MoneywebNOW

[TOP STORY] SA’s 2025 GDP forecast ‘way below’ what Treasury expects

A lot has happened in the past two months which almost makes the February budget ‘a bit obsolete’ – Dr Azar Jammine from Econometrix.

24 Apr 2AM 5 min

Expensive is the norm for high quality Capitec

Schalk Louw from PSG Old Oak dives into Capitec’s latest results – the stock’s not cheap, but the numbers and growth are hard to ignore. Keith McLachlan from Element Investment Managers chats about what to do when one of your stocks has run hard and suddenly makes up a big…

24 Apr 1AM 22 min

[TOP STORY] Why credit reports matter

Fatgie Adams of TransUnion Africa emphasises the need to check one’s financial standing regularly, especially to identify possible fraud or unknown outstanding payments.

23 Apr 3AM 6 min

Why is Trump threatening Powell?

Viv Govender of Rand Swiss unpacks Trump’s criticism of Fed Chair Powell – what’s behind it? Fatgie Adams from TransUnion Africa highlights why credit reports matter as more South Africans start paying attention. John Jack, CEO of Galetti Corporate Real Estate, weighs in on whether the property market is back…

23 Apr 12AM 20 min

[TOP STORY] The reality of US tariffs for export-reliant economies

'We are potentially going to see a quarter of negative GDP growth’ – Reza Hendrickse of PPS Investments.

22 Apr 3AM 7 min

Is the energy trade in trouble in the era of Trump?

Petri Redelinghuys of Herenya Capital Advisors unpacks the energy trade in the context of a slowing global GDP – and what a Trump comeback, with his pro-coal and pro-drilling stance, could mean for the sector. Balwin CEO Steve Brookes shares insights on the property market as the company secures R1…

22 Apr 1AM 19 min

[TOP STORY] Gold price rally: Are we witnessing history repeat itself?

Meryl Pick from Old Mutual Investment Group offers insights into the current fluid state of the gold market and ‘possibly where gold is heading in the medium to short term’.

17 Apr 3AM 8 min

Are GNU concerns preventing a stronger rand?

Matete Thulare RMB talks the rand: If the GNU with both DA and ANC holds, could we see rand strength? Meryl Pick from OMIG on the not-so-wild idea that gold could reach $4 500. Simon's thoughts on what qualifications you need to get into the investment industry.

17 Apr 1AM 20 min

Will tariffs impact China’s 5% GDP growth target?

Prescient's Tian Pan mulls China's response to the trade war, saying: ‘What's encouraging is that on the Chinese side it appears all of their responses seem well planned in advance’.

16 Apr 3AM 8 min

Markets still worried even with tariff pause

Petri Redelinghuys from Herenya Capital Advisors on whether the selling is over or if he is still being cautious. Prescient's Tian Pan on China's response so far to the tariffs and whether they could come out stronger. Chipo Masawi from Absa CIB on their February Merchant Spend Analytics Report.

16 Apr 1AM 21 min

[TOP STORY] Used-car valuations: Time for an update?

Kriben Reddy, CEO of Kredo Mobility, explains how trade and retail worth are currently determined.

15 Apr 2AM 8 min

Are miners worth a look for a defensive portfolio?

Carmen Mpelwane on the JSE stock catching attention – high dividend yield and trading volumes rising amid market volatility. Alexforbes’s Janina Slawski unpacks key insights from the December 2024 Manager Watch™️ Survey on retirement fund investment managers. Kriben Reddy, CEO of Kredo Mobility, on used car valuations – are we…

15 Apr 1AM 22 min

[TOP STORY] Biggest drivers likely to shape local equity market in 2025

Stanlib’s Rademeyer Vermaak explains his company’s data-driven approach to risk management in uncertain times.

14 Apr 2AM 6 min

US 10-year yield: The most important number right now

Nick Kunze from Sanlam Private Wealth unpacks strong US bank earnings – impressive, but are they just history? The real focus is the US 10-year and the uncertainty ahead. STANLIB’s Rademeyer Vermaak weighs in on the biggest drivers likely to shape the local equity market this year. Investec Business Banking’s…

14 Apr 1AM 19 min

[TOP STORY] Cashless, clever and cautious: The new face of SA consumer spending

Discovery Bank CEO Hylton Kallner shares details from the SpendTrend25 report, describing the increasing use of digital payments and financial security awareness.

11 Apr 3AM 7 min

Markets: New equilibrium may be much lower

Schalk Louw from PSG Old Oak on whether we're back to normal in the markets. Discovery Bank CEO Hylton Kallner unpacks their SpendTrend25 report – consumers are still feeling the pinch, but there’s optimism and smart spending all around. Simon wonders: With Purple Group posting over 200% growth in Heps,…

11 Apr 1AM 20 min

[TOP STORY] The numbers behind Purple Group’s profit surge

‘In the first seven days of April [clients] deposited R400 million ... So the old adage that retail runs away from a fight or from a storm is just not true’: Purple Group CEO Charles Savage.

10 Apr 2AM 5 min

Trump folds on tariffs, but can markets trust him?

Kea Nonyana Scope Prime as Trump folds on tariffs, can markets and business trust him? Charles Savage, CEO of Purple Group, on the numbers behind their profit surge – more than double! Shelley Hartman from Morningstar SA dives into the sneaky beliefs that quietly shape how we handle money.

10 Apr 1AM 19 min

[TOP STORY] Precision investing: How close can ETFs get to the index?

Nerina Visser explores the small but powerful world of tracking errors.

9 Apr 7AM 8 min

European quality stocks looking cheap

Chantal Marx from FNB Wealth and Investment shares where she’s spotting value –locally or globally, if anywhere right now. Nerina Visser from ETFsa unpacks tracking errors on local ETFs – what they are and how they manage to stay so low. PSG Asset Management’s Ané Craig talks outlook for local…

9 Apr 1AM 20 min