MoneywebNOW

Rand holds steady amidst the chaos – what's keeping it afloat?

Matete Thulare from RMB on the rand's resilience even as Trump bashes us and bonds weaken. Casey Sprake from Anchor on Eskom's challenges with denied price hikes, debt, and independent power producers. Simon's insights on investing in water, both personally and in your portfolio.

14 Feb 12AM 19 min

[TOP STORY] Challenges at Evander Mines hit production, sales, Heps

‘At these gold prices we expect to be pretty much de-geared – including a nice increase in dividends in the next 12 to 18 months’: Cobus Loots, CEO Pan African Resources.

13 Feb 1AM 6 min

Residential property market turning a corner

Kea Nonyana from Scope Prime discusses PGMs and why there’s still no strong buy case, along with his biggest concerns for the year ahead. Cobus Loots, CEO of Pan African Resources, breaks down the latest results, including a drop in gold production and sales, and the conclusion of their hedging…

13 Feb 12AM 19 min

[TOP STORY] DeepSeek a boon for AI energy companies

‘I think a good place to invest for AI or AI-themed would be the infrastructure plays, as there'll be larger data centres and greater energy providers for AI’: Philip Short – Flagship Asset Management.

12 Feb 1AM 5 min

What will losing Agoa mean for SA?

Independent analyst Carmen Mpelwane breaks down the Santam update and the significant gap between expected EPS and Heps growth. Harry Scherzer, CEO of Future Forex, discusses the potential risks of South Africa losing its Agoa status. Philip Short from Flagship Asset Management explores how DeepSeek’s energy efficiency is unexpectedly boosting…

12 Feb 12AM 19 min

[TOP STORY] Managing portfolios in the era of Trumponomics

As things rapidly change, 'the relative game is very much US equities over US bonds, even though the valuations might tell you the other way around’ is the view of Momentum Investments’ Herman van Papendorp.

11 Feb 2AM 7 min

Telkom update shows turnaround taking hold

Chantal Marx from FNB Wealth & Investments unpacks Telkom’s latest update, with weak revenue growth but strong mobile and data performance. Reza Hendrickse from PPS Investments discusses where the cash is going after selling down local bonds last year, while Herman van Papendorp from Momentum Investments shares insights on managing…

11 Feb 12AM 20 min

[TOP STORY] Mine streaming offers ‘very, very investible options’

‘Over the last number of years it's become harder and harder for, for example, oil, gas and coal companies to raise funding and financing to build mines. The streamers have jumped into that space to fill the niche’ – Keith McLachlan from Integral Asset Management.

10 Feb 1AM 7 min

SA’s economy still loves beer

Nick Kunze from Sanlam Private Wealth unpacks more strong US jobs data and more Trump risks, while Integral Investment Managers's Keith McLachlan explores ‘mine streaming,’ where funders are repaid in mined commodities. Beer Association of SA CEO Charlene Louw breaks down the scale of the local and global beer economy.

10 Feb 12AM 20 min

[TOP STORY] SA still hobbled by lack of growth and greylisting

‘We want to allow our investment people to spend a lot more time doing the human part of investing, rather than the stuff that the machine is going to do’: Stanlib CEO Derrick Mnisi

7 Feb 2AM 8 min

Gold’s bull case still shiny

Odwa Magwentshu from Momentum unpacks updates from Kumba Iron Ore, Anglo Platinum and DRD. Derrick Msibi, CEO of STANLIB, discusses the changing face of managing money and whether we can get off the grey list this year. Simon offers his thoughts on managing your portfolio in the era of Trump…

7 Feb 12AM 19 min

[TOP STORY] Funeral policies are big business in South Africa. These are different

People want not only to have the money available for a burial. They need money for when kids’s education costs come – Futurewise MD Arno Jansen van Vuuren.

6 Feb 2AM 6 min

Stable GNU boosts business confidence

Independent analyst Jimmy Moyaha weighs in on Sappi's Q1 results. Izak Odendaal from Old Mutual Wealth discusses South Africa's economic growth potential and the role of the GNU in fostering it. Arno Jansen van Vuuren from Futurewise explains why education insurance might be a smarter choice than additional life cover.

6 Feb 12AM 21 min

[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