MoneywebNOW

[TOP STORY] What constitutes ‘just and equitable compensation’ in the law?

Richard Marcus from Cliffe Dekker Hofmeyr explores how the new Expropriation Act impacts property ownership and agricultural interests.

21 Feb 2AM 8 min

Why we should be optimistic on City Lodge

Schalk Louw of PSG Old Oak weighs in on Adcock Ingram and City Lodge’s underwhelming results. Richard Marcus from Cliffe Dekker Hofmeyr explores how the new Expropriation Act impacts agricultural interests. Simon examines the proposed new zero-rated Vat products and their impact on local retailers as well as QSR chains.

21 Feb 12AM 21 min

[TOP STORY] Increasing Vat: Good idea or horror show?

Bobby Wessels of AGM Tax says it depends on where the Vat would be spent.

20 Feb 2AM 7 min

Kumba has investment potential

Lonwabo Maqubela from Perpetua Investment Managers discusses Anglo American’s restructuring, production, and Kumba’s results, highlighting ongoing challenges with iron ore prices and Transnet. Bobby Wessels from AJM Tax examines the postponed budget, the proposed Vat increase to 17%.

20 Feb 12AM 19 min

[TOP STORY] AI tech streaks ahead at breakneck speed

‘There's nothing from, say, a year ago that's even comparable to the best thing around right now’: Viv Govender from Rand Swiss.

19 Feb 2AM 7 min

Anchor: Why we’re keeping BHP out of our portfolios

Kieran Witthuhn from Anchor unpacks BHP Group’s results, Aveng CEO Scott Cummins discusses the impact of loss-making contracts alongside stronger divisions, and Viv Govender from Rand Swiss weighs in on the EU tech gap and the launch of Grok3.

19 Feb 12AM 20 min

[TOP STORY] Green jobs can address unemployment and climate change challenges

‘Green projects are usually very hard to find, and you need to have different investors and people coming together.’ Sanlam Investments is sponsoring the African Green Economy Summit from 19-21 February: Teboho Makhabane, head of ESG and Impact.

18 Feb 1AM 6 min

Anglo American raids Amplats balance sheet ahead of demerger

Independent analyst Jimmy Moyaha discusses Anglo Platinum's results, special dividend, and demerger, while Sanlam Investments's Teboho Makhabane explores green job opportunities in South Africa. Meanwhile, Glenn Ambrose from ZURU highlights the rise of 'kidults' as more adults return to playing with toys.

18 Feb 12AM 20 min

[TOP STORY] The sharp distinction between risk and uncertainty

‘In investing there really is only one free lunch – and it's the lunch of diversification’, Professor Adrian Saville from Gibs reminds us.

17 Feb 1AM 6 min

Rand heading for R17.20/$

Petri Redelinghuys from Herenya Capital Advisors shares his latest short-selling idea, while Prof Adrian Saville offers guidance on managing uncertainty. Nadine Augustine from Zen Accountants provides practical tax-saving tips for individual taxpayers.

17 Feb 12AM 20 min

[TOP STORY] Is Eskom, in terms of producing electricity, broadly on the right track?

Casey Sprake from Anchor Capital considers the situation not a point for immediate panic at the moment, but reminds us that what we are paying for power is globally ‘not that broadly out of context’.

14 Feb 2AM 9 min

Rand holds steady amidst the chaos – what's keeping it afloat?

Matete Thulare from RMB on the rand's resilience even as Trump bashes us and bonds weaken. Casey Sprake from Anchor on Eskom's challenges with denied price hikes, debt, and independent power producers. Simon's insights on investing in water, both personally and in your portfolio.

14 Feb 12AM 19 min

[TOP STORY] Challenges at Evander Mines hit production, sales, Heps

‘At these gold prices we expect to be pretty much de-geared – including a nice increase in dividends in the next 12 to 18 months’: Cobus Loots, CEO Pan African Resources.

13 Feb 1AM 6 min

Residential property market turning a corner

Kea Nonyana from Scope Prime discusses PGMs and why there’s still no strong buy case, along with his biggest concerns for the year ahead. Cobus Loots, CEO of Pan African Resources, breaks down the latest results, including a drop in gold production and sales, and the conclusion of their hedging…

13 Feb 12AM 19 min

[TOP STORY] DeepSeek a boon for AI energy companies

‘I think a good place to invest for AI or AI-themed would be the infrastructure plays, as there'll be larger data centres and greater energy providers for AI’: Philip Short – Flagship Asset Management.

12 Feb 1AM 5 min

What will losing Agoa mean for SA?

Independent analyst Carmen Mpelwane breaks down the Santam update and the significant gap between expected EPS and Heps growth. Harry Scherzer, CEO of Future Forex, discusses the potential risks of South Africa losing its Agoa status. Philip Short from Flagship Asset Management explores how DeepSeek’s energy efficiency is unexpectedly boosting…

12 Feb 12AM 19 min

[TOP STORY] Managing portfolios in the era of Trumponomics

As things rapidly change, 'the relative game is very much US equities over US bonds, even though the valuations might tell you the other way around’ is the view of Momentum Investments’ Herman van Papendorp.

11 Feb 2AM 7 min

Telkom update shows turnaround taking hold

Chantal Marx from FNB Wealth & Investments unpacks Telkom’s latest update, with weak revenue growth but strong mobile and data performance. Reza Hendrickse from PPS Investments discusses where the cash is going after selling down local bonds last year, while Herman van Papendorp from Momentum Investments shares insights on managing…

11 Feb 12AM 20 min

[TOP STORY] Mine streaming offers ‘very, very investible options’

‘Over the last number of years it's become harder and harder for, for example, oil, gas and coal companies to raise funding and financing to build mines. The streamers have jumped into that space to fill the niche’ – Keith McLachlan from Integral Asset Management.

10 Feb 1AM 7 min

SA’s economy still loves beer

Nick Kunze from Sanlam Private Wealth unpacks more strong US jobs data and more Trump risks, while Integral Investment Managers's Keith McLachlan explores ‘mine streaming,’ where funders are repaid in mined commodities. Beer Association of SA CEO Charlene Louw breaks down the scale of the local and global beer economy.

10 Feb 12AM 20 min