MoneywebNOW

Jimmy Moyaha, independent analyst, unpacks Sun International’s latest results. Prof Ines Meyer, chair of the Living Wage South Africa Network, considers whether a living wage could strengthen SA businesses. Absa Business's Faisal Mkhize explains why small businesses should have topped the SADC Summit agenda.

Vernon Sinden from Investec Business and Commercial Banking says ‘a lot of clients are moving ocean freight to air freight, because of the unpredictability in the market, weather conditions and so on,’ and now opting for just-in-time ordering.

Nick Kunze of Sanlam Private Wealth previews Tuesday’s Q2 GDP figures and the impact of the Middle East storm. Investec’s Vernon Sinden on what the Suez Canal reopening means for SA businesses. Plus, Richard Henwood of Merchant West Investments unpacks SA Reits’s August performance.

Independent economist John Loos expects the ongoing Middle East conflict to lead to postponable end-of-year spending as well as an interest-rate hike.

Faheema Adia from Momentum unpacks Discovery's strong results as the bank hits profit and Implats financials as PGM miners continue to print money, but are any of them worth buying? John Loos on the risk to the year-end consumer spending as the Iranian war drags on. Simon's thoughts on his AI usage as he’s expanded the skills over the last six months.

CEO Ockert Janse van Rensburg reports that Tata is again doing very well and last year 57% of vehicles imported actually came from India – the likes of Suzuki, Toyota, Hyundai, Kia and Renault.

Alyssa Viljoen, MD of Merchant West Investments, unpacks the Woolies and Aspen results. Cashbuild CEO Werner de Jager discusses rising revenue, lower profits, the Malawi exit and the acquisition of three Amper Alles stores. Plus, Motus CEO Ockert Janse van Rensburg on full-year results as cheap Chinese imports continue to pressure sales.

CEO Pieter Engelbrecht talks 2026 results as the retailer pushes into coffee and telco. Smart diversification, or 'taste and see'?

Independent analyst Jimmy Moyaha unpacks decent Sasol results – but for now, is the share price simply an oil-price story? Shoprite CEO Pieter Engelbrecht talks results as the retailer pushes into coffee and telco. Smart diversification, or are they throwing spaghetti at the wall? Sea Harvest CEO Felix Ratheb on growing profits despite softer revenue and persistent headwinds.

People ‘don't really have an understanding of the amount of cash-flow strain that a family unit is put under between the funeral and when the inheritances actually start flowing’: Craig Baker from Capital Legacy.

Viv Govender from Rand Swiss unpacks Bidvest’s improving margins and an Old Mutual trading update that got the market’s approval. RCL Foods’s Rob Field discusses results hit by pressure in sugar and dry pet food. Plus, Capital Legacy’s Craig Baker introduces the new Estate Readiness Index™️ survey – what it measures and what it reveals.

Keith McLachlan from Element Investment Managers expresses views on CrowdStrike AA, Palo Alto, Zscaler and Fortinet.

Nick Kunze from Sanlam Private Wealth breaks down the key takeaways from Kevin Warsh at Jackson Hole, plus results from Stadio and Northam Platinum. Keith McLachlan from Element Investment Managers looks at cybersecurity stocks as alternatives to CrowdStrike, which, despite strong results, trades at an extreme valuation. Plus, Warwick Lucas from Vunani and Professor Raymond Parsons from North-West...

The more capable machines become, the more valuable humans become, posits David Crosoer of PPS Investments.

Analysis of what a stronger rand means for SA, the economy and investors. Plus, where the investment opportunities lie beyond the AI hype cycle and why humans still need to remain in charge.

Naked Insurance co-founder Sumarie Greybe looks at how affordability and greater options are reshaping motorists’ choices.

Analysis of Nvidia’s latest results and what the numbers signal for the AI boom. We also look at how affordability and younger buyers are changing the choices South African motorists make.

Jameel Ahmad from GTCFX notes: ‘This is the first year I’ve known where headlines have driven the market’.

Analysis of improving business debt conditions in SA, and whether economic data still matters in today’s markets.

‘I think genuine diversification really comes from holding different sources of return, not simply focusing on sector labels’ – Chetan Ramlall, portfolio manager, STANLIB Asset Management.

Analysis of MTN’s results and R6bn share repurchase and what really drives returns on the JSE.

‘I think it absolutely the right action to increase the contribution from jewellery … and decrease exposure to the overall luxury watch category’ – Tasneem Samodien from Private Clients by Old Mutual.

Analysis of Cell C’s latest results as the stock trades just below its November IPO price, and a look at how a tough decision taken by Richemont a decade ago is paying dividends in today’s share price.

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.