MoneywebNOW

[TOP STORY] What’s driving record gold demand in a $5000 market

With gold above $5000, Krishan Gopaul, market strategist at the World Gold Council, explains what’s driving record demand, renewed ETF inflows, cautious central banks and why investor momentum remains a powerful force.

30 Jan 2AM 7 min

Big swings, big risks: Commodities are volatile

Schalk Louw from PSG Old Oak weighs in on the Woolies update and why commodities are starting to trade like meme stocks – with copper, silver, gold, PGMs and aluminium all running hard. Krishan GoPaul of the World Gold Council unpacks the 2025 gold report, as record highs stack up…

30 Jan 12AM 20 min

[TOP STORY] AI: The next big thing or Just hot air?

James Bennett, from Anchor, on why it’s sometimes prudent to admit uncertainty – particularly when weighing up whether AI enthusiasm is innovation or a bubble.

29 Jan 3AM 7 min

The key forces driving PGM prices

Lonwabo Maqubela of Perpetua Investment Managers unpacks the rally in PGMs since mid-2025 and asks whether fundamentals are finally driving prices higher. James Bennett, global equity analyst at Anchor, on why it’s sometimes prudent to admit uncertainty – particularly when weighing up whether AI enthusiasm is innovation or a bubble…

29 Jan 12AM 21 min

[TOP STORY] Do Trump's signed deals count for nothing?

‘We're still trying to negotiate that deal with Trump and along the way we keep doing things to antagonise the Americans ... so in this kind of world we’re going to have to box clever’ – Izak Odendaal, Old Mutual.

28 Jan 2AM 7 min

Housing market looking for a good 2026

Zimele Mbanjwa from FNB Wealth and Investments unpacks a robust Lewis trading update and what it signals for the consumer. Izak Odendaal from Old Mutual on why Greenland still matters for global risk – even with Trump no longer planning a seizure. BetterBond’s Bradd Bendall looks at the housing market…

28 Jan 12AM 19 min

[TOP STORY] Regulatory indecision keeps SA sidelined in global energy race

Niall Kramer of the Offshore Petroleum Association of South Africa warns regulatory uncertainty is costing South Africa $20m to $150m in potential investment per offshore exploration.

27 Jan 2AM 6 min

Clicks shares look cheap after selloff

Faheema Adia of Momentum Securities unpacks last week’s Clicks update – a tough base, but is it still signalling a stretched consumer or emerging value? Niall Kramer from the Offshore Petroleum Association of South Africa on why regulatory certainty is critical to unlocking investment in the local energy sector. Lungile…

27 Jan 12AM 20 min

[TOP STORY] Sectional title schemes: What buyers don’t see coming

Jonathan Kohler, CEO of Landsdowne Property Group, explains how to spot the risks early – and why they matter.

26 Jan 2AM 5 min

More upside even as precious metals at record highs

Nick Kunze from Sanlam Private Wealth unpacks a strong Valterra Platinum update and why this week’s rate decision is unlikely to jolt markets. Jonathan Kohler, CEO of Landsdowne Property Group, explains how to spot sectional title risks early – and why they matter. Niki Giles from Prescient Fund Services breaks…

26 Jan 12AM 21 min

[TOP STORY] Keep your bitcoin in cold storage – with yield

Stafford Masie from Africa Bitcoin Corporation expounds upon the launch of a new product offering yield on your bitcoin.

23 Jan 2AM 8 min

Netflix: Warner deal adds unnecessary risk

Kieran Witthuhn from Anchor unpacks Netflix’s latest results and the market implications of its all-cash bid for Warner Bros. Stafford Masie from African bitcoin Corporation on the launch of a new product offering yield on your Bitcoin. Simon weighs in on the tipping point at which a stronger rand starts…

23 Jan 12AM 20 min

[TOP STORY] Reserve Bank should ‘bite the bullet’ on rates

Chris Harmse of Sequoia Capital unpacks December inflation at 3.6% and an average CPI of 3.2% for 2025, the lowest in more than a decade, and what it signals for next week’s interest-rate call.

22 Jan 1AM 4 min

Sasol's strong long-term potential

Petri Redelinghuys from Herenya Capital Advisors revisits Sasol – one of his 2025 picks – after a volatile year, and asks whether it still earns a place in his portfolio. Chris Harmse of Sequoia Capital unpacks December inflation at 3.6% and an average CPI of 3.2% for 2025, the lowest…

22 Jan 12AM 20 min

[TOP STORY] Five defining property trends for 2026

Justin Easthorpe from ooba discusses demographic shifts in SA homebuying, including more first-time, female and Generation Z buyers.

21 Jan 2AM 5 min

BHP boosts copper production as price surges

Chantal Marx from FNB Wealth and Investments unpacks the latest BHP Group production update. Zak Calisto, CEO of Karooooo, reflects on third-quarter results and whether the strong growth and cash generation can be sustained. Justin Easthorpe from ooba shares the key residential property trends he’s watching in 2026.

21 Jan 12AM 19 min

[TOP STORY] From rhetoric to reality: South Africa's economic renaissance at Davos

Kuseni Dlamini, president of the American Chamber of Commerce in SA, shares why Team SA needs delivery, not slogans, at Davos.

20 Jan 2AM 5 min

One year of Trump, and markets are on a high

Kea Nonyana from PrimeXBT on Trump’s first year of his second term, with global markets trading near all-time highs – are investors underpricing the risks? Kuseni Dlamini, president of the American Chamber of Commerce in SA, on why Team SA needs delivery, not slogans, at Davos. Risenga Maluleke, Statistician-General, unpacks…

20 Jan 12AM 20 min

[TOP STORY] The impact of hyperscaler spending on global markets

Big tech is going to move from very comfortable, lazy net-cash balance sheets to net-debt balance sheets, cautions Keith McLachlan of Element Investment Managers.

19 Jan 2AM 7 min

Central Bank buying puts floor on gold price

Nick Kunze of Sanlam Private Wealth unpacks Trump’s latest tariff salvo and why investors disliked Richemont’s update. Keith McLachlan from Element Investment Managers explains how AI hyperscalers are shifting from asset-light models to heavy capital spending. Absa CIB’s Craig Brewer on the gold price finding a floor, and why copper…

19 Jan 12AM 22 min