MoneywebNOW

[TOP STORY] Banking on experience: Which SA lender comes out tops?

Professor Adré Schreuder shares insights from UP’s 2024 consumer survey on local bank satisfaction.

13 Mar 3AM 5 min

Here's how to invest in an AI fund with capital guarantee

Matete Thulare from RMB discusses a tough budget, including a 0.5% Vat hike for this year and next. Professor Adré Schreude from the University of Pretoria shares insights from their consumer survey on local bank satisfaction. Zikona Poswayo from Standard Bank unveils their new AI-structured investment product.

13 Mar 1AM 19 min

[TOP STORY] HomeChoice International thrives in tough environment

‘What has driven the [retail] turnaround ... is a substantial improvement in the quality of the customers ... taken on board with new credit models, but also a drive into touch-and-feel small format showrooms’: CEO Sean Wibberley.

12 Mar 4AM 6 min

Good rerating potential for Absa

Alex Duys of Umthombo Wealth on Absa's strong results and Attacq's impressive performance. Sean Wibberley, CEO of Homechoice International, discusses results driven by fintech growth. Momentum Investments's Sanisha Packirisamy previews Budget 2025 2.0 ... will we see a Vat hike?

12 Mar 1AM 21 min

[TOP STORY] Scary volatile markets can create opportunities

‘Now's the time for active stock-picking and active management to really earn its stripes’ and generate alpha for investors: Reko Nare from Anchor Capital.

11 Mar 3AM 5 min

Is Europe the ultimate value story?

Reko Nare from Anchor discusses US macro data as we await Wednesday's US inflation report. Bruce Stong, CEO of Mpact, reflects on tough trading conditions, though with some positives in their latest results. Sean Kelly from Parity Wealth Managers analyses US market performance compared to South Africa and other global…

11 Mar 1AM 20 min

[TOP STORY] Trump, tech, and whether value stocks still offer real value

Andrew Williams, Schroders’ investment director for Global Value Equities, characterises China as the ‘dark destroyer’ of profit margins for developed market businesses.

10 Mar 3AM 6 min

US Jobs data is the one to watch for weakness

Nick Kunze from Sanlam Private Wealth unpacks Rainbow’s results and what US jobs data means for markets. Andrew Williams from Schroders on Trump, tech, and whether value stocks still offer real value. Dylan Govender of Investec Business Banking explores Trump’s bold trade moves and what local investors should keep an…

10 Mar 12AM 19 min

[TOP STORY] Woolies’s CEO talks Dash growth, fashion woes and beauty’s boom

‘Dash has been doing especially well’ ... together with the opening of ‘dark stores’ and prestige beauty brands knocking on Woolies door: CEO Roy Bagattini.

7 Mar 1AM 7 min

The best investments for your TFSA

Independent analyst Jimmy Moyaha breaks down FirstRand’s results and the broader struggles seen in recent SA Inc earnings. Woolworths CEO Roy Bagattini unpacks the hurdles in the retailer’s fashion and beauty segments. Simon shares his top picks for your tax-free savings account.

7 Mar 12AM 20 min

[TOP STORY] Cobus Loubser talks Curro's growth and Namibia expansion

‘If you can put a proper product in front of a community which is hungry for the opportunity and aspires to access it, you can do well’: CEO Cobus Loubser.

6 Mar 1AM 6 min

Market-leading results from Spur

Chantal Marx from FNB Wealth & Investments breaks down Spur and Woolies's results – South Africans are dining out but not refreshing their wardrobes. Curro Holdings CEO Cobus Loubser discusses modest learner growth, while Cashbuild CEO Werner de Jager reflects on muted gains that didn't benefit much from lower rates…

6 Mar 12AM 18 min

[TOP STORY] Discovery Bank hits profitability milestone, grows client base by 32%

‘As we've broken into profitability, the cost-to-income ratio effectively drops below 100% and is dropping or decreasing very, very rapidly as we add scale to the platform,’: Hylton Kallner, CEO, Discovery Bank.

5 Mar 2AM 6 min

Shoprite sees price decreases in 35% of goods

Momentum Securities's Faheema Adia discusses Nedbank’s resilient high single-digit growth despite tough market conditions, while Shoprite CEO Pieter Engelbrecht highlights the company’s strong results, the expansion of 60Sixty, and easing food inflation. Meanwhile, Discovery Bank CEO Hylton Kallner shares how the bank achieved profitability in December.

5 Mar 12AM 20 min

[TOP STORY] Finding opportunities in a concentrated global market

OMIG's Mario Fisher cautions against panic. ‘[W]e are less emotionally invested in the investment process. ... Most of the time it just comes out in the wash’.

4 Mar 2AM 7 min

Santam delivers strong results, but is the stock worth the price?

Independent analyst Carmen Mpelwane on Santam’s strong results, solid dividend yield, and fair valuation. OMIG's Mario Fisher offers tips on finding opportunities in a concentrated global market. Sello Sekele, from Absa, unpacks February’s PMI decline and manufacturing weakness.

4 Mar 12AM 20 min

[TOP STORY] Buy gold in ‘small little slivers’

‘You're no longer restricted to buy [gold] in a full ounce, a quarter of an ounce, half an ounce, which are your traditional metrics. But you can go down as low as R50 on our primary markets’: Connie Bloem, MD Mesh.trade.

3 Mar 2AM 4 min

Bleak results for Truworths as consumers still struggling

Nick Kunze from Sanlam Private Wealth breaks down Truworths’s results and Thungela’s latest update. KAP CEO Gary Chaplin on results as their new fibreboard production kicks into gear. Mesh.trade MD Connie Bloem on shaking up gold with tokenised TroyGold.

3 Mar 12AM 18 min

[TOP STORY] Even SA’s ‘working class’ needs financial help and guidance

‘The working class are people earning between R8 000 and R22 000, where we've got about 14.8 million people’ – Motlatsi Mkalala from Standard Bank.

28 Feb 2AM 9 min

Motus struggles as consumers shop down

RMB’s Matete Thulare unpacks Motus results as car sales stall and second-hand purchases rise. Standard Bank’s Motlatsi Mkalala explores the growing spending power of the working class despite ongoing challenges. Plus, Simon on why the same investment strategy yields different stocks over time.

28 Feb 12AM 18 min