MoneywebNOW

Aveng and Dis-Chem updates disappoint the market

Independent analyst Jimmy Moyaha chats the Dis-Chem and Aveng updates. Kea Nonyana from ThinkMarkets on what’s driving energy markets and investment options. Futuregrowth's Sithembiso Garane talks the rebound in the credit market.

15 Feb 2022 12AM 20 min

[TOP STORY] How far will the commodity run go?

While investors wait for resources’ divvy payments, Disney is a great story with more likely to come: Nick Kunze from Sanlam Private Wealth.

14 Feb 2022 1AM 4 min

With investing it pays to be positive

Sanlam's Nick Kunze unpacks the latest commodity miner updates. Rudolf Fourie, CEO of Raubex, chats the company's attempt to buy out minorities in Bauba Resources. David Crosoer from PPS Multi-Managers takes a look at investment themes for 2022.

13 Feb 2022 11PM 19 min

[TOP STORY] Reflections on the February 2022 Sona

‘The saving grace for me is the crowding in of private-sector investment...and recognition that jobs are created by the private sector and not the public sector’: Deloitte director Gaba Tabane.

11 Feb 2022 1AM 7 min

How should investors respond to rampant US inflation?

Kruger International's Mia Kruger talks markets as US inflation hits 7.5%. Gaba Tabane of Deloitte looks back at last night's Sona and ahead to the budget. Simon's thoughts: finding winners in 2022 is going to be harder.

11 Feb 2022 12AM 20 min

[TOP STORY] Glowing results from L’Oréal

The key for L’Oréal is how well diversified the business is. The key performer from a segment perspective was Active Cosmetics, the products recommended by dermatologists: Victor Mupunga of Old Mutual Wealth.

10 Feb 2022 1AM 5 min

Great Sappi results, but debt remains a concern

Lonwabo Maqubela, portfolio manager at Perpetua Investment Managers, talks Sappi results and what that tells us about other packaging firms. Victor Mupunga of Old Mutual Wealth unpacks the L’Oréal results. STANLIB's Victor Mphaphuli on fixed income in a rising interest rate and high inflation environment.

10 Feb 2022 12AM 22 min

Stanlib - Fixed income in a rising interest rate and high inflation environment.

Victor Mphaphuli - Head of Fixed Income, Stanlib

10 Feb 2022 12AM 8 min

[TOP STORY] Resources still driving JSE and Top 40 higher

Chantal Marx from FNB Wealth and Investments has a finger hovering over the sell button for Sasol, while celebrating that ‘we barely have any tech exposure on the JSE. It's all about the miners

9 Feb 2022 1AM 4 min

How knowing your financial ratios can make you money.

Chantal Marx on the Sasol update as the JSE almost hits a new all-time high. Sean Sanders of Revix on crypto's recovery and Bitcoin's waning influence compared with new altcoins. Steven Beattie Tuition's founder on using financial ratios from the balance sheet

8 Feb 2022 11PM 20 min

[TOP STORY] The impact of inflation on Reits

‘It’s a global phenomenon that the Reits of today are not the Reits of 2008. They have dealt with their debt issues’: Garreth Elston from Reitway Global.

8 Feb 2022 1AM 4 min

Worries around the prospects of big tech stocks

Herenya Capital's Petri Redelinghuys takes a technical look at US markets after a volatile start to the year. Old Mutual's Andrew Dittberner talks US tech stocks. Gareth Elston from Reitway Global on the impact of inflation on Reit stocks

8 Feb 2022 12AM 20 min

[TOP STORY] Satrix MSCI India ETF IPO now open

This ETF is for investors looking for greater country exposure to India in diversifying their portfolios: Siyabulela Nomoyi from Satrix.

7 Feb 2022 1AM 4 min

Education stocks showing resilience

Nedbank's Preston Narainsamy talks education stocks and Curro's latest update. Hudaco CEO Graham Dunford on results that are ahead of pre-pandemic levels. Satrix's Siyabulela Nomoyi talks the company's new Indian ETF.

6 Feb 2022 11PM 20 min

[TOP STORY] OneLogix results to end-November reflect tough-going

‘It's not [been] a bad six months, because all the businesses are still healthy”: CEO Ian Lourens.

4 Feb 2022 1AM 7 min

ECB not increasing rates is risky

FNB's Wayne McCurrie talks Pepkor buying into Brazilian retailer Grupo Avenida. OneLogix CEO Ian Lourens on tough results and the logistics industry locally.

4 Feb 2022 12AM 20 min

[TOP STORY] PMI continues to reflect cautious optimism

The good momentum, with manufacturers seeing their output increase, bodes well for the rest of the year: Absa head of manufacturing Justin Schmidt.

3 Feb 2022 1AM 6 min

Astral update shows return to normal

Independent analyst Jimmy Moyaha talks Astral's trading update and the Opec+ production increase. Absa's Justin Schmidt gives us an update on the local manufacturing sector. Benay Sager from DebtBusters talks the company's Q4 2021 debt index.

3 Feb 2022 12AM 20 min

[TOP STORY] Has the Fed left the punch bowl in the room?

Investors need to think about what happens if we see a long haul of price hikes to get the US back into the world of disciplined monetary management: Adrian Saville – Genera Capital

2 Feb 2022 1AM 6 min

MTN still ahead of Vodacom

Carmen Mpelwane – portfolio manager at Absa Asset Management on Vodacom's results and Aspen's trading update. Coronation analyst Ruan Koch on the investment case for Transaction Capital-owned WeBuyCars. Adrian Saville explains what it means if the Federal Reserve is behind the curve, and what it can do about it.

2 Feb 2022 12AM 20 min