MoneywebNOW

[TOP STORY] Preferring active over passive in the current environment?

Luigi Marinus of PPS Investments cautions that chasing hot stocks might burn your passive portfolio.

21 Aug 2AM 6 min

Spur with a taste for dividends

Analysis of Spur’s strong results against a tougher performance from Exxaro and the opportunities that shifting market regimes are creating for active investors.

21 Aug 1AM 19 min

[TOP STORY] The complex forces behind July’s inflation drop

Investec’s Tertia Jacobs breaks down July inflation, which came in below expectations, and considers the fuel price rollercoaster.

20 Aug 2AM 5 min

DRDGold’s margin focus pays off

Analysis of DRDGold’s results as earnings surge, and a look at Merchant West’s R5bn asset-backed note programme.

20 Aug 1AM 20 min

[TOP STORY] Lessons SA can take from Spain’s turnaround

Izak Odendaal from Old Mutual Wealth Investment explores how the best-performing big economy in Europe bounced back from a devastating economic crisis in the early 2010s.

19 Aug 2AM 6 min

Absa delivers – and still looks cheap

Analysis of Spain’s economic turnaround and the lessons SA can take from its recovery, plus a look at why medical savings accounts run out so quickly.

19 Aug 1AM 20 min

[TOP STORY] Gold moving with shares rather than the reverse

‘We still want to own gold, but just at a much smaller position size' – Tim Acker, portfolio manager, Allan Gray Equity Fund.

18 Aug 2AM 4 min

Changing face of retail hurts Spar

Analysis of why gold shares are behaving more like risk assets than a traditional safe haven, and the impact of rising WhatsApp fees on businesses.

18 Aug 1AM 20 min

[TOP STORY] Rising share issuances shrink US equity market expectations

Sahil Mahtani from the Ninety One Investment Institute looks at US returns as mega IPOs and reduced buybacks expand the investment pool.

17 Aug 2AM 6 min

Global bond yields a threat to markets

Analysis of US market returns as mega IPOs and reduced share buybacks expand the investment pool. Plus, why traders need to look beyond interest rate decisions when assessing market opportunities.

17 Aug 1AM 20 min

[TOP STORY] Balancing AI efficiency with human expertise in asset management

‘I'm a big, big fan of what AI brings to the party, but just a good old-fashioned expert is the right person to give you advice’ – Andile Jonas, head of marketing at Momentum Savings.

14 Aug 2AM 8 min

When your emerging-market ETF goes all wrong

Standard Bank delivers a standout set of results, while DRD Gold expects earnings to double. Independent analyst Jimmy Moyaha unpacks the numbers. Andile Jonas from Momentum Savings asks whether AI could ever replace your financial advisor, and Simon looks at what happens when the emerging-market ETF trade goes badly wrong.

14 Aug 1AM 21 min

[TOP STORY] Today’s leading home, land and business buyers

Liza Nolte from AfriGIS uncovers the data revealing women’s growing ownership in South Africa.

13 Aug 3AM 4 min

Shoprite's other bets continue to boom

Faheema Adia from Momentum Securities unpacks Shoprite’s strong update, with Sixty60 now accounting for 10% of revenue. Weaver Fintech CEO Sean Wibberley discusses results that delivered good revenue growth despite a slip in Heps. Plus, AfriGIS’s Liza Nolte looks at the data, revealing the true economic position of women in…

13 Aug 1AM 19 min

[TOP STORY] Where have all our miners gone?

Jeremy Sampson from Brand Finance discusses the 2026 Mining, Metals & Minerals Top 50 report, noting that zero local miners made the cut.

12 Aug 3AM 6 min

Virgin Active listing: Could it finally happen?

Chantal Marx from FNB Wealth & Investment unpacks the Merafe results and what the Nersa decision means for the micro cap, plus what’s next for Brait after its R2.5bn rights issue – could a Virgin Active listing be on the cards? Jeremy Sampson from Brand Finance discusses their Mining, Metals…

12 Aug 1AM 20 min

[TOP STORY] Chasing hot ETFs could burn your portfolio

'If you are invested in emerging markets right now, we're not saying sell your position' – Duma Mxenge from Satrix.

11 Aug 2AM 5 min

Weak US jobs good for markets and gold

Dylan Bradfield from Sharenet unpacks Friday’s US jobs data and the latest Spur update, where adjusted Heps remains positive. Maarten Ackerman, chief economist at CAM Asset Management, looks at the long-term economic impact of the war in Iran. And Duma Mxenge from Satrix explains why chasing famous names is likely…

11 Aug 1AM 19 min

[TOP STORY] Food giants and discount stores adapt to a weaker consumer

Dhersan Chetty, equity analyst at Foord Asset Management, breaks down consumer confidence, discount strategies and private label growth among major retailers.

7 Aug 2AM 7 min

From asset light to asset heavy: The hyperscaler pivot

Matete Thulare from Investec unpacks Sappi's strong results and the slightly improved trading update from Pick n Pay. Dhersan Chetty, from Foord Asset Management, looks at how SA's increasingly thrifty shopper is reshaping the retail landscape. Simon shares his thoughts on why hyperscalers are shifting from asset-light balance sheets to…

7 Aug 1AM 20 min