MoneywebNOW

Mark Phillips from PPS Investments plumbs the depths of investor behaviour, discipline, emotional Intelligence and scenario planning.

Schalk Louw from PSG Old Oak unpacks the latest numbers from Lewis, Mr Price and Reunert. Mark Phillips from PPS Investments looks at how disciplined processes help us manage emotional reactions in volatile markets. Simon weighs in on the Nvidia-led AI bubble – how stretched it's become, and whether investors should start worrying.

‘I do think that an Nvidia miss in a quarter could honestly send this AI trade tumbling and the entire stock market with it' – Kieran Witthuhn, Anchor Capital.

Kieran Witthuhn from Anchor unpacks Nvidia's hotly awaited results released after the US close on Wednesday. Investec's Tertia Jacobs breaks down October inflation, which hit a thirteen-month high at 3.6%, ahead of today's MPC call. And Jono Bowling from Standard Bank Group explains their new AI-driven structured product.

Ndivhuho Netshitenzhe from STANLIB expounds on inflation – its measurement, impact, global implications and how it affects South Africans and the economy.

Chantal Marx from FNB Wealth and Investments breaks down Coronation's numbers, boosted by the Sars victory already baked into the base. Ndivhuho Netshitenzhe of STANLIB Asset Management explains how inflation is measured — and why it rarely matches what we feel in our own pockets. PwC's Elle-Sarah Rossato unpacks the fast-evolving shifts reshaping South Africa's tax landscape.

‘The past two years were all about the turnaround journey after that awful set of events in 2023 with load shedding and bird flu' – CEO Gary Arnold.

Faheema Adia from Momentum Securities on WeBuyCars's milestone month with over 16 000 sales. Gary Arnold, CEO of Astral, on a stronger second half and a robust dividend. Wiehann Olivier from Forvis Mazars on why crypto assets remain a challenge under CIS rules.

Bastian Teichgreeber from Prescient Investment Management cuts through the G20 noise to focus on what's driving local exchange performance.

Independent analyst Jimmy Moyaha unpacks SA's sovereign credit upgrade from S&P and what a positive outlook really signals. Bastian Teichgreeber from Prescient Investment Management cuts through the G20 noise to focus on what's driving local exchange performance. Marriott's Scott Cooper explains how they're positioning portfolios.

With the company's annual results, CEO Charles Savage reflects on its record growth, innovative products and ambitious goals for the future.

Gary Booysen from Rand Swiss on the JSE's record run and a sub-R17 – are these calm waters or is he spotting pockets of value? Charles Savage, CEO of Purple Group, on robust results and the momentum behind the growth flywheel. Simon unpacks the idea of a primary surplus, what it means and why it matters for South Africa's fiscal path.

‘It's an exciting time for us at Morningstar South Africa, as we've initiated analyst coverage on a few South African funds for the first time' – Michael Dodd, Senior Fund Analyst, Morningstar Investment Management.

Shaun Dendere, independent analyst, on Woolworths's latest update, Gold Fields's refreshed dividend policy and the rand's boost after the shift in SA's inflation target. Michael Dodd from Morningstar Investment Management on how new South African asset managers fare under the Morningstar Medalist Rating.

'When you buy one of these stocks, you're not just buying a single company; you're buying an entire ecosystem of other companies' – Sean Kelly, Parity Wealth Managers.

Chantal Marx from FNB Wealth & Investment on Stor-Age's results, trading around NAV with a somewhat underwhelming performance. Kobus Gertenbach, CEO of Premier Group, on a strong set of numbers driven by meaningful operational efficiencies. Sean Kelly from Parity Wealth Managers on the shift from Mag7 to Mag70 – and what this ever-expanding list is telling us.

Ian Anderson from Merchant West Investments notes: ‘A lot of it is driven by declining interest rates and lower borrowing costs.'

Petri Redelinghuys from Herenya Capital Advisors weighs in on the AI surge: Is this shaping into a bubble, should investors be cautious, or is the next big cue simply Nvidia's results next Wednesday? Ian Anderson from Merchant West Investments on another excellent year for local Reits. Louw van Reenen of Beefmaster Group on why access to Asian markets is key for South Africa's beef industry – and how opening these channels could reshape demand.

Vishal Rama of Prescient Investment Management considers SA's rising debt load and how realistic fiscal consolidation looks from here.

TFG's results, the JSE's reporting shake-up.

CEO Steve Binnie shares year-end results with key insights into revenue declines, tariffs and market strategies.

Pooja Tanna from Perpetua Investment Managers unpacks the FOMC – who sits around the table, how they're selected, and why the process matters for markets. Sappi CEO Steve Binnie on the full-year numbers: profit softer and debt higher, but a clearer line of sight to better trading conditions ahead. And Simon's take on the two Michael Burry shorts rattling sentiment.

