MoneywebNOW

CompCom's Vodacom decision: Limited impact on fibre competitiveness

Gary Booysen from Rand Swiss discusses the repercussions of the CompCom's decision to decline Vodacom's acquisition of Remgro's fibre business. Ernest North from Naked Insurance shares savvy tips for newbie car buyers. Old Mutual's Izak Odendaal delves into the convergence of entertainment and economics following the debut of the Barbie…

10 Aug 2023 1AM 20 min

[TOP STORY] Insolvencies: How creditors can spot the early warning signs

‘The local delinquency rate is increasing by up to 27%, and internationally it's also happening’: Frank Knight – Debtsource.

8 Aug 2023 4AM 5 min

Rand undervalued, and local factors play a role

Matete Thulare of RMB looks at movements in the rand. Neil Hobbs from Hobbs Sinclair on navigating tax challenges. Frank Knight of Debtsource speaks about increasing levels of insolvencies and how creditors can spot the early warning signs.

8 Aug 2023 1AM 19 min

[TOP STORY] How to navigate risk in the market

‘If your investment goals are not changing your strategy to reach those goals shouldn't be changing either’: Paul Nixon – Momentum Investments.

7 Aug 2023 3AM 6 min

Luxury goods valuations remain strong despite tough economy

Paul Nixon from Momentum Investments explores investor risk levels. Old Mutual Wealth's Tasneem Samodien on the investment case for LVMH.

7 Aug 2023 1AM 18 min

[TOP STORY] SA's booming spaza shop economy

‘There's so much nuance in the township economy. You have to be there to understand’: Mushambi Mutuma – Accenture Africa.

4 Aug 2023 3AM 8 min

Mpact a bargain following strong results

Independent analyst Karl Gevers talks markets with strong Mpact results that saw Heps up 33% and JSE Group results that showed a modest increase in profits. Mushambi Mutuma from Accenture takes a look at the informal spaza economy and how FMCGs can directly capture some of the sales. Simon talks…

4 Aug 2023 12AM 20 min

[TOP STORY] The test of time: Secrets behind a fund's 25 year success

Peregrine Capital CEO Jacques Conradie looks back on what has helped his team evolve and continue improving over time.

3 Aug 2023 4AM 5 min

Chinese tech ETFs are where the value's at

Herenya Capital's Petri Redelinghuys explains why he is bullish on Chinese tech and the associated offshore ETFs. Peregrine Capital's Jacques Conradie on 25 years in the market and finding value amid local profit-taking. A look at collecting, or investing in, whiskey as an alternative asset class.

3 Aug 2023 1AM 19 min

[TOP STORY] Crude oil ‘the most important commodity on planet Earth’

In 2000 fossil fuel accounted for about 86% of global energy demand; by 2019 it accounted for 84%: JD Hayward – Flagship Asset Management.

2 Aug 2023 3AM 5 min

Pan African Mintails tailings plant to start production in new year

Independent analyst Jimmy Moyaha on the latest company news as Aspen makes an acquisition in Latin America and Pan African Resources gets funding and environmental authorisation for their Mintails tailings retreatment plant. JD Hayward from Flagship Asset Management talks the oil price and opportunity for investors. Josh Kotlowitz from Future…

2 Aug 2023 12AM 20 min

[TOP STORY] Gold production up y/y in SA and Ghana

‘We still see demand likely to remain positive in the second half of the year, albeit maybe not at the same levels as in H2 last year’: Krishan Gopaul – World Gold Council.

1 Aug 2023 3AM 6 min

Telco updates a mixed bag

FNB's Wayne McCurrie talks company news with results from Liberty Two Degrees and updates from Telkom and MTN. Krishan Gopaul from EMEA World Gold Council, on their second quarter report which shows demand increasing and supply potentially hitting new records this year. MFS Africa's Moses Marimira takes a look at…

1 Aug 2023 1AM 20 min

SA pessimism is pricing in worst-case scenarios

‘We think financials and SA banks really well priced. You don't need a lot to go right to make some return on those’: Sean Neethling – Morningstar Investment management SA.

31 Jul 2023 3AM 5 min

Woolies and Shoprite tackling food inflation brilliantly

EA Capital's Kea Nonyana on the Woolies update, rand strength and the higher oil price. David Rees from Schroders talks the global goods sector, as we’re seeing some signs of recovery that should bode well for EMs and commodities. Despite prevailing pessimism, South African equities are currently priced for worst-case…

31 Jul 2023 12AM 19 min

[TOP STORY] ‘Retyrement’ is donning new tackies and starting a new career

Recent data from Stats SA shows that life expectancy for South Africans has increased: Natasha Huggett-Henchie – NMG Benefits.

28 Jul 2023 3AM 7 min

Amplats has potential for 20% upside

Faheema Adia from Momentum Securities talks Anglo American results … is she seeing value in the group as a whole or individually in Kumba and Amplats? The good news is that we’re living longer, but … we haven't saved enough. NMG Benefits's Natasha Huggett-Henchie offers some retirement finance hacks to…

28 Jul 2023 12AM 19 min

[TOP STORY] Amazon’s staggering net loss has been seen before

‘We found the investment still intact, despite what's happening at the moment’: Tasneem Samodien – Private Clients by Old Mutual Wealth.

27 Jul 2023 3AM 7 min

Fed no longer prepping for recession

Lonwabo Maqubela from Perpetua talks the US Federal Reserve's rate decision. PSG Asset Management's Gustav Schulenburg on ignoring headlines and focusing on the businesses you’re investing in. Tasneem Samodien from Private Clients by Old Mutual Wealth on their Amazon investment even as the company lost $2.7 billion and RoE went…

27 Jul 2023 1AM 21 min

[TOP STORY] Home buyers seek solar

Dwellings with well-maintained solar installations are certainly selling faster: Dominique d’Hotman – ooba Solar.

26 Jul 2023 2AM 5 min