MoneywebNOW

[TOP STORY] Evaluating SA’s Big Five banks on climate risk and transition strategies

‘Climate affects credit risk, market risk, strategy, capital allocation – and in this sense ultimately shareholder value’: Climate risk analyst Odinakachi Okeke, KK.

9 Oct 2AM 9 min

Naspers/Prosus: ‘Steal of the century’

Kea Nonyana from PrimeXBT on the Prosus food delivery update. Is the sector worth a bite, and are Prosus and Naspers bargains after the sharp sell-off? Odinakachi Okeke from Just Share reveals how SA banks stack up on climate risk in the latest How Cool Is Your Bank? report. And…

9 Oct 1AM 20 min

[TOP STORY] How much did we give last year?

Nedbank Private Wealth’s The Giving Report reveals a shift towards younger generation philanthropy and increased time donations: Tracy Muller, head of Advice and Philanthropy.

8 Oct 2AM 6 min

Would you want to manage your own RA?

Afrimat hits a rough patch and Premier Group faces a Competition Commission probe – Alyssa Viljoen from Merchant West Investments weighs in. Kyle Wales from Prospr Invest on putting investors in the driver’s seat with a self-managed RA. Tracy Muller from Nedbank reveals where wealthy South Africans are giving –…

8 Oct 1AM 20 min

[TOP STORY] The 5% bond yield reality

Sean Kelly of Parity Wealth navigates the new global hurdle rate and its impact on equities. ‘I think bonds deserve a much bigger seat at the table now, but it doesn't mean sell equities, buy bonds.’

7 Oct 2AM 6 min

The benefits of holding some cash

Chantal Marx from FNB Wealth and Investments on where to put new money as uncertainty rises and fuel tops R30/litre. Sean Kelly from Parity Wealth asks whether US bond yields above 5% mean it’s time to rethink your portfolio. And Lullu Krugel from PwC South Africa unpacks what’s holding back…

7 Oct 1AM 22 min

[TOP STORY] Rising fuel costs, EVs and the shift in second-hand car markets

EVs have ‘become a conversation for certain people that we would never have expected before this year’ – Alan Quinn from Cars.co.za.

6 Oct 2AM 6 min

Reit balance sheets strongest in a decade

Independent analyst Jimmy Moyaha on Sappi’s struggles with its proposed graphic paper JV, plus Sanlam’s move to buy Santam. Ian Anderson from Merchant West Investments unpacks September’s Reit returns, driven by strong dividend increases from a number of recent results. Alan Quinn from Cars.co.za on how high fuel prices are…

6 Oct 1AM 21 min

[TOP STORY] Finding value beyond the AI trade

Keith McLachlan of Element Investment Managers highlights sectors and stocks showing strong cash generation and defensive moats – and some not.

5 Oct 2AM 5 min

Do elections matter for markets?

Nick Kunze from Sanlam Private Wealth unpacks weaker-than-expected US jobs data and, with US and local elections a month away, how he’s positioning portfolios. Keith McLachlan from Element Investment Managers on where he’s finding offshore value beyond the AI trade. Tim Carr, investment director at Schroders, shares their latest multi-asset…

5 Oct 1AM 20 min

[TOP STORY] The rise of retail investors and active ETFs in SA

‘Unit trusts are fractional, so they're very easy to put on a list. ETFs trade on the exchange, but you can trade them intraday. So they each have their own positives – and negatives’: Niki Giles from Prescient Fund Services.

2 Oct 3AM 6 min

Why the sudden rand weakness?

Capitec is 10% off its highs – is there value on offer? Danie Dörfling-Kruger from Moore Infinity weighs in on the results and where the opportunities are in local banks after a stellar 18 months. Niki Giles from Prescient Fund Services on the ETF boom and why actively managed ETFs…

2 Oct 1AM 20 min

[TOP STORY] Weight-loss drugs: The retailer’s headache

Pattern CEO James Townsend looks at how shrinking waistlines are disrupting fashion retail and sizing standards.

1 Oct 2AM 6 min

The rand grows up and calms down

Has the rand lost its rattlesnake bite? Investec’s Matete Thulare crunches the numbers as big moves fade and trading ranges tighten. Pattern CEO James Townsend unpacks how the GLP-1 weight-loss boom could shake up fashion retail. Plus, INN8 Invest’s Leigh Kohler on making uncertainty work for investors and finding outperformance…

1 Oct 1AM 20 min

[TOP STORY] Chicken or beef?

Andrew Fulton from Eighty20 considers meat inflation and agricultural volatility amid foot-and-mouth disease and shifting consumer habits.

30 Sep 3AM 6 min

Black market still hurting British American Tobacco

Zimele Mbanjwa from FNB Wealth and Investments unpacks British American Tobacco’s Capital Markets Day presentation and asks whether there’s still value in a declining industry. Hiten Keshave, co-founder of Unconventional Capital & Advisory, on why corporate enterprise development isn’t creating more viable long-term suppliers. Plus, Eighty20’s Andrew Fulton looks at…

30 Sep 1AM 20 min

[TOP STORY] Gold price outlook: Trend analysis, support levels, and strategic positioning

Petri Redelinghuys from Herenya Capital Advisors contemplates gold retreating to $4 000/oz, when to buy, and which miners stand out.

29 Sep 2AM 6 min

Clicks goes big on premium beauty

Alyssa Viljoen, MD at Merchant West Investments, unpacks PPC’s disappointing update and Clicks’ bigger push into the competitive beauty space. Petri Redelinghuys from Herenya Capital Advisors on gold heading for $4 000 – and when it’s time to buy, which miners stand out? Plus, Mark Phillips from PPS Investments explores…

29 Sep 1AM 20 min

[TOP STORY] Property investment evolves from scarcity to certainty and productivity in Africa

‘I would say that successful investors are buying the productive capacity of a place as much as the actual building on it’ – capital market analyst Casey Sprake

28 Sep 2AM 5 min

Market chaos? The rand hasn’t noticed

Where can investors find returns as a rocky year enters its final quarter? Independent analyst Jimmy Moyaha weighs in. AG Capital’s Casey Sprake explores Africa’s property opportunities and why certainty matters, while Adishan Naidoo unpacks a structured note linked to the local platinum sector.

28 Sep 1AM 18 min