‘We haven't had any kind of significant scientific advantage from AI at the moment,' comments Vic Govender from Rand Swiss.

Kea Nonyana from PrimeXBT on Blu Label's plans to list Cell C – is this a compelling entry point, and how worried should investors be as the Goldman Sachs and Morgan Stanley CEOs flag a possible 10%-20% market correction? Viv Govender from Rand Swiss discusses the latest hyperscaler earnings and their continued data centre buildout to power AI growth. Trinisha Chanka from Ninety One as they ready two new actively managed income ETFs for listing.

Citadel's Maarten Ackerman asserts, ‘We will really solve the budget issues if we can get growth closer to 2.5%'.

Sithembile Bopela from FNB Wealth and Investments on Optasia's muted debut – is there real value emerging? Citadel's Maarten Ackerman on what to expect from the MTBPS: inflation targeting, revenue trends, and GNU alignment. Future Forex CEO Harry Scherzer warns that post-grey-list, FX transactions face tighter scrutiny.

Absa CIB's Sello Sekele reflects on SA's manufacturing sector slipping back into contraction after briefly climbing above 50 in September.

Petri Redelinghuys from Herenya Capital Advisors on whether gold can keep its footing near $4 000 or if weakness lies ahead — and the key levels to watch. Redefine COO Leon Kok on results as lower LTV and easing interest rates lift sentiment. Absa CIB's Sello Sekele on the October PMI, which slipped back into contraction after briefly climbing above 50 in September.

Coface economist Aroni Chaudhuri points to the stark realities of why South Africa has ‘basically underperformed every other emerging economy' since 2010.

Sanlam Private Wealth's Nick Kunze unpacks Aspen's €25 million boost, Vodacom's latest trading update, and the standout themes from the Mag 7 results. Coface Group Africa's Aroni Chaudhuri weighs in on the power challenges still facing SA. Eighty20's Andrew Fulton delves into South Africans' gambling habits – and which parts of their budgets are taking the hit.

World Gold Council Strategist Joe Cavatoni weighs in on how central banks are rethinking their reserves.

PSG Old Oak's Schalk Louw unpacks how Dis-Chem stacks up against Clicks in the latest retail health results. Joe Cavatoni from the World Gold Council discusses record-breaking demand in their Q3 2025 Gold Demand Trends report. Plus, Simon weighs in on 'trade peace in our time” as Trump and Xi strike a long-awaited deal.

Belinda Sullivan from Alexforbes unpacks South Africa's score in the 2025 Mercer CFA Institute Global Pension Index.

Kieran Witthuhn from Anchor on the Fed's rate call and Nvidia's rise as the world's first $5 trillion company – but is it still worth holding? Nicholas De Clercq from Prescient Investment Management on why a handful of stocks are steering the JSE's direction. Belinda Sullivan from Alexforbes unpacks how South Africa fared in the 2025 Mercer CFA Institute Global Pension Index.

‘We're seeing deliverables actually come through now in terms of investment, in terms of equipment improvements' – Dylan Govender from Investec Business Banking.

Chantal Marx from FNB Wealth & Investments unpacks Balwin's upbeat results as lower rates lift sales. Dylan Govender from Investec Business Banking discusses local ports as they steadily get back on track. Sihle Tuta from PrimeXBT South Africa discusses regulation and rebuilding trust in the crypto and trading space.

RMB's Isaah Mhlanga shares insights on where investors should look for the next big opportunities across Africa.

Petri Redelinghuys from Herenya Capital Advisors unpacks Pick n Pay's latest results – with losses mounting even as Boxer lifts group performance. Naked co-founder Ernest North explains why car insurance remains key to safeguarding your financial well-being. RMB's Isaah Mhlanga shares insights on where investors should look for the next big opportunities across Africa.

Ninety One's Hannes van den Berg highlights where real value still lies locally – and the risks – as precious metal miners dominate 2025 returns.

Nick Kunze from Sanlam Private Wealth unpacks South Africa's grey-list exit, the latest US CPI print, a potential US-China thaw – and why global markets are flirting with record highs. Ninety One's Hannes van den Berg highlights where real value still lies locally – and the risks – as precious metal miners dominate 2025 returns. Absa CIB's Anthony Kirui discusses the Absa Africa Financial Markets Index 2025, which shows steady progress in deepening and strengthening markets across the continent.

Lafarge ‘was in a very difficult position when we took it over, and we are glad to say it is starting to make a small contribution' – Afrimat CEO Andries van Heerden.

PSG Wealth's Schalk Louw on Sasol's strong update that investors cheered, and Clicks's steady top-line growth paired with a sharp Heps rebound. Afrimat CEO Andries van Heerden on resilient results as Lafarge SA operations improve and local iron sales surge. Plus, Simon weighs in on gold's sudden ‘collapse' – and what comes next.