MoneywebNOW

[TOP STORY] Are SA fund managers bullish on equities for 2026?

‘The highlight to me ... is that they are bullish equities. For bonds there's not that much interest’ – John Morris, Bank of America SA strategist.

2 Mar 2AM 5 min

Iran strike: The risks that outlast the missiles

Nick Kunze from Sanlam Private Wealth unpacks Vukile’s aggressive push into Spain and what oil and global markets are signalling amid attacks on Iran. Professor Adrian Saville from GIBS weighs in as Trump steps into another conflict, even as efforts to end the Ukraine and Gaza wars stall. John Morris…

2 Mar 12AM 22 min

[TOP STORY] Ratings rebound in sight as bonds rally

Sylvester Kobo from STANLIB argues debt stabilisation and a widening primary surplus strengthen the case for investment-grade status within three years.

27 Feb 2AM 5 min

Strong start to the year for golden JSE

Schalk Louw from PSG Old Oak weighs in on Spar after the stock shed a quarter of its value in the week following the CEO’s sudden departure. He also unpacks solid results from Spur and reflects on a market that, as we close out month two of the year, remains…

27 Feb 12AM 21 min

[TOP STORY] Motus rides SA vehicle boom as margins surge

‘We have certainly been able to take advantage of the good conditions we have had on the SA vehicle side’ – CEO Ockert Janse van Rensburg.

26 Feb 2AM 7 min

Budget bodes well for bond yields

Pooja Tanna from Perpetua Investment Managers unpacks the Budget’s impact on local bonds – and looks longer term at whether sustained debt reduction could further support bond yields. Motus CEO Ockert Janse van Rensburg on a strong set of results, with improved vehicle sales boosting margins and underpinning performance. Bidcorp…

26 Feb 12AM 23 min

[TOP STORY] Dollar down, rand up: The economic tug-of-war

Aroni Chaudhuri from Coface Africa fleshes out how a weaker US currency impacts emerging markets like SA.

25 Feb 2AM 7 min

Super Group looking ‘pretty cheap’

Zimele Mbanjwa from FNB Wealth and Investments on strong Super Group results that pushed the share price higher in a sea of red. Adrian Macartney, CFO of Aveng, as the group swings back to profit and reins in its two troubled projects. Coface’s Aroni Chaudhuri on the US dollar outlook…

25 Feb 12AM 20 min

[TOP STORY] Budget 2026: Will the minister finally increase the Tax-Free Savings Account limits?

‘That would give a great message to savers and investors and encourage them to save more for themselves’ says etfSA’s Nerina Visser.

24 Feb 2AM 6 min

Global energy trade benefiting Sasol

Gary Booysen from Rand Swiss unpacks Sasol's results and weighs up whether the value case still stacks up, or if better opportunities lie offshore. Nerina Visser from ETFsa on the odds of higher Regulation 28 thresholds or an increase in tax-free investment limits in Wednesday's budget.  Warren Buys from Private…

24 Feb 12AM 21 min

[TOP STORY] Do SA’s green shoots herald a better economic landscape in 2026?

Jason Swartz of OMIG reflects on the positive 2025 developments and considers looming political challenges ‘more as noise than a significant risk’.

23 Feb 2AM 6 min

Trump’s new 15% tariffs not all bad news for SA

Nick Kunze from Sanlam Private Wealth unpacks the tariff turmoil after the Supreme Court rules them illegal, as US GDP prints softer and PCE inflation runs hot. Jason Swartz from Old Mutual Investment Group weighs up where the next surprises could land – and whether year-end elections pose any real…

23 Feb 12AM 21 min

[TOP STORY] From wool to wine: SA’s agricultural potential in China

Agbiz chief economist Wandile Sihlobo looks at the China-Africa Framework agreement and how our meat, grain and wine industries stand to benefit if we are able to secure better tariff levels there.

20 Feb 2AM 8 min

Here’s where to invest new money

Kieran Witthuhn from Anchor Capital breaks down Gold Fields’s results – a strong dividend and solid performance – and where he’d be putting new money now. Wandile Sihlobo, chief economist at the Agricultural Business Chamber of South Africa, on a potential tariff deal with China, the latest on foot and…

20 Feb 12AM 20 min

[TOP STORY] Pan African Resources thrives amid rising costs and stronger rand

CEO Cobus Loots unpacks the company’s stellar H1 financial results and future growth plans.

19 Feb 2AM 6 min

Sibanye Stillwater impairs R14bn

Independent analyst Jimmy Moyaha unpacks a strong Grindrod update alongside a softer set of numbers from Sibanye-Stillwater, as the group writes down the Keliber lithium project again. Cobus Loots, CEO of Pan African Resources, on record-setting results – even as all-in-sustained-costs come in well above guidance. Dr Andrew Golding, chief…

19 Feb 12AM 20 min

Hustle or health: The hard side of being an entrepreneur

Colin Timmis from Xero considers the emotional drain in running an SA SME during tax season.

18 Feb 2AM 6 min

Afrimat hurt by issues beyond their control

Chantal Marx of FNB Wealth & Investments unpacks BHP’s half-year numbers and what’s behind Afrimat’s latest update. Tinus Rautenbach of Clarity by Investec on the new wave of increasingly sophisticated investment scams. Xero’s Colin Timmis on the emotional toll of running an SME – and why the pressure goes beyond…

18 Feb 12AM 20 min

[TOP STORY] How renewable energy is revolutionising South Africa's power grid

‘I think the biggest thing to unlock right now is that credit vehicle that will support independent transmission projects’ – Seithati Bolipombo from alternative energy company Mulilo.

17 Feb 2AM 9 min

Treasury plans auto-enrolment for pension funds

Faheema Adia from Momentum Securities on Telkom’s upbeat update – and whether the telecoms sector still has room to run. Seithati Bolipombo of Mulilo on what lies ahead for South Africa’s renewables as they move from backup solution to the backbone of the energy mix. 10X Investments’s Caroline Naylor-Renn with…

17 Feb 12AM 21 min