[TOP STORY] Evaluating SA’s Big Five banks on climate risk and transition strategies
‘Climate affects credit risk, market risk, strategy, capital allocation – and in this sense ultimately shareholder value’: Climate risk anal...
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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 365 episodesNaspers/Prosus: ‘Steal of the century’
Kea Nonyana from PrimeXBT on the Prosus food delivery update. Is the sector worth a bite, and are Prosus and Naspers bargains after the shar...
[TOP STORY] How much did we give last year?
Nedbank Private Wealth’s The Giving Report reveals a shift towards younger generation philanthropy and increased time donations: Tracy Mulle...
Would you want to manage your own RA?
Afrimat hits a rough patch and Premier Group faces a Competition Commission probe – Alyssa Viljoen from Merchant West Investments weighs in....
[TOP STORY] The 5% bond yield reality
Sean Kelly of Parity Wealth navigates the new global hurdle rate and its impact on equities. ‘I think bonds deserve a much bigger seat at th...
The benefits of holding some cash
Chantal Marx from FNB Wealth and Investments on where to put new money as uncertainty rises and fuel tops R30/litre. Sean Kelly from Parity...
[TOP STORY] Rising fuel costs, EVs and the shift in second-hand car markets
EVs have ‘become a conversation for certain people that we would never have expected before this year’ – Alan Quinn from Cars.co.za.
Reit balance sheets strongest in a decade
Independent analyst Jimmy Moyaha on Sappi’s struggles with its proposed graphic paper JV, plus Sanlam’s move to buy Santam. Ian Anderson fro...
[TOP STORY] Finding value beyond the AI trade
Keith McLachlan of Element Investment Managers highlights sectors and stocks showing strong cash generation and defensive moats – and some n...
Do elections matter for markets?
Nick Kunze from Sanlam Private Wealth unpacks weaker-than-expected US jobs data and, with US and local elections a month away, how he’s posi...
[TOP STORY] The rise of retail investors and active ETFs in SA
‘Unit trusts are fractional, so they're very easy to put on a list. ETFs trade on the exchange, but you can trade them intraday. So they eac...
Why the sudden rand weakness?
Capitec is 10% off its highs – is there value on offer? Danie Dörfling-Kruger from Moore Infinity weighs in on the results and where the opp...
[TOP STORY] Weight-loss drugs: The retailer’s headache
Pattern CEO James Townsend looks at how shrinking waistlines are disrupting fashion retail and sizing standards.
The rand grows up and calms down
Has the rand lost its rattlesnake bite? Investec’s Matete Thulare crunches the numbers as big moves fade and trading ranges tighten. Pattern...
[TOP STORY] Chicken or beef?
Andrew Fulton from Eighty20 considers meat inflation and agricultural volatility amid foot-and-mouth disease and shifting consumer habits.
Black market still hurting British American Tobacco
Zimele Mbanjwa from FNB Wealth and Investments unpacks British American Tobacco’s Capital Markets Day presentation and asks whether there’s...
[TOP STORY] Gold price outlook: Trend analysis, support levels, and strategic positioning
Petri Redelinghuys from Herenya Capital Advisors contemplates gold retreating to $4 000/oz, when to buy, and which miners stand out.
Clicks goes big on premium beauty
Alyssa Viljoen, MD at Merchant West Investments, unpacks PPC’s disappointing update and Clicks’ bigger push into the competitive beauty spac...
[TOP STORY] Property investment evolves from scarcity to certainty and productivity in Africa
‘I would say that successful investors are buying the productive capacity of a place as much as the actual building on it’ – capital market...
Market chaos? The rand hasn’t noticed
Where can investors find returns as a rocky year enters its final quarter? Independent analyst Jimmy Moyaha weighs in. AG Capital’s Casey Sp...