MoneywebNOW

[TOP STORY] Quantamental investing: A ‘blending of man and machine’

Aiman Shanks from Schroders talks through this ‘new investment era where previously held assumptions no longer hold water’.

10 Jun 2025 3AM 7 min

Eastern Europe still strong for local Reits

Independent analyst Carmen Mpelwane breaks down Omnia’s performance: mining surges, agri holds firm, but chemicals drag. Aiman Shanks from Schroders dives into quantamental investing. Fortress CEO Steven Brown on their pre-close update – vacancies at just 0.9%? Which is basically fully let.

10 Jun 2025 1AM 20 min

[TOP STORY] Strong 2024 SA Reit performance suggests positive 2025

Ian Anderson of Merchant West Investments considers the impact of lower interest rates, attractive dividend yields, reduced vacancies, and ongoing value in Reit valuations.

9 Jun 2025 3AM 6 min

A stronger rand coming? It’s looking that way

Matete Thulare of RMB weighs in on the rand – can the currency’s newfound muscle keep flexing? Ian Anderson at Merchant West Investments reviews May’s Reit run – are there still bargains in the sector? Petri Redelinghuys from Herenya Capital Advisors: What alt-coins catch his eye apart from Bitcoin?

9 Jun 2025 1AM 19 min

[TOP STORY] Will the current scourge of avian flu benefit our chicken producers?

Smalltalkdaily’s Anthony Clark ponders the situation of Astral Foods and Rainbow Chicken, reflects on Nampak’s stellar turnaround and applauds CMH’s strong performance with its rising sales in Suzuki.

6 Jun 2025 3AM 8 min

Renergen ASP Isotopes deal is offering great opportunity

Kieran Witthuhn from Anchor on Discovery hitting all-time highs – is there still value to unlock? Equity analyst Anthony Clark weighs in: Could Brazil’s avian flu outbreak give local poultry producers a leg up? Simon on the stock market selloff: Don’t panic – this is when smart money buys, not…

6 Jun 2025 1AM 20 min

[TOP STORY] SA's corporate pay shake-up: What new disclosure rules mean for workers and CEOs

Leila Ebrahimi from PwC breaks down how companies must now reveal information about their highest and lowest earners.

5 Jun 2025 2AM 7 min

Spar turn around still a work in progress

Chantal Marx from FNB Wealth and Investments unpacks Spar's results – has the retailer turned a corner, and should Shoprite be looking over its shoulder? Leila Ebrahimi from PwC breaks down new pay gap rules and how companies must now reveal information about their highest and lowest earners. Steven Amey…

5 Jun 2025 1AM 21 min

[TOP STORY] May new vehicle sales up 22% y/y

The commercial vehicle sector performed exceptionally well in the month and potentially signals renewed confidence in the broader economy – Nada vice-chair Thembinkosi Pantsi.

4 Jun 2025 2AM 7 min

Gold shines bright with strong tailwinds

Kea Nonyana from Scope Prime weighs in on whether local asset managers like Coronation, Ninety One, and Sygnia stand to benefit from rising markets. Harris Gore of Grovepoint Investment Management breaks down the state of US private credit and whether it's holding up. Plus, Thembinkosi Pantsi from the National Automotive…

4 Jun 2025 1AM 20 min

[TOP STORY] Amazing exchange-traded investment opportunities lurk on the JSE

Nerina Visser from etfSA helps explain how ETNs differ from ETFs, their uses and benefits.

3 Jun 2025 3AM 7 min

US markets set for new all-time highs

Petri Redelinghuys from Herenya Capital Advisors: With US markets brushing up against all-time highs, is it time to lean long – or start thinking short? Simon's uncovered a batch of IBS ETNs, each tracking surprisingly quirky and niche indices. Nerina Visser from ETFsa helps explain the story. Stacy Rouchos of…

3 Jun 2025 1AM 21 min

[TOP STORY] What is the rationale behind Trumponomics?

‘It took the US as a nation 220 years to build up its first $1 trillion of debt, and it's now adding $1 trillion of debt every six months’ – Hywel George, Old Mutual Investments.

2 Jun 2025 2AM 6 min

How choosing the right trading platform can make you money

Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem’s results – what spooked the market? Plus, if you held Anglo American at Friday’s close, you now own Valterra. Should you hang on to this PGM play? Hywel George from Old Mutual Investments explores the logic behind Trumpanomics. PSG Wealth’s Wendy Myers…

2 Jun 2025 12AM 20 min

[TOP STORY] The brilliance of Harmony’s acquisition of Mac Copper in Australia

‘When we are mining gold in South Africa one of the by-products is uranium, but in much of the rest of the world it is actually copper’ – Bruce Williamson, Integral Asset Management.

30 May 2025 4AM 6 min

Lewis posts strong results, but the stock remains undervalued

Chantal Marx from FNB Wealth & Investments shares insights on Lewis & Tsogo’s results and highlights Nvidia’s impressive growth. Bruce Williamson of Integral Asset Management praises the brilliance of Harmony’s acquisition of MAC Copper in Australia. Simon's thoughts on inflation targeting: where did it start and where to next?

30 May 2025 12AM 20 min

[TOP STORY] Absa expecting 25bp interest-rate cut for May

Economist Sello Sekele breaks down SA’s Q2 2025 GDP outlook with inflation and local uncertainty in focus.

29 May 2025 2AM 4 min

Reunert may offer value ... but results disappoint

Kieran Witthuhn from Anchor unpacks Tiger Brands's stellar results and the Anglo American demerger. Charl de Villiers of Ashburton Investments weighs in on Reunert’s steady showing. Absa CIB’s Sello Sekele breaks down South Africa’s Q2 2025 outlook – GDP, inflation, and local uncertainty in focus.

29 May 2025 1AM 20 min

[TOP STORY] Dublin-based Greencoat Renewables to list on JSE

‘We're seeing increasing levels of investment into the grid and stabilising the grid’ in the move away from traditional coal and gas plants, relying a lot more on wind and solar, says partner Paul O’Donnell.

28 May 2025 3AM 6 min

Why is Harmony buying into copper?

Independent analyst Jimmy Moyaha breaks down Harmony’s copper move and Pepkor’s power-packed performance. Paul O'Donnell from Greencoat Renewables sheds light on Europe’s green energy scene ahead of their JSE debut this June. FinFix CEO Chris Coetzee unpacks new credit bureau rules – your overdraft’s now on the radar, and it…

28 May 2025 1AM 19 min