MoneywebNOW

[TOP STORY] $100 oil risks reigniting food inflation

Keith McLachlan of Element Investment Managers explains how higher petrol and diesel prices drive up transport costs, affecting producers and retailers differently.

9 Mar 2AM 7 min

Oil spike: Bad news for almost everything

Nick Kunze from Sanlam Private Wealth breaks down the latest US jobs data, the move in oil, and Grindrod's latest results. Keith McLachlan of Element Investment Managers unpacks how food inflation hits retailers versus producers. Morningstar’s Ryan Murphy joins us to discuss how investors can recognise – and manage –…

9 Mar 1AM 21 min

[TOP STORY] Understanding gold's role as a safe haven

Alex Tsepaev from B2PRIME Group explores some ‘crisis’ mistakes that investors jump into.

6 Mar 1AM 5 min

PGM supply deficit not over

Implats delivered a strong set of numbers – so why did the market still look unimpressed? Matete Thulare from Investec unpacks the results and explains why the bank expects all PGMs to move into supply deficits in 2026. Then Alex Tsepaev from B2PRIME Group joins us on gold: the “safe…

6 Mar 12AM 18 min

[TOP STORY] Been using rand strength to take money offshore?

‘Expect the unexpected and don't panic’ – Philip Short from Flagship Asset Management stresses the significance of a balanced investment approach amid currency fluctuations.

5 Mar 2AM 5 min

Markets are shrugging off war concerns

Kea Nonyana from PrimeXBT unpacks Woolworths’s latest results – is the fashion segment finally turning the corner? And after the recent war-driven market selloff, has he been buying the dip or staying on the sidelines? Cashbuild CEO Werner de Jager joins to discuss results that delivered margin expansion despite price…

5 Mar 12AM 19 min

[TOP STORY] Navigating the new normal in global supply chains

Dylan Govender from Investec Commercial Banking considers how US tariff changes could boost SA exports.

4 Mar 2AM 5 min

Shoprite confident Sixty60 growth story is far from over

After a modest Monday, Tuesday delivered intense selling. Petri Redelinghuys from Herenya Capital Advisors joins us to unpack the volatility – and how he’s positioning portfolios in a market that’s quick to punish complacency. Shoprite CEO Pieter Engelbrecht on results that defied food deflation, while Sixty60 continues to boom. The…

4 Mar 12AM 20 min

[TOP STORY] Italtile: Six months of flat revenue, high costs

CEO Lance Foxcroft considers the good news in KZN, his strategy to compete with dumped tile imports, and some difficulties in Australia.

3 Mar 2AM 6 min

Market records and innovation boost JSE profits

Independent analyst Jimmy Moyaha unpacks robust JSE results as the bull run and record highs flow through to the group's earnings. Lance Foxcroft, CEO of Italtile, talks tough numbers as strained consumers and rising imports bite – with the Itac dumping decision now key. Rob Field, CFO of RCL Foods,…

3 Mar 12AM 21 min

[TOP STORY] Are SA fund managers bullish on equities for 2026?

‘The highlight to me ... is that they are bullish equities. For bonds there's not that much interest’ – John Morris, Bank of America SA strategist.

2 Mar 2AM 5 min

Iran strike: The risks that outlast the missiles

Nick Kunze from Sanlam Private Wealth unpacks Vukile’s aggressive push into Spain and what oil and global markets are signalling amid attacks on Iran. Professor Adrian Saville from GIBS weighs in as Trump steps into another conflict, even as efforts to end the Ukraine and Gaza wars stall. John Morris…

2 Mar 12AM 22 min

[TOP STORY] Ratings rebound in sight as bonds rally

Sylvester Kobo from STANLIB argues debt stabilisation and a widening primary surplus strengthen the case for investment-grade status within three years.

27 Feb 2AM 5 min

Strong start to the year for golden JSE

Schalk Louw from PSG Old Oak weighs in on Spar after the stock shed a quarter of its value in the week following the CEO’s sudden departure. He also unpacks solid results from Spur and reflects on a market that, as we close out month two of the year, remains…

27 Feb 12AM 21 min

[TOP STORY] Motus rides SA vehicle boom as margins surge

‘We have certainly been able to take advantage of the good conditions we have had on the SA vehicle side’ – CEO Ockert Janse van Rensburg.

26 Feb 2AM 7 min

Budget bodes well for bond yields

Pooja Tanna from Perpetua Investment Managers unpacks the Budget’s impact on local bonds – and looks longer term at whether sustained debt reduction could further support bond yields. Motus CEO Ockert Janse van Rensburg on a strong set of results, with improved vehicle sales boosting margins and underpinning performance. Bidcorp…

26 Feb 12AM 23 min

[TOP STORY] Dollar down, rand up: The economic tug-of-war

Aroni Chaudhuri from Coface Africa fleshes out how a weaker US currency impacts emerging markets like SA.

25 Feb 2AM 7 min

Super Group looking ‘pretty cheap’

Zimele Mbanjwa from FNB Wealth and Investments on strong Super Group results that pushed the share price higher in a sea of red. Adrian Macartney, CFO of Aveng, as the group swings back to profit and reins in its two troubled projects. Coface’s Aroni Chaudhuri on the US dollar outlook…

25 Feb 12AM 20 min

[TOP STORY] Budget 2026: Will the minister finally increase the Tax-Free Savings Account limits?

‘That would give a great message to savers and investors and encourage them to save more for themselves’ says etfSA’s Nerina Visser.

24 Feb 2AM 6 min

Global energy trade benefiting Sasol

Gary Booysen from Rand Swiss unpacks Sasol's results and weighs up whether the value case still stacks up, or if better opportunities lie offshore. Nerina Visser from ETFsa on the odds of higher Regulation 28 thresholds or an increase in tax-free investment limits in Wednesday's budget.  Warren Buys from Private…

24 Feb 12AM 21 min