MoneywebNOW

[TOP STORY] Gold price rally: Are we witnessing history repeat itself?

Meryl Pick from Old Mutual Investment Group offers insights into the current fluid state of the gold market and ‘possibly where gold is heading in the medium to short term’.

17 Apr 3AM 8 min

Are GNU concerns preventing a stronger rand?

Matete Thulare RMB talks the rand: If the GNU with both DA and ANC holds, could we see rand strength? Meryl Pick from OMIG on the not-so-wild idea that gold could reach $4 500. Simon's thoughts on what qualifications you need to get into the investment industry.

17 Apr 1AM 20 min

Will tariffs impact China’s 5% GDP growth target?

Prescient's Tian Pan mulls China's response to the trade war, saying: ‘What's encouraging is that on the Chinese side it appears all of their responses seem well planned in advance’.

16 Apr 3AM 8 min

Markets still worried even with tariff pause

Petri Redelinghuys from Herenya Capital Advisors on whether the selling is over or if he is still being cautious. Prescient's Tian Pan on China's response so far to the tariffs and whether they could come out stronger. Chipo Masawi from Absa CIB on their February Merchant Spend Analytics Report.

16 Apr 1AM 21 min

[TOP STORY] Used-car valuations: Time for an update?

Kriben Reddy, CEO of Kredo Mobility, explains how trade and retail worth are currently determined.

15 Apr 2AM 8 min

Are miners worth a look for a defensive portfolio?

Carmen Mpelwane on the JSE stock catching attention – high dividend yield and trading volumes rising amid market volatility. Alexforbes’s Janina Slawski unpacks key insights from the December 2024 Manager Watch™️ Survey on retirement fund investment managers. Kriben Reddy, CEO of Kredo Mobility, on used car valuations – are we…

15 Apr 1AM 22 min

[TOP STORY] Biggest drivers likely to shape local equity market in 2025

Stanlib’s Rademeyer Vermaak explains his company’s data-driven approach to risk management in uncertain times.

14 Apr 2AM 6 min

US 10-year yield: The most important number right now

Nick Kunze from Sanlam Private Wealth unpacks strong US bank earnings – impressive, but are they just history? The real focus is the US 10-year and the uncertainty ahead. STANLIB’s Rademeyer Vermaak weighs in on the biggest drivers likely to shape the local equity market this year. Investec Business Banking’s…

14 Apr 1AM 19 min

[TOP STORY] Cashless, clever and cautious: The new face of SA consumer spending

Discovery Bank CEO Hylton Kallner shares details from the SpendTrend25 report, describing the increasing use of digital payments and financial security awareness.

11 Apr 3AM 7 min

Markets: New equilibrium may be much lower

Schalk Louw from PSG Old Oak on whether we're back to normal in the markets. Discovery Bank CEO Hylton Kallner unpacks their SpendTrend25 report – consumers are still feeling the pinch, but there’s optimism and smart spending all around. Simon wonders: With Purple Group posting over 200% growth in Heps,…

11 Apr 1AM 20 min

[TOP STORY] The numbers behind Purple Group’s profit surge

‘In the first seven days of April [clients] deposited R400 million ... So the old adage that retail runs away from a fight or from a storm is just not true’: Purple Group CEO Charles Savage.

10 Apr 2AM 5 min

Trump folds on tariffs, but can markets trust him?

Kea Nonyana Scope Prime as Trump folds on tariffs, can markets and business trust him? Charles Savage, CEO of Purple Group, on the numbers behind their profit surge – more than double! Shelley Hartman from Morningstar SA dives into the sneaky beliefs that quietly shape how we handle money.

10 Apr 1AM 19 min

[TOP STORY] Precision investing: How close can ETFs get to the index?

Nerina Visser explores the small but powerful world of tracking errors.

9 Apr 7AM 8 min

European quality stocks looking cheap

Chantal Marx from FNB Wealth and Investment shares where she’s spotting value –locally or globally, if anywhere right now. Nerina Visser from ETFsa unpacks tracking errors on local ETFs – what they are and how they manage to stay so low. PSG Asset Management’s Ané Craig talks outlook for local…

9 Apr 1AM 20 min

[TOP STORY] US no longer SA’s biggest trading partner

Meryl Pick from Old Mutual Investment Group unpacks the talk around a potential exclusion from Agoa — and why it might not be as bad as many are making it out to be.

8 Apr 3AM 8 min

Here’s where to find opportunity despite the volatility

Independent analyst Carmen Mpelwane looks at whether it might be time for investors to start exploring markets outside the US, as global sell-offs continue in response to the Trump tariffs. Meryl Pick from Old Mutual Investment Group unpacks the talk around a potential exclusion from Agoa — and why it…

8 Apr 1AM 21 min

[TOP STORY] When luxury calls for elite cover

Tarina Vlok, MD of Elite Risk Acceptance, shares how to protect your prized possessions.

7 Apr 2AM 6 min

Uncertainty means more selling ahead

If Trump sticks to his tariff guns, where should your money go? Value stocks, defensive plays, or glittering gold? Nick Kunze from Sanlam Private Wealth weighs in. Tarina Vlok, MD of Elite Risk Acceptance, shares how to protect your prized possessions – when luxury calls for elite cover. Momentum's Andile…

7 Apr 1AM 20 min

[TOP STORY] How does a life insurance company value itself?

Keith McLachlan from Element Investment Managers explains the concept of embedded value in insurance companies.

4 Apr 3AM 8 min

Will Trump walk back tariffs after a market meltdown?

Viv Govender from Rand Swiss breaks down a tough day of selling in local and global markets; what now? Keith McLachlan from Element Investment Managers explains the concept of embedded value in insurance companies. Simon shares his insights on expenses and the importance of knowing your effective annual cost.

4 Apr 1AM 19 min