MoneywebNOW

[TOP STORY] SA's corporate pay shake-up: What new disclosure rules mean for workers and CEOs

Leila Ebrahimi from PwC breaks down how companies must now reveal information about their highest and lowest earners.

5 Jun 2AM 7 min

Spar turn around still a work in progress

Chantal Marx from FNB Wealth and Investments unpacks Spar's results – has the retailer turned a corner, and should Shoprite be looking over its shoulder? Leila Ebrahimi from PwC breaks down new pay gap rules and how companies must now reveal information about their highest and lowest earners. Steven Amey…

5 Jun 1AM 21 min

[TOP STORY] May new vehicle sales up 22% y/y

The commercial vehicle sector performed exceptionally well in the month and potentially signals renewed confidence in the broader economy – Nada vice-chair Thembinkosi Pantsi.

4 Jun 2AM 7 min

Gold shines bright with strong tailwinds

Kea Nonyana from Scope Prime weighs in on whether local asset managers like Coronation, Ninety One, and Sygnia stand to benefit from rising markets. Harris Gore of Grovepoint Investment Management breaks down the state of US private credit and whether it's holding up. Plus, Thembinkosi Pantsi from the National Automotive…

4 Jun 1AM 20 min

[TOP STORY] Amazing exchange-traded investment opportunities lurk on the JSE

Nerina Visser from etfSA helps explain how ETNs differ from ETFs, their uses and benefits.

3 Jun 3AM 7 min

US markets set for new all-time highs

Petri Redelinghuys from Herenya Capital Advisors: With US markets brushing up against all-time highs, is it time to lean long – or start thinking short? Simon's uncovered a batch of IBS ETNs, each tracking surprisingly quirky and niche indices. Nerina Visser from ETFsa helps explain the story. Stacy Rouchos of…

3 Jun 1AM 21 min

[TOP STORY] What is the rationale behind Trumponomics?

‘It took the US as a nation 220 years to build up its first $1 trillion of debt, and it's now adding $1 trillion of debt every six months’ – Hywel George, Old Mutual Investments.

2 Jun 2AM 6 min

How choosing the right trading platform can make you money

Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem’s results – what spooked the market? Plus, if you held Anglo American at Friday’s close, you now own Valterra. Should you hang on to this PGM play? Hywel George from Old Mutual Investments explores the logic behind Trumpanomics. PSG Wealth’s Wendy Myers…

2 Jun 12AM 20 min

[TOP STORY] The brilliance of Harmony’s acquisition of Mac Copper in Australia

‘When we are mining gold in South Africa one of the by-products is uranium, but in much of the rest of the world it is actually copper’ – Bruce Williamson, Integral Asset Management.

30 May 4AM 6 min

Lewis posts strong results, but the stock remains undervalued

Chantal Marx from FNB Wealth & Investments shares insights on Lewis & Tsogo’s results and highlights Nvidia’s impressive growth. Bruce Williamson of Integral Asset Management praises the brilliance of Harmony’s acquisition of MAC Copper in Australia. Simon's thoughts on inflation targeting: where did it start and where to next?

30 May 12AM 20 min

[TOP STORY] Absa expecting 25bp interest-rate cut for May

Economist Sello Sekele breaks down SA’s Q2 2025 GDP outlook with inflation and local uncertainty in focus.

29 May 2AM 4 min

Reunert may offer value ... but results disappoint

Kieran Witthuhn from Anchor unpacks Tiger Brands's stellar results and the Anglo American demerger. Charl de Villiers of Ashburton Investments weighs in on Reunert’s steady showing. Absa CIB’s Sello Sekele breaks down South Africa’s Q2 2025 outlook – GDP, inflation, and local uncertainty in focus.

29 May 1AM 20 min

[TOP STORY] Dublin-based Greencoat Renewables to list on JSE

‘We're seeing increasing levels of investment into the grid and stabilising the grid’ in the move away from traditional coal and gas plants, relying a lot more on wind and solar, says partner Paul O’Donnell.

28 May 3AM 6 min

Why is Harmony buying into copper?

Independent analyst Jimmy Moyaha breaks down Harmony’s copper move and Pepkor’s power-packed performance. Paul O'Donnell from Greencoat Renewables sheds light on Europe’s green energy scene ahead of their JSE debut this June. FinFix CEO Chris Coetzee unpacks new credit bureau rules – your overdraft’s now on the radar, and it…

28 May 1AM 19 min

[TOP STORY] Treading lightly with greener homes

Eva August, CEO of Century 21 SA, notes that sustainable homes have moved beyond niche appeal – they're now the expected norm.

27 May 3AM 7 min

Pick n Pay offers value on sum of parts

Alex Duys of Umthombo Wealth shares insights on Altron’s impressive performance, highlighting the strength behind its latest results. Keith McLachlan from Element Investment Managers sees undervalued opportunity in Pick n Pay, despite the retailer's ongoing struggle to reach breakeven. Eva August, CEO of Century 21 SA, notes that sustainable homes…

27 May 1AM 21 min

[TOP STORY] 'We’d like to plan for all different scenarios'

Senior equity analyst Philip Short on how Flagship is navigating global uncertainty, style agnosticism, and FX risk.

26 May 2AM 4 min

Nampak turnaround looking good

Nick Kunze from Sanlam Private Wealth talks markets: Nampak's results as the turnaround continues and Sasol gets R3.9 billion from Transnet. Philip Short of Flagship Asset Management on adjusting global portfolios during tariffs and higher yields. Morningstar Investment Management SA's Roné Swanepoel offers tips on staying steady in times of…

26 May 1AM 20 min

[TOP STORY] Spear Reit achieves 97% office sector occupancy

CEO Quinton Rossi notes: ‘We've got over 500 fintech businesses in Cape Town employing over 40 000 people,’ and the GNU ‘has been really good for business, particularly within the Western Cape’.

23 May 3AM 8 min

Global bond yields ‘have me worried’

Schalk Louw from PSG Old Oak unpacks Investec's strong results. As someone who primarily focuses on equities, he shares how he’s interpreting the recent spike in global bond yields. Spear Reit CEO Quintin Rossi reflects on the company’s latest results and the encouraging rise in demand for international business process…

23 May 1AM 20 min