MoneywebNOW

[TOP STORY] Calgro's shifting asset portfolio and housing developments

‘Because our exposure to the public sector is not as high leading up into these elections, we held back a little – and that distorted the [interim] numbers a little’ – CEO Ben Pierre Malherbe.

20 Oct 2AM 7 min

South32 bets big on copper boom

Alyssa Viljoen from Merchant West Investments unpacks South32's latest update as investors chase copper and zinc, and asks whether the AI-driven selloff jitters are overdone. Karooooo CEO Zak Calisto discusses first-half results and how fuel prices are shaping client demand for its services. Plus, Calgro M3 CEO Ben Pierre Malherbe…

20 Oct 1AM 20 min

[TOP STORY] Navigating strategic growth and leadership in SA

Maarten van Doesburgh from the Cape Peninsula University of Technology pleads for the unlocking of economic growth through structural public-private partnerships and infrastructure investment.

19 Oct 2AM 7 min

SA: Investment grade within two years?

Sanlam Private Wealth's Nick Kunze on US bank earnings, MTN's selloff and opportunities in telcos. Investec's Chris Holdsworth on rising inflation, a brighter Q4 and the path to investment grade. CPUT's Maarten van Doesburgh on turning South Africa's commodity windfall into lasting economic growth.

19 Oct 1AM 20 min

[TOP STORY] Investment an increasingly important driver of global growth

KPMG SA’s Frank Blackmore believes that ‘whereas everybody overseas is basically a price taker, a market taker, Africa can make itself a market maker’.

16 Oct 2AM 6 min

Why is Spur eating Famous Brands’s lunch?

Danie Dörfling-Kruger from Moore Infinity unpacks Equites Property’s results as it largely exits the UK, PSG Financial Services navigating a tougher trading environment, and Famous Brands continuing to lag Spur. Frank Blackmore, from KPMG SA, explores the shifting investment landscape as investment rather than consumer spending emerges as a key…

16 Oct 1AM 19 min

[TOP STORY] Preparing SA’s infrastructure and economy for an ageing population

Barry Kaganson, CEO of Auria Senior Living, points to the worrying projection that ‘about one in six South Africans will be over the age of 60 by 2050’ – many requiring mental, physical and financial assistance.

15 Oct 2AM 6 min

China stocks: Too cheap to ignore?

A look at China’s stock market struggles as US markets reach new highs, and why South Africa is ill-prepared for its ageing population.

15 Oct 1AM 21 min

[TOP STORY] Overhauling trust administration

Citadel Fiduciary partner Mbonisi Ndlovu reviews the impacts of the proposed Regulation of Trusts Bill 2026.

14 Oct 2AM 7 min

Bytes Technology sells off on strong results

A look at the sharp sell-off in Bytes Technology shares following its results and acquisition of CyberOne, and whether South Africa’s auditing profession is ready for the future.

14 Oct 1AM 23 min

[TOP STORY] The positive bond feedback loop: SA’s economic resilience

Izak Odendaal of Old Mutual Wealth looks at why global bond turmoil is putting local bonds in focus ahead of the MTBPS.

13 Oct 2AM 5 min

Boxer coming for Shoprite's retail crown

Alyssa Viljoen from Merchant West Investments unpacks Boxer's strong cash conversion and new CEO. Izak Odendaal of Old Mutual Wealth looks at why global bond turmoil is putting local bonds in focus ahead of the MTBPS. Plus, Duma Mxenge from Satrix explains the all-important effective annual cost and why investors…

13 Oct 1AM 21 min

[TOP STORY] SA mining in 2026: Capital allocation, discipline, and resource resilience

‘It really is a good story for the mining industry’ notes PwC partner Vuyiswa Khutlang.

12 Oct 2AM 7 min

JSE at yearly lows: Time to buy or brace?

The Top 40 records its lowest weekly close of the year. Buying opportunity or cause for concern? Nick Kuze from Sanlam Private Wealth weighs in, and US earnings season kicks off with the banks. PwC's Vuyiswa Khutlang unpacks the state of SA's mining sector, while Liberty's Zandile Makhoba discusses research…

12 Oct 1AM 21 min

[TOP STORY] Evaluating SA’s Big Five banks on climate risk and transition strategies

‘Climate affects credit risk, market risk, strategy, capital allocation – and in this sense ultimately shareholder value’: Climate risk analyst Odinakachi Okeke, KK.

9 Oct 2AM 9 min

Naspers/Prosus: ‘Steal of the century’

Kea Nonyana from PrimeXBT on the Prosus food delivery update. Is the sector worth a bite, and are Prosus and Naspers bargains after the sharp sell-off? Odinakachi Okeke from Just Share reveals how SA banks stack up on climate risk in the latest How Cool Is Your Bank? report. And…

9 Oct 1AM 20 min

[TOP STORY] How much did we give last year?

Nedbank Private Wealth’s The Giving Report reveals a shift towards younger generation philanthropy and increased time donations: Tracy Muller, head of Advice and Philanthropy.

8 Oct 2AM 6 min

Would you want to manage your own RA?

Afrimat hits a rough patch and Premier Group faces a Competition Commission probe – Alyssa Viljoen from Merchant West Investments weighs in. Kyle Wales from Prospr Invest on putting investors in the driver’s seat with a self-managed RA. Tracy Muller from Nedbank reveals where wealthy South Africans are giving –…

8 Oct 1AM 20 min

[TOP STORY] The 5% bond yield reality

Sean Kelly of Parity Wealth navigates the new global hurdle rate and its impact on equities. ‘I think bonds deserve a much bigger seat at the table now, but it doesn't mean sell equities, buy bonds.’

7 Oct 2AM 6 min

The benefits of holding some cash

Chantal Marx from FNB Wealth and Investments on where to put new money as uncertainty rises and fuel tops R30/litre. Sean Kelly from Parity Wealth asks whether US bond yields above 5% mean it’s time to rethink your portfolio. And Lullu Krugel from PwC South Africa unpacks what’s holding back…

7 Oct 1AM 22 min