MoneywebNOW

[TOP STORY] Country bias and the risks of overinvesting in the home market

Florbela Yates from Equilibrium shares how familiarity can hurt your portfolio.

11 Aug 3AM 6 min

US earnings season still going strong

Nick Kunze from Sanlam Private Wealth on what to watch in the upcoming Absa and Standard Bank results. Florbela Yates from Equilibrium, on country bias and the risks of overinvesting in the home market. FNB Wealth & Investments’ Samukelo Zwane on why we must rethink retirement as most investors aren’t…

11 Aug 1AM 22 min

[TOP STORY] Transnet’s revival and its economic impact

Thanzi Ramukosi from Ninety One dives into the freight and logistics company’s turnaround – is real progress finally on track?

8 Aug 2AM 7 min

TFG offering value even as market sells it down

Odwa Magwentshu from Momentum unpacks the market's mixed reaction to Sappi’s results and trading updates from MTN and TFG. Thanzi Ramukosi from Ninety One dives into Transnet’s turnaround – is real progress finally on track? Simon weighs in: Why are markets hitting record highs just as the Trump tariffs kick…

8 Aug 1AM 19 min

[TOP STORY] AMD's earnings miss and implications for stock valuation

Petri Redelinghuys from Herenya Cappital Advisors shares insights on AMD, Nvidia, Intel – and the future of chip stocks.

7 Aug 3AM 5 min

Global economic risks as tariffs start

What is Pooja Tanna of Perpetua Investment Managers’s outlook on global inflation and interest rates – including the US 10‑year Treasury yield – as tariffs begin to take effect? Petri Redelinghuys of Herenya Capital Advisors weighs in on AMD’s Q2 data centre chip decline – how does it compare to…

7 Aug 1AM 21 min

[TOP STORY] Healthcare perks for Woolies staff lauded, yet pay disparity under scrutiny

Tracey Davies, director at Just Share, highlights the wide wage gap at Woolies, where lower-paid staff struggle to earn a living wage.

6 Aug 3AM 7 min

Battle of the updates: Shoprite vs Pick n Pay

Chantal Marx of FNB Wealth & Investments comments on trading updates from Pick n Pay and Shoprite. Tracey Davies, director at Just Share, highlights the wide wage gap at Woolies, where lower-paid staff struggle to earn a living wage. Duma Mxenge from Satrix explains why successful investing is consistent and…

6 Aug 1AM 20 min

[TOP STORY] Tariffs, tensions, and trade: Navigating the new economic landscape

Prescient CEO Bastian Teichgreeber advises investors to create well-diversified portfolios ‘able to weather the storm, whichever capital market scenarios play out'.

5 Aug 3AM 6 min

Bull case for gold still glittering

Petri Redelinghuys of Herenya Capital Advisors shares whether he remains bullish on gold and mining stocks – and which he prefers. Mpact CEO Bruce Strong unpacks the company’s results: solid performance from the paper division, challenges in plastics, and cost savings from solar PV power generation. Bastian Teichgreeber, CIO at…

5 Aug 1AM 20 min

[TOP STORY] Insuring against chaos

CEO Mpumelelo Tyikwe outlines how the balance sheet has been strengthened post the 2021 riots, with new reinsurers on board.

4 Aug 2AM 7 min

Where will tariffs hit the JSE?

Nick Kunze from Sanlam Private Wealth comments on disappointing US jobs data and the dismissal of the BLS head. Sasria CEO Mpumi Tyikwe outlines how the balance sheet has been strengthened post-2021 riots, with new reinsurers now on board. Old Mutual’s Vuyokazi Mabude unpacks the 2025 Old Mutual Savings &…

4 Aug 1AM 21 min

[TOP STORY] Insight into the investment state of play at STANLIB

Chief Commercial Officer Pieter Hugo weighs in on active and passive strategies coexisting – and how to make the most of offshore opportunities.

1 Aug 3AM 8 min

July: Another excellent month for listed property

Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev’s latest results as the brewer squeezes margins. STANLIB’s Pieter Hugo weighs in on active and passive strategies coexisting – and how to make the most of offshore opportunities. Simon shares his thoughts on the Sarb’s push to shift the inflation target…

1 Aug 1AM 21 min

[TOP STORY] Keeping your cool when markets get loud

PMX’s Brendan de Jongh points out that not knowing noise from signal can result in long-term damage to investment portfolios.

31 Jul 3AM 5 min

Central banks expect lower dollar holdings in the future

Kea Nonyana from Scope Prime breaks down the surprise in US Q2 GDP growth and unpacks what the Sarb MPC might do next in response to shifting global and local conditions. John Reade from the World Gold Council explains how central banks are cooling on the US dollar, while gold…

31 Jul 1AM 20 min

[TOP STORY] Autonomous investing: The future or just an AI fad?

Nico Katzke from Satrix thinks hoping that AI ‘will disintermediate advisors or make fund managers completely redundant is probably a bridge too far’.

30 Jul 2AM 7 min

Boxer benefits from price deflation

Zimele Mbanjwa from FNB Wealth & Investments breaks down Kumba Iron Ore’s results and the latest from Boxer. Luno’s Christo de Wit unpacks their upcoming tokenised offshore stock listings. Satrix’s Nico Katzke weighs in: Is autonomous investing the future – or just hype?

30 Jul 1AM 20 min

[TOP STORY] Recent H1 market tumult vis-à-vis 2008/9 volatility

Peregrine Capital’s Jacques Conradie reckons having the right state of mind in panic times ‘is such a huge competitive advantage’.

29 Jul 2AM 7 min

Tight PGM supply fuels miner momentum

Kieran Witthuhn from Anchor on Valterra Platinum's tough run – floods, weak metal prices, demerger drag – can the PGM rally turn the tide? Rob Downes from Absa CIB on the Genius Act – what’s next for stablecoins in Africa’s cross-border trade? Jacques Conradie, CEO of Peregrine, reflects on H1…

29 Jul 1AM 20 min