MoneywebNOW

[TOP STORY] From wool to wine: SA’s agricultural potential in China

Agbiz chief economist Wandile Sihlobo looks at the China-Africa Framework agreement and how our meat, grain and wine industries stand to benefit if we are able to secure better tariff levels there.

20 Feb 2AM 8 min

Here’s where to invest new money

Kieran Witthuhn from Anchor Capital breaks down Gold Fields’s results – a strong dividend and solid performance – and where he’d be putting new money now. Wandile Sihlobo, chief economist at the Agricultural Business Chamber of South Africa, on a potential tariff deal with China, the latest on foot and…

20 Feb 12AM 20 min

[TOP STORY] Pan African Resources thrives amid rising costs and stronger rand

CEO Cobus Loots unpacks the company’s stellar H1 financial results and future growth plans.

19 Feb 2AM 6 min

Sibanye Stillwater impairs R14bn

Independent analyst Jimmy Moyaha unpacks a strong Grindrod update alongside a softer set of numbers from Sibanye-Stillwater, as the group writes down the Keliber lithium project again. Cobus Loots, CEO of Pan African Resources, on record-setting results – even as all-in-sustained-costs come in well above guidance. Dr Andrew Golding, chief…

19 Feb 12AM 20 min

Hustle or health: The hard side of being an entrepreneur

Colin Timmis from Xero considers the emotional drain in running an SA SME during tax season.

18 Feb 2AM 6 min

Afrimat hurt by issues beyond their control

Chantal Marx of FNB Wealth & Investments unpacks BHP’s half-year numbers and what’s behind Afrimat’s latest update. Tinus Rautenbach of Clarity by Investec on the new wave of increasingly sophisticated investment scams. Xero’s Colin Timmis on the emotional toll of running an SME – and why the pressure goes beyond…

18 Feb 12AM 20 min

[TOP STORY] How renewable energy is revolutionising South Africa's power grid

‘I think the biggest thing to unlock right now is that credit vehicle that will support independent transmission projects’ – Seithati Bolipombo from alternative energy company Mulilo.

17 Feb 2AM 9 min

Treasury plans auto-enrolment for pension funds

Faheema Adia from Momentum Securities on Telkom’s upbeat update – and whether the telecoms sector still has room to run. Seithati Bolipombo of Mulilo on what lies ahead for South Africa’s renewables as they move from backup solution to the backbone of the energy mix. 10X Investments’s Caroline Naylor-Renn with…

17 Feb 12AM 21 min

[TOP STORY] Consumers steadier day to day, but still wary of the future

Nedbank Executive for Financial Wellness and Advisory Dr Frank Magwegwe reports an overall improvement in working South Africans’ financial health for a third consecutive year.

16 Feb 2AM 6 min

US economic data looking strong

Nick Kunze from Sanlam Private Wealth on January’s steadier US inflation print, what the earnings season is revealing, and how Cell C’s maiden results stack up. Dr Frank Magwegwe from Nedbank weighs in as local consumers show tentative financial improvement, even as confidence remains fragile. Kristof Kruger from Prescient Securities…

16 Feb 12AM 19 min

[TOP STORY] Are you using AI for investing or financial management?

Keith McLachlan of Element Investment Managers considers Anthropic’s new Claude Opus 4.6 tool for forecasting free cash flows and then discounting them back to a present value.

13 Feb 6AM 8 min

The JSE's shining investment gems

Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev’s results – are drinkers buying less beer or just paying more for it? Keith McLachlan from Element Investment Managers explains how AI can now build robust discounted cash-flow models, what a DCF actually is, and how investors use it. Simon weighs…

13 Feb 12AM 20 min

[TOP STORY] $600bn AI splurge could keep US growth humming

Citadel chief economist Maarten Ackerman questions the trend’s sustainability but notes the differences between emerging markets.

12 Feb 2AM 6 min

Capitec’s low cost base boosts profits

Kea Nonyana from PrimeXBT on Capitec’s trading update, falling US unemployment, and claims from US Treasury Secretary Scott Bessent that Chinese speculators are manipulating gold. Maarten Ackerman from Citadel on AI-fuelled US growth and why 2026 could still prove fragile. Willem le Roux of Sanlam Investments Multi-Manager on whether the…

12 Feb 12AM 22 min

[TOP STORY] Shoppers get smarter as price pressure reshapes loyalty

Lané Klopper, consumer panel services lead at NIQ SA, shares how consumers are adapting to economic pressures in the FMCG sector.

11 Feb 2AM 7 min

Pick n Pay’s turnaround stuck in the queue

Zimele Mbanjwa from FNB Wealth and Investments unpacks Pick n Pay’s weak update and asks whether the problem is the sector or the stock. Lané Klopper from NIQ South Africa on how consumers are rewriting the rules for FMCG in 2026. Josh Kotlowitz from Future Forex explains why investing offshore…

11 Feb 12AM 20 min

[TOP STORY] Strategic benefits of M&As for professional service firms

PJ Veldhuizen from Gillan and Veldhuizen Inc explains how small and medium enterprises can thrive through strategic partnerships.

10 Feb 2AM 5 min

Commodity miners’ earnings surge already priced in

Jimmy Moyaha, independent analyst, unpacks booming profits at Northam Platinum and DRDGold as higher metal prices feed through to the bottom line. Sarah Nicholson from JustMoney talks love and money ahead of Valentine’s Day. PJ Veldhuizen, MD at Gillan & Veldhuizen Inc, on the surge in SME M&A activity and…

10 Feb 12AM 19 min

[TOP STORY] Understanding vehicle insurance against accidents

Naked’s Ernest North discusses the hidden costs of car accidents and why your vehicle might be declared a write-off.

9 Feb 1AM 6 min

It may not seem like it ... but this is still a bull market

Petri Redelinghuys from Herenya Capital Advisors on where he sees the best opportunities as crypto, big tech and commodities all retreat. Wiehann Olivier from Forvis Mazars on stablecoins, the rand, and the opportunity slipping away without clear regulation. Ernest North, co-founder of Naked, unpacks how car-insurance write-offs really work.

9 Feb 12AM 19 min