MoneywebNOW

[TOP STORY] SA citrus containerboard a 'silver lining' for Sappi

CEO Steve Binnie shares year-end results with key insights into revenue declines, tariffs and market strategies.

7 Nov 2AM 7 min

How does the FOMC actually work?

Pooja Tanna from Perpetua Investment Managers unpacks the FOMC – who sits around the table, how they’re selected, and why the process matters for markets. Sappi CEO Steve Binnie on the full-year numbers: profit softer and debt higher, but a clearer line of sight to better trading conditions ahead. And…

7 Nov 12AM 20 min

[TOP STORY] The latest hyperscaler earnings and AI growth

‘We haven't had any kind of significant scientific advantage from AI at the moment,’ comments Vic Govender from Rand Swiss.

6 Nov 2AM 7 min

Are we staring down the barrel of a market correct?

Kea Nonyana from PrimeXBT on Blu Label’s plans to list Cell C – is this a compelling entry point, and how worried should investors be as the Goldman Sachs and Morgan Stanley CEOs flag a possible 10%-20% market correction? Viv Govender from Rand Swiss discusses the latest hyperscaler earnings and…

6 Nov 12AM 20 min

[TOP STORY] MTBPS ‘dipstick’ foreshadows February budget

Citadel’s Maarten Ackerman asserts, ‘We will really solve the budget issues if we can get growth closer to 2.5%’.

5 Nov 3AM 6 min

No Optasia IPO pop … but there is value

Sithembile Bopela from FNB Wealth and Investments on Optasia’s muted debut – is there real value emerging? Citadel’s Maarten Ackerman on what to expect from the MTBPS: inflation targeting, revenue trends, and GNU alignment. Future Forex CEO Harry Scherzer warns that post-grey-list, FX transactions face tighter scrutiny.

5 Nov 12AM 20 min

[TOP STORY] What the October PMI data tells us about the economy

Absa CIB’s Sello Sekele reflects on SA’s manufacturing sector slipping back into contraction after briefly climbing above 50 in September.

4 Nov 1AM 5 min

Is the gold selloff over?

Petri Redelinghuys from Herenya Capital Advisors on whether gold can keep its footing near $4 000 or if weakness lies ahead — and the key levels to watch. Redefine COO Leon Kok on results as lower LTV and easing interest rates lift sentiment. Absa CIB’s Sello Sekele on the October…

4 Nov 12AM 21 min

[TOP STORY] Power struggles: Why SA’s economy can't catch a break

Coface economist Aroni Chaudhuri points to the stark realities of why South Africa has ‘basically underperformed every other emerging economy’ since 2010.

3 Nov 3AM 7 min

Mag 7 generating massive free cash flow

Sanlam Private Wealth’s Nick Kunze unpacks Aspen’s €25 million boost, Vodacom’s latest trading update, and the standout themes from the Mag 7 results. Coface Group Africa’s Aroni Chaudhuri weighs in on the power challenges still facing SA. Eighty20’s Andrew Fulton delves into South Africans’ gambling habits – and which parts…

3 Nov 12AM 20 min

[TOP STORY] What drivers are moving the gold market forward?

World Gold Council Strategist Joe Cavatoni weighs in on how central banks are rethinking their reserves.

31 Oct 3AM 9 min

Clicks vs Dis-Chem: Which is the better investment?

PSG Old Oak’s Schalk Louw unpacks how Dis-Chem stacks up against Clicks in the latest retail health results. Joe Cavatoni from the World Gold Council discusses record-breaking demand in their Q3 2025 Gold Demand Trends report. Plus, Simon weighs in on 'trade peace in our time” as Trump and Xi…

31 Oct 1AM 20 min

[TOP STORY] Our country’s pension system rating up from D to C

Belinda Sullivan from Alexforbes unpacks South Africa's score in the 2025 Mercer CFA Institute Global Pension Index.

30 Oct 3AM 7 min

Powell signals pause in US rate-cut plans

Kieran Witthuhn from Anchor on the Fed’s rate call and Nvidia’s rise as the world’s first $5 trillion company – but is it still worth holding? Nicholas De Clercq from Prescient Investment Management on why a handful of stocks are steering the JSE’s direction. Belinda Sullivan from Alexforbes unpacks how…

30 Oct 1AM 21 min

[TOP STORY] South Africa is revamping its ports

‘We're seeing deliverables actually come through now in terms of investment, in terms of equipment improvements’ – Dylan Govender from Investec Business Banking.

29 Oct 2AM 6 min

Is WeBuyCars another victim of cheap Chinese cars?

Chantal Marx from FNB Wealth & Investments unpacks Balwin’s upbeat results as lower rates lift sales. Dylan Govender from Investec Business Banking discusses local ports as they steadily get back on track. Sihle Tuta from PrimeXBT South Africa discusses regulation and rebuilding trust in the crypto and trading space.

29 Oct 1AM 21 min

[TOP STORY] ‘We have an available market that we are not yet selling to’

RMB’s Isaah Mhlanga shares insights on where investors should look for the next big opportunities across Africa.

28 Oct 3AM 5 min

Never mind the loss ... PnP's still offering potential

Petri Redelinghuys from Herenya Capital Advisors unpacks Pick n Pay’s latest results – with losses mounting even as Boxer lifts group performance. Naked co-founder Ernest North explains why car insurance remains key to safeguarding your financial well-being. RMB’s Isaah Mhlanga shares insights on where investors should look for the next…

28 Oct 1AM 21 min

[TOP STORY] Evaluating banks and retail amid resource stock success

Ninety One’s Hannes van den Berg highlights where real value still lies locally – and the risks – as precious metal miners dominate 2025 returns.

27 Oct 3AM 7 min

It’s a bull market, don’t fight it

Nick Kunze from Sanlam Private Wealth unpacks South Africa’s grey-list exit, the latest US CPI print, a potential US-China thaw – and why global markets are flirting with record highs. Ninety One’s Hannes van den Berg highlights where real value still lies locally – and the risks – as precious…

27 Oct 1AM 21 min