MoneywebNOW

[TOP STORY] The odds of a Credit Suisse default

‘We must remember that the banking system is very interrelated, so everybody holds everybody's paper’: Anthea Gardner – Cartesian Capital.

17 Mar 2023 4AM 6 min

Is Transaction Capital worth a punt below R10?

Independent analyst Jimmy Moyaha talks results from Exxaro as it reduces the dividend. Anthea Gardner from Cartesian Capital unpacks the numbers around Credit Suisse and the risk of collapse. Simon offers his thoughts on whether your money is safe in SA banks.

17 Mar 2023 1AM 20 min

[TOP STORY] Banks’ management of risk and liquidity

The SVB and Signature Bank crashes are all about the changes in monetary policy we've seen in the past 15 months: Anton Eser – CIO at 10X Investments.

16 Mar 2023 3AM 7 min

Transaction Capital still not cheap

Lonwabo Maqubela of Perpetua Investment Managers on Stadio results as they boost their dividend by almost 90%. Patrick Mathidi from Aluwani Capital on Transaction Capital, any hope for the share? Anton Eser from 10X Investments, on the SVB crisis, how bad is it? Is it spreading?

16 Mar 2023 1AM 21 min

Private equity is increasing the scope of the investment pool

‘Within the unlisted environment you've more freedom’ – Kondi Nkosi, country head for Shroders in South Africa.

15 Mar 2023 3AM 5 min

Fed expected to halt rate increases to protect financial system

Bianca Botes from Citadel Global on markets as US inflation hits 6%. Kondi Nkosi from Schroders in South Africa talks the ins and outs of private equity. Aions Creative Technology's Mitchan Adams discusses how SMMEs are coping with load shedding and struggling consumers.

15 Mar 2023 1AM 20 min

[TOP STORY] A look at Absa’s results and the overall state of the banking sector

All four banks reported impressive numbers, but we need to pay close attention to credit losses now: Craig Metherell – Denker Capital.

14 Mar 2023 3AM 7 min

Government should exit Telkom to allow free competition

Independent analyst Karl Gevers talks results from MTN and Sun International. Craig Metherell from Denker Capital on Absa's results and a wrap of the big four's financials, which was the standout? Andile Ntingi of GetBiz makes the case for why government should exit its 40.5% stake in Telkom.

14 Mar 2023 1AM 21 min

Human thinking is riddled with biases

The temptation to invest offshore to generate superior returns is a commonly held bias when investing: Satrix CIO Kingsley Williams.

13 Mar 2023 3AM 6 min

SVB collapse seems to be contained, so far ...

FNB's Wayne McCurrie unpacks the Silicon Valley Bank collapse and the strong US jobs data. Kingsley Williams from Satrix on how bias affects our investment decision-making. Citadel's Maarten Ackerman on some bright points from an otherwise disappointing Q4 GDP print.

13 Mar 2023 1AM 20 min

[TOP STORY]Fortress, having lost Reit status, will not make a distribution

Property management is an active game: Fortress CEO Steven Brown.

10 Mar 2023 2AM 7 min

Thungela reports strong update even as coal prices halve

Gary Booysen from Rand Swiss talks Standard Bank's strong results and the Thungela update that shows a weaker second half. Steven Brown of Fortress on results as logistics occupancies hit an all-time high as load shedding hurts both the company and their tenants. Simon offers his thoughts on the rand…

10 Mar 2023 12AM 20 min

[TOP STORY] Battling inflation, load shedding, commodity prices and Transnet woes

‘We know what we need to do; we just need to do it’: Izak Odendaal – Old Mutual Wealth.

9 Mar 2023 2AM 6 min

Quilter boosted by cost-cutting but needs to grow top-line revenue

Faheema Adia from Momentum Securities, on Quilter's solid results that saw its stock in the green in a very red market. Old Mutual Multi-Managers's Izak Odendaal speculates on whether the Fed will halt interest rate increases soon and if SA stocks are still cheap. PPS Investments's Fran Troskie talks generating…

9 Mar 2023 12AM 20 min

Mpact’s full-year results pack a punch

There is still quite a lot [that] could be done, not only to reduce the amount of packaging, but to increase its utility and protective ability at lower weights – CEO Bruce Strong.

8 Mar 2023 2AM 5 min

SA banks remain a solid investment

Reko Nare, portfolio manager at Anchor Capital, on strong results from Shoprite and Nedbank. Bruce Strong, CEO of Mpact, on results boosted by changes in consumer behaviour. Felix Ratheb, Sea Harvest's CEO, on results that suffered from reduced volumes and increased costs.

7 Mar 2023 11PM 20 min

[TOP STORY] Using credit to build wealth

‘Debt is part of life, but managed properly it can help you accelerate your wealth creation’ – Pravesh Sunker, CEO of FNB Private Wealth and RMB Private Bank.

7 Mar 2023 2AM 6 min

Investor sentiment on SA remains poor

Matete Thulare of RMB, on how the market (and the rand) will likely be watching SA's GDP figure for Q4 2022, due today and expected to be negative. Pravesh Sunker CEO of FNB Private Wealth and RMB Private Bank on how to use credit to build wealth. Arthur Goldstuck of…

7 Mar 2023 12AM 19 min

Talking greylisting, the rand, political instability, load shedding and Chinese growth.

South Africa remains a place where foreign direct investment can't find a home: Kea Nonyana at EA Capital Markets.

6 Mar 2023 2AM 6 min

Sun International: Still offering value

Nick Kunze from Sanlam Private Wealth looks at the latest updates from Brait and Sun International. Kearabilwe Nonyana of EA Capital on the local market and rand as they ignore SA's greylisting. Nkosinathi Mahlangu from Momentum Metropolitan unpacks where SA is creating jobs and the role of the private sector.

6 Mar 2023 12AM 19 min