MoneywebNOW

[TOP STORY] Is gold still the ultimate safe-haven asset?

Krishan Gopaul from the World Gold Council explores gold demand trends for central banks and ETFs, as well as the resilience of jewellery consumption in Q1 2025.

2 May 2025 3AM 7 min

How to build a core portfolio

Chantal Marx from FNB Wealth & Investments unpacks the what, why, and how of building a core portfolio. Krishan Gopaul from the World Gold Council discusses Q1 2025 gold trends as ETF demand climbs. Simon shares thoughts on JSE all-time highs despite no budget in place.

2 May 2025 1AM 19 min

[TOP STORY] China's move towards consumer spending

IaIn Cunningham, head of multi-asset growth at 91 in London, considers the world’s largest country shift towards domestic consumption rather than saving as a strategy to achieve its 5% GDP growth.

30 Apr 2025 2AM 6 min

Can WeBuyCars continue market share growth?

Independent analyst Jimmy Moyaha unpacks WeBuyCars’s trading update – modest core Heps growth, but is it fair value? Ninety One’s Iain Cunningham on why domestic consumption is key to hitting 2025’s 5% GDP goal. Street Wallet’s Kosta Scholiadis on a new tool helping street vendors thrive in a cashless economy.

30 Apr 2025 1AM 21 min

[TOP STORY] JSE the next stop for Nasdaq-listed ASP Isotopes

‘The world needs to double the amount of electricity it produces over the next 25 years...and the only way the world is going to do it is with more nuclear power’ – CEO Paul Mann.

29 Apr 2025 2AM 6 min

Clothing retailers reflecting fair value after sell off

Kea Nonyana from Scope Prime unpacks local retailers: Is there still value on the table? Is Mag 7 flashing a buy signal yet? Plus, oil – should you be going long or short? Paul Mann, CEO of Nasdaq-listed Asp Isotopes, talks growth plans and why a JSE listing is next…

29 Apr 2025 1AM 20 min

[TOP STORY] Global jitters calling the shots, but domestic uncertainty doesn't help

John Orford from OMIG unpacks the local market mood amid Vat flip-flops and GNU tensions.

25 Apr 2025 3AM 8 min

Netflix: Light years ahead, but expensive

Anchor’s Kieran Witthuhn breaks down Netflix’s grown-up results – and the horror story that is Aspen’s latest news. John Orford from OMIG unpacks the local market mood – spoiler: global jitters are calling the shots. Simon shares smart strategies for setting stop losses – should you go by price or…

25 Apr 2025 1AM 20 min

[TOP STORY] SA’s 2025 GDP forecast ‘way below’ what Treasury expects

A lot has happened in the past two months which almost makes the February budget ‘a bit obsolete’ – Dr Azar Jammine from Econometrix.

24 Apr 2025 2AM 5 min

Expensive is the norm for high quality Capitec

Schalk Louw from PSG Old Oak dives into Capitec’s latest results – the stock’s not cheap, but the numbers and growth are hard to ignore. Keith McLachlan from Element Investment Managers chats about what to do when one of your stocks has run hard and suddenly makes up a big…

24 Apr 2025 1AM 22 min

[TOP STORY] Why credit reports matter

Fatgie Adams of TransUnion Africa emphasises the need to check one’s financial standing regularly, especially to identify possible fraud or unknown outstanding payments.

23 Apr 2025 3AM 6 min

Why is Trump threatening Powell?

Viv Govender of Rand Swiss unpacks Trump’s criticism of Fed Chair Powell – what’s behind it? Fatgie Adams from TransUnion Africa highlights why credit reports matter as more South Africans start paying attention. John Jack, CEO of Galetti Corporate Real Estate, weighs in on whether the property market is back…

23 Apr 2025 12AM 20 min

[TOP STORY] The reality of US tariffs for export-reliant economies

'We are potentially going to see a quarter of negative GDP growth’ – Reza Hendrickse of PPS Investments.

22 Apr 2025 3AM 7 min

Is the energy trade in trouble in the era of Trump?

Petri Redelinghuys of Herenya Capital Advisors unpacks the energy trade in the context of a slowing global GDP – and what a Trump comeback, with his pro-coal and pro-drilling stance, could mean for the sector. Balwin CEO Steve Brookes shares insights on the property market as the company secures R1…

22 Apr 2025 1AM 19 min

[TOP STORY] Gold price rally: Are we witnessing history repeat itself?

Meryl Pick from Old Mutual Investment Group offers insights into the current fluid state of the gold market and ‘possibly where gold is heading in the medium to short term’.

17 Apr 2025 3AM 8 min

Are GNU concerns preventing a stronger rand?

Matete Thulare RMB talks the rand: If the GNU with both DA and ANC holds, could we see rand strength? Meryl Pick from OMIG on the not-so-wild idea that gold could reach $4 500. Simon's thoughts on what qualifications you need to get into the investment industry.

17 Apr 2025 1AM 20 min

Will tariffs impact China’s 5% GDP growth target?

Prescient's Tian Pan mulls China's response to the trade war, saying: ‘What's encouraging is that on the Chinese side it appears all of their responses seem well planned in advance’.

16 Apr 2025 3AM 8 min

Markets still worried even with tariff pause

Petri Redelinghuys from Herenya Capital Advisors on whether the selling is over or if he is still being cautious. Prescient's Tian Pan on China's response so far to the tariffs and whether they could come out stronger. Chipo Masawi from Absa CIB on their February Merchant Spend Analytics Report.

16 Apr 2025 1AM 21 min

[TOP STORY] Used-car valuations: Time for an update?

Kriben Reddy, CEO of Kredo Mobility, explains how trade and retail worth are currently determined.

15 Apr 2025 2AM 8 min

Are miners worth a look for a defensive portfolio?

Carmen Mpelwane on the JSE stock catching attention – high dividend yield and trading volumes rising amid market volatility. Alexforbes’s Janina Slawski unpacks key insights from the December 2024 Manager Watch™️ Survey on retirement fund investment managers. Kriben Reddy, CEO of Kredo Mobility, on used car valuations – are we…

15 Apr 2025 1AM 22 min