MoneywebNOW

[TOP STORY] SA’s engineering sector has contracted at 1.2%/year since 2008/9

The biggest headwind is the energy crisis, which has immediate and long-term implications [for] investibility: Tafadzwa Chibanguza – SEIFSA.

20 Feb 2023 3AM 7 min

How to load shed-proof your portfolio

Nick Kunze from Sanlam Private Wealth unpacks Aspen's results and Aveng's trading update. Michele Santangelo from Independent Securities on how to load shed-proof your portfolio. Seifsa's Tafadzwa Chibanguza takes a look at the state of the metals and engineering sector.

20 Feb 2023 12AM 20 min

Even as rand weakens, fair value remains R16.50

Unfortunately we may see more interest-rate increases overseas and domestically: Wayne McCurrie – FNB Wealth and Investment.

17 Feb 2023 1AM 5 min

What savers can expect from the budget

FNB's Wayne McCurrie talks the Zeda and ARM updates and takes a look at SA's latest inflation data. Gerhard Swart of Performanta on how chatty GPT increases cybersecurity risks. Simon discusses what he hopes to see in the budget next week.

17 Feb 2023 12AM 20 min

[TOP STORY] Looking for opportunities in scary times

‘It's an investor's job to think more deeply and try to evaluate companies regardless of the newspaper headlines’: Jacques Plaut – Allan Gray.

16 Feb 2023 2AM 6 min

Why Life Healthcare should keep its imaging business

Independent analyst Jimmy Moyaha on Life Healthcare as it ponders an offer for its UK/EU imaging business. Jacques Plaut from Allan Gray on contrarian investment questions to ask in 2023. Fran Troskie of PPS Investments on making ESG investing accessible and practical, as the need for it grows.

16 Feb 2023 12AM 21 min

[TOP STORY] Absa’s GDP forecast for South Africa

‘I think overall this is going to be a very difficult growth year for South Africa’: Miyelani Maluleke, VP of FIC Research at Absa

15 Feb 2023 6AM 4 min

Commodities easier to trade than the miners

Anchor's Reko Nare on Telkom's trading update and the latest US inflation data. Ridwaan Moolla from Think Markets discusses trading commodities instead of mining stocks. Miyelani Maluleke from Absa on load shedding's impact on GDP and the lender's view on inflation, rates and SA's current account.

15 Feb 2023 12AM 21 min

[TOP STORY] The listed credit market at end-2022

‘Based on the stronger balance sheets on the corporate side, we are seeing a lot of demand for longer-term instruments coming through’: Craig Ivy – Futuregrowth.

14 Feb 2023 5AM 7 min

Business can do more to help SA

Sanlam's Carmen Mpelwane talks Italtile's interims and Attacq's sale of 30% of a subsidiary to the GEPF. Craig Ivy from Futuregrowth on the latest listed credit outlook. Mary Bomela of the Mineworkers Investment Company explains how South African businesses are the saving grace in these murky times.

14 Feb 2023 12AM 22 min

[TOP STORY] Copper 360 to list on JSE AltX later in February

‘EVs are going to require by 2030 42 million tonnes of copper, and supply will be only 10 million tonnes’: CEO Jan Nelson.

13 Feb 2023 2AM 5 min

Local and global supply chains slowly returning to normal

RMB's Matete Thulare on the rand as it seems to be in free fall. Jan Nelson of Copper360 gives details on the company and its proposed listing later in February. Investec's Denys Hobson talks supply chains: have they normalised and will we see inventory levels decreasing?

13 Feb 2023 12AM 20 min

[TOP STORY] Dr Lumkile Mondi from Wits on the 2023 Sona

President Ramaphosa hopes that an electricity minister could be a Hendrik van der Bijl who was recruited by General Jan Smuts to try and resolve the manufacturing challenge of South Africa.

10 Feb 2023 2AM 4 min

Spur looks cheap as it benefits from load shedding

FNB's Chantal Marx unpacks ArcelorMittal SA's results and Spur's trading update. Dr Lumkile Mondi from Wits University reviews Sona: Anything positive for the economy? Simon offers his thoughts on commodities ... what happened to the ‘super cycle’?

10 Feb 2023 12AM 19 min

[TOP STORY] CoreShares’ pref share JSE Pref TX is leaving the market

CoreShares is planning, through a ballot process, a re-mandate to a bond index of that nature: Chris Rule, head of product and client solutions.

9 Feb 2023 2AM 7 min

Keen to go off grid? Think carefully

Karl Gevers, independent analyst, on the Pick n Pay update and Coronation's loss against Sars. Chris Rule from CoreShares talks proposed changes to its preference share ETF - PREFTX. Momentum's Bertie Nel advises potential solar purchasers to stop and check the numbers first.

9 Feb 2023 12AM 21 min

[TOP STORY] The Presidency’s State of the Nation scorecard is ‘not that great’

‘We need to see businesses pushing for the right reforms ... so they can keep their businesses running’: Isaah Mhlanga – Rand Merchant Bank.

8 Feb 2023 2AM 6 min

Great potential for decarbonisation metals in Africa

Independent analyst Jimmy Moyaha talks the Sasol update and reports that PPC may be exiting Zimbabwe. RMB's Isaah Mhlanga on previous Sona promises and the president's scorecard. Shirley Webber from Absa CIB, on the potential for, and challenges around, decarbonisation metals in Africa.

8 Feb 2023 12AM 21 min

[TOP STORY] The average return rarely exists over time

Missing the good days in an environment of bad days can be detrimental to your long-term financial plan: Wade Witbooi at Glacier Invest.

7 Feb 2023 3AM 5 min

Offshore exposure a boost for some Reits

Faheema Adia from Momentum Securities on opportunities (or lack thereof) in the listed Reit sector. Wade Witbooi from Glacier Invest talks the importance of staying invested. DebtBusters's Benay Sager on their latest debt survey which shows customers under pressure, but being responsible.

6 Feb 2023 11PM 20 min