MoneywebNOW

Is Nasdaq- and JSE-listed Montauk Renewables worth a look?

Deryck Janse van Rensburg of Anchor Capital on Montauk Renewables as it expands in the US, and whether Life Healthcare or Netcare offer value as Mediclinic's delisting is approved. Stian de Witt from NMG Benefits on using tax incentives to save and earn more. Debtsource's Frank Knight on changes to…

27 Mar 2023 1AM 21 min

[TOP STORY] What's continuing to push our inflation sharply higher?

Load shedding and fuel-price increases are major drivers, but ‘your inflation is not the same as my inflation’, notes John Manyike, head of financial education at Old Mutual.

24 Mar 2023 3AM 8 min

Gold rising in response to investor concerns

Nick Kunze of Sanlam Private Wealth on Remgro results, MPC next week and if he is buying Transaction Capital. John Manyike, head Financial Education at Old Mutual, on inflation and food prices continuing to rise so sharply. Simon's thoughts on Steinhoff. What now?

24 Mar 2023 1AM 21 min

[TOP STORY] Afrimat Q4 Construction Index disappoints

The private and public sectors’ combined capital formation as a percentage of GDP in SA is more or less half the global average, which is frightening: Research economist Dr Roelof Botha.

23 Mar 2023 4AM 7 min

When investing, macro data trend is what matters

Carmen Mpelwane, investment analyst at Sanlam Investments, on local inflation creeping higher to 7% and the FOMC's rate decision last night. How much does she consider these data points in analysing investments? Sithembile Bopela, investment research analyst at FNB Wealth & Investments, on strong numbers in OUTsurance's results, even as…

23 Mar 2023 1AM 21 min

[TOP STORY] Caxton interims show commercial printing is far from dead

‘There's always a silver lining to load shedding, and I think one is the QSR market’: MD Tim Holden.

22 Mar 2023 4AM 6 min

Fed likely to stick to 0.25% rate increase

Chantal Marx, investment research head at FNB Wealth & Investments, on Transaction Capital and whether the US Federal Open Market Committee will announce a 0.25% increase tonight. Tim Holden, MD at Caxton and CTP Publishers and Printers, on results that saw Heps up over a third as it manages to…

22 Mar 2023 1AM 21 min

[TOP STORY] The old days of open-outcry trading

Sasfin’s David Shapiro remembers the chaos that was ‘very antiquated, very quaint, lots of fun, but very inefficient’.

20 Mar 2023 3AM 9 min

Local market is cheap even as it trades just off all-time highs

David Shapiro from Sasfin chats about the old open outcry trading floor, how did the chaos work? Debra Slabber of Morningstar Investment Management SA explains how the local market can be cheap if it is just off all-time highs.

20 Mar 2023 1AM 21 min

[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