[TOP STORY] The battle for AI dominance: open-weight versus closed-weight models
‘The old story of delivering 95% of the quality for 5% of the price is a very hard one to beat. And that is what the Chinese models are esse...
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MoneywebNOW
Moneyweb brings you the latest in business and financial news in our new morning podcast: MoneywebNOW with Simon Brown. The show will offer the latest in business, trading and company news t...
Episodes
20 of 399 episodesAltron earnings quality continues to improve
Alyssa Viljoen, MD of Merchant West Investments, unpacks Altron’s strong results as annuity income continues to grow, and Invicta’s tough tr...
[TOP STORY] Elections, valuations, and long-term strategy
‘We have to watch the earnings and see if that's sustainable’: Luigi Marinus from PPS Investments.
Clicks is cheap, but not yet a buy
Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem's numbers and what they, alongside Clicks, reveal about the struggling South African...
[TOP STORY] Bond market jitters, global yields, and political risk
‘With US Treasury yields spiking to multi-decade highs, you can imagine market participants are getting nervous, so … we took a look at whet...
Beer is old school, but is it investable?
Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev’s results – selling less beer but growing profits – and Datatec’s latest bumper di...
[TOP STORY] Navigating volatility, AI integration, and regional confidence in African businesses
In the KPMG Africa CEO Outlook 2026 report, our CEOs ‘had the highest confidence of any region in Africa’: Frank Blackmore, KPMG.
TSMC's value is at the heart of the tech trade
Momentum Securities’s Faheema Adia on the FOMC decision and TSMC’s AI-driven rally. Altron Fintech’s Johan Gellatly unpacks the latest House...
[TOP STORY] The hidden toll of debt and why early action matters
If ‘you're stuck, struggling to put food on the table or struggling to speak to your family, speak to a professional, speak to a debt counse...
Anthropic IPO numbers surprise on the upside
Analysis of SA’s food security challenges and what the latest research reveals about access to food, plus a look at the mental toll of debt...
[TOP STORY] The inverse relationship between bond yields and equities
John Stopford, head of multi-asset income at Ninety One, talks us through why higher bond yields are typically negative for equities, and wh...
Is your Reg 28 fund pulling its weight?
Is Pick n Pay really turning around, or is Boxer masking the cracks? Merchant West Investments’s Alyssa Viljoen unpacks the results. Ninety...
[TOP STORY] Secrets to a decade of successful investing
Truffle Asset Management’s Etienne Roux shares the investment philosophy, downside protection and strategy of the Amplify Wealth Protector F...
Sasol at R300: Where to next?
Nick Kunze from Sanlam Private Wealth previews Pick n Pay’s results and unpacks the surge in oil and Sasol. Truffle Asset Management’s Etien...
[TOP STORY] Water scarcity and commercial landlords’ evolving strategies
Property analyst Keillen Ndlovu quotes Zodidi Meyiswa from Salga as reporting that at most municipalities ‘almost half of the purified water...
Clicks and Afrimat: Quality stocks, tough sectors
Nasty Afrimat numbers and Clicks results that left the market disappointed. Is there an opportunity in either? Schalk Louw from PSG Old Oak...
[TOP STORY] Famous Brands navigates tough trading conditions despite some product price decreases
‘We prefer it when people are kind of time-poor, cash-rich – and then you're part of the eating segment’: CEO Darren Hele.
Sasol keeps the momentum going
Kea Nonyana from PrimeXBT unpacks the latest business update from Sasol and Standard Bank's limited trading update. Famous Brands CEO Darren...
[TOP STORY] What shareholders want to see in C-suite remuneration
PwC Reward Partner Khosi Mabaso finds it ‘encouraging to see that shareholders are seeing how non-executive directors are contributing from...
Transnet’s pain, Kumba’s gain
Chantal Marx from FNB Wealth and Investments unpacks production updates from Kumba and Anglo American ahead of the Teck merger. Courtney Cox...