MoneywebNOW

[TOP STORY] Advantages of umbrella funds for SMEs

Over the years there has been a large change in retirement fund regulation, adding a significant burden to the administration process for smaller businesses – Niki Giles, Prescient Fund Services.

20 May 2AM 5 min

The benefits of managing currency volatility

Gary Arnold, CEO of Astral, on the results: Revenue was higher, but cost pressures saw profit fall markedly. Bianca Botes, Citadel Global, on how managing rand volatility could be a competitive advantage. Niki Giles of Prescient Fund Services on umbrella funds and how they can help smaller companies with the…

20 May 1AM 21 min

[TOP STORY] Afrimat expects to be debt-free again in two to three years

‘I think there's still some legs left to improve margins, especially with the Lafarge businesses that are now starting to gain momentum again’: CEO Andries van Heerden.

19 May 2AM 6 min

The US debt downgrade is symbolic

Nick Kunze from Sanlam Private Wealth unpacks the impact of Moody’s downgrade of US debt and how Richemont continues to impress the market. Afrimat CEO Andries van Heerden discusses the company’s results, which came in below expectations. Heinrich Louw of Cliffe Dekker Hofmeyr explains the risks directors face when companies…

19 May 1AM 20 min

[TOP STORY] Big Tech titans still vulnerable to macroeconomic turmoil

‘I'm very respectful of the market, but it can be a little irrational in selling things, especially when something seems to have gone up too much in the market's opinion’: Nishlen Govender from Citadel.

16 May 4AM 8 min

Chinese tech rallies, but risks still in play

Schalk Louw from PSG Old Oak ponders the potential opportunity in select Chinese stocks, especially in light of recent tariff reductions. Citadel's Nishlen Govender weighs in on the state of big tech – highlighting both the challenges and the possible openings for investors. Simon shares his perspective on actively managed…

16 May 1AM 20 min

[TOP STORY] Karooooo continues to seize growth opportunities in SA and Asia

‘I think South Africa is a very resilient place with good people, good talent, and great opportunity’, declares CEO Zak Calisto.

15 May 2AM 5 min

Sasol: Has its time finally come?

Petri Redelinghuys from Herenya Capital talks Sasol. It's starting to look technically promising, with improvements on both the daily and weekly charts, buoyed by stronger oil prices and its retention in the MSCI World Index. Zak Calisto, CEO of Karooooo, unpacks the company's FY 2025 results and the key drivers…

15 May 1AM 19 min

[TOP STORY] From climate and disease to tariffs: The complex landscape of SA’s agriculture

‘We've seen with Covid once you're not in a market you start losing that shelf space, so it is fairly important that we maintain that status – Abrie Rautenbach from Absa AgriBusiness.

14 May 2AM 6 min

Gold still fund managers' fav

Scope Prime’s Kea Nonyana unpacks Exxaro’s manganese move — and whether a truce on tariffs could dull gold’s sparkle. Absa’s Abrie Rautenbach weighs in on how tariffs are biting into South Africa’s agri sector. Tax Consulting SA’s John-Paul Fraser on why expats are among the millions eyeing the two-pot cash.

14 May 1AM 19 min

[TOP STORY] Office market stuck in neutral, says Redefine, as demand remains absent

CEO Andrew König shares on the robust industrial sector, the Polish portfolio and the growing benefit of solar energy in business.

13 May 3AM 6 min

Lewis: After a strong update, it's still cheap

Alex Duys of Umthombo Wealth highlights Lewis Group’s strong trading update and Boxer’s solid first results as a listed company. Redefine CEO Andrew König notes continued pressure in the local office sector, while Poland nears full occupancy. Calgro M3 CEO Ben Pierre Malherbe reports a sharp revenue drop but resilient…

13 May 1AM 19 min

[TOP STORY] Sappi Q2 2025 results show revenue flat year on year

‘With all the fun and games going on between President Trump and the Chinese ... the retailers out of the US are not really ordering clothing and unfortunately everybody is adopting a wait-and-see attitude which has a knock-on effect on the selling prices [of dissolving wood pulp]’: CEO Steve Binnie.

12 May 3AM 6 min

AngloGold free cash flow surges sevenfold

Nick Kunze of Sanlam Private Wealth discusses AngloGold and the outlook for gold miners' profits as the metal trades just below record highs. Sappi CEO Steve Binnie unpacks the company's results and the possible upside from trade tariffs. KAL CEO Sean Walsh comments on results, with revenue impacted by lower…

12 May 1AM 22 min

[TOP STORY] Turning the world of retail investing on its head

David Lloyd, CEO of King Alexander Investments, describes his company’s unconventional ‘only pay when you're winning’ fee structure.

9 May 3AM 9 min

AB Inbev: A mature stock but priced for growth

Carmen Mpelwane unpacks AB InBev’s rising profits despite falling beer sales. David Lloyd of King Alexander Investments introduces a fresh take on LISPs with flat fees and guarantees. Plus, Simon weighs in on subscription fatigue – are we paying too much for too many?

9 May 1AM 20 min

[TOP STORY] Estée Lauder’s new management needs to fix the business’s investment case

The company presents ‘a sad story and really a cautionary tale for investors, particularly quality investors,’ following a series of unfortunate events – Tasneem Samodien from Old Mutual Private Wealth.

8 May 3AM 6 min

Strong Palantir results, but valuations worry investors

Independent analyst Jimmy Moyaha unpacks Palantir Technologies — strong results and raised guidance, but the stock still tumbled over 10%. Tasneem Samodien of Old Mutual Private Wealth looks into Estée Lauder’s dramatic 80% decline. What went wrong, and is there value to be found or reason to steer clear? Michael…

8 May 1AM 20 min

[TOP STORY] Sylvania Platinum delivers sustained debt-free Q2 performance

The 'Thaba JV will give us significant chrome revenue, obviously with a lower-risk co-production model’ – CEO Jaco Prinsloo.

7 May 2AM 5 min

MTN offers unique exposure for investors

Gary Booysen from Rand Swiss discusses MTN's latest updates on Ghana, Nigeria, and Rwanda. After a strong performance this year, is it still an attractive investment? Jaco Prinsloo, CEO of AIM-listed Sylvania Platinum, talks about their expansion into chrome. Erica Liebenberg from Just Money explores the concept of the time…

7 May 1AM 21 min