MoneywebNOW

‘Affordability crisis’ replaces load shedding crisis

Andrew Middleton, CEO of Go Solar, reflects on the dramatic.

22 May 1AM 8 min

Mega IPOs: Don’t go chasing

Schalk Louw of PSG Old Oak unpacks Southern Sun’s results as the G20 boost lifts earnings. We also look at the coming wave of mega IPOs – with SpaceX confirmed for June and OpenAI and Anthropic likely to follow – and ask whether investors should be interested, and how to…

22 May 1AM 20 min

[TOP STORY] How UCT students manage investment passion with academic life

Risi Mkhabela, Corporate Relations Director, UCT Investment Society, explains the group’s diverse structures, including the competitive Trading Club, which uses simulated cash for learning.

21 May 3AM 6 min

Nvidia results beat all expectations

Kieran Witthuhn of Anchor Capital unpacks last night’s Nvidia results. Risi Mkhabela from the UCT Investment Society discusses its growth and how it operates, while Jono Bowling of Standard Bank CIB explains its latest MSCI World structured product offering 100% capital protection.

21 May 1AM 20 min

[TOP STORY] Managing market volatility with both fundamentals and technology

STANLIB’s Rademeyer Vermaak believes an investor’s key insight in trying times should be ‘to focus not so much on what is changing, but on what stays the same'.

20 May 2AM 6 min

Famous Brands facing a tough market

Chantal Marx from FNB Wealth & Investments unpacks Famous Brands’s results, with decent growth, refinanced debt and a share buyback in focus. Rademeyer Vermaak from STANLIB Asset Management explains how its systematic process is navigating volatile markets. Plus, Tracey-Lee Zürcher-Campbell from Payflex on the BNPL myths South Africa has disproven.

20 May 1AM 20 min

[TOP STORY] Calgro M3 Is digging deep into infrastructure and memorial parks

CEO Ben Pierre Malherbe discusses the company’s strategic shift: Selling non-core assets, developing bulk infrastructure, and expanding core projects through 2027.

19 May 4AM 6 min

Concerns over Pick n Pay Boxer sale

Allysa Viljoen of Merchant West Investments discusses the WeBuyCars results, which highlighted deflation in used-car prices in the half-year to the end of March. Calgro M3 CEO Ben Pierre Malherbe on the group's latest annual results, key developments like Bankenveld City, and selling out of non-core assets. Plus, Astral Foods…

19 May 1AM 21 min

[TOP STORY] Sarb to hike next week to save some pain later?

AG Capital’s Casey Sprake looks ahead to SA’s looming agricultural challenges: El Niño, rising input costs and future food inflation.

18 May 2AM 5 min

Surging DM bond yields 'a crisis in the making’

Sanlam Private Wealth's Nick Kunze weighs in on government bonds as developed market yields surge, even as markets trade at highs and amid strong earnings. Casey Sprake of AG Capital on risks to local food inflation moving higher on the back of a potential El Niño. Plus, Lindiwe Sebesho from…

18 May 1AM 20 min

[TOP STORY] SA shines for Equites Property Fund amid UK exit

CEO Andrea Taverna-Turisan outlines the Reit’s strategy for low vacancy, high-quality tenants, and sustainable distribution growth locally.

15 May 3AM 7 min

Powell's Fed legacy as he steps down

Pooja Tanna from Perpetua Investment Managers reflects on Jerome Powell's eight-year term as Fed chair, and, the new stewardship expected under Kevin Warsh. Equites CEO Andrea Taverna-Turisan shares insights on the group's latest results and strong balance sheet, as it pivots away from the UK. Plus, Simon's thoughts on South…

15 May 1AM 20 min

[TOP STORY] Field to fork: Farmers’ rising risks and costs

‘In South Africa and the southern hemisphere we are in a more comfortable position in that we will be starting our harvest soon and hopefully see price increases in the near future’ – Loffie Brandt from Absa AgriBusiness.

14 May 4AM 5 min

Trump, Xi meeting in China as equals

Kea Nonyana of PrimeXBT on Trump in China and Anthropic to raise money at $900 billion valuation - crazy or fair? Citadel economist Maarten Ackerman weighs in on lessons from previous oil shocks. Plus, Loffie Brandt from Absa AgriBusiness on building resilience in local agriculture in the face of a…

14 May 1AM 20 min

[TOP STORY] Octodec repositions for future growth

CEO Jeffrey Wapnick discusses the company's six-month results to end February, highlighting the disposal of non-core properties, strong rental income growth and impressive collection rates.

13 May 3AM 7 min

Telco sector still attractive after strong run

Shaun Dendere of L7 Prime on SA telco results: Vodacom on Monday and MTN on Tuesday, are there opportunities in the sector? Octodec CEO Jeffrey Wapnick shares insights on the group's latest results. Plus, Abhishek Amichand of Sanlam Alternative Investments weighs in on private credit lending and how South African…

13 May 1AM 21 min

[TOP STORY] Balwin delivers strong full-year results, but again no dividend

'In the Western Cape, we're shooting the lights out; that's a great story,’ notes CEO Steve Brookes.

12 May 3AM 6 min

Stronger Boxer boosting Pick n Pay

Balwin CEO Steve Brookes comments on its strong full-year results, but they’ve skipped dividends again. Jimmy Moyaha weighs in on robust Boxer results that also pushed Pick n Pay higher. Plus, Redefine CEO Andrew König on first-half results that show continued growth in Poland and rate-compression on its bonds.

12 May 1AM 20 min

[TOP STORY] Exploring structural changes in healthcare and biotech

'I think the biggest mistake investors can make is dismissing healthcare as just a defensive sector; it may become one of the most important long-term innovation stories of the next decade' – Sean Kelly, Parity Wealth Managers.

11 May 2AM 6 min

Markets brace for Powell’s final Fed meet on Friday

Nick Kunze of Sanlam Private Wealth discusses US jobs data, TFG's trading update, and AngloGold Ashanti's Q1 results. Sharon Mmitsi of National Debt Advisors weighs in on the high price of fuel – it’s not all about the war in Iran. Plus, Parity Wealth's Sean Kelly on societal shifts and…

11 May 1AM 20 min