MoneywebNOW

[TOP STORY] Don't put your head in the sand: Stablecoin adoption is not going away

‘If businesses don't adopt or even consider developing a stablecoin strategy, they are accumulating what I like to call 'optionality risk' – Chanal Subramoney from Yellow Card.

16 Mar 2AM 6 min

Markets hold their ground as oil risks rise

Oil remains elevated, but with global drawdowns still fairly modest, Nick Kunze of Sanlam Private Wealth asks whether Sasol’s latest move signals more upside or is simply an oil-leverage trade. Chanal Subramoney from Yellow Card makes the business case for a stable coin strategy. And with the new tax year…

16 Mar 1AM 20 min

[TOP STORY] Insights into SA’s evolving automotive landscape

Ayesha Hatea from TransUnion Africa discusses the surge in new vehicle sales driven by affordability, extended loan terms, the popularity of Chinese brands, and generational buying trends.

13 Mar 2AM 6 min

Trump can’t Taco out of this war

Schalk Louw from PSG Old Oak unpacks Standard Bank’s strong-looking results, with the group now deriving 40% from the rest of Africa, while we also touch on Woolies’s sudden CEO exit and ongoing oil pressure. Ayesha Hatea from TransUnion Africa joins us on the new trends emerging after new vehicle…

13 Mar 1AM 19 min

[TOP STORY] Credit crunch for the golden years

Eighty20 director Andrew Fulton points out that only 10% of South Africans believe they'll be able to retire comfortably at age 60.

12 Mar 2AM 5 min

Strong OUTsurance results pays special dividend

Shaun Dendere, independent analyst, weighs in on OUTsurance’s strong performance and special dividend, and looks at Harmony’s results – and what the market didn’t like. Metair delivered solid profits from continuing operations. But a lingering concern remains. Paul O'Flaherty, CEO of Metair, joins us to discuss the results and the…

12 Mar 1AM 19 min

From crude to CPI: how oil swings shape inflation and rates

Old Mutual Wealth investment strategist Izak Odendaal thinks the Sarb will consider the bigger risk here to be a rise in the unemployment rate.

11 Mar 2AM 6 min

Weaver Fintech growth bursts as it signs Shoprite, Takealot

Zimele Mbanjwa from FNB Wealth and Investments unpacks the latest Absa results. The bank screens as the cheapest locally – but do the numbers actually translate into real value for investors? Sean Wibberley, CEO of Weaver Fintech, joins us as the company hits four million customers and lands major partners…

11 Mar 1AM 19 min

[TOP STORY] Three key investment trends for South Africans

Bryn Hatty of Stonehage Fleming Investment Management SA explores the transformative impact of AI beyond tech giants and stresses the growing role of private markets.

10 Mar 2AM 6 min

Oil falls but uncertainty remains

Independent analyst Jimmy Moyaha unpacks AVI’s solid results, with the group managing to hold margins despite a tough operating environment. Mpact CEO Bruce Strong joins us on a mixed set of results – and why, with major capital projects now largely complete, the business should start seeing the payoff. Plus,…

10 Mar 1AM 21 min

[TOP STORY] $100 oil risks reigniting food inflation

Keith McLachlan of Element Investment Managers explains how higher petrol and diesel prices drive up transport costs, affecting producers and retailers differently.

9 Mar 2AM 7 min

Oil spike: Bad news for almost everything

Nick Kunze from Sanlam Private Wealth breaks down the latest US jobs data, the move in oil, and Grindrod's latest results. Keith McLachlan of Element Investment Managers unpacks how food inflation hits retailers versus producers. Morningstar’s Ryan Murphy joins us to discuss how investors can recognise – and manage –…

9 Mar 1AM 21 min

[TOP STORY] Understanding gold's role as a safe haven

Alex Tsepaev from B2PRIME Group explores some ‘crisis’ mistakes that investors jump into.

6 Mar 1AM 5 min

PGM supply deficit not over

Implats delivered a strong set of numbers – so why did the market still look unimpressed? Matete Thulare from Investec unpacks the results and explains why the bank expects all PGMs to move into supply deficits in 2026. Then Alex Tsepaev from B2PRIME Group joins us on gold: the “safe…

6 Mar 12AM 18 min

[TOP STORY] Been using rand strength to take money offshore?

‘Expect the unexpected and don't panic’ – Philip Short from Flagship Asset Management stresses the significance of a balanced investment approach amid currency fluctuations.

5 Mar 2AM 5 min

Markets are shrugging off war concerns

Kea Nonyana from PrimeXBT unpacks Woolworths’s latest results – is the fashion segment finally turning the corner? And after the recent war-driven market selloff, has he been buying the dip or staying on the sidelines? Cashbuild CEO Werner de Jager joins to discuss results that delivered margin expansion despite price…

5 Mar 12AM 19 min

[TOP STORY] Navigating the new normal in global supply chains

Dylan Govender from Investec Commercial Banking considers how US tariff changes could boost SA exports.

4 Mar 2AM 5 min

Shoprite confident Sixty60 growth story is far from over

After a modest Monday, Tuesday delivered intense selling. Petri Redelinghuys from Herenya Capital Advisors joins us to unpack the volatility – and how he’s positioning portfolios in a market that’s quick to punish complacency. Shoprite CEO Pieter Engelbrecht on results that defied food deflation, while Sixty60 continues to boom. The…

4 Mar 12AM 20 min

[TOP STORY] Italtile: Six months of flat revenue, high costs

CEO Lance Foxcroft considers the good news in KZN, his strategy to compete with dumped tile imports, and some difficulties in Australia.

3 Mar 2AM 6 min

Market records and innovation boost JSE profits

Independent analyst Jimmy Moyaha unpacks robust JSE results as the bull run and record highs flow through to the group's earnings. Lance Foxcroft, CEO of Italtile, talks tough numbers as strained consumers and rising imports bite – with the Itac dumping decision now key. Rob Field, CFO of RCL Foods,…

3 Mar 12AM 21 min