MoneywebNOW

China tech bargains boost Naspers/Prosus prospects

Petri Redelinghuys of Herenya Capital Advisors analyses Naspers/Prosus results as profits surge. Cavan Osborne from Old Mutual Investment Group, highlights renewed interest in Africa amid currency stability and demographic prospects. Dr James Muscat Azzopardi from Credence discusses Malta's appeal for business and tax advantages.

3 Dec 2024 12AM 20 min

[TOP STORY] Inside the Infrastructure Fund’s R102bn investment vision

‘What we have in our portfolio is R102 billion worth of projects, for which government is contributing R37 billion, and then we'll be attracting north of R60 billion from the private sector’: Mohale Rakgate, chief investment officer, Infrastructure Fund.

2 Dec 2024 2AM 7 min

Tariffs: Is Trump just bluffing?

Nick Kunze from Sanlam Private Wealth comments on Trump’s proposed 100% tariffs on Brics nations and whether Spar’s making a comeback. Nikki Quinn, of NIQ South Africa, highlights trends in local consumer spending. Mohale Rakgate, CIO of the Infrastructure Fund, discusses the economic impact of funding large-scale projects in South…

1 Dec 2024 11PM 20 min

[TOP STORY] Sixty60's revolution: From groceries to gadgets in record time

‘So you can get your AirPod Pros delivered for the best value on the same app as you're ordering your avos and your Kellogg’s’: Neil Schreuder, chief of strategy and innovation, Shoprite Group.

29 Nov 2024 2AM 8 min

Boxer’s not cheap but there’s great potential

Schalk Louw from PSG Old Oak discusses the Boxer listing and the market's negative reaction to Tsogo Sun's results. Neil Schreuder from Shoprite Group highlights the enhanced Sixty60 app and expanded product range. Simon reflects on bitcoin's struggle to surpass the crucial $100k level.

29 Nov 2024 12AM 20 min

[TOP STORY] Breaking myths: ESG and strong returns can coexist

‘We try to ensure that those sustainability-type factors actually influence what we buy, what we sell, our portfolio construction and risk management’: Conway Williams, head of credit at Prescient.

28 Nov 2024 2AM 7 min

Can new energy vehicles revolutionise SA's auto sector?

Shaun Dendere from Trive SA unpacks the market's reaction to Nampak's update and Anglo American's sale of 6.6% of Amplats – does Amplats still hold an investment case? Absa CIB’s Premeshin Naidoo discusses how new energy vehicles could revolutionise SA’s auto industry. Conway Williams from Prescient highlights key insights from…

28 Nov 2024 12AM 22 min

[TOP STORY] Purple Group: Retail deposits and investor trust fuels record growth

‘Focus on building a good business and if you do, investors will pitch up with lots of money’: Purple Group CEO, Charles Savage.

27 Nov 2024 2AM 7 min

The Buy Now Pay Later boom: How it works and what could go wrong

Independent analyst Jimmy Moyaha discusses Pepkor's results and the post-period allocation of two-pot money. Purple Group CEO Charles Savage on their results as the company swings into profit. Flagship global equity analyst Gerhard Janse van Vuuren explains the Buy Now Pay Later model and its benefits for online retailers.

26 Nov 2024 11PM 21 min

[TOP STORY] How Invicta is adapting in tough market conditions

‘We sold our warehouse in Singapore for $63 million. We should get about $57 million net, and we anticipate declaring a dividend of about $40 million out of those proceeds’: Invicta CEO, Steven Joffe.

26 Nov 2024 2AM 6 min

Preferred local healthcare stocks

Gary Booysen from Rand Swiss discusses Netcare's results and whether local health stocks like Life Healthcare and Discovery are worth considering. Steven Joffe, CEO of Invicta, reflects on results impacted by profit pressures from a stronger rand. Jeffrey Wapnick, MD of Octodec, highlights strong contributions from residential and shopping centres…

26 Nov 2024 12AM 21 min

[TOP STORY] Reunert’s diversification pays off with growth in international markets

‘I think generally our non-South African revenues this year are an important part of our strategy, and they grew 21% again this year, just below R5 billion’: Reunert CEO, Alan Dickson.

25 Nov 2024 2AM 7 min

AngloGold Ashanti: Egyptian acquisition is a go

Nick Kunze from Sanlam Private Wealth discusses Murray & Roberts's trading suspension and AngloGold Ashanti's Egyptian acquisition. Reunert CEO Alan Dickson reviews strong results driven by defence and power cable segments. Bradley Elliott, CEO of RelyComply, highlights emerging money laundering tactics involving unregulated gambling, cryptocurrency, and digital muling.

25 Nov 2024 12AM 19 min

[TOP STORY] Decentralised energy: A game-changer for the global south?

‘What we've seen in South Africa very clearly, but it's a pattern that repeats itself globally, is that actually energy production in future may not follow the centralised model, it becomes a decentralised story’: Johan Marnewick, portfolio manager, STANLIB Khanyisa suite of funds.

22 Nov 2024 2AM 8 min

The rand and rates, what’s the link?

Bianca Botes from Citadel Global discusses the rand and interest rates following the MPC's modest 0.25% repo rate cut. Johan Marnewick, portfolio manager of the STANLIB Khanyisa Suite of Funds, explores the role of impact investing in energy transition and climate change within developing economies. Simon shares his take on…

22 Nov 2024 12AM 20 min

Nvidia vs China tech: A $3.6trn giant in perspective

‘I think you're looking at what's been termed a once in a generation opportunity to invest in some incredible tech companies that just happen to not be listed on the Nasdaq’: Devin Shutte, The Robert Group.

21 Nov 2024 1AM 5 min

Africa’s growing appeal for investors

Matete Thulare from RMB shares insights on the MPC rate decision expected this afternoon. Devon Shutte from The Robert Group discusses Nvidia's market value, now more than double the size of all Chinese tech stocks combined. Jeff Gable from Absa delves into the Africa Financial Markets Index.

21 Nov 2024 12AM 18 min

[TOP STORY] Sanlam Studios' AI coach: A judgment-free financial ally

‘You can actually go into this coach and say, I need to write to my bank to argue for an extension on a credit issue, and it actually does a pretty good job’: Peter Castleden, CEO, Sanlam Studios.

20 Nov 2024 1AM 7 min

How will bonds react to rate cuts?

Faheema Adia from Momentum Securities reviews Coronation's results, the R35 billion in two-pot withdrawals, and where the funds are going. Hannah de Nobrega from Prescient Investment Management discusses the anticipated MPC rate cut on Thursday and its potential impact on local bonds. Peter Castleden, CEO of Sanlam Studios, talks about…

20 Nov 2024 12AM 19 min

[TOP STORY] Astral closes the year strong with R2bn turnaround

‘We had about a R1.1 billion short-term overdraft and it's been paid off in 10 months’: Astral CEO, Chris Schutte.

19 Nov 2024 2AM 7 min