MoneywebNOW

[TOP STORY] Dive into the mind of the market

Mark Phillips from PPS Investments plumbs the depths of investor behaviour, discipline, emotional Intelligence and scenario planning.

21 Nov 2AM 7 min

Solid results from SA Inc’s 2025 laggers

Schalk Louw from PSG Old Oak unpacks the latest numbers from Lewis, Mr Price and Reunert. Mark Phillips from PPS Investments looks at how disciplined processes help us manage emotional reactions in volatile markets. Simon weighs in on the Nvidia-led AI bubble – how stretched it’s become, and whether investors…

21 Nov 12AM 20 min

[TOP STORY] Nvidia's earnings impact

‘I do think that an Nvidia miss in a quarter could honestly send this AI trade tumbling and the entire stock market with it’ – Kieran Witthuhn, Anchor Capital.

20 Nov 2AM 5 min

MPC expected to cut prime rate

Kieran Witthuhn from Anchor unpacks Nvidia’s hotly awaited results released after the US close on Wednesday. Investec’s Tertia Jacobs breaks down October inflation, which hit a thirteen-month high at 3.6%, ahead of today’s MPC call. And Jono Bowling from Standard Bank Group explains their new AI-driven structured product.

20 Nov 12AM 19 min

[TOP STORY] Why Stats SA's figures don’t match your reality

Ndivhuho Netshitenzhe from STANLIB expounds on inflation – its measurement, impact, global implications and how it affects South Africans and the economy.

19 Nov 2AM 7 min

What next for Reinet after Pension Insurance Corp sale?

Chantal Marx from FNB Wealth and Investments breaks down Coronation’s numbers, boosted by the Sars victory already baked into the base. Ndivhuho Netshitenzhe of STANLIB Asset Management explains how inflation is measured — and why it rarely matches what we feel in our own pockets. PwC’s Elle-Sarah Rossato unpacks the…

19 Nov 12AM 20 min

[TOP STORY] Astral Foods enjoys better feed and chicken prices

‘The past two years were all about the turnaround journey after that awful set of events in 2023 with load shedding and bird flu’ – CEO Gary Arnold.

18 Nov 2AM 6 min

Asset Managers’ bull market winners

Faheema Adia from Momentum Securities on WeBuyCars’s milestone month with over 16 000 sales. Gary Arnold, CEO of Astral, on a stronger second half and a robust dividend. Wiehann Olivier from Forvis Mazars on why crypto assets remain a challenge under CIS rules.

18 Nov 12AM 20 min

[TOP STORY] Seeing SA’s positive signs against the bigger picture

Bastian Teichgreeber from Prescient Investment Management cuts through the G20 noise to focus on what’s driving local exchange performance.

17 Nov 4AM 6 min

Goods news trend continues for SA economy

Independent analyst Jimmy Moyaha unpacks SA’s sovereign credit upgrade from S&P and what a positive outlook really signals. Bastian Teichgreeber from Prescient Investment Management cuts through the G20 noise to focus on what’s driving local exchange performance. Marriott’s Scott Cooper explains how they’re positioning portfolios.

17 Nov 12AM 19 min

[TOP STORY] Purple Group revolutionising retail investing

With the company’s annual results, CEO Charles Savage reflects on its record growth, innovative products and ambitious goals for the future.

14 Nov 2AM 8 min

Strong reasons to be bullish SA markets

Gary Booysen from Rand Swiss on the JSE’s record run and a sub-R17 – are these calm waters or is he spotting pockets of value? Charles Savage, CEO of Purple Group, on robust results and the momentum behind the growth flywheel. Simon unpacks the idea of a primary surplus, what…

14 Nov 12AM 20 min

[TOP STORY] Navigating the fund jungle with Morningstar's Medalist Ratings

‘It's an exciting time for us at Morningstar South Africa, as we've initiated analyst coverage on a few South African funds for the first time' – Michael Dodd, Senior Fund Analyst, Morningstar Investment Management.

13 Nov 2AM 7 min

Is Gold Fields's dividend policy stingy or prudent?

Shaun Dendere, independent analyst, on Woolworths’s latest update, Gold Fields’s refreshed dividend policy and the rand’s boost after the shift in SA's inflation target. Michael Dodd from Morningstar Investment Management on how new South African asset managers fare under the Morningstar Medalist Rating.

13 Nov 12AM 17 min

[TOP STORY] The ‘Mag 70’ phenomenon

'When you buy one of these stocks, you're not just buying a single company; you're buying an entire ecosystem of other companies' – Sean Kelly, Parity Wealth Managers.

12 Nov 1AM 8 min

Death, divorce and disaster serve Stor-Age well

Chantal Marx from FNB Wealth & Investment on Stor-Age’s results, trading around NAV with a somewhat underwhelming performance. Kobus Gertenbach, CEO of Premier Group, on a strong set of numbers driven by meaningful operational efficiencies. Sean Kelly from Parity Wealth Managers on the shift from Mag7 to Mag70 – and…

12 Nov 12AM 21 min

[TOP STORY] SA Reits on fire: Another excellent year

Ian Anderson from Merchant West Investments notes: ‘A lot of it is driven by declining interest rates and lower borrowing costs.’

11 Nov 1AM 6 min

Rare earth minerals and the AI boom

Petri Redelinghuys from Herenya Capital Advisors weighs in on the AI surge: Is this shaping into a bubble, should investors be cautious, or is the next big cue simply Nvidia’s results next Wednesday? Ian Anderson from Merchant West Investments on another excellent year for local Reits. Louw van Reenen of…

11 Nov 12AM 20 min

[TOP STORY] Thoughts on the finance minister’s Wednesday MTBPS

Vishal Rama of Prescient Investment Management considers SA’s rising debt load and how realistic fiscal consolidation looks from here.

10 Nov 1AM 6 min

TFG's debt and weak sales worry investors

TFG’s results, the JSE’s reporting shake-up.

9 Nov 11PM 19 min