MoneywebNOW

[TOP STORY] Commercial property: Industrial and retail sectors lead, office struggles

Property strategist John Loos explains trends observed across the commercial market, with ‘some emphasis’ on owner-occupied participants.

28 Jan 2AM 8 min

Lewis's strong update cheered by the market

Independent analyst Carmen Mpelwane discusses Lewis's trading update, a rare one welcomed by the market. John Loos from FNB shares insights from the lender's property broker survey results. Adele du Toit from the Rooibos Council speaks on the growing demand for Rooibos and its future potential.

28 Jan 12AM 19 min

[TOP STORY] At the beginning of 2025 are we almost too optimistic?

‘We're sitting at around 75% debt to GDP with interest rates where they are; currently north of 20% of all government revenue is now required just to service the interest on that debt – not even to pay down the debt’: Rory Kutisker-Jacobsonfrom Allan Gray.

27 Jan 2AM 7 min

Reinet discount attractive for investors

Nick Kunze from Sanlam Private Wealth discusses Reinet's NAV update, highlighting its significant trading discount, and comments on the sell-off following Foschini's trading update. Rory Kutisker-Jacobson of Allan Gray explains sentiment swings and why they are trimming exposure to SA Inc stocks.

27 Jan 12AM 18 min

[TOP STORY] The appetite for GLP-1 drugs grows

‘The nature of the beast is yes, these drugs come off patent; the demand is there and someone could produce it more cheaply’, Integral Asset Management’s Keith McLachlan points out.

24 Jan 3AM 11 min

Sasol production slowly improving as it manages what it can

Shaun Dendere from Trive Investments breaks down Sasol’s trading update and Cashbuild’s strong results. Keith McLachlan from Integral Asset Management dives into the GLP-1 drug boom and its investment opportunities. Simon on big purchases: Trust less, verify more.

24 Jan 12AM 20 min

[TOP STORY] Making sense of the Sasol BEE scheme – or schemes

Craig Gradidge of Gradidge-Mahura Investments makes sense of the Sasol Inzalo, Khanyisa and SOLBE1 BEE deals.

23 Jan 1AM 5 min

Local consumer showing strength as stocks are priced for perfection

Kea Nonyana from Scope Prime discusses the Mr Price update and the outlook for local consumer stocks. Devina Dawkinun from Regent Business School shares insights on the global economy at a pivotal moment. Craig Gradidge from Gradidge Mahura Investments explains the latest developments in Sasol's BEE scheme, Khanyisa.

23 Jan 12AM 20 min

[TOP STORY] Bank account empty, January bills to pay – now what?

Momentum Group's consumer financial education specialist Salem Nyati offers practical tips on how stressed consumers can relieve their ‘Januworries’.

22 Jan 2AM 6 min

Next week’s rates decision will be a balancing act

Gary Booysen from Rand Swiss breaks down Clicks's trading update and why the market views it as underwhelming. Hannah de Nobrega from Prescient Investment Management shares insights on what to watch in the upcoming local CPI data. Salem Nyati from Momentum offers tips on managing debt and making the most…

22 Jan 12AM 19 min

[TOP STORY] Have you bought Trump or Melania meme coins?

Luno's Christo de Wit explains how and why meme coins are listed on Ethereum or Solana.

21 Jan 2AM 8 min

TSMC still offering value

Kieran Witthuhn from Anchor discusses TSMC results and US bank earnings. Luno's Christo de Wit explains how and why meme coins are listed on Ether or Solana. Sidney Fletcher of Tax Consulting SA unpacks Sars's crackdown on trust tax arrears.

21 Jan 12AM 20 min

[TOP STORY] Do we manifest our own inflation?

Anchor Capital investment analyst Casey Sprake looks at inflation expectations for the next three years.

20 Jan 2AM 6 min

What’s left if Sasol sells its chemical business?

Nick Kunze from Sanlam Private Wealth discusses reports of Sasol possibly spinning off its US chemicals operations and analyses the Ninety One AUM update. Dean Furman, CEO of 1064 Degree, shares insights on what to expect from AI in 2025. Casey Sprake from Anchor explores inflation expectations and their importance.

20 Jan 12AM 20 min

[TOP STORY] Looking at the US and its markets in 2025

‘Across the board for many high-quality businesses ... having to pay PE ratios north of 35 seems a little high at this stage. So we're just taking a fairly defensive stance on US equities’– Independent Securities CIO Simon Fillmore.

17 Jan 2AM 7 min

Despite stock jump Richemont still isn’t pricey

Alex Duys from Umthombo Wealth discusses Richemont’s strong update, which drove the stock to all-time highs, and PPC’s new R3 billion cement plant in the Western Cape. Simon Fillmore of Independent Securities shares his market outlook for 2025 and adjacent AI ideas. Simon shares his thoughts on fees – the…

17 Jan 12AM 19 min

[TOP STORY] Reits in focus: 2025 prospects, growth potential, and investor opportunities

‘I think the average South African investor is still very underweight property; yet it plays a very important role in any portfolio’ – Ian Anderson from Merchant West Investments.

16 Jan 3AM 7 min

2025: Why PGM stocks are a buy

Zak Calisto, CEO of Karooooo, reflects on results that showcased another quarter of strong growth, particularly in Southeast Asia. Meanwhile, Ian Anderson from Merchant West Investments examines the strong performance of Reits in 2024 and shares insights on their prospects for the year ahead. Independent analyst Jimmy Moyaha discusses whether,…

16 Jan 12AM 22 min

[TOP STORY] Time for ETF dividends – less the dividend-withholding tax

Nerina Visser explains the intricacies of ETF taxation and fees and helps investors understand the nuances.

15 Jan 2AM 9 min

US proposes banning AI chip exports to all but 18 countries

Viv Govender of Rand Swiss shares insights on the Biden administration's updated export rule for AI chips, which has knocked Nvidia and ETFsa's Nerina Visser on understanding the distribution Sens announcements from ETFs. Ruan Maré of the Competition Commission on the fresh produce market inquiry that has far-reaching implications for…

14 Jan 11PM 24 min