MoneywebNOW

JSE-listed ETPs had a booming year

Nerina Visser, director at ETFsa, discusses the standout exchange-traded products (ETPs) of 2024 and highlights emerging trends in the local ETP industry, which saw strong growth this year. Viv Govender from Rand Swiss delves into the AI boom, exploring how major tech companies are capitalising on this surge, future trends…

18 Dec 2024 12AM 21 min

[TOP STORY] Talking alternative investments: private credit, private equity

‘On the client side of Westbrooke's business what we've seen this year is significant demand and capital flows for our alternative investment mandates and strategies’: Dino Zuccollo, Head of Investor Solutions and Director.

17 Dec 2024 12AM 9 min

2024: A bumper year for markets

Nick Kunze from Sanlam Private Wealth shares insights on the standout winners and new listings on the JSE in 2024, highlighting which stocks he would hold into 2025. Meanwhile, Dino Zuccollo of Westbrooke Alternative Asset Management reflects on the performance of private equity and private credit markets over the past…

16 Dec 2024 11PM 20 min

[TOP STORY] SA e-commerce: Local retailers vs Amazon, Shein, and Temu

‘There are some unique South African challenges, but ... also lots of South African players, and now some globals, who want to solve some of these issues’: Thomas Kingombe Kock of the Boston Consulting Group.

13 Dec 2024 1AM 7 min

The JSE's new listings had a great year

Schalk Louw from PSG Old Oak shares his reflections on the highs and lows of 2024, a year where most assets surged, with some delivering standout gains. Thomas Kingombe Kock from Boston Consulting Group delves into South Africa's booming e-commerce sector, examining how local online retailers are holding their own…

13 Dec 2024 12AM 20 min

[TOP STORY] Supermarket Income Reit brings omnichannel grocery investment to the JSE

‘Our strategy is to buy the best-performing food stores ... and we absolutely have the kind of in-house capability to manage that’, says Rob Abraham, MD at Atrato Capital investment advisors.

12 Dec 2024 1AM 6 min

The Eskom & GNU boost to SA markets

RMB's Matete Thulare unpacks Barloworld's delisting offer at R120 – does it offer a good premium and solve the Russian sanctions issue for shareholders? Rob Abraham, MD at Atrato Capital, the investment advisor to Supermarket Income Reit, discusses their secondary listing on the JSE this Friday, while Sanisha Packirisamy from…

12 Dec 2024 12AM 21 min

[TOP STORY] What’s in store for 2025 with a Trump presidency?

Bastian Teichgreeber from Prescient Investment Management considers how a stronger dollar could affect South African investors, as well as the ongoing geopolitical tensions.

11 Dec 2024 1AM 5 min

Top local and offshore picks for 2025

Kieran Witthuhn from Anchor Capital shares his top investment idea for 2025, while KPMG's Frank Blackmore looks ahead to local GDP, rates, and inflation. Meanwhile, Bastian Teichgreeber from Prescient Investment Management explores what’s in store for South African investors in 2025 amidst a Trump presidency and rising geopolitical tensions.

10 Dec 2024 11PM 20 min

[TOP STORY] Are foreigners buying SA Inc stocks?

‘South Africa trades at a discount to emerging market peers. But crucially the outlook for earnings is a lot greener today than what it has been pretty much at any time over the past decade’: PSG fund manager Mikhail Motala.

10 Dec 2024 2AM 7 min

2025 could be the year residential property bounces back

Independent analyst Carmen Mpelwane dives into Italtile’s latest update, pointing to some promising early signs of recovery in demand and spending. PSG Asset Management’s Mikhail Motala makes a compelling case for why SA Inc could shine in 2025. Megan Ladbrook from Only Realty Property Group shares her take on property…

10 Dec 2024 12AM 20 min

[TOP STORY] Stablecoins overtaking bitcoin as SA’s leading cryptocurrency

‘Stablecoins saw $8.5 trillion in transactions in Q2 of 2024. That's double what Visa’s network did’ – Mark Mbugua from Yellow Card.

9 Dec 2024 1AM 5 min

Clothing retailers: After a fantastic year there’s still value

Chantal Marx from FNB Wealth & Investments, discusses clothing retailers' strong performance this year and whether any value remains. Mark Mbugua from Yellow Card examines the growing popularity of stablecoins and how they are overtaking bitcoin as SA’s leading cryptocurrency. Dr Frank Magwegwe from Nedbank evaluates the industry's successes and…

9 Dec 2024 12AM 20 min

[TOP STORY] Be cautious about global growth over the next few years

‘I do think from where markets are sitting at this point in time, investors need to prepare themselves ...We've seen one of the strongest one-year returns on record and you can't expect to repeat that year after year.’ Maarten Ackerman from Citadel.

6 Dec 2024 1AM 7 min

Sygnia shining since listing

Alex Duys from Umthombo Wealth unpacks Sygnia's results and takes a look at other listed asset managers. Citadel's Maarten Ackerman on why he’s cautious about global growth over the next few years. Simon shares his thoughts on doing a year-end review of your portfolio.

5 Dec 2024 11PM 19 min

[TOP STORY] Exploring opportunities for the local auto sector's expansion into Africa.

‘I think we need to change the way we look at education and align it and make sure that it's there to support the demand, which is obviously coming through business’: Siyabonga Mthembu of BDO South Africa.

5 Dec 2024 1AM 6 min

MPC is leading us down the wrong track: Roelof Botha

Lonwabo Maqubela from Perpetua Investment Managers unpacks Tiger Brands's challenging results. Siyabonga Mthembu of BDO South Africa explores opportunities for the local auto sector's expansion into Africa. Dr Roelof Botha delves into insights from the Afrimat Construction Index.

5 Dec 2024 12AM 21 min

[TOP STORY] Difficulties with the new proposed taxation of unit trusts

‘You might be slapped with a tax bill in the current tax year and ... probably have to restore some of your savings to pay taxes – which I don't think is the purpose’: Marianne Smith of Consult by Momentum.

4 Dec 2024 1AM 5 min

As vehicle sales improve, is there investment opportunity?

Independent analyst Jimmy Moyaha discusses whether listed vehicle retailers are worth a look, considering strong November vehicle sales and two-pot money. CFO Alan Salomon comments on Capital Appreciation's challenging results. Marianne Smith from Consult by Momentum addresses the new proposed taxation of unit trusts.

4 Dec 2024 12AM 20 min

[TOP STORY] Why African telco subsidiaries are outpacing parent companies

‘The reason we prefer the local listings actually, is that they don't have all the balance sheet issues that MTN and Airtel both have’: Cavan Osborne, portfolio manager, Old Mutual Investment Group.

3 Dec 2024 1AM 5 min