MoneywebNOW

Demystifying rooftop solar: Understanding the legalities

We’re seeing a small bounce from PGM miners, Lonwabo Maqubela of Perpetua discusses if this offers opportunity or is best left alone. Paul Hutchinson from Ninety One on how to value the rand using purchasing power parity (PPP), while considering risk factors. Cliffe Dekker Hofmeyr's Bridget Witts-Hewinson unpacks the legal…

13 Jul 2023 1AM 21 min

[TOP STORY] How AI is lifting the S&P 500

So far only a handful of stocks have benefited from the AI hype and the underlying market has remained relatively subdued: Sean Kelly – Paragon Wealth Managers.

12 Jul 2023 3AM 7 min

How to spot collapsing innovation in your investments

Faheema Adia from Momentum Securities on the two small(ish) deals announced by Invicta as it expands offshore.Jon Cherry from Cherry Flava talks innovation … how to spot it, and how to know when it’s failing. Paragon Wealth Managers's Sean Kelly on the magnificent seven doing all the heavy work lifting…

12 Jul 2023 1AM 20 min

[TOP STORY] US markets might be priced for perfection

Craig Antonie from AnBro Capital Investments considers it a fair assumption that we could see a rebound of sorts in the tech space.

11 Jul 2023 3AM 7 min

Mondi deal all tapping into the huge American market

Alex Duys from Umthombo Wealth on Mondi’s Canadian expansion. After a solid first half, US markets seem priced for perfection, Craig Antonie from Anbro Capital Investments takes a look. Keith McLachlan from Integral Asset Management on the value proposition for Transaction Capital.

11 Jul 2023 1AM 20 min

[TOP STORY] Are performers’ mega world tours impacting inflation?

Consumers are suddenly more willing than ever to dip into savings for experiences, notes Paul Donovan of UBS Global Wealth Management.

10 Jul 2023 3AM 6 min

Exploring opportunities in packaging stocks

Chantal Marx from FNB Wealth and Investments talks packaging companies … Nampak is in trouble, Caxton is at almost five-year highs and Mpact is drifting. Are any offering value? UBS Global Wealth Management's Paul Donovan on the inflationary impact of Taylor Swift and Beyoncé music tours. Ernest North of Naked…

10 Jul 2023 1AM 20 min

[TOP STORY] The IRBA can now fine audit firms up to R25 million

This is to encourage ethical behaviour and due care by auditors, though auditors are generally doing a very good job – Imre Nagy from the IRBA.

7 Jul 2023 3AM 6 min

The investment case for 4IR metals

Kea Nonyana from EA Capital takes a look at opportunities in the commodity space. Irba's Imre Nagy on new fine limits for offenders raised to R25 million and restrictions on the board's jurisdiction as it no longer oversees chartered accountants. Navigating portfolio rebalancing: Simon's insights on the process and risks.

7 Jul 2023 1AM 20 min

[TOP STORY] National Treasury is under severe strain

Fiscal officials are being overburdened with work that ordinarily should be handled by SA’s provinces, municipalities and SOEs, notes Isaah Mhlanga from RMB.

6 Jul 2023 3AM 5 min

Markets looking bullish despite skittish investors

Kieran Witthuhn from Anchor Securities on EU, UK and China PMI for June … all above 50 but slowing. Simon Fillmore from Independent Securities talks the bull case for equities even as investors climb the proverbial wall of worry. RMB's Isaah Mhlanga on National Treasury reputing concerns that there is…

6 Jul 2023 12AM 20 min

[TOP STORY] The ‘big scare’ about using ChatGPT

PJ Veldhuizen of Gillan and Veldhuizen Inc points to possible legal and ethical security issues that might arise from trusting the AI facility.

5 Jul 2023 3AM 6 min

Asset allocation still requires knowing your funds

Independent analyst Jimmy Moyaha on markets as MultiChoice sees a 12% fall following a downgrade from JP Morgan … is there value here? PJ Veldhuizen from Gillan and Veldhuizen Inc on the need for AI policies in business. Laurette Ndzanga from PPS Investments on well-diversified portfolios translating into consistent returns.

5 Jul 2023 1AM 20 min

[TOP STORY] Are we going green in the manufacturing space?

‘I do think...we're going to see more and more [renewable energy] components being manufactured here’: Justin Schmidt – Absa Relationship Banking.

4 Jul 2023 6AM 5 min

Pep offering consumer credit to protect sales

FNB's Wayne McCurrie talks markets as Pep introduces credit services for its customers and Mondi sells two Russian businesses. Justin Schmidt from Absa talks manufacturing and renewable energy. Roelie van Reenen from Beefmaster Group offers insights on the collapse of SA's small towns and the resultant threat to food production.

4 Jul 2023 12AM 19 min

[TOP STORY] EU again raises issues with SA’s oranges

The tremendous amount of rain in the Western Cape has also drowned various orchards out and washed away infrastructure – Citrus Growers Association president Justin Chadwick.

3 Jul 2023 4AM 4 min

Narrow tech rally sees Nasdaq's best H1 since the eighties

Sanlam's Nick Kunze talks markets we hit the half-year mark … the Nasdaq had the best start to a year ever while local was a mixed bag. Justin Chadwick from the Citrus Growers Association discusses the EU's latest restrictions on orange imports.

3 Jul 2023 12AM 18 min

[TOP STORY] What has happened to the expected US recession?

Dr Adrian Saville of Genera Capital expects ‘at least one more hike, if not two’ in US interest rates. That's going to add pain.

30 Jun 2023 4AM 7 min

PGM stocks having a horrid year, is it time to buy?

Alex Duys of  Umthombo Wealth talks PGM stocks as, aside from Tharisa, they trade down over a third year-to-date. Is this an opportunity, or is the PGM boom over for now? Dr Adrian Saville Genera Capital asks what's happened to the expected US recession. All the late 2022 talk was…

30 Jun 2023 1AM 19 min

[TOP STORY] The emotional investment rollercoaster

Paul Nixon of Momentum Investments discusses the application of predictive analytics and AI to help investors get to grips with what they are costing themselves.

29 Jun 2023 3AM 6 min