MoneywebNOW

Clicks shares look cheap after selloff

Faheema Adia of Momentum Securities unpacks last week’s Clicks update – a tough base, but is it still signalling a stretched consumer or emerging value? Niall Kramer from the Offshore Petroleum Association of South Africa on why regulatory certainty is critical to unlocking investment in the local energy sector. Lungile…

27 Jan 12AM 20 min

[TOP STORY] Sectional title schemes: What buyers don’t see coming

Jonathan Kohler, CEO of Landsdowne Property Group, explains how to spot the risks early – and why they matter.

26 Jan 2AM 5 min

More upside even as precious metals at record highs

Nick Kunze from Sanlam Private Wealth unpacks a strong Valterra Platinum update and why this week’s rate decision is unlikely to jolt markets. Jonathan Kohler, CEO of Landsdowne Property Group, explains how to spot sectional title risks early – and why they matter. Niki Giles from Prescient Fund Services breaks…

26 Jan 12AM 21 min

[TOP STORY] Keep your bitcoin in cold storage – with yield

Stafford Masie from Africa Bitcoin Corporation expounds upon the launch of a new product offering yield on your bitcoin.

23 Jan 2AM 8 min

Netflix: Warner deal adds unnecessary risk

Kieran Witthuhn from Anchor unpacks Netflix’s latest results and the market implications of its all-cash bid for Warner Bros. Stafford Masie from African bitcoin Corporation on the launch of a new product offering yield on your Bitcoin. Simon weighs in on the tipping point at which a stronger rand starts…

23 Jan 12AM 20 min

[TOP STORY] Reserve Bank should ‘bite the bullet’ on rates

Chris Harmse of Sequoia Capital unpacks December inflation at 3.6% and an average CPI of 3.2% for 2025, the lowest in more than a decade, and what it signals for next week’s interest-rate call.

22 Jan 1AM 4 min

Sasol's strong long-term potential

Petri Redelinghuys from Herenya Capital Advisors revisits Sasol – one of his 2025 picks – after a volatile year, and asks whether it still earns a place in his portfolio. Chris Harmse of Sequoia Capital unpacks December inflation at 3.6% and an average CPI of 3.2% for 2025, the lowest…

22 Jan 12AM 20 min

[TOP STORY] Five defining property trends for 2026

Justin Easthorpe from ooba discusses demographic shifts in SA homebuying, including more first-time, female and Generation Z buyers.

21 Jan 2AM 5 min

BHP boosts copper production as price surges

Chantal Marx from FNB Wealth and Investments unpacks the latest BHP Group production update. Zak Calisto, CEO of Karooooo, reflects on third-quarter results and whether the strong growth and cash generation can be sustained. Justin Easthorpe from ooba shares the key residential property trends he’s watching in 2026.

21 Jan 12AM 19 min

[TOP STORY] From rhetoric to reality: South Africa's economic renaissance at Davos

Kuseni Dlamini, president of the American Chamber of Commerce in SA, shares why Team SA needs delivery, not slogans, at Davos.

20 Jan 2AM 5 min

One year of Trump, and markets are on a high

Kea Nonyana from PrimeXBT on Trump’s first year of his second term, with global markets trading near all-time highs – are investors underpricing the risks? Kuseni Dlamini, president of the American Chamber of Commerce in SA, on why Team SA needs delivery, not slogans, at Davos. Risenga Maluleke, Statistician-General, unpacks…

20 Jan 12AM 20 min

[TOP STORY] The impact of hyperscaler spending on global markets

Big tech is going to move from very comfortable, lazy net-cash balance sheets to net-debt balance sheets, cautions Keith McLachlan of Element Investment Managers.

19 Jan 2AM 7 min

Central Bank buying puts floor on gold price

Nick Kunze of Sanlam Private Wealth unpacks Trump’s latest tariff salvo and why investors disliked Richemont’s update. Keith McLachlan from Element Investment Managers explains how AI hyperscalers are shifting from asset-light models to heavy capital spending. Absa CIB’s Craig Brewer on the gold price finding a floor, and why copper…

19 Jan 12AM 22 min

[TOP STORY] Can SA’s mining sector adapt to the Just Energy Transition?

‘Tomorrow's mines depend on exploration today, and that hasn't been happening’ – KPMG Lead Economist Frank Blackmore.

16 Jan 2AM 8 min

Silver: How much higher can it go?

Petri Redelinghuys of Herenya Capital Advisors unpacks silver’s sharp rally – what’s driving it, and whether investors are better off owning the metal or the miners. KPMG SA’s Frank Blackmore on the untapped potential of South Africa’s mining sector. Simon on why Donald Trump’s calls to push Jerome Powell aside…

16 Jan 12AM 20 min

[TOP STORY] Operation Vulindela: Challenges and triumphs

'At the end of the day, what we want to do is create employment and ensure that South Africans have a better place to live’ – Rudi Dicks, Presidency’s Project Management Office.

15 Jan 2AM 6 min

Cell C needs to prove its business model

Independent analyst Jimmy Moyaha on Cell C – with the IPO a success and Allan Gray taking a meaningful stake, is there value emerging? Ian Anderson from Merchant West Investments on why 2025 could outshine 2024 for Reits – and whether the momentum can hold into 2026. Rudi Dicks, head…

15 Jan 12AM 21 min

[TOP STORY] Trump actions ironically good for SA

‘I think you have to be very careful with the US as an investment destination; other markets are becoming much more interesting’ – Herman van Papendorp, Momentum Investments Head of Asset Allocation.

14 Jan 2AM 5 min

Finding stellar returns beyond just tech

Sithembile Bopela from FNB Wealth and Investments unpacks whether Aspen’s plan to sell its APAC (ex-China) assets sharpens the investment case. Herman van Papendorp from Momentum Investments explores how the US attack on Venezuela carries consequences well beyond Latin America, with longer-term implications for investors. Craig Antonie of AnBro Capital…

14 Jan 12AM 20 min

[TOP STORY] The importance of Federal Reserve independence

Infringing on central bank independence is ‘really doing the opposite of investing in your future; you're investing in now at the expense of the future’ – Future Forex CEO Harry Scherzer.

13 Jan 2AM 6 min