MoneywebNOW

Thanzi Ramukosi from Ninety One dives into the freight and logistics company's turnaround – is real progress finally on track?

Odwa Magwentshu from Momentum unpacks the market's mixed reaction to Sappi's results and trading updates from MTN and TFG. Thanzi Ramukosi from Ninety One dives into Transnet's turnaround – is real progress finally on track? Simon weighs in: Why are markets hitting record highs just as the Trump tariffs kick in?

Petri Redelinghuys from Herenya Cappital Advisors shares insights on AMD, Nvidia, Intel – and the future of chip stocks.

What is Pooja Tanna of Perpetua Investment Managers's outlook on global inflation and interest rates – including the US 10‑year Treasury yield – as tariffs begin to take effect? Petri Redelinghuys of Herenya Capital Advisors weighs in on AMD's Q2 data centre chip decline – how does it compare to Nvidia's performance? TPN's Waldo Marcus notes that while rental escalations outpace inflation, tenants remain committed to prioritising rent payments.

Tracey Davies, director at Just Share, highlights the wide wage gap at Woolies, where lower-paid staff struggle to earn a living wage.

Chantal Marx of FNB Wealth & Investments comments on trading updates from Pick n Pay and Shoprite. Tracey Davies, director at Just Share, highlights the wide wage gap at Woolies, where lower-paid staff struggle to earn a living wage. Duma Mxenge from Satrix explains why successful investing is consistent and unexciting.

Prescient CEO Bastian Teichgreeber advises investors to create well-diversified portfolios ‘able to weather the storm, whichever capital market scenarios play out'.

Petri Redelinghuys of Herenya Capital Advisors shares whether he remains bullish on gold and mining stocks – and which he prefers. Mpact CEO Bruce Strong unpacks the company's results: solid performance from the paper division, challenges in plastics, and cost savings from solar PV power generation. Bastian Teichgreeber, CIO at Prescient Investment Management, discusses the potential global inflation impact of Trump's tariffs kicking in on 7 August – and whether it's cause for concern.

CEO Mpumelelo Tyikwe outlines how the balance sheet has been strengthened post the 2021 riots, with new reinsurers on board.

Nick Kunze from Sanlam Private Wealth comments on disappointing US jobs data and the dismissal of the BLS head. Sasria CEO Mpumi Tyikwe outlines how the balance sheet has been strengthened post-2021 riots, with new reinsurers now on board. Old Mutual's Vuyokazi Mabude unpacks the 2025 Old Mutual Savings & Investment Monitor, which reveals growing optimism among South African consumers.

Chief Commercial Officer Pieter Hugo weighs in on active and passive strategies coexisting – and how to make the most of offshore opportunities.

Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev's latest results as the brewer squeezes margins. STANLIB's Pieter Hugo weighs in on active and passive strategies coexisting – and how to make the most of offshore opportunities. Simon shares his thoughts on the Sarb's push to shift the inflation target to 3%, even as talks with Treasury continue.

PMX's Brendan de Jongh points out that not knowing noise from signal can result in long-term damage to investment portfolios.

Kea Nonyana from Scope Prime breaks down the surprise in US Q2 GDP growth and unpacks what the Sarb MPC might do next in response to shifting global and local conditions. John Reade from the World Gold Council explains how central banks are cooling on the US dollar, while gold demand remains strong despite ongoing supply constraints. Brendan de Jongh from PortfolioMetrix emphasises the importance of filtering through the flood of financial news.

Nico Katzke from Satrix thinks hoping that AI ‘will disintermediate advisors or make fund managers completely redundant is probably a bridge too far'.

Zimele Mbanjwa from FNB Wealth & Investments breaks down Kumba Iron Ore's results and the latest from Boxer. Luno's Christo de Wit unpacks their upcoming tokenised offshore stock listings. Satrix's Nico Katzke weighs in: Is autonomous investing the future – or just hype?

Peregrine Capital's Jacques Conradie reckons having the right state of mind in panic times ‘is such a huge competitive advantage'.

Kieran Witthuhn from Anchor on Valterra Platinum's tough run – floods, weak metal prices, demerger drag – can the PGM rally turn the tide? Rob Downes from Absa CIB on the Genius Act – what's next for stablecoins in Africa's cross-border trade? Jacques Conradie, CEO of Peregrine, reflects on H1 and sets the tone for the rest of the year.

Viv Govender from Rand Swiss notes that ‘Disney has the ability to monetise its stuff in ways that Netflix can't. Moana will be earning money 100 years from now.'

Nick Kunze from Sanlam Private Wealth unpacks AVI's latest update and how the group is managing to defend its margins. Viv Govender from Rand Swiss weighs in on Netflix's strong results – but with no real leverage, is there still value in the stock? Chris Coetzee, CEO of FinFix, on using the 50/30/20 rule to rescue your budget and start building an emergency fund.

‘Small-cap indices tend to be more regionally focused on the countries where they are listed', points out Keith McLachlan from Element Investment Managers.

