MoneywebNOW

[TOP STORY] Portfolio diversification in physical commodities today

Johann Erasmus from 1nvest looks at precious metals, base metals, energy and agricultural commodities, believing these markets are ‘taking a bit of a breather’.

21 Sep 2021 2AM 7 min

September market wobble not new territory

Mia Kruger of Kruger International on the JSE falling back into correction territory. JSE's Mark Randall on the change in JSE ‘landscape’ after the Naspers/Prosus transaction. Johann Erasmus of Standard Bank talks the commodities supercycle — Is it over?

21 Sep 2021 1AM 24 min

[TOP STORY] US equity market looks increasingly vulnerable

If you are ‘looking to time the market and looking to position for these sort of things...I think the last few weeks is probably a good time to take a lot of chips out’: Joe Basset – Renegade Capital in the US.

20 Sep 2021 2AM 5 min

What will investment themes look like in the next 10 years?

Joe Bassett of Renegade Capital talks the current fragility of the US equity market. Southridge Global Capital's Nick Dennis on identifying 'trend-setters'. Liam Hechter of Musgrave Capital Partners takes a look at emerging markets playing a more significant role in the global economy in the years to come

20 Sep 2021 1AM 23 min

[TOP STORY] Lower growth is seemingly moderating inflation globally and locally

In the SA market ‘we've gone underweight commodities and basically have allocated that position towards the financial sector and specifically banks’: Henk Viljoen, Stanlib Balanced and Equity portfolio manager.

17 Sep 2021 2AM 6 min

Sibanye-Stillwater moving into lithium mining

Alex Duys of Umthombo Wealth on Sibanye-Stillwater's lithium mine investment and FirstRand results. Absa's Justin Schmidt unpacks the latest manufacturing survey. Stanlib's Henk Viljoen talks where to invest as local and global growth moderates.

17 Sep 2021 1AM 20 min

[TOP STORY] Pan African Resources out with healthy year-end dividend

The low-cost miner achieved a ‘great’ multi-year wage deal and expects within 24 months to have most operations pretty much off-grid during daylight hours’: CEO Cobus Loots.

16 Sep 2021 6AM 5 min

Polish recovery boosting EPP

Nedbank's Preston Narainsamy unpacks Growthpoint and Hyprop results. Tomasz Trzósło CEO of EPP on results as the Polish economy opens up with 2022 growth expected at 5.6%. Pan African Resources CEO Cobus Loots on results as operating profit jumps 36%.

16 Sep 2021 1AM 21 min

[TOP STORY] AfroCentric sees group revenue up but Medscheme membership decline

Renewed contracts with Gems and Polmed, as well as the introduction of telemedicine and the pharmacy-direct business are ‘working exceptionally well for us’, says group CEO Ahmed Banderker.

15 Sep 2021 3AM 6 min

Karooooo ups its game with acquisition of last mile delivery solution

FNB's Chantal Marx unpacks the Clicks and Famous Brands trading updates. Afrocentric CEO Ahmed Banderker on strong results despite medical scheme membership declines. Karooooo CEO Zak Calisto talks the company's acquisition of Picup Technologies.

15 Sep 2021 1AM 20 min

[TOP STORY] Are African commodity stocks buys, sells or holds?

‘If you are backing good management teams that are not irresponsible with shareholder capital, you can really sit back and just relax’: Gary Booysen from Rand Swiss.

14 Sep 2021 2AM 4 min

Have passive fees hit the bottom yet?

Gary Booysen of Rand Swiss talks commodity stocks and what's next. Metrofile CEO Pfungwa Serima unpacks results as free cash flow booms. 10X CEO Tobie van Heerden on the current and future state of the passive industry in SA.

14 Sep 2021 1AM 20 min

[TOP STORY] Has the office become a space to avoid?

‘Year by year we are staring to see more specialised sectors coming on, more industrial and warehousing-focused storage as well’: Reitway Global CIO Garreth Elston.

13 Sep 2021 2AM 5 min

The future of platinum is green energy

Sanlam's Nick Kunze talks the JSE's 5% loss last week, will it bounce? Garreth Elston of Reitway Global takes a look at the future of the office. Sharon Blair, CEO of Hyplat, on PGMs as a green metal for use in hydrogen fuel cells.

13 Sep 2021 1AM 19 min

[TOP STORY] A look at Solana: the crypto world's hottest new entry

Solana launches on Revix after a stellar year for the hottest new crypto. Simon chats to Revix founder Sean Sanders and Moneyweb's Ciaran Ryan as they unpack what Solana is and what sets it apart from other crypto assets.

10 Sep 2021 1AM 10 min

Is Chinese corporate debt a risk?

Rand Swiss's Viv Govender talks markets amid a sea of red and China Evergrande Group concerns. Johan Marnewick from Stanlib on the company's Pan Africa Debt Fund offering US$ yield. Revix’s Sean Sanders and Ciaran Ryan on buying Solana.

10 Sep 2021 1AM 25 min

[TOP STORY] Momentum FY results, Viceroy fined and Sibanye at year low

Massive death claims impact insurance results, FSCA tackles false and misleading information, and PGMs are losing ground: Wayne McCurrie from FNB Wealth and Investment.

9 Sep 2021 2AM 5 min

Infrastructure offering alternative returns

FNB's Wayne McCurrie talks Momentum results and unpacks the R50m FSCA fine for Viceroy Research. Bowler Metcalf CEO Friedel Sass chats results as packaging has its best year. Satrix's Kingsley Williams takes a look at infrastructure as an asset class.

9 Sep 2021 1AM 20 min

[TOP STORY] The evolution of better, faster, cheaper, and slicker crypto assets

‘Bitcoin was new and innovative, but the network was slow...Solana has come in and it's about that speed and about the price’: Revix founder Sean Sanders.

8 Sep 2021 3AM 5 min

Global supply chains under pressure into 2022

Kruger International's Mia Kruger unpacks Shoprite's excellent results. Denys Hobson of Investec talks global supply chains remaining under pressure as the peak shipping period approaches. Sean Sanders from Revix on the meteoric rise of Solana.

8 Sep 2021 1AM 21 min