MoneywebNOW

Danie Dörfling from Moore Infinity unpacks strong momentum as earnings hit the R7 billion target a year early, plus a Bytes Tech update the market loved. Viv Govender from Rand Swiss asks whether talk of an AI slowdown is real, necessary or opportunistic – and what it could mean for AI-related stocks. Plus, Simon on catching falling knives: buying shares on the way down … only to watch them keep falling.

Trevino Ramsamy from STANLIB Asset Management argues for unlocking SA's economic growth through infrastructure investment by pension funds.

Petri Redelinghuys from Herenya Capital Advisors unpacks the overnight FOMC rate decision and asks whether the party is over for gold. Cobus Loots, CEO of Pan African Resources, discusses record results and plans to grow production despite rising costs. Plus, Trevino Ramsamy from STANLIB Asset Management on why private capital needs a stronger pipeline of investable projects.

China's zero-tariff policy, ‘when you're doing your numbers and looking at margins, looking at that certainty … starts to really make a good case for why the East is worth considering' by certain African businesses and sectors: Luthando Vuba from Standard Bank Business and Commercial Banking

Zimele Mbanjwa from FNB Wealth & Investments unpacks the Premier Group update, which now includes RFG, the likely closure of its fruit-processing plant, and the latest from iOCO. Jackie van Niekerk, CEO of Attacq, discusses strong full-year results, with both office and logistics delivering. Luthando Vuba from Standard Bank looks at China's new zero-tariff policy and the opportunities it could unlock for African businesses

Author Bandile Mathebula urges students seeking wealth from the markets not to leave their studies before acquiring the skills and knowledge necessary for investing and trading.

Alyssa Viljoen, MD at Merchant West Investments, unpacks Optasia's strong H1 results and the guidance pointing to a much weaker H2. Warren Buys from Private Client Holdings weighs in on rising US bond yields as the 10-year hits 5.0%. Plus, Bandile Mathebula, founder of Shares Worldwide, discusses his ‘Fundamentals Never Lie' tour across local tertiary campuses.

CEO Mark Tanton explains how, because Eskom could not progress with its grid plans, Red Cap Energy developed a parallel 132kv transmission line running near the Tsitsikamma River area up to Port Elizabeth.

Nick Kunze from Sanlam Private Wealth unpacks US inflation ahead of Wednesday's FOMC announcement, plus trading updates from Remgro and Life Healthcare. Mark Tanton, CEO of Red Cap Energy, discusses the transmission-line challenges facing the Eastern Cape's wind power build-out. And Frikkie van Loggerenberg, CEO IFSA Asset Managers, reveals how hidden costs can quietly eat into your portfolio returns.

Experian South Africa's Sikhulule Mabece points out that good credit can be ‘an opportunity for you to gain access to opportunities that you wouldn't normally have'.

Kea Nonyana from PrimeXBT unpacks the performance of AI stocks. Sikhulule Mabece from Experian South Africa reveals what your credit history says about how you manage debt. And Dirk Jooste from PSG Asset Management explains why global uncertainty is strengthening the case for active management.

Future Forex CEO Harry Scherzer explains that there are many specialists that can help you bring offshore share-award funds into SA. ‘Typically, they'll not only be cheaper, but also more helpful than the bank in doing so'.

Petri Redelinghuys, founder of Herenya Capital Advisors, breaks down the latest moves in the oil price. Future Forex CEO Harry Scherzer explains what employees need to know when RSUs or share options vest. And Shop2Shop's Annelene Dippenaar asks whether entrepreneurship can do enough to tackle unemployment.

Nevetha Maharaj from Private Clients by Old Mutual unravels a possible consequence of just assuming your testamentary affairs are in place.

Chantal Marx from FNB Wealth and Investments unpacks Super Group's full-year results. Nevetha Maharaj from Private Clients by Old Mutual shares the key questions to ask when managing a trust. And Jeff Tshikhudo of Allan Gray asks whether investors should be lured by the shine of precious metals.

Faizal Mkhize declares that Absa Business's ‘aim is … to make sure that we can put our resources together to unlock value for SMMEs'.

Jimmy Moyaha, independent analyst, unpacks Sun International's latest results. Prof Ines Meyer, chair of the Living Wage South Africa Network, considers whether a living wage could strengthen SA businesses. Absa Business's Faisal Mkhize explains why small businesses should have topped the SADC Summit agenda.

