MoneywebNOW

[TOP STORY] Adobe perhaps an investment opportunity despite ‘overpaying’ for Fig

Gary Booysen at Rand Swiss notes that the market may be overreacting to a very expensive deal, but considers ‘it's probably worth having a nibble’.

20 Sep 2022 1AM 5 min

Rand seen strengthening into year end

Rand Swiss's Gary Booysen on value in SaaS company Adobe after it fell over 20% on the news of the Figma buyout. Matete Thulare from RMB talks targets for the rand against USD and euro into the end of the year. Herenya Capital Advisors's Petri Redelinghuys on Brent oil as…

20 Sep 2022 12AM 19 min

[TOP STORY] How we rate our financial advisors

‘Don’t be scared to evaluate more than one advisor. Do the interviews, get the recommendations, get the referrals and find the right fit. That’s so important’: Gavin Lewin – Right Ideas Group.

19 Sep 2022 2AM 5 min

Tough week of interest rate decisions ahead

Sanlam's Nick Kunze on the FedEx profit warning that spooked the market as it points to a recession. A look at the impact of Stage 6 on the rand. Reza Hendrickse from PPS talks portfolio construction from a multi-manager perspective. Gavin Lewin from Rich Ideas on how we rate our…

19 Sep 2022 1AM 18 min

[TOP STORY] Looking at the recent Ethereum network upgrade

It's ‘almost like changing the engine of a car while driving it’, explains Luno GM Marius Reitz.

16 Sep 2022 3AM 9 min

Why you should be buying MTN

Absa's Carmen Mpelwane on markets . Luno's Marius Reitz on the long awaited Ethereum Merge and what it means for the cryptocurrency’s landscape.

16 Sep 2022 1AM 20 min

[TOP STORY] SA’s inflation landscape

Zandile Makhoba of Liberty looks at inflation targeting, core CPI, supply-side inflation, energy subsidies, investment into alternative energy and private-public partnerships.

15 Sep 2022 3AM 6 min

Pan African Resources declares bumper dividend

Alex Duys from Umthombo Wealth on updates from Growthpoint and Sibanye-Stillwater. Liberty's Zandile Makhoba talks inflation targeting on the back of global inflation data. Cobus Loots of Pan African Resources unpacks the company's results.

15 Sep 2022 1AM 21 min

1nvest’s new ETF listed on the JSE offers new opportunities

This initiative provides clients with a US dollar money-market type investment, which means one is effectively investing in instruments with probably some of the highest credit ratings in the world: Johann Erasmus of 1nvest.

14 Sep 2022 3AM 5 min

Attacq’s hubs strategy a boost for earnings

Independent analyst Kea Nonyana on results from Metrofile and African Rainbow Minerals. Attacq's Raj Nana chats results as the company resumes dividend payouts. 1nvest on the new US Bond Index set to offer investors a differentiated proposition.

14 Sep 2022 1AM 19 min

[TOP STORY] Understanding the concept and effects of stagflation

If you are concerned, ‘a safe asset in this environment, I think, would be cash – where you want to move away from risk assets’: Rhandzo Mukansi – Futuregrowth Asset Management.

13 Sep 2022 3AM 5 min

It’s a good time to invest in tech stocks

Petri Redelinghuys from Herenya Capital Advisors talks the trading updates from Brait and Virgin Active. Futuregrowth on understanding stagflation and the investment case for Alphabet Inc with Momentum’s Faheema Adia.

13 Sep 2022 1AM 20 min

[TOP STORY] Overview of the Afrimat Construction Index

Curator Dr Roelof Botha believes SA’s municipalities take too long to approve building plans and their legal requirements. ‘We have an overregulated economy – it's not even debatable’.

12 Sep 2022 3AM 7 min

All eyes on CPI data this week

FNB's Sithembile Bopela talks inflation data from global markets. Economist Dr Roelof Botha on Afrimat’s construction index as the sector managed to increase its value-add to the economy. Caxton’s Tim Holden unpacks results.

12 Sep 2022 1AM 20 min

[TOP STORY] 12 September marks the start of (free) Wills Week

Brandon Garbutt of Capital Legacy urges you to get your will in place to avoid possible confusion and squabbles after your passing.

9 Sep 2022 3AM 7 min

Restaurant and hospitality sectors record strong growth in Q2

Independent analyst Jimmy Moyaha on Capitec's update and Sanlam results. Capital Legacy's Brandon Garbutt on the need for a will and a letter for when you pass away. Simon offers his thoughts on GDP data showing 6.2% growth by the restaurant and hospitality sectors.

9 Sep 2022 1AM 19 min

[TOP STORY] Bear markets are typically less than a year in duration

‘People are looking at their investment statements and seeing drops of 10%, 20% of their accumulated wealth and it's worrying and it causes fear’: Peter Hundersmarck of Flagship Asset Management.

8 Sep 2022 2AM 7 min

Tiger Brands product recall ‘a poor reflection on management’

FNB's Wayne McCurrie unpacks Discovery's results as the share is down over 7% and talks the latest Tiger Brands product recall. Pieter Hundersmarck of Flagship Asset Management explains the six things we need to know about bear markets. Citadel's Maarten Ackerman chats the local consumer as spending remains resilient despite…

8 Sep 2022 1AM 18 min

[TOP STORY] Reflections on Shoprite’s results and operations

‘I like the fact that they give a lot of data during their earnings announcements and they mention how many jobs they create. They give clarity on how their platforms work’: Mia Kruger of Kruger International.

7 Sep 2022 2AM 5 min

SA expected to slip into recession next quarter

Mia Kruger from Kruger International chats Shoprite's results that sent the stock down over 7% on Tuesday. Dr Chris Harmse of CH Economics on local GDP data that came in negative for the second quarter. IZA Wealth's John Rose talks generating and protecting global wealth.

7 Sep 2022 1AM 20 min