MoneywebNOW

MultiChoice facing multiple uphill battles

Mia Kruger of Kruger International on the MultiChoice results as the rest of Africa sees growth but SA falters. FNB's John Loos on the FNB Commercial Property Broker Survey as all commercial property sectors see increased pressure. Sandra Beswick from Fluence Capital offers insights on managing debt as an SME…

14 Jun 2023 1AM 19 min

[TOP STORY] Value and growth as ‘different’ investing styles

Whatever your investment style, ‘remaining diversified is a key metric for long-term portfolio returns and risk mitigation’: Sean Kelly – Paragon Wealth Managers.

13 Jun 2023 3AM 6 min

Vukile's small urban and rural mall niche pays off

Independent analyst JD Klopper talks Vukile's results and Thungela's update that shows Heps under pressure. Dawie de Villiers from Alexforbes on results that show decent growth despite a tough year. Sean Kelly from Paragon Wealth Managers offers insights on value vs growth investing. Is it one or the other, or…

13 Jun 2023 12AM 20 min

[TOP STORY] Shareholder activist NGO Just Share racks up five years

‘We like to believe that we've changed the landscape of corporate accountability in South Africa’: Executive director Tracey Davies.

12 Jun 2023 3AM 7 min

Opportunities in SA retail …but patience needed

Deryck Janse van Rensburg from Anchor Securities unpacks TFG's latest results which saw good revenue growth but a modest Heps increase and a decreased dividend. As shareholder activist NGO, Just Share, turns five, Tracey Davies discusses the many highlights over that period. Amol Prabhu from Barclays looks at how wealth…

12 Jun 2023 12AM 21 min

[TOP STORY] SA returns more anaemic than in the past

‘Understand the bets you are making in a portfolio...but be careful of the rand’: Marius Oberholzer – STANLIB.

9 Jun 2023 3AM 9 min

China needs a robust global economy

Kea Nonyana from EA Capital follows up on a bullish China prediction made earlier this year and examines Renergen's $750 million debt raise to finance the second phase of the Virginia gas field. Marius Oberholzer from STANLIB discusses strategies for managing expectations of lower returns in both local and global…

9 Jun 2023 1AM 20 min

[TOP STORY] Today 64% of individual investors invest in alternative investments

If you are very senior in age with enough capital, I think you shouldn't be considering alternatives. If you are younger you can take a bit more risk: Jaltech partner Jonty Sacks.

8 Jun 2023 2AM 6 min

Responsible use of the two-pot system: Prioritise retirement savings over indulgent luxuries

Where is independent analyst Jimmy Moyaha currently seeking value on the JSE?Jonty Sacks from Jaltech discusses the increasing interest in the broader asset class, as revealed by their recent alternative investments survey.Elana van der Berg, from Momentum Corporate, provides insights into the upcoming implementation of the two-pot system scheduled to…

8 Jun 2023 1AM 23 min

[TOP STORY] Capital Appreciation reports ‘solid’ FY performance

‘The expected credit loss for GovChat primarily had an influence on both our basic and headline earnings’: Alan Salomon – CFO, Capital Appreciation.

7 Jun 2023 4AM 5 min

Why British American Tobacco in your portfolio makes sense

Independent analyst Karl Gevers unpacks Premier Group's decent maiden results as a listed entity and British American Tobacco's decent update. Capital Appreciation's Alan Salomon on results as earnings fall, but the dividend is raised. Citadel's Maarten Ackerman talks local Q1 GDP figures and explains how SA just avoided a recession.

7 Jun 2023 12AM 20 min

[TOP STORY] Afrimat always hunting for something to surprise markets

The wonderful thing is the sense that there's another project coming, and another one beyond that: Bruce Williamson – Integral Asset Management.

6 Jun 2023 3AM 5 min

Don't sell SA Inc

FNB's Wayne McCurrie unpacks Oceana's strong results and Sygnia's flat numbers. Bruce Williamson from Integral Asset Management offers insights on the Afrimat cautionary. Richard Rayne from the Entrepreneurs’ Organisation on the state of entrepreneurship in SA.

6 Jun 2023 1AM 21 min

Sanctions on South Africa possible because of involvement with Russia

‘The risk of South Africa losing access to Swift – and in particular dollar payments – is deemed low, but it doesn't mean it's off the table’: Bianca Botes, Citadel Global.

5 Jun 2023 3AM 6 min

New bond ETF offering 12.5% yield

Sanlam's Nick Kunze on the Nedbank update that shows a credit-loss ratio that was above the top end of their through-the-cycle target range. Botes from Citadel Global talks risks to the rand if SA gets sanctioned for Russian involvement. Chris Rule from CoreShares by 10X on the new ETF, which…

5 Jun 2023 1AM 20 min

[TOP STORY] Looking at Bitcoin and the price of Bitcoin

Over the last month or so we have been sitting in the $26 000, $27 000 range with a lot of sideways action: Christo de Wit – Luno country manager.

2 Jun 2023 3AM 7 min

SA has faced economic challenges before ... is this time different?

Insights from Chantal Marx, FNB, on attractive opportunities on the JSE and US debt default averted. Bitcoin enjoys a successful year, while the Ethereum Shanghai merge proves fruitful: Christo de Wit of Luno talks the latest cryptoverse news. Simon offers his thoughts on what an end to load shedding would…

2 Jun 2023 1AM 20 min

[TOP STORY] Issues repatriating money from Nigeria?

Seemingly you can get 50% of earnings in naira out at the official rate, but it's probably closer to a third at the parallel rate: Cavan Osborne – Old Mutual Investment Group.

1 Jun 2023 4AM 6 min

Spar update: Is Shoprite eating everybody's lunch?

Lonwabo Maqubela from Perpetua on Spar's latest trading update, is Shoprite eating everybody's lunch? Cavan Osborne from Old Mutual Investment Group explains the perils of doing business in Nigeria. Bidvest Life's Melody Stander offers tips on how to reduce money stress.

1 Jun 2023 1AM 21 min

[TOP STORY] Are we seeing stress in the housing market?

What the lending banks are doing now may turn out to be some of the best lending that they do: ooba COO Alan Rubin…

31 May 2023 3AM 7 min