MoneywebNOW

Politicians adding to market risks

Viv Govender from Rand Swiss on the effects of political conflict in the US and the upcoming debt ceiling on markets. Roland Peens from Wine Cellar on investing in wine as an alternative asset. Simon offers his thoughts on imposters on X/Twitter offering you vast riches by the weekend. No…

6 Oct 2023 1AM 20 min

[TOP STORY] Mining has become ‘really, really tough’

But it's not all doom and gloom for the South African mining industries: Vuyiswa Khutlang – PwC SA energy, utilities and resources partner.

5 Oct 2023 2AM 6 min

Now’s the time to be looking for value

Independent analyst Jimmy Moyaha on the orderly succession at FirstRand and where he’s investing right now. PwC's Vuyiswa Khutlang talks the state of local mining as the sector feels the pressure from logistics problems and price collapses. Can the industry thrive? Luno's Christo de Wit talks crypto and tax. What…

5 Oct 2023 1AM 21 min

[TOP STORY] The theory of (ETF) evolution

‘The fantastic thing about the ETF is that it's accessible. It's at a low cost, it's liquid, it's diverse, it's less confusing because you know what you're holding’: Satrix CEO Fikile Mbhokota.

4 Oct 2023 2AM 6 min

Here’s how to spot opportunity in a depressed market

FNB's Wayne McCurrie on opportunities in the locally listed retail space as consumers continue to be squeezed. Fikile Mbhokota from Satrix on 30 years of ETFs in the US and 23 locally. Joshua Alexandre from InfoDocs on new requirements for all companies to submit beneficial ownership information to the CIPC.

4 Oct 2023 12AM 20 min

[TOP STORY] Diversification of both stocks and strategy

Independent Securities has put together a cross selection of stocks called Stocks for all Seasons: Chief investment officer Simon Fillmore.

3 Oct 2023 3AM 6 min

Manufacturing sector keeps fighting the fight

Alex Duys from Umthombo Wealth on the horror Pick n Pay update as the retailer replaces its CEO with Sean Summers, who led the company from 1999 to 2007. Simon Fillmore of Independent Securities talks five local and offshore stocks for all investors. Absa CIB's Sello Sekele on the September…

3 Oct 2023 1AM 21 min

[TOP STORY] Listed SA Reits having a ‘really tough time'

‘SA Reits has been quite an unloved asset class, with sector flows drying up over the past few years’: Shane Packman – Morningstar SA.

2 Oct 2023 3AM 6 min

The power of economic data for investors

Citadel's Bianca Botes on the macro data she’s watching most closely and concerns for the rand as we started the year around R17/US$. Shane Packman from Morningstar SA on the investment case (and risks) for locally listed Reits. Kavi Pather of EY Africa on their CEO Survey showing two thirds…

2 Oct 2023 1AM 20 min

[TOP STORY] The impact of liquidity shortage on many African countries

The continent’s reduced ability to raise dollars has strained its ability to drive exports: Bohani Hlungwane – Absa CIB.

29 Sep 2023 3AM 8 min

Shoprite vs Spar: 'Better to pay more for quality'

Gary Booysen of Rand Swiss on Capitec's decent results, but high valuation, and Spar's Poland exit and trading update. Absa CIB's Bohani Hlungwane shares insights on the crisis of foreign currency liquidity shortages in many African countries. And, Simon's thoughts on getting exposure to high yielding US government bonds.

29 Sep 2023 12AM 20 min

[TOP STORY] A look at the newly listed AnBro World's Biggest Brands Portfolio

‘We are...starting off with the top 100 brands as the portfolio universe’: Craig Antonie – AnBro Capital Investments.

28 Sep 2023 3AM 7 min

Prime rate could drop 1% next year

Lonwabo Maqubela of Perpetua Investment Managers shares insights on Old Mutual's results, as the group ups its dividend by a quarter despite seeing net client cash outflows of over R7bn. Craig Antonie from AnBro Capital Investments on the investment case for the world's biggest brands. Independent economist Elize Kruger speaks…

28 Sep 2023 12AM 21 min

[TOP STORY] Do we stay in the money market now?

Bonds will typically outperform in a rate-cutting cycle so longer bonds could start to outperform money-market deals: Lyle Sanker – PSG Asset Management.

27 Sep 2023 3AM 6 min

JSE is now negative for the year

Nick Kunze of Sanlam Private Wealth on AngloGold Ashanti moving its primary listing to the NYSE, Richemont's plunge of another 5%, and Nampak's rights offer fully taken up.PSG Asset Management's Lyle Sankar talking money market returns and DM vs EM government debt. Gary Feldman of NMG Benefits speaking about medical…

27 Sep 2023 1AM 21 min

[TOP STORY] Is the AI story priced for perfection?

‘The lessons of 2022...are particularly important to pay attention to at this point in the financial cycle’: Sean Neethling – Morningstar South Africa.

26 Sep 2023 3AM 6 min

US 10-year yield highest since 2007

Wayne McCurrie of FNB Wealth and Investments looks at Quantum Foods expecting a loss due to avian flu, and the risks to equity valuations with higher rates. Sean Neethling, head of Investments at Morningstar South Africa, talks about being underweight in high-flying US tech stocks. FNB's senior economist Siphamandla Mkhwanazi…

26 Sep 2023 1AM 19 min

[TOP STORY] The impact of inflation on our investments

Investors must protect the purchasing power of their portfolios – Equilibrium portfolio manager Thami Khoza.

22 Sep 2023 2AM 7 min

Remgro discount adds to attraction

Independent analyst Jimmy Moyaha talks Astral's horror update and Discovery's results as it brings back the dividend. Thami Khoza from Equilibrium on managing inflation in your portfolio. Simon offers his thoughts on the perils of deep-value stocks … what gets them moving higher?

22 Sep 2023 12AM 20 min

[TOP STORY] Moving away from cash benefits both consumer and business

In 2017, 57% of retail sales involved physical cash. Today it’s in the 30%, 35% zone: Thabo Makoko – Absa CIB.

21 Sep 2023 2AM 6 min