MoneywebNOW

[TOP STORY] Is Netflix's business model sustainable in a competitive streaming landscape?

Viv Govender from Rand Swiss notes that ‘Disney has the ability to monetise its stuff in ways that Netflix can't. Moana will be earning money 100 years from now.'

28 Jul 3AM 6 min

Sarb must slash rates fast to dodge policy blunder

Nick Kunze from Sanlam Private Wealth unpacks AVI’s latest update and how the group is managing to defend its margins. Viv Govender from Rand Swiss weighs in on Netflix’s strong results – but with no real leverage, is there still value in the stock? Chris Coetzee, CEO of FinFix, on…

28 Jul 1AM 20 min

[TOP STORY] With large-cap indices hitting records, how are the minnows faring?

‘Small-cap indices tend to be more regionally focused on the countries where they are listed’, points out Keith McLachlan from Element Investment Managers.

25 Jul 3AM 10 min

An improving Transnet boosts Kumba ... but demand still a worry

Gary Booysen from Rand Swiss unpacks the Kumba update, Transnet slowly improving but is the stock offering value? Keith McLachlan from Element Investment Managers takes a look at the small- and mid-cap space – with large-cap indices hitting records, how are the minnows faring? Simon shares his take on the…

25 Jul 1AM 21 min

[TOP STORY] Prime Kapital's strategy for MAS Plc and what it means for shareholders

CEO Martin Slabbert unravels the cash and preference share options in the PK bid, as well as the implications of the Hyprop offering.

24 Jul 2AM 5 min

June inflation signals Sarb policy error

With the Alsi up past 100k and local CPI down to 3%, Kea Nonyana from Scope Prime asks whether it's time to call this an MPC policy misstep. Duggan Matthews, CIO at Marriott, argues that in today's turbulent market, the real edge isn't in chasing value or growth – it's…

24 Jul 1AM 20 min

[TOP STORY] The wonderful world of barley and rye

Marc Pendlebury, founder of WhiskyBrother, explains ahead of The Whisky Show how production of this prized brew has swelled globally.

23 Jul 3AM 7 min

Sasol's lack of earnings detail spooks the market

Chantal Marx from FNB Wealth & Investments unpacks Sasol’s full-year update – a miss the market didn’t take well – and revisits Sibanye-Stillwater’s move to acquire US metals recycler Metallix. Karooooo CEO Zak Calisto breaks down their Q1 FY26 results, building on strong momentum carried through from the 2025 financial…

23 Jul 1AM 23 min

[TOP STORY] De-risking in a turbulent market

For the prudent investor it's following the logic – and embracing ‘not necessarily fear but foresight’, counsels Sean Kelly from Parity Wealth Managers.

22 Jul 3AM 6 min

US bank earnings show solid US economy

Kieran Witthuhn from Anchor on last week’s US bank results – the good, the bad, and the boring. Michael Hewson of Graphene Economics on how multinationals can manage Trump tariffs and their potential impact on jobs and tax revenue. Sean Kelly of Parity Wealth Managers on why fund managers are…

22 Jul 1AM 20 min

[TOP STORY] Is 30 the magic number for diversifying your global equity portfolio?

Stonehage Fleming Global's Gerrit Smit advises ensuring you're not overly exposed to a particular sector by a misleading stock sector classification.

21 Jul 3AM 6 min

Valterra update as expected, but Northam preferred

Nick Kunze of Sanlam Private Wealth on Valterra Platinum's latest update, as flooding and lower PGM prices during the period hurt, and Hyprop's move to take a controlling interest in MAS Plc. Stonehage Fleming Global's Gerrit Smit weighs in on being careful with your diversification. And Tuesday Consulting's Julie Murray…

21 Jul 1AM 20 min

[TOP STORY] Big constraints to SA economy – Old Mutual

Chief Economist Johann Els laments SA’s skills deficit and overly regulated labour market as big constraints about which nothing is being done.

18 Jul 3AM 8 min

Telcos having a massive year

Schalk Louw of PSG Old Oak shares insights on locally listed teclos that are having a great year so far. Old Mutual’s chief economist Johann Els discusses the group's mid-year update on the local and global economic outlook. And, Simon’s thoughts on a simple lever that will significantly enhance your…

18 Jul 1AM 20 min

[TOP STORY] Latest home loan data trends for Q2 2025

'We are seeing a growth in applications, up 7.4% year on year, which certainly improves buyer confidence and affordability’ – BetterBond International Head of Sales Bradd Bendall.

17 Jul 4AM 6 min

ASML outlook spooks market

Kea Nonyana of Scope Prime discusses the strong ASML results but poor outlook, plus Richemont's good trading update. Siphamandla Buthelezi of NMG Benefits shares insights on retirement and why it’s more than just about money. And, BetterBond's Bradd Bendall takes a look at the latest home loan data trends for…

17 Jul 1AM 20 min

[TOP STORY] The Gold Rush on ETFs

Mike Brown from ETFSA believes ‘the convenience of buying foreign-referenced ETFs on the JSE is a good area of growth and will continue’.

16 Jul 4AM 6 min

Clicks vs Dis-Chem: Which one for your portfolio?

Sithembile Bopela of FNB Wealth & Investments weighs in on Clicks vs Dis-chem. Similiar businesses, but is either worth adding to a portfolio? ETFSA's Mike Brown discusses the state of the exchange traded products market so far in 2025. Standard Bank SA's head of Business and Commercial Banking, Simone Cooper,…

16 Jul 12AM 20 min

[TOP STORY] Is this the end of the US dollar's 14-year upcycle?

'It's really important if you're an allocator to know whether the dollar cycle is happening, because if it's happening a whole bunch of correlations and relationships change': Sahil Mahtini – Ninety One

15 Jul 2AM 6 min

US tariffs to hit JSE tech sector hard

Matete Thulare of RMB on PGMs – can the white metal prices continue higher? Ninety One's Sahil Mahtani shares insights on the end of the US dollar's 14-year upcycle. And, EC Internet's Luvo Grey weighs in on the Trump tariffs' impact on the SA tech sector.

15 Jul 1AM 20 min