MoneywebNOW

[TOP STORY] The impact of tariffs on global markets

The ‘effect of Elon Musk seems to be taking hold,’ posits Philip Short from Flagship Asset Management.

20 Mar 3AM 6 min

Japanese market reforms boost stock profits

Lonwabo Maqubela from Perpetua Investment Managers shares key insights from his recent trip to Japan. Philip Short from Flagship Asset Management explores the impact of tariffs on global markets. Meanwhile, Hannah de Nobrega from Prescient Investment Management looks ahead to the upcoming MPC meeting – will it be a hold…

20 Mar 12AM 21 min

[TOP STORY] Is ESG dead?

Mila Vicquery from Energy Partners addresses the impact of Trump’s withdrawal of the US from the Paris Agreement on ESG and the Just Energy Transition.

19 Mar 2AM 7 min

Market giving Super Group cold shoulder despite great prospects

Chantal Marx from FNB Wealth & Investments discusses the strong results from Old Mutual and the challenging performance of Super Group. Mila Vicquery from Energy Partners addresses the impact of Trump’s withdrawal of the US from the Paris Agreement on ESG and the just energy transition. Is ESG losing its…

19 Mar 1AM 20 min

[TOP STORY] ‘You can have multiple living annuities’

Brett Mackay from 10X Investments also weighs the pros and cons of living vs guaranteed life annuities.

18 Mar 3AM 7 min

Are MTN’s naira woes behind it?

Independent analyst Carmen Mpelwane breaks down MTN's results, packed with “constant currency” adjustments. Brett Mackay from 10X Investments weighs the pros and cons of living vs guaranteed life annuities. Old Mutual Alternative Investments explores the role of private markets in a 60/40 portfolio.

18 Mar 1AM 21 min

[TOP STORY] Buy Now Pay Later takes the market by storm

Younger generations in particular are using it for big-ticket items. Rather than shelling out all in one month, they can pay over, say, three or four months – Mladen Čólić from TransUnion.

17 Mar 2AM 7 min

Renergen finally produces liquid helium

Kea Nonyana from Scope Prime on Renergen’s long-awaited helium production and his top pick among JSE-listed diversified miners. Absa’s Adam Reeves unpacks the mechanics of structured products, while Mladen Čólić from TransUnion Africa explores the rise of Buy Now Pay Later and its role in financial inclusion across the continent.

17 Mar 1AM 21 min

[TOP STORY] The power of financial literacy

Rob van Eyden of Scope Markets explains the role of education for savings, investing, budgeting, risk reduction, tax management and making informed decisions.

14 Mar 3AM 8 min

Gold breaks $3 000

Schalk Louw from PSG Old Oak discusses Standard Bank’s modest results, and Hyprop’s solid performance. Robert Van Eyden, CEO of Scope Markets, highlights the broader benefits of financial education beyond individuals to the economy. Meanwhile, Simon shares his thoughts on the budget – far from the worst, but can it…

14 Mar 1AM 21 min

[TOP STORY] Banking on experience: Which SA lender comes out tops?

Professor Adré Schreuder shares insights from UP’s 2024 consumer survey on local bank satisfaction.

13 Mar 3AM 5 min

Here's how to invest in an AI fund with capital guarantee

Matete Thulare from RMB discusses a tough budget, including a 0.5% Vat hike for this year and next. Professor Adré Schreude from the University of Pretoria shares insights from their consumer survey on local bank satisfaction. Zikona Poswayo from Standard Bank unveils their new AI-structured investment product.

13 Mar 1AM 19 min

[TOP STORY] HomeChoice International thrives in tough environment

‘What has driven the [retail] turnaround ... is a substantial improvement in the quality of the customers ... taken on board with new credit models, but also a drive into touch-and-feel small format showrooms’: CEO Sean Wibberley.

12 Mar 4AM 6 min

Good rerating potential for Absa

Alex Duys of Umthombo Wealth on Absa's strong results and Attacq's impressive performance. Sean Wibberley, CEO of Homechoice International, discusses results driven by fintech growth. Momentum Investments's Sanisha Packirisamy previews Budget 2025 2.0 ... will we see a Vat hike?

12 Mar 1AM 21 min

[TOP STORY] Scary volatile markets can create opportunities

‘Now's the time for active stock-picking and active management to really earn its stripes’ and generate alpha for investors: Reko Nare from Anchor Capital.

11 Mar 3AM 5 min

Is Europe the ultimate value story?

Reko Nare from Anchor discusses US macro data as we await Wednesday's US inflation report. Bruce Stong, CEO of Mpact, reflects on tough trading conditions, though with some positives in their latest results. Sean Kelly from Parity Wealth Managers analyses US market performance compared to South Africa and other global…

11 Mar 1AM 20 min

[TOP STORY] Trump, tech, and whether value stocks still offer real value

Andrew Williams, Schroders’ investment director for Global Value Equities, characterises China as the ‘dark destroyer’ of profit margins for developed market businesses.

10 Mar 3AM 6 min

US Jobs data is the one to watch for weakness

Nick Kunze from Sanlam Private Wealth unpacks Rainbow’s results and what US jobs data means for markets. Andrew Williams from Schroders on Trump, tech, and whether value stocks still offer real value. Dylan Govender of Investec Business Banking explores Trump’s bold trade moves and what local investors should keep an…

10 Mar 12AM 19 min

[TOP STORY] Woolies’s CEO talks Dash growth, fashion woes and beauty’s boom

‘Dash has been doing especially well’ ... together with the opening of ‘dark stores’ and prestige beauty brands knocking on Woolies door: CEO Roy Bagattini.

7 Mar 1AM 7 min

The best investments for your TFSA

Independent analyst Jimmy Moyaha breaks down FirstRand’s results and the broader struggles seen in recent SA Inc earnings. Woolworths CEO Roy Bagattini unpacks the hurdles in the retailer’s fashion and beauty segments. Simon shares his top picks for your tax-free savings account.

7 Mar 12AM 20 min