MoneywebNOW

[TOP STORY] What’s driving the surge in short selling on the JSE?

‘Spar is the clearest example of where market concerns are actually firmly grounded in observable fundamentals': AG Capital’s Casey Sprake.

9 Jul 2AM 5 min

Sun International: A bargain in plain sight?

Tourism continues to recover, but where's the investment opportunity? Faheema Adia from Momentum unpacks the latest tourism data, the outlook for local leisure stocks, and what Hyprop's accelerated bookbuild means for investors. Short sellers have been increasing their bets against South African retailers. Casey Sprake from AG Capital explains what's…

9 Jul 1AM 20 min

[TOP STORY] Ignoring tech issues costs financial services industry millions every year

‘We found that technology friction is effectively a hidden productivity tax that never really shows up on any dashboard' – Altron Digital Business MD Craig Stewart.

8 Jul 2AM 6 min

Beyond big tech: Where the opportunities are now

Kea Nonyana from PrimeXBT asks whether there’s still an energy trade in a world awash with oil, and shares where he’s finding value in the US beyond the tech giants. Craig Stewart from Altron Digital Business unpacks the employee experience of workplace technology, and why there’s often a gap between…

8 Jul 1AM 20 min

[TOP STORY] Inside South Africa’s most remarkable corporate turnarounds

'If you leave the process too late, there's going to be nothing left to rescue' – Eric Levenstein, director and head of the Insolvency and Business Rescue Department at Werksmans Attorneys.

7 Jul 3AM 6 min

Clicks at decade-low valuation: Buy or beware?

Independent analyst Jimmy Moyaha unpacks Clicks, now trading on a PE roughly half its decade-long average. Is this a rare value opportunity, or are investors witnessing a changing of the guard? Eric Levenstein of Werksmans Attorneys discusses the business rescues of Murray & Roberts and Group Five, and what their…

7 Jul 1AM 20 min

[TOP STORY] SA Reits have outperformed equities and bonds year to date

Ian Anderson of Merchant West Investments discusses the sector’s 4.2% return in June alone, Delta Property Fund’s 50% surge and Hyprop and Vukile expanding in Europe.

6 Jul 2AM 6 min

Investing in Japan: The good and the bad

Nick Kunze from Sanlam Private Wealth unpacks Hudaco's results in a tough trading environment and whether Japan's weak yen, rising yields and stronger markets are creating opportunity. Ian Anderson from Merchant West Investments reviews first-half Reit performance and the appeal of Italian property deals. Chris Fraenkel, Wealth Manager at Private…

6 Jul 1AM 20 min

[TOP STORY] Gold, US politics and oil shocks: Decoding the gold market’s next moves

'I would really point all of your listeners to our recent central bank survey; it's a master class in being able to see what everybody's thinking’ – Taylor Burnette, World Gold Council.

3 Jul 3AM 9 min

Could we see US$-priced ETFs on the JSE?

Reko Nare from Anchor unpacks the growth of AMETFs in SA and globally, what's driving adoption, and where they add the most value. Taylor Burnette from the World Gold Council discusses the Gold Mid-Year Outlook 2026 and what lies ahead for the gold price this year. Simon weighs in on…

3 Jul 1AM 20 min

[TOP STORY] From station wagons to SUVs: Retirement portfolios for a new era

David Crosoer from PPS Investments reflects on how post-retirement investing is perhaps forcing a rethink.

2 Jul 3AM 6 min

Why Bitcoin is struggling without institutional support

Kea Nonyana from PrimeXBT unpacks South32's $5.6 billion sale of its Richards Bay aluminium smelter to Alcoa, before looking back at the first half of the year, with the JSE and gold under pressure while US equities, South Korea and oil emerged as the standout winners. David Crosoer from PPS…

2 Jul 1AM 21 min

[TOP STORY] Staying ahead when the market plays by new rules

‘Instead of trying to be particularly right on something, I think it's more important to prepare for those different potential outcomes' – Sean Neethling, Head of Investments at Morningstar.

1 Jul 2AM 5 min

Warsh’s first FOMC: What it signals for the road ahead

Zimele Mbanjwa from FNB Wealth & Investments unpacks Absa's trading update. The stock looks cheap, but the market clearly didn't like what it saw. Ruen Naidu from Ninety One discusses what a new Fed chair with a hawkish stance and a structural reform agenda could mean for markets. Sean Neethling…

1 Jul 1AM 21 min

[TOP STORY] Benchmarks demystified: From market indices to personal portfolio goals

‘One of the biggest risks in choosing benchmarks is that you don't match what you actually want as an objective’ – Satrix Quantitative Portfolio Manager Siyabulela Nomoyi.

30 Jun 2AM 6 min

Prosus strategy for Tencent working

Independent analyst Jimmy Moyaha unpacks the Naspers and Prosus results as Takealot delivers an adjusted Ebitda profit – but is the story still all about Tencent? Invicta CEO Steven Joffe joins us to discuss results showing 50% of revenue now comes from offshore operations as tough local trading conditions persist…

30 Jun 1AM 20 min

[TOP STORY] Turning university research into real, impactful businesses right here in SA

The best opportunities which we fund are when there's cross-collaboration between faculties – and that's when you really get something unique. Wayne Stocks, Stocks & Strauss.

29 Jun 2AM 5 min

SpaceX enters Nasdaq 100 today

Nick Kunze from Sanlam Private Wealth unpacks this week’s fuel price cuts and why South African consumers still have little reason to celebrate. We also discuss South Korea’s market volatility despite surging global chip demand. Horacia Naidoo-McCarthy from Allan Gray explains how uncertainty often drives poor investor behaviour – and…

29 Jun 1AM 20 min

[TOP STORY] The plight of so many entering retirement today financially unprepared

‘I think employers can play a very meaningful role in assisting and supporting [their] people’ – John Anderson from Sanlam Corporate Investments.

26 Jun 4AM 6 min

Bye bye Mag 7 ... Mangos are driving markets now

Schalk Louw from PSG Old Oak unpacks Hyprop's strong update and why value stocks and emerging markets are outperforming this year, while the Mag 7 trade near their lowest valuations for 2026. Sanlam Corporate's John Anderson discusses the findings of the 45th Sanlam Benchmark Survey, exploring how South Africans are…

26 Jun 1AM 19 min