Vernon Sinden from Investec Business and Commercial Banking says ‘a lot of clients are moving ocean freight to air freight, because of the unpredictability in the market, weather conditions and so on,' and now opting for just-in-time ordering.

Nick Kunze of Sanlam Private Wealth previews Tuesday's Q2 GDP figures and the impact of the Middle East storm. Investec's Vernon Sinden on what the Suez Canal reopening means for SA businesses. Plus, Richard Henwood of Merchant West Investments unpacks SA Reits's August performance.

Independent economist John Loos expects the ongoing Middle East conflict to lead to postponable end-of-year spending as well as an interest-rate hike.

Faheema Adia from Momentum unpacks Discovery's strong results as the bank hits profit and Implats financials as PGM miners continue to print money, but are any of them worth buying? John Loos on the risk to the year-end consumer spending as the Iranian war drags on. Simon's thoughts on his AI usage as he's expanded the skills over the last six months.

CEO Ockert Janse van Rensburg reports that Tata is again doing very well and last year 57% of vehicles imported actually came from India – the likes of Suzuki, Toyota, Hyundai, Kia and Renault.

Alyssa Viljoen, MD of Merchant West Investments, unpacks the Woolies and Aspen results. Cashbuild CEO Werner de Jager discusses rising revenue, lower profits, the Malawi exit and the acquisition of three Amper Alles stores. Plus, Motus CEO Ockert Janse van Rensburg on full-year results as cheap Chinese imports continue to pressure sales.

CEO Pieter Engelbrecht talks 2026 results as the retailer pushes into coffee and telco. Smart diversification, or 'taste and see'?

Independent analyst Jimmy Moyaha unpacks decent Sasol results – but for now, is the share price simply an oil-price story? Shoprite CEO Pieter Engelbrecht talks results as the retailer pushes into coffee and telco. Smart diversification, or are they throwing spaghetti at the wall? Sea Harvest CEO Felix Ratheb on growing profits despite softer revenue and persistent headwinds.

People ‘don't really have an understanding of the amount of cash-flow strain that a family unit is put under between the funeral and when the inheritances actually start flowing': Craig Baker from Capital Legacy.

Viv Govender from Rand Swiss unpacks Bidvest's improving margins and an Old Mutual trading update that got the market's approval. RCL Foods's Rob Field discusses results hit by pressure in sugar and dry pet food. Plus, Capital Legacy's Craig Baker introduces the new Estate Readiness Index™️ survey – what it measures and what it reveals.

Keith McLachlan from Element Investment Managers expresses views on CrowdStrike AA, Palo Alto, Zscaler and Fortinet.

Nick Kunze from Sanlam Private Wealth breaks down the key takeaways from Kevin Warsh at Jackson Hole, plus results from Stadio and Northam Platinum. Keith McLachlan from Element Investment Managers looks at cybersecurity stocks as alternatives to CrowdStrike, which, despite strong results, trades at an extreme valuation. Plus, Warwick Lucas from Vunani and Professor Raymond Parsons from North-West University Business School discuss how boosting local tourism could lift GDP and employment.

The more capable machines become, the more valuable humans become, posits David Crosoer of PPS Investments.

Analysis of what a stronger rand means for SA, the economy and investors. Plus, where the investment opportunities lie beyond the AI hype cycle and why humans still need to remain in charge.

Naked Insurance co-founder Sumarie Greybe looks at how affordability and greater options are reshaping motorists' choices.

Analysis of Nvidia's latest results and what the numbers signal for the AI boom. We also look at how affordability and younger buyers are changing the choices South African motorists make.

Jameel Ahmad from GTCFX notes: ‘This is the first year I've known where headlines have driven the market'.

Analysis of improving business debt conditions in SA, and whether economic data still matters in today's markets.

‘I think genuine diversification really comes from holding different sources of return, not simply focusing on sector labels' – Chetan Ramlall, portfolio manager, STANLIB Asset Management.

Analysis of MTN's results and R6bn share repurchase and what really drives returns on the JSE.

‘I think it absolutely the right action to increase the contribution from jewellery … and decrease exposure to the overall luxury watch category' – Tasneem Samodien from Private Clients by Old Mutual.

Analysis of Cell C's latest results as the stock trades just below its November IPO price, and a look at how a tough decision taken by Richemont a decade ago is paying dividends in today's share price.

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

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

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