MoneywebNOW

[TOP STORY] How renewable energy is revolutionising South Africa's power grid

‘I think the biggest thing to unlock right now is that credit vehicle that will support independent transmission projects’ – Seithati Bolipombo from alternative energy company Mulilo.

17 Feb 2AM 9 min

Treasury plans auto-enrolment for pension funds

Faheema Adia from Momentum Securities on Telkom’s upbeat update – and whether the telecoms sector still has room to run. Seithati Bolipombo of Mulilo on what lies ahead for South Africa’s renewables as they move from backup solution to the backbone of the energy mix. 10X Investments’s Caroline Naylor-Renn with…

17 Feb 12AM 21 min

[TOP STORY] Consumers steadier day to day, but still wary of the future

Nedbank Executive for Financial Wellness and Advisory Dr Frank Magwegwe reports an overall improvement in working South Africans’ financial health for a third consecutive year.

16 Feb 2AM 6 min

US economic data looking strong

Nick Kunze from Sanlam Private Wealth on January’s steadier US inflation print, what the earnings season is revealing, and how Cell C’s maiden results stack up. Dr Frank Magwegwe from Nedbank weighs in as local consumers show tentative financial improvement, even as confidence remains fragile. Kristof Kruger from Prescient Securities…

16 Feb 12AM 19 min

[TOP STORY] Are you using AI for investing or financial management?

Keith McLachlan of Element Investment Managers considers Anthropic’s new Claude Opus 4.6 tool for forecasting free cash flows and then discounting them back to a present value.

13 Feb 6AM 8 min

The JSE's shining investment gems

Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev’s results – are drinkers buying less beer or just paying more for it? Keith McLachlan from Element Investment Managers explains how AI can now build robust discounted cash-flow models, what a DCF actually is, and how investors use it. Simon weighs…

13 Feb 12AM 20 min

[TOP STORY] $600bn AI splurge could keep US growth humming

Citadel chief economist Maarten Ackerman questions the trend’s sustainability but notes the differences between emerging markets.

12 Feb 2AM 6 min

Capitec’s low cost base boosts profits

Kea Nonyana from PrimeXBT on Capitec’s trading update, falling US unemployment, and claims from US Treasury Secretary Scott Bessent that Chinese speculators are manipulating gold. Maarten Ackerman from Citadel on AI-fuelled US growth and why 2026 could still prove fragile. Willem le Roux of Sanlam Investments Multi-Manager on whether the…

12 Feb 12AM 22 min

[TOP STORY] Shoppers get smarter as price pressure reshapes loyalty

Lané Klopper, consumer panel services lead at NIQ SA, shares how consumers are adapting to economic pressures in the FMCG sector.

11 Feb 2AM 7 min

Pick n Pay’s turnaround stuck in the queue

Zimele Mbanjwa from FNB Wealth and Investments unpacks Pick n Pay’s weak update and asks whether the problem is the sector or the stock. Lané Klopper from NIQ South Africa on how consumers are rewriting the rules for FMCG in 2026. Josh Kotlowitz from Future Forex explains why investing offshore…

11 Feb 12AM 20 min

[TOP STORY] Strategic benefits of M&As for professional service firms

PJ Veldhuizen from Gillan and Veldhuizen Inc explains how small and medium enterprises can thrive through strategic partnerships.

10 Feb 2AM 5 min

Commodity miners’ earnings surge already priced in

Jimmy Moyaha, independent analyst, unpacks booming profits at Northam Platinum and DRDGold as higher metal prices feed through to the bottom line. Sarah Nicholson from JustMoney talks love and money ahead of Valentine’s Day. PJ Veldhuizen, MD at Gillan & Veldhuizen Inc, on the surge in SME M&A activity and…

10 Feb 12AM 19 min

[TOP STORY] Understanding vehicle insurance against accidents

Naked’s Ernest North discusses the hidden costs of car accidents and why your vehicle might be declared a write-off.

9 Feb 1AM 6 min

It may not seem like it ... but this is still a bull market

Petri Redelinghuys from Herenya Capital Advisors on where he sees the best opportunities as crypto, big tech and commodities all retreat. Wiehann Olivier from Forvis Mazars on stablecoins, the rand, and the opportunity slipping away without clear regulation. Ernest North, co-founder of Naked, unpacks how car-insurance write-offs really work.

9 Feb 12AM 19 min

[TOP STORY] Inside the logic behind Barloworld’s JSE delisting

Dominic Sewela, group CEO of Barloworld, explains why delisting enables patient capital, sharper focus and long-term value creation in a cyclical, commodity-linked business.

6 Feb 2AM 7 min

Can Disney’s new CEO beat off Alphabet?

Gary Booysen from Rand Swiss on Disney’s new CEO – can the magic return? Plus, a closer look at Boxer’s second-half slowdown and whether it’s cause for concern. Dominic Sewela, Group CEO of Barloworld, on life after delisting and just how much the share price shaped decisions while listed. Simon’s…

6 Feb 12AM 20 min

[TOP STORY] The economic cost of SA’s long growth drought

Investec Wealth and Investment International strategist Osagyefo Mazwai unpacks how weak GDP growth hollowed out job creation, deepened youth unemployment, and why education reform is critical to future labour market recovery.

5 Feb 2AM 8 min

Agoa deal sealed – tariff pressure stays

Kea Nonyana from PrimeXBT on Sappi’s well-received results and Vodacom’s latest trading update. Donald MacKay from XA Global Trade Advisors on the Agoa renewal and what it means for South Africa amid Trump’s tariffs. Osagyefo Mazwai from Investec on the job losses after a decade of weak economic growth.

5 Feb 12AM 21 min

[TOP STORY] Why the transformation fund raises governance and SME funding concerns

Jameel Khan, co-founder of The Unconventional CA, questions governance, accountability and whether a centralised transformation fund can effectively support South Africa’s diverse SME sector.

4 Feb 1AM 5 min

New look Super Group's rock-solid balance sheet

Chantal Marx from FNB Wealth and Investments on Super Group’s update – what remains after the Australia exit and where value could still lie. Henk Kotze from Prescient Investment Management on their actively managed income ETF crossing a milestone to become SA’s largest. Jameel Khan, co-founder of Unconventional CA, on…

4 Feb 12AM 19 min