MoneywebNOW

[TOP STORY] Gold’s record year: Central banks, ETFs, and the AI boom drive demand

John Reade from the World Gold Council explores a record-breaking year for gold demand, driven by aggressive central bank buying in Q4.

5 Feb 1AM 6 min

There’s still value in large-cap US tech

Chantal Marx from FNB Wealth & Investments unpacks the latest trading updates from Pick n Pay and Boxer, while John Reade from the World Gold Council explores a record-breaking year for gold demand driven by aggressive central bank buying in Q4. Plus, Peregrine Capital's David Fraser looks ahead to the…

5 Feb 12AM 20 min

[TOP STORY] Are things looking up for the vehicle industry?

‘We are going to see ... the continuation of what I call the Asian invasion... more new cars being pumped into the market,’ WesBank CEO Ghana Msibi predicts.

4 Feb 2AM 6 min

Caution required in volatile markets

As we enter day two of the trade wars, Petri Redelinghuys, Herenya Capital Advisors founder, shares his stance – buy, sell, hold, or hide? After a tough 2024, WesBank CEO Ghana Msibi discusses whether SA’s vehicle industry shows signs of recovery. BPESA CEO Reshni Singh explores the growth and potential…

3 Feb 11PM 20 min

[TOP STORY] Beefmaster CEO: Expanding exports is key to SA’s meat industry growth

Gert Blignaut, CEO of the Beefmaster Group, explains why SA beef producers remain upbeat about 2025 prospects.

3 Feb 2AM 6 min

Trump trade wars rattle markets

Nick Kunze from Sanlam Private Wealth on load shedding and trade wars ... it’s about to get bumpy. Gert Blignaut, CEO Beefmaster Group SA, explains why beef producers are upbeat about 2025 prospects. PR de Wet from VDT Attorneys stresses that smart tax planning today fuels stronger portfolio growth tomorrow.

3 Feb 12AM 20 min

[TOP STORY] Trump withdrawal from Paris Agreement hardly affects energy sector reform in SA

Stanlib’s Johan Marnewick asks whether attempts at energy reform are perhaps in vain, and notes that investing in these technologies has been ‘an enormously profitable enterprise’.

31 Jan 2AM 9 min

Golden start to the year

Schalk Louw from PSG Old Oak breaks down the highs and lows of the first month of 2025. STANLIB's Johan Marnewick explores the ripple effects of the US pulling out of the Paris Agreement. Simon reflects on the experience of being a tourist in your own town or country.

31 Jan 12AM 20 min

[TOP STORY] ‘Our real interest rate is 8.3% – the highest in the world’

In light of the Altron FinTech Household Resilience Index, Dr Roelof Botha deplores the MPC’s rate-cut decisions and manufacturing capacity utilisation, but says there is ‘definitely life in the economy’.

30 Jan 2AM 10 min

Two-pot withdrawals not moving the needle

Lonwabo Maqubela from Perpetua Investment Managers on Hyprop’s update, highlighting solid retail growth both locally and offshore. Dr Roelof Botha on the Altron Fintech Household Resilience Index and its insights into consumer trends in Q4 last year.

30 Jan 12AM 19 min

[TOP STORY] DeepSeek AI arrived over the weekend out of China

We saw that massive sell off on Monday. Viv Govender of Rand Swiss dives into the tech shaking up US AI markets. Is it the real deal?

29 Jan 1AM 5 min

Shoprite in a league of its own

Independent analyst Jimmy Moyaha unpacks the latest updates from Shoprite and Woolies. Viv Govender of Rand Swiss dives into Deepseek AI from China – the tech shaking up US AI markets. Is it the real deal? Citadel's Mike van der Westhuizen on bold steps South Africa must take to fix…

29 Jan 12AM 20 min

[TOP STORY] Commercial property: Industrial and retail sectors lead, office struggles

Property strategist John Loos explains trends observed across the commercial market, with ‘some emphasis’ on owner-occupied participants.

28 Jan 2AM 8 min

Lewis's strong update cheered by the market

Independent analyst Carmen Mpelwane discusses Lewis's trading update, a rare one welcomed by the market. John Loos from FNB shares insights from the lender's property broker survey results. Adele du Toit from the Rooibos Council speaks on the growing demand for Rooibos and its future potential.

28 Jan 12AM 19 min

[TOP STORY] At the beginning of 2025 are we almost too optimistic?

‘We're sitting at around 75% debt to GDP with interest rates where they are; currently north of 20% of all government revenue is now required just to service the interest on that debt – not even to pay down the debt’: Rory Kutisker-Jacobsonfrom Allan Gray.

27 Jan 2AM 7 min

Reinet discount attractive for investors

Nick Kunze from Sanlam Private Wealth discusses Reinet's NAV update, highlighting its significant trading discount, and comments on the sell-off following Foschini's trading update. Rory Kutisker-Jacobson of Allan Gray explains sentiment swings and why they are trimming exposure to SA Inc stocks.

27 Jan 12AM 18 min

[TOP STORY] The appetite for GLP-1 drugs grows

‘The nature of the beast is yes, these drugs come off patent; the demand is there and someone could produce it more cheaply’, Integral Asset Management’s Keith McLachlan points out.

24 Jan 3AM 11 min

Sasol production slowly improving as it manages what it can

Shaun Dendere from Trive Investments breaks down Sasol’s trading update and Cashbuild’s strong results. Keith McLachlan from Integral Asset Management dives into the GLP-1 drug boom and its investment opportunities. Simon on big purchases: Trust less, verify more.

24 Jan 12AM 20 min

[TOP STORY] Making sense of the Sasol BEE scheme – or schemes

Craig Gradidge of Gradidge-Mahura Investments makes sense of the Sasol Inzalo, Khanyisa and SOLBE1 BEE deals.

23 Jan 1AM 5 min

Local consumer showing strength as stocks are priced for perfection

Kea Nonyana from Scope Prime discusses the Mr Price update and the outlook for local consumer stocks. Devina Dawkinun from Regent Business School shares insights on the global economy at a pivotal moment. Craig Gradidge from Gradidge Mahura Investments explains the latest developments in Sasol's BEE scheme, Khanyisa.

23 Jan 12AM 20 min