MoneywebNOW

Capitec is expensive relative to peers

Carmen Mpelwane from Sanlam Investments on the Capitec results that disappointed the market. Morningstar's Francis Marais on the role and concerns of guaranteed products in a portfolio. Izak Smit from PPS unpacks results and trends within the insurance sector.

19 Apr 2023 1AM 19 min

[TOP STORY] Crypto has experienced turmoil in the past six months

Today I think the central banks are seeing clear benefits. They have vested interests that they want to make sure they control: Seamus Rocca – CEO, Xapo Private Bank.

18 Apr 2023 3AM 7 min

Luxury holding value and demand even in a tough economy

RMB's Matete Thulare talks about local CPI data which is expected on Wednesday, is there any real link between currency and inflation? Seamus Rocca from Xapo Private Bank on the role of blockchain in transparency and what’s happened with central bank digital currencies. Luxity's Michael Zahariev on luxury goods holding…

18 Apr 2023 1AM 22 min

[TOP STORY] Steel and engineering critical in getting the economy's flywheel turning

Seifsa will meet with President Ramaphosa to address some of the challenges faced by the country and the sector: CEO Lucio Trentini.

17 Apr 2023 3AM 6 min

US earnings season starts with a bang thanks to big banks

Sanlam's Nick Kunze talks markets as banks kick off US earnings season with massive numbers, and Richemont switches from depository receipt to inward listed. Verwey Wiese from PwC South Africa on ensuring the sustainability of local retirement funds. Lucio Trentini of Seisfa unpacks pledges from the investment conference in the…

17 Apr 2023 1AM 21 min

[TOP STORY] Farming stocks heading for tough times?

For agriculture the best is over. The next couple of years might be a slightly leaner period, with earnings at best being flat and in certain cases down: Anthony Clark – Small Talk Daily.

14 Apr 2023 3AM 9 min

It's too late to buy gold at all-time highs

Wayne McCurrie from FNB unpacks the Aveng update and PSG Konsult results. Small-cap analyst Anthony Clark talks agri investment as the country is expected to swing into a dryer period of El Niño. Simon offers his thoughts on actively-managed certificates (AMCs) trading on the JSE.

14 Apr 2023 1AM 21 min

[TOP STORY] ‘Mental accounting’ can lead to some real problems

‘Try to always remember that individual investments are made up of a whole’: Dr Gizelle Willows, founder of Nudging Financial Behaviour.

13 Apr 2023 5AM 6 min

Improving US inflation data does little to allay rate hike fears

Independent analyst, Karl Gevers, talks US inflation for March which came in at 5.0%, sending markets higher. Elize Kruger, an independent economist, unpacks the BankservAfrica Economic Transactions Index which shows continued deterioration in the local economy. Gizelle Willows of Nudging Financial Behaviour, on the problems with mental accounting as we…

13 Apr 2023 12AM 20 min

[TOP STORY] Inflation expectations across developed and developing markets

‘We may actually be close to the end of the interest-rate hiking cycle, if not there already’: Sanisha Packirisamy – Momentum Investments.

12 Apr 2023 3AM 6 min

Here's where to find the opportunity in clothing retailers

FNB's Chantal Marx on whether there is any value in the clothing retail space since prices have come under pressure. Momentum's Sanisha Packirisamy on local and global rates. When will they stop rising? Nicole van den Munckhof from Independent Securities offers tips to maximise your wealth over time.

12 Apr 2023 1AM 20 min

[TOP STORY] The layers of costs in holding companies

Integral Asset Management’s Keith McLachlan considers the pros and cos of holdcos Sabvest, Prosus/Naspers and Reunert in terms of their NAVs.

11 Apr 2023 3AM 7 min

Investor opportunity: AB Inbev concerns dispelled

Independent analyst Jimmy Moyaha unpacks EOH results.Jithen Pillay from Allan Gray on the investment case for AB InBev, despite three common concerns. Keith McLachlan of Integral Asset Management talks the top JSE-listed holding companies with strong track records and returns.

11 Apr 2023 1AM 21 min

[TOP STORY] AI has really arrived on the business scene

‘If you use it correctly and if your prompts are used correctly, you can unlock huge productivity improvements in your organisation’: Dr Pieter Geldenhuys from ITSI.

6 Apr 2023 4AM 6 min

Sasol has a R250bn valuation gap

Lonwabo Maqubela from Perpetua Investment Managers talks Sasol's R250 billion valuation gap and how it can be closed. Pieter Geldenhuys of the Institute for Technology Strategy and Innovation on their new AI masterclass. Dr Rutendo Hwindingwi unpacks his book on doing business in Africa, there are challenges but opportunity abounds.

6 Apr 2023 1AM 22 min

[TOP STORY] Thoughts on coal and Thungela Resources

The struggle is not to get the coal out of the ground; Thungela simply can't get it through Richards Bay Coal Terminal: Bruce Williamson – Integral Asset Management.

5 Apr 2023 3AM 7 min

Here's why the Sarb made the right repo rate call

Independent market analyst Karl Gevers on the Pick n Pay update and Murray & Roberts's plans to pay down its debt. Bruce Williamson from Integral Asset Management tracks coal prices and looks at whether Thungela is still worth holding. Viv Govender of Rand Swiss on why he thinks the Sarb…

5 Apr 2023 1AM 20 min

[TOP STORY] Calling for a simple national online short-term rental register

Now is the time for new rules that make it easy for ordinary South Africans, especially those in disadvantaged communities, to earn an extra income from hosting: Velma Corcoran from Airbnb.

4 Apr 2023 3AM 5 min

Local and global PMI shows supply chains back to normal

Carmen Mpelwane from Sanlam Investments unpacks AVI's results: how did it manage to protect margins given the tough economic environment? Miyelani Maluleke of Absa CIB discusses the March PMI numbers which slipped further but showed some positive signs. Airbnb's Velma Corcoran on the company's proposed regulation of short-term rentals and…

4 Apr 2023 1AM 19 min

[TOP STORY] Buy-to-let bounces back strongly, particularly in the Western Cape

Alan Rubin of ooba Home Loans outlines the pros and cons of borrowing to buy a property for short-term rental, particularly to tourists.

3 Apr 2023 3AM 6 min