MoneywebNOW

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.

Analysis of DRDGold’s results as earnings surge, and a look at Merchant West’s R5bn asset-backed note programme.

Izak Odendaal from Old Mutual Wealth Investment explores how the best-performing big economy in Europe bounced back from a devastating economic crisis in the early 2010s.

Analysis of Spain’s economic turnaround and the lessons SA can take from its recovery, plus a look at why medical savings accounts run out so quickly.

‘We still want to own gold, but just at a much smaller position size' – Tim Acker, portfolio manager, Allan Gray Equity Fund.

Analysis of why gold shares are behaving more like risk assets than a traditional safe haven, and the impact of rising WhatsApp fees on businesses.

Sahil Mahtani from the Ninety One Investment Institute looks at US returns as mega IPOs and reduced buybacks expand the investment pool.

Analysis of US market returns as mega IPOs and reduced share buybacks expand the investment pool. Plus, why traders need to look beyond interest rate decisions when assessing market opportunities.

‘I'm a big, big fan of what AI brings to the party, but just a good old-fashioned expert is the right person to give you advice’ – Andile Jonas, head of marketing at Momentum Savings.

Standard Bank delivers a standout set of results, while DRD Gold expects earnings to double. Independent analyst Jimmy Moyaha unpacks the numbers. Andile Jonas from Momentum Savings asks whether AI could ever replace your financial advisor, and Simon looks at what happens when the emerging-market ETF trade goes badly wrong.

Liza Nolte from AfriGIS uncovers the data revealing women’s growing ownership in South Africa.

Faheema Adia from Momentum Securities unpacks Shoprite’s strong update, with Sixty60 now accounting for 10% of revenue. Weaver Fintech CEO Sean Wibberley discusses results that delivered good revenue growth despite a slip in Heps. Plus, AfriGIS’s Liza Nolte looks at the data, revealing the true economic position of women in South Africa.

Jeremy Sampson from Brand Finance discusses the 2026 Mining, Metals & Minerals Top 50 report, noting that zero local miners made the cut.

Chantal Marx from FNB Wealth & Investment unpacks the Merafe results and what the Nersa decision means for the micro cap, plus what’s next for Brait after its R2.5bn rights issue – could a Virgin Active listing be on the cards? Jeremy Sampson from Brand Finance discusses their Mining, Metals & Minerals Top 50 2026 report, noting that zero local miners made the cut. And Sachin Chanderdhev from Absa Business Banking explains why resilience, rather than simply cutting costs, is becoming manufacturing’s new competitive edge.

'If you are invested in emerging markets right now, we're not saying sell your position' – Duma Mxenge from Satrix.

Dylan Bradfield from Sharenet unpacks Friday’s US jobs data and the latest Spur update, where adjusted Heps remains positive. Maarten Ackerman, chief economist at CAM Asset Management, looks at the long-term economic impact of the war in Iran. And Duma Mxenge from Satrix explains why chasing famous names is likely to hurt long-term returns.

Dhersan Chetty, equity analyst at Foord Asset Management, breaks down consumer confidence, discount strategies and private label growth among major retailers.

Matete Thulare from Investec unpacks Sappi's strong results and the slightly improved trading update from Pick n Pay. Dhersan Chetty, from Foord Asset Management, looks at how SA's increasingly thrifty shopper is reshaping the retail landscape. Simon shares his thoughts on why hyperscalers are shifting from asset-light balance sheets to far more asset-heavy business models.