MoneywebNOW

[TOP STORY] From climate and disease to tariffs: The complex landscape of SA’s agriculture

‘We've seen with Covid once you're not in a market you start losing that shelf space, so it is fairly important that we maintain that status – Abrie Rautenbach from Absa AgriBusiness.

14 May 2AM 6 min

Gold still fund managers' fav

Scope Prime’s Kea Nonyana unpacks Exxaro’s manganese move — and whether a truce on tariffs could dull gold’s sparkle. Absa’s Abrie Rautenbach weighs in on how tariffs are biting into South Africa’s agri sector. Tax Consulting SA’s John-Paul Fraser on why expats are among the millions eyeing the two-pot cash.

14 May 1AM 19 min

[TOP STORY] Office market stuck in neutral, says Redefine, as demand remains absent

CEO Andrew König shares on the robust industrial sector, the Polish portfolio and the growing benefit of solar energy in business.

13 May 3AM 6 min

Lewis: After a strong update, it's still cheap

Alex Duys of Umthombo Wealth highlights Lewis Group’s strong trading update and Boxer’s solid first results as a listed company. Redefine CEO Andrew König notes continued pressure in the local office sector, while Poland nears full occupancy. Calgro M3 CEO Ben Pierre Malherbe reports a sharp revenue drop but resilient…

13 May 1AM 19 min

[TOP STORY] Sappi Q2 2025 results show revenue flat year on year

‘With all the fun and games going on between President Trump and the Chinese ... the retailers out of the US are not really ordering clothing and unfortunately everybody is adopting a wait-and-see attitude which has a knock-on effect on the selling prices [of dissolving wood pulp]’: CEO Steve Binnie.

12 May 3AM 6 min

AngloGold free cash flow surges sevenfold

Nick Kunze of Sanlam Private Wealth discusses AngloGold and the outlook for gold miners' profits as the metal trades just below record highs. Sappi CEO Steve Binnie unpacks the company's results and the possible upside from trade tariffs. KAL CEO Sean Walsh comments on results, with revenue impacted by lower…

12 May 1AM 22 min

[TOP STORY] Turning the world of retail investing on its head

David Lloyd, CEO of King Alexander Investments, describes his company’s unconventional ‘only pay when you're winning’ fee structure.

9 May 3AM 9 min

AB Inbev: A mature stock but priced for growth

Carmen Mpelwane unpacks AB InBev’s rising profits despite falling beer sales. David Lloyd of King Alexander Investments introduces a fresh take on LISPs with flat fees and guarantees. Plus, Simon weighs in on subscription fatigue – are we paying too much for too many?

9 May 1AM 20 min

[TOP STORY] Estée Lauder’s new management needs to fix the business’s investment case

The company presents ‘a sad story and really a cautionary tale for investors, particularly quality investors,’ following a series of unfortunate events – Tasneem Samodien from Old Mutual Private Wealth.

8 May 3AM 6 min

Strong Palantir results, but valuations worry investors

Independent analyst Jimmy Moyaha unpacks Palantir Technologies — strong results and raised guidance, but the stock still tumbled over 10%. Tasneem Samodien of Old Mutual Private Wealth looks into Estée Lauder’s dramatic 80% decline. What went wrong, and is there value to be found or reason to steer clear? Michael…

8 May 1AM 20 min

[TOP STORY] Sylvania Platinum delivers sustained debt-free Q2 performance

The 'Thaba JV will give us significant chrome revenue, obviously with a lower-risk co-production model’ – CEO Jaco Prinsloo.

7 May 2AM 5 min

MTN offers unique exposure for investors

Gary Booysen from Rand Swiss discusses MTN's latest updates on Ghana, Nigeria, and Rwanda. After a strong performance this year, is it still an attractive investment? Jaco Prinsloo, CEO of AIM-listed Sylvania Platinum, talks about their expansion into chrome. Erica Liebenberg from Just Money explores the concept of the time…

7 May 1AM 21 min

[TOP STORY] The Sage of Omaha’s legacy for Greg Abel

Anchor Capital CEO Peter Armitage reflects on Warren Buffett's investment philosophy and timeless lessons

6 May 3AM 7 min

Gold miners eyeing brownfields for growth

Chantal Marx from FNB Wealth and Investments unpacks Gold Fields’s big acquisition — but should we be worried about the lack of greenfields? Peter Armitage, CEO of Anchor, weighs in on Warren Buffett’s surprise retirement and the timeless lessons we can take from his legendary legacy. Meanwhile, Thembinkosi Pantsi of…

6 May 1AM 21 min

[TOP STORY] Surviving the storm: mastering trading

'If the VIX, [the] volatility index goes above 30, maybe take some trading off. Play when the environment is suitable for you to make money, not when the environment is against you' – Petri Redelinghuys, Herenya Capital.

5 May 3AM 6 min

What’s Opec doing with all the oil?

Nick Kunze from Sanlam Private Wealth unpacks US GDP, jobs data, and Opec’s plan to fast-track production hikes in June. Harris Gorre of Grove Point Investment Management explores the investment opportunities emerging from the US 10-year bond selloff. Petri Redelinghuys of Herenya Capital Advisors weighs in on navigating volatile markets…

5 May 1AM 19 min

[TOP STORY] Is gold still the ultimate safe-haven asset?

Krishan Gopaul from the World Gold Council explores gold demand trends for central banks and ETFs, as well as the resilience of jewellery consumption in Q1 2025.

2 May 3AM 7 min

How to build a core portfolio

Chantal Marx from FNB Wealth & Investments unpacks the what, why, and how of building a core portfolio. Krishan Gopaul from the World Gold Council discusses Q1 2025 gold trends as ETF demand climbs. Simon shares thoughts on JSE all-time highs despite no budget in place.

2 May 1AM 19 min

[TOP STORY] China's move towards consumer spending

IaIn Cunningham, head of multi-asset growth at 91 in London, considers the world’s largest country shift towards domestic consumption rather than saving as a strategy to achieve its 5% GDP growth.

30 Apr 2AM 6 min

Can WeBuyCars continue market share growth?

Independent analyst Jimmy Moyaha unpacks WeBuyCars’s trading update – modest core Heps growth, but is it fair value? Ninety One’s Iain Cunningham on why domestic consumption is key to hitting 2025’s 5% GDP goal. Street Wallet’s Kosta Scholiadis on a new tool helping street vendors thrive in a cashless economy.

30 Apr 1AM 21 min