Gary Booysen from Rand Swiss unpacks the Kumba update, Transnet slowly improving but is the stock offering value? Keith McLachlan from Element Investment Managers takes a look at the small- and mid-cap space – with large-cap indices hitting records, how are the minnows faring? Simon shares his take on the 2022 credit bureau hack – and how it's armed scammers with even more ammo to target us.

CEO Martin Slabbert unravels the cash and preference share options in the PK bid, as well as the implications of the Hyprop offering.

With the Alsi up past 100k and local CPI down to 3%, Kea Nonyana from Scope Prime asks whether it's time to call this an MPC policy misstep. Duggan Matthews, CIO at Marriott, argues that in today's turbulent market, the real edge isn't in chasing value or growth – it's all about sticking with quality. Martin Slabbert from Prime Kapital as they up their offer for MAS Plc in the face of the Hyprop offer.

Marc Pendlebury, founder of WhiskyBrother, explains ahead of The Whisky Show how production of this prized brew has swelled globally.

Chantal Marx from FNB Wealth & Investments unpacks Sasol's full-year update – a miss the market didn't take well – and revisits Sibanye-Stillwater's move to acquire US metals recycler Metallix. Karooooo CEO Zak Calisto breaks down their Q1 FY26 results, building on strong momentum carried through from the 2025 financial year. Marc Pendlebury of WhiskyBrother dives into the whisky business.

For the prudent investor it's following the logic – and embracing ‘not necessarily fear but foresight', counsels Sean Kelly from Parity Wealth Managers.

Kieran Witthuhn from Anchor on last week's US bank results – the good, the bad, and the boring. Michael Hewson of Graphene Economics on how multinationals can manage Trump tariffs and their potential impact on jobs and tax revenue. Sean Kelly of Parity Wealth Managers on why fund managers are cutting equity exposure and where the money's moving.

Stonehage Fleming Global's Gerrit Smit advises ensuring you're not overly exposed to a particular sector by a misleading stock sector classification.

Nick Kunze of Sanlam Private Wealth on Valterra Platinum's latest update, as flooding and lower PGM prices during the period hurt, and Hyprop's move to take a controlling interest in MAS Plc. Stonehage Fleming Global's Gerrit Smit weighs in on being careful with your diversification. And Tuesday Consulting's Julie Murray shares insights on succession planning in the evolving banking landscape.

Chief Economist Johann Els laments SA's skills deficit and overly regulated labour market as big constraints about which nothing is being done.

Schalk Louw of PSG Old Oak shares insights on locally listed teclos that are having a great year so far. Old Mutual's chief economist Johann Els discusses the group's mid-year update on the local and global economic outlook. And, Simon's thoughts on a simple lever that will significantly enhance your retirement if you don't have enough money.

'We are seeing a growth in applications, up 7.4% year on year, which certainly improves buyer confidence and affordability' – BetterBond International Head of Sales Bradd Bendall.

Kea Nonyana of Scope Prime discusses the strong ASML results but poor outlook, plus Richemont's good trading update. Siphamandla Buthelezi of NMG Benefits shares insights on retirement and why it's more than just about money. And, BetterBond's Bradd Bendall takes a look at the latest home loan data trends for Q2 2025.

Mike Brown from ETFSA believes ‘the convenience of buying foreign-referenced ETFs on the JSE is a good area of growth and will continue'.

Sithembile Bopela of FNB Wealth & Investments weighs in on Clicks vs Dis-chem. Similiar businesses, but is either worth adding to a portfolio? ETFSA's Mike Brown discusses the state of the exchange traded products market so far in 2025. Standard Bank SA's head of Business and Commercial Banking, Simone Cooper, shares insights on African businesses expanding into global markets.

'It's really important if you're an allocator to know whether the dollar cycle is happening, because if it's happening a whole bunch of correlations and relationships change': Sahil Mahtini – Ninety One

Matete Thulare of RMB on PGMs – can the white metal prices continue higher? Ninety One's Sahil Mahtani shares insights on the end of the US dollar's 14-year upcycle. And, EC Internet's Luvo Grey weighs in on the Trump tariffs' impact on the SA tech sector.

Israel Skosana of BankservAfrica notes that PayShap suddenly makes ‘instant working capital available, which allows your business to operate and keeps the economy flowing freely'.

Nick Kunze of Sanlam Private Wealth weighs in on markets seeming unconcerned as Trump ups tariff rates again, Richemont's update, and on US banks Q2 earnings. BankservAfrica's Israel Skosana shares insights on local payment tech and how we stack up against the world. And, Crue Invest's Sherry Tapfuma on staying invested regardless of market conditions.

Dirk Jooste from PSG cautions that ‘there is a great risk in withdrawing from high-equity strategies when emotions run high'.

Gary Booysen of Rand Swiss weighs in on Nvidia's current valuation and what it means for tech-focused investors. PSG's Dirk Jooste explains why investors often overlook the potential of low-equity multi-asset funds in volatile markets. Brandon de Kock from BrandMapp, unpacks the saving and investing choices of South Africa's consumer class.