Future Forex, explains

[TOP STORY] AI meets investing: Purple Group’s bold leap Jul 14, 2026 5:39 CEO Charles Savage shares the group’s integration of Telescope AI to deliver smarter, AI-driven investment solutions.

Oil higher for longer as Iran peace falters … again Jul 14, 2026 20:04 Kea Nonyana from Prime XBT unpacks De Beers’s decision to shut its South African mine and what TSMC’s 36% revenue surge says about the strength of ongoing AI-driven chip demand. Charles Savage, CEO of Purple Group, explains the rationale behind the group's $10.75 million acquisition of Telescope AI and what it means for the business. Professor Adré Schreuder from UP discusses the latest Customer E

[TOP STORY] The many faces of SA stokvels Jul 13, 2026 6:13 JustMoney’s Sarah Nicholson explains the prevalence and operations of these group saving schemes , which range from informal cash holdings to formal banking and investment-type options.

US earnings season begins with high expectations Jul 13, 2026 21:03 Nick Kunze from Sanlam Private Wealth asks whether there's any value left in battered paper stocks Sappi and Mondi, and what ongoing geopolitical tensions mean for the oil price. Harris Gorre from Grovepoint Investment Management unpacks the booming private credit market and whether Jamie Dimon's "cockroaches" warning is starting to emerge. Sarah Nicholson from JustMoney shares practical tips on h

[TOP STORY] Coface Economic Risk Review: Downgrades sweep across the globe Jul 10, 2026 9:17 'South Africa's economy has been resilient to shocks, but the resilience is also part of why it stagnates' – Aroni Chaudhuri, chief Africa economist at Coface

China needs an AI boost to attract investors Jul 10, 2026 22:00 China is lagging its global peers more than at any point in 25 years. PSG Old Oak’s Schalk Louw explains why. Coface’s Aroni Chaudhuri on the global outlook, the Iran conflict, and what it means for local GDP growth and inflation. Simon asks: Are Meta and xAI selling data centre capacity a warning sign for the AI buildout?

[TOP STORY] What’s driving the surge in short selling on the JSE? Jul 9, 2026 5:44 ‘Spar is the clearest example of where market concerns are actually firmly grounded in observable fundamentals': AG Capital’s Casey Sprake.

Sun International: A bargain in plain sight? Jul 9, 2026 20:22 Tourism continues to recover, but where's the investment opportunity? Faheema Adia from Momentum unpacks the latest tourism data, the outlook for local leisure stocks, and what Hyprop's accelerated bookbuild means for investors. Short sellers have been increasing their bets against South African retailers. Casey Sprake from AG Capital explains what's driving those positions, what they're signallin

[TOP STORY] Ignoring tech issues costs financial services industry millions every year Jul 8, 2026 6:22 ‘We found that technology friction is effectively a hidden productivity tax that never really shows up on any dashboard' – Altron Digital Business MD Craig Stewart.

Beyond big tech: Where the opportunities are now Jul 8, 2026 20:44 Kea Nonyana from PrimeXBT asks whether there’s still an energy trade in a world awash with oil, and shares where he’s finding value in the US beyond the tech giants. Craig Stewart from Altron Digital Business unpacks the employee experience of workplace technology, and why there’s often a gap between the tools staff need and what they actually have. Dr Wiehann Olivier from Forvis Mazars explains S

[TOP STORY] Inside South Africa’s most remarkable corporate turnarounds Jul 7, 2026 6:23 'If you leave the process too late, there's going to be nothing left to rescue' – Eric Levenstein, director and head of the Insolvency and Business Rescue Department at Werksmans Attorneys.

Clicks at decade-low valuation: Buy or beware? Jul 7, 2026 20:33 Independent analyst Jimmy Moyaha unpacks Clicks, now trading on a PE roughly half its decade-long average. Is this a rare value opportunity, or are investors witnessing a changing of the guard? Eric Levenstein of Werksmans Attorneys discusses the business rescues of Murray & Roberts and Group Five, and what their success says about South Africa’s rescue framework. Frank Knight, CEO of Debtsource,

[TOP STORY] SA Reits have outperformed equities and bonds year to date Jul 6, 2026 6:20 Ian Anderson of Merchant West Investments discusses the sector’s 4.2% return in June alone, Delta Property Fund’s 50% surge and Hyprop and Vukile expanding in Europe.

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