MoneywebNOW

US markets likely to see another 10% down before bottoming

Herenya Capital's Petri Redelinghuys on markets as they remain weak, are we heading for new lows of the year? George Herman of Citadel on why volatility is not always bad. Carol Crozier from JSE Investor Services on the role of JIS and the newly-launched ShareHub.

12 Jul 2022 1AM 21 min

[TOP STORY] JSE driven by China over past decade

‘I think there are substantial opportunities for equity investors, at least in Europe and the US and Japan, [so] you don't need to dig too deeply into China’: Pieter Hundersmarck at Flagship Asset Management.

11 Jul 2022 2AM 5 min

US inflation and earnings season this week

Sanlam's Nick Kunze talks the US's continued strong jobs data. Pieter Hundersmarck from Flagship Asset Management on the dirty little secret of SA equities. Jason Lightfoot from Futuregrowth talks investing as Reg 28 changes allow for 45% offshore.

11 Jul 2022 12AM 20 min

[TOP STORY] Are you really paying ‘no fees’ when investing?

Some people attempt to pretend they're charging zero fees, but all the other layers are still there: Fedgroup COO Michael Field.

8 Jul 2022 2AM 5 min

Commodities have more downside coming

FNB's Wayne McCurrie on Remgro and MSC's latest bid for Mediclinic. Michael Field from Fedgroup talks the importance of fees. Simon offers his thoughts on doing due diligence.

8 Jul 2022 12AM 19 min

[TOP STORY] Are crypto investors buying, scared, or holding?

Luno GM for Africa Marius Reitz reports that new customers still buy these ‘risk’ assets for the first time on a daily basis – although at a much slower rate than previously.

7 Jul 2022 2AM 6 min

Manufacturing under load shedding pressure

Luno's Marius Reitz on whether clients are selling, buying and doing due diligence on their cryptos. Absa's Miyelani Maluleke talks the state of manufacturing as load shedding continues.

7 Jul 2022 12AM 19 min

[TOP STORY] SA keeps shooting itself in the foot in terms of its growth outlook

Our economy could have grown two-and-a-half, three percentage points more without the load shedding, muses PwC SA chief economist Lullu Krugel.

6 Jul 2022 2AM 4 min

British American Tobacco offers a strong hedge for a resilient portfolio

Alex Duys of Umthombo Wealth on markets as Naspers and Prosus have another strong day and Nampak gets a debt extension. PwC's Lullu Krugel on the economic outlook for SA for the rest of 2022. Olebogeng Ramatlhodi from Deloitte Africa on how the African Continental Free Trade Area could mitigate…

6 Jul 2022 12AM 19 min

[TOP STORY] Sectors most at risk from fuel price shocks

The angle that we take in terms of [portfolio positioning amid petrol price hikes] is around how the consumer reacts in this environment and this impact on companies: Carmen Mpelwane – Absa Asset Management.

5 Jul 2022 2AM 4 min

Rising inflation: Here's what to do with your retirement investments

Absa's Carmen Mpelwane talks which sectors are most at risk to fuel price shocks. Samukelo Zwane from FNB on the need to adjust retirement savings in a higher inflation environment. The JSE's Adele Hattingh on savings month, ETFs and tax-free investing.

5 Jul 2022 1AM 20 min

[TOP STORY] Is gold currently more interesting than equities?

When holding gold as the metal generally we're trying to reduce portfolio volatility and add a bit of diversification to the portfolio: Jithen Pillay – Allan Gray.

4 Jul 2022 2AM 5 min

Directors increasing buys on the JSE shows market confidence

Independent analyst Jimmy Moyaha talks stocks as directors and investors take large stakes in listed shares. Jithen Pillay from Allan Gray on why gold remains a safe haven during periods of high inflation. Jonathan Cherry from Cheeryflava on why Amazon coming to SA is more than just delivery and Prime.

4 Jul 2022 12AM 19 min

[TOP STORY] Retail and shopper trends post pandemic

Shoppers are excited to get out, but maybe they’ll start to reconcile their accounts towards the middle of the year and it’ll be interesting to see where it goes: John Jack – CEO, Galetti Corporate Real Estate.

1 Jul 2022 3AM 8 min

Nasdaq has worst first half of the year since 2002

Kruger International's Mia Kruger on Sibanye-Stillwater's deal with Finnish lithium producer, Keliber. CEO of Galetti Corporate Real Estate John Jack on the retail sector showing signs of recovery as shoppers stick closer to home. Simon's thoughts: The first half of the year is done, how did your portfolio do?

1 Jul 2022 1AM 21 min

[TOP STORY] Nike FY results ‘not a bad set overall’

‘I think maybe not only for this year, but maybe over the long term this is one that remains well positioned’: Victor Mupunga – Old Mutual senior research analyst.

30 Jun 2022 2AM 6 min

JSE shines in a tough market

Gary Booysen from Rand Swiss on the JSE's strong trading update. Old Mutual's Victor Mupunga talks the mixed Nike full year results as digital continues to outperform. Marisa Bester from STANLIB on the need for infrastructure investing as government spending slows.

30 Jun 2022 1AM 23 min

Stanlib - Infrastructure investing as government spending slows.

Marisa Bester - Portfolio Manager, Stanlib

30 Jun 2022 1AM 8 min

[TOP STORY] Where to for Prosus/Naspers post selling down Tencent?

The market clearly now has doubts about the business, and this is why it trades at such a massive discount to its NAV: Craig Antonie of AnBro Capital.

29 Jun 2022 2AM 6 min

Uncertain economic conditions make forecasting hard

FNB's Wayne McCurrie chats the Grindrod and Sun International trading updates. Craig Antonie from AnBro Capital on the Naspers/Prosus results, Tencent and JD.com. Izak Odendaal from Old Mutual on finding value in a high inflation and high interest rate world.

29 Jun 2022 1AM 20 min