MoneywebNOW

[TOP STORY] Afrimat’s strategic moves in a shifting commodity market

Lafarge ‘was in a very difficult position when we took it over, and we are glad to say it is starting to make a small contribution’ – Afrimat CEO Andries van Heerden.

24 Oct 3AM 8 min

Has Sasol’s long recovery finally taken hold?

PSG Wealth’s Schalk Louw on Sasol’s strong update that investors cheered, and Clicks’s steady top-line growth paired with a sharp Heps rebound. Afrimat CEO Andries van Heerden on resilient results as Lafarge SA operations improve and local iron sales surge. Plus, Simon weighs in on gold’s sudden ‘collapse’ – and…

24 Oct 1AM 20 min

[TOP STORY] Executive pay rebounds strongly in 2025 survey

PwC’s Leila Ebrahimi suggests we need to see pay for performance as an opportunity ‘not to get distracted by the numbers’.

23 Oct 3AM 6 min

Fund managers switching to local equities

Independent analyst Jimmy Moyaha on Famous Brands’s results – modest growth but a note of cautious optimism ahead – and the question on everyone’s lips: where does gold’s slide end? John Morris from Bank of America unpacks why local fund managers are favouring domestic equities – and which sectors are…

23 Oct 1AM 22 min

[TOP STORY] Global significance of the yellow metal’s record streak

‘Gold typically performs well when the dollar is under pressure, but currently it's totally out of whack’ – Citadel Chief Economist Maarten Ackerman.

22 Oct 3AM 6 min

TFG update is a horror

Zimele Mbanjwa from FNB Wealth and Investments unpacks the Foschini update that spooked the entire SA Inc market. Citadel’s Maarten Ackerman on the glittering gold rally – and what it could mean for SA’s economy and tax coffers. TransUnion SA’s Ayesha Hatea explores how younger consumers are reshaping credit habits…

22 Oct 1AM 19 min

[TOP STORY] Woolworths’s challenge as Shoprite roars ahead

Jon Cherry from Cherryflava reckons Shoprite has almost transcended the idea that they're a business; they're now calling themselves ‘an institution’.

21 Oct 3AM 6 min

Investing in nuclear in the age of AI

Petri Redelinghuys from Herenya Capital Advisors revisits his nuclear investment thesis as the sector grabs headlines again — from South Africa’s renewed interest to AI-driven energy demand. Quintin Rossi, CEO of Spear Reit, unpacks results showing the company’s loan-to-value ratio has halved. Jon Cherry from CherryFlava on Woolworths’s mounting challenge…

21 Oct 1AM 22 min

[TOP STORY] Inflation, tariffs, and complacency

'I think that … domestically we are likely to see the next few prints into the end of the year inching a little bit higher’ – Momentum Chief Economist Sanisha Packirisamy.

20 Oct 2AM 6 min

SA set to wave bye-bye to grey list this week

Nick Kunze from Sanlam Private Wealth on Prosus sealing its Just Eat Takeaway.com deal. Bastian Teichgreeber, CIO at Prescient Investment Management, ahead of Friday’s crucial grey-listing verdict – and what graduating off the list could mean for SA. Sanisha Packirisamy from Momentum unpacks Q3 market data, as global tariff risks…

20 Oct 1AM 20 min

[TOP STORY] Will JSE-listed ETPs top R300bn by year end?

ETFSA’s Mike Brown notes that after former heavy opposition ‘quite a few’ active managers have joined the exchange-changed product industry and others will be joining very shortly.

17 Oct 4AM 9 min

Strong PSG Financial Services results no surprise

Odwa Magwentshu from Momentum on RFG’s Premier offer, PSG Financial Services’s strong results, and gold’s historic nine-week winning streak. Mike Brown from ETFsa unpacks his Q3 Exchange Traded Product report. Simon weighs in on Nvidia, TSMC and ASML — do these tech giants have Buffett-style moats?

17 Oct 1AM 21 min

[TOP STORY] Do you need a side hustle to make ends meet?

Sarah Nicholson of JustMoney calls today’s bargain-hunting a ‘national sport’.

16 Oct 2AM 7 min

Luxury booms on LVMH results

Viv Govender from Rand Swiss on upbeat results from ASML and LVMH — with the latter lifting global luxury stocks. Sarah Nicholson from JustMoney unpacks insights from their Money and Me survey – how South Africans are earning, spending and saving. Naledzani Mosomane from Standard Bank Group on a thriving…

16 Oct 1AM 21 min

[TOP STORY] Moving beyond cash and bonds for growth

Ninety One’s Duane Cable on why the once ‘safe’ portfolio has turned risky – and where conservative investors can still find refuge as yields tighten.

15 Oct 3AM 6 min

CMH proposes buying back 15% of issued shares

Chantal Marx from FNB Wealth & Investments unpacks Ninety One’s surging AUM and the drivers behind its strong growth. Karooooo CEO Zak Calisto discusses Q2 results and how the group plans to keep up last year’s stellar momentum. Ninety One’s Duane Cable on why the once “safe” portfolio has turned…

15 Oct 1AM 20 min

[TOP STORY] Moving money offshore? What Sars really needs from you

‘As long as you can justify how you made your money and that you have paid the taxes, you should have no problem' – Nicholas Botha from Tax Consulting SA.

14 Oct 3AM 5 min

Crypto blowup is a cautionary tale for traders

Petri Redelinghuys from Herenya Capital Advisors on the dangers of not grasping the true risks of gearing – a reality laid bare when crypto accounts were wiped out after Friday’s 10% drop. Ben Pierre Malherbe, CEO of Calgro M3, discusses results showing softer revenue and Heps as the group prioritises…

14 Oct 1AM 20 min

[TOP STORY] Navigating the offshore investment maze

Brandon Naidoo from Liberty Group South Africa unpacks the intricacies of 130 000 options.

13 Oct 3AM 7 min

More Trump tariffs rattle markets

Nick Kunze from Sanlam Private Wealth on whether investors should buy the dip as Trump’s 100% China tariffs shake markets. Brandon Naidoo from Liberty Group South Africa unpacks how to navigate 130 000 offshore fund options. Gary Booysen from Rand Swiss talks their Triple Index Autocall structured product aimed at…

13 Oct 1AM 21 min