MoneywebNOW

[TOP STORY] Do not look at China through a Western lens

‘There are different rules to the game in China, and that introduces different types of risk’: Mohammed Nalla – moe-knows.com.

10 Aug 2021 3AM 10 min

10 Aug - Investment case for gold is weak as US economy booms

Anchor's Deryck Janse van Rensburg talks US economic data and commodities (especially gold) falling. Mohammed Nalla of moe-knows.com on understanding China and the big tech crackdown.

10 Aug 2021 1AM 20 min

[TOP STORY] Woolworths delivers good news; JSE interims a concern

Martin Smith from Anchor Capital asks: with the JSE ‘delistings that are going to happen and have happened...where's the growth going to come from?’

6 Aug 2021 4AM 4 min

6 Aug - Port blockages weigh on Sappi

Anchor's Martin Smith on the Woolies and Glencore updates and JSE results. Steve Binnie, Sappi CEO, unpacks results as July's riots cost it $16m in lost profit. Mpact CEO Bruce Strong on results as business returns to pre-pandemic levels.

6 Aug 2021 12AM 21 min

[TOP STORY] The ‘London Hard Fork’ should make Ethereum fees more predictable

The EIP Protocol 1559 looks to improve Ethereum users’ quality of life: Revix founder Sean Sanders.

5 Aug 2021 3AM 5 min

5 Aug - How to make money off esports ...

Nesan Nair of Sasfin on Telkom's CEO appointment and trading update. Sean Sanders of Revix on changes coming to Ethereum. Barry Louzada, MD of Mettlestate, on the rise of gaming.

5 Aug 2021 1AM 20 min

[TOP STORY] Levi Strauss the next Nike?

The pandemic has accelerated the casualisation of the workplace since all one has to do is look smart from the waist up in a Zoom meeting: Keith McLachlan from Integral Asset Management.

4 Aug 2021 3AM 7 min

4 August - Interest in Pinterest?

Wayne McCurrie of FNB Wealth and Investments on Murray and Roberts winning contracts worth R1.2bn. Integral Asset Management's Keith McLachlan talks Levi Strauss and the part it plays in his offshore portfolio. Craig Antonie, CIO at AnBro Capital, unpacks his standout tech stocks so far this earnings season.

4 Aug 2021 1AM 20 min

[TOP STORY] Cloud Africa lists new hard-currency ETF

SA investors sitting on cash now have an opportunity to diversify away from rand-based earnings to dollar-based earnings, explains Cloud Atlas CEO Maurice Madiba.

3 Aug 2021 3AM 4 min

3 August - MTN vs Vodacom

RandSwiss's Gary Booysen talks the MTN update. Steven Brown, Fortress CEO, on property investing in Central and Eastern Europe. Maurice Madiba of Cloud Atlas chat their new African Government Bond ETF.

3 Aug 2021 1AM 20 min

[TOP STORY] Bitcoin: hold, buy more or take profits?

‘If my thesis is correct,’ says Petri Redelinghuys from Herenya Capital Advisors, ‘you're going to want to be a seller...closer to the end of the year. I'm bullish’.

2 Aug 2021 3AM 4 min

Stanlib - Asset managers' role in a secure South Africa.

Derrick Msibi, CEO of Stanlib

2 Aug 2021 2AM 6 min

2 Aug - How to adjust term structure to up cash yield

Petri Redelinghuys of Herenya Capital Advisors takes a look at the markets. Mabule Setoaba of Investec talks the risks in the search for cash yield. Derrick Msibi, CEO of Stanlib on asset managers' role in a secure South Africa.

2 Aug 2021 1AM 21 min

[TOP STORY] How long can this PGM bull market last?

Bruce Williamson from Integral Asset Management discusses the shifting global demand for rhodium, platinum and palladium.

30 Jul 2021 4AM 6 min

30 July - Naspers/Prosus pose definite opportunity

FNB's Chantal Marx talks the latest market movements. Kobus Verster, CEO of ArcelorMittal South Africa, unpacks its strongest half-year results in a decade. Bruce Williamson, CIO of Integral Asset Management, on PGM opportunities after the run-up.

30 Jul 2021 1AM 20 min

[TOP STORY] Recent impacts on GDP, inflation, credit ratings and the like

Bumper tax revenues from high commodity prices may support the economy in the short term, but won’t meaningfully address the long term, says Carmen Nel from Matrix Fund Managers.

29 Jul 2021 3AM 6 min

29 July - Value to be found all over the JSE

Martin Smith of Anchor on dividends and share buy-backs and whether the Naspers/Prosus selling is over. AECI CEO Mark Dytor unpacks results. Carmen Nel of Matrix Fund Managers on the real impact of looting on SA's economy.

29 Jul 2021 1AM 21 min

[TOP STORY] ‘Keep close to the door in terms of commodity prices'

Deryk Janse van Rensburg from Anchor Capital suggests using the somewhat negative Naspers/Prosus sentiment as an opportunity to gradually top up over the next couple of days.

28 Jul 2021 3AM 6 min

28 July - WFH needs a Goldilocks model benefiting all

Deryck Janse van Rensburg of Anchor Capital on Naspers/Prosus taking another beating. Emda Fourie of Momentum Corporate on the disconnect between employees and employers on future work models. Yolande Tabo of Convergence Partners on digital access for the African continent.

28 Jul 2021 1AM 20 min

[TOP STORY] Looking at Amplats, Tiger Brands and Liberty Two Degrees

Nesan Nair from Sasfin Securities considers the good and bad news out from the three respected South African companies.

27 Jul 2021 3AM 5 min