MoneywebNOW

[TOP STORY] Chicken or beef?

Andrew Fulton from Eighty20 considers meat inflation and agricultural volatility amid foot-and-mouth disease and shifting consumer habits.

30 Sep 3AM 6 min

Black market still hurting British American Tobacco

Zimele Mbanjwa from FNB Wealth and Investments unpacks British American Tobacco’s Capital Markets Day presentation and asks whether there’s still value in a declining industry. Hiten Keshave, co-founder of Unconventional Capital & Advisory, on why corporate enterprise development isn’t creating more viable long-term suppliers. Plus, Eighty20’s Andrew Fulton looks at…

30 Sep 1AM 20 min

[TOP STORY] Gold price outlook: Trend analysis, support levels, and strategic positioning

Petri Redelinghuys from Herenya Capital Advisors contemplates gold retreating to $4 000/oz, when to buy, and which miners stand out.

29 Sep 2AM 6 min

Clicks goes big on premium beauty

Alyssa Viljoen, MD at Merchant West Investments, unpacks PPC’s disappointing update and Clicks’ bigger push into the competitive beauty space. Petri Redelinghuys from Herenya Capital Advisors on gold heading for $4 000 – and when it’s time to buy, which miners stand out? Plus, Mark Phillips from PPS Investments explores…

29 Sep 1AM 20 min

[TOP STORY] Property investment evolves from scarcity to certainty and productivity in Africa

‘I would say that successful investors are buying the productive capacity of a place as much as the actual building on it’ – capital market analyst Casey Sprake

28 Sep 2AM 5 min

Market chaos? The rand hasn’t noticed

Where can investors find returns as a rocky year enters its final quarter? Independent analyst Jimmy Moyaha weighs in. AG Capital’s Casey Sprake explores Africa’s property opportunities and why certainty matters, while Adishan Naidoo unpacks a structured note linked to the local platinum sector.

28 Sep 1AM 18 min

[TOP STORY] Township consumer insights: The high cost of coping in 2026

Mongezi Mtati, senior brand strategist at Rogerwilco, points out that ‘It changes lives … if you get home at six or seven in the evening and suddenly don't have power and don't have water, don't have the money to buy the fast food … for supper for a family of…

25 Sep 2AM 8 min

Is the US heading for 6% yields on the 10-year?

Rates are rising – but how high can yields go? Pooja Tanna from Perpetua Investment Managers on local and US rates and where the US 10-year yield tops out. Mongezi Mtati from Rogerwilco unpacks their latest Township Customer Experience Report as consumers feel the squeeze. Plus, Simon on life insurance…

25 Sep 1AM 19 min

[TOP STORY] Navigating the shift toward new energy vehicles in SA

De Wet Taljaard from Investec Sustainable Solutions thinks the second-hand EV and NEV market will open up electric mobility to a broader spectrum of SA consumers.

23 Sep 2AM 7 min

Pick n Pay and Spar: Value or value trap?

Pick n Pay has a new CEO-designate – but are beaten-down Pick n Pay and Spar finally offering value? Chantal Marx from FNB Wealth and Investments weighs in. EV sales are surging off a low base. De Wet Taljaard from Investec Sustainable Solutions asks: Is South Africa ready to go…

23 Sep 1AM 22 min

[TOP STORY] Navigating the transition from Jibar to Zaronia

Yushavia Ramlall from Intengo Market highlights the need for operational readiness and Treasury’s challenges.

22 Sep 2AM 6 min

Local food producers pricing in El Niño worries

Danie Dörfling-Kruger from Moore Infinity unpacks Oceana’s latest update as fish shortages hit much-loved Lucky Star, and looks at the outlook for food producers ahead of a potential drought season and higher input costs. Yushavia Ramlall, COO at Intengo Market, explains the switch from Jibar to Zaronia and what it…

22 Sep 1AM 20 min

[TOP STORY] SA’s rising private sector participation and improving economic fundamentals

‘Suddenly we open our eyes and things are busy happening around us’, notes PSG Financial Services chief economist Johann Els.

21 Sep 2AM 7 min

What to do with Eskoms surplus energy

Nick Kunze from Sanlam Private Wealth unpacks Remgro’s results, AlexForbes borrowing ±R2.1bn to buy back shares, and that odd Stadio closing price. Johann Els from PSG Financial Services checks in on reforms from the last decade that are finally making real progress. Plus, Safeera Loonat from KPMG South Africa on…

21 Sep 1AM 20 min

[TOP STORY] Asimov's ‘I Robot’ playing out?

Viv Govender from Rand Swiss lays out the AI safety debate: Navigating global risks, regulation, and the future of advanced intelligence.

18 Sep 3AM 8 min

When to buy falling stocks

Danie Dörfling from Moore Infinity unpacks strong momentum as earnings hit the R7 billion target a year early, plus a Bytes Tech update the market loved. Viv Govender from Rand Swiss asks whether talk of an AI slowdown is real, necessary or opportunistic – and what it could mean for…

18 Sep 1AM 20 min

[TOP STORY] Why private capital needs a stronger pipeline of investable projects

Trevino Ramsamy from STANLIB Asset Management argues for unlocking SA's economic growth through infrastructure investment by pension funds.

17 Sep 2AM 7 min

US rate hike will do no favours for gold

Petri Redelinghuys from Herenya Capital Advisors unpacks the overnight FOMC rate decision and asks whether the party is over for gold. Cobus Loots, CEO of Pan African Resources, discusses record results and plans to grow production despite rising costs. Plus, Trevino Ramsamy from STANLIB Asset Management on why private capital…

17 Sep 1AM 21 min

[TOP STORY] Expanding SA-China economic partnerships makes sense

China’s zero-tariff policy, ‘when you're doing your numbers and looking at margins, looking at that certainty … starts to really make a good case for why the East is worth considering’ by certain African businesses and sectors: Luthando Vuba from Standard Bank Business and Commercial Banking

16 Sep 2AM 6 min

Attacq’s offices are back in demand

Zimele Mbanjwa from FNB Wealth & Investments unpacks the Premier Group update, which now includes RFG, the likely closure of its fruit-processing plant, and the latest from iOCO. Jackie van Niekerk, CEO of Attacq, discusses strong full-year results, with both office and logistics delivering. Luthando Vuba from Standard Bank looks…

16 Sep 1AM 21 min