MoneywebNOW

27 July - Why Tesla is no longer a startup

Sasfin's Nesan Nair talks Amplats's giant dividend and the Tiger Brands tinned food recall. Liberty Two Degrees's interims: strong in retail as office still struggles. Kea Nonyana of ThinkMarkets on Tesla results and this week's Federal Open Market Committee meeting

27 Jul 2021 1AM 19 min

[TOP STORY] How likely are we to see persistent, higher US inflation?

‘The stuff that's causing it to spike now is not the stuff that's going to ultimately cause us long-term structural inflation problems’: Anchor Capital fund manager Peter Little.

26 Jul 2021 3AM 7 min

26 July - Will the JSE reach a new high this week?

Sanlam's Nick Kunze on markets as the US hits new all-time highs. Anchor Capital's Peter Little talks US inflation – what’s all the fuss about? Eric Levenstein, director at Werksmans, unpacks the business rescue process. Is it working for shareholders?

26 Jul 2021 1AM 20 min

[TOP STORY] Have you been putting healthcare into your offshore portfolios?

New investors might opt for Pfizer, with its somewhat better metrics and yield, as well as its access to the mRNA technology, says Gary Booysen from Rand Swiss.

23 Jul 2021 4AM 4 min

23 July - Global healthcare ETF listing

Gary Booysen of Rand Swiss on whether any of the vaccine companies are worth investing in (Pfizer, J&J or Moderna). Iva Madjarova of Sygnia on its new global health ETF. Craig Hannabus from Rogerwilco on shifting habits of consumers of the township economy.

23 Jul 2021 1AM 20 min

[TOP STORY] How seriously has the riot damage affected listed Reits?

‘My biggest concern right now is that maybe Sasria can't deliver’: Mike Flax, property director at Visio Fund Management.

22 Jul 2021 3AM 6 min

Quality SA Inc. shares at good prices

Is Deryck Janse van Rensburg of Anchor making marked portfolio changes after last week? Mike Flax from Visio on the listed property sector after last week's riots. Sean Sanders, founder of Revix, on Bitcoin remaining at lows for the year and alt coins.

22 Jul 2021 1AM 20 min

[TOP STORY] Looting and burning impact small in context of major retailers

‘Most of these companies have...business-continuity plans and can finally use them’: Chantal Marx, head of research at FNB Wealth and Investment.

21 Jul 2021 4AM 4 min

21 July - Anglo and BHP's knockout updates: which is better?

Chantal Marx of FNB on riots' impact on retailers, as 8% of SA footprint affected. Karooooo CEO Zak Calisto on results and whether its growth is organic or stealing market share. Greg Katzenellenbogen of Sanlam on the stellar Anglo American and BHP updates.

21 Jul 2021 12AM 20 min

[TOP STORY] Satrix to bring out the Refinitiv Inclusion & Diversity Index in August.

This ETF will emphasise the neglected ‘S’ in ESG, and focus on diversity, inclusion, and people's development: Siyabulela Nomoyi – quantitative portfolio manager at Satrix.

20 Jul 2021 3AM 5 min

20 July - Residential property remains robust

Martin Smith of Anchor on markets after a very red day and Woolies' good trading numbers boosted by food division. Siyabulela Nomoyi, quantitative portfolio manager at Satrix, on investing in inclusion and diverse workforces for better investment returns. Paul-Roux de Kock of Lightstone on house price performance being decent in…

20 Jul 2021 1AM 19 min

[TOP STORY] How last week is expected to affect GDP and employment

‘Our current forecast is for the economy to grow by 2.3%,’ notes Christie Viljoen from PwC.

19 Jul 2021 4AM 6 min

19 July - Economic impact of last week's riots

Petri Redelinghuys on Cashbuild having a green week amid all the mayhem, as brave investors positioned themselves for the rebuilding that will follow. Christie Viljoen of PwC on South Africa's economic outlook after the rioting. Sanlam Investments Global Emerging Markets fund portfolio manager Feroz Basa on emerging market stock picks.

19 Jul 2021 1AM 22 min

[TOP STORY] Can Standard Bank breathe new life into Liberty?

Liberty ‘is an old brand. Most of the client segment that it used to have, have emigrated or are retiring...Standard Bank might be buying a dog here’: Kokkie Kooyman from Denker Capital.

16 Jul 2021 3AM 6 min

16 July - SARS changes to transferring shares offshore

Mia Kruger on what she’s watching in US reporting season. Kokkie Kooyman of Denker Capital on Standard Bank buying Liberty. Duncan McAllister of Webber Wentzel on transferring listed shares to an offshore exchange.

16 Jul 2021 1AM 20 min

[TOP STORY] How executives get bonuses, how they are incentivised

‘Ultimately you get what you pay for, and that's what incentives are’: Keith McLachlan – Integral Asset Management.

15 Jul 2021 3AM 6 min

15 July - The changing face of global property

Nesan Nair of Sasfin Securities on local markets' strong day. Keith McLachlan from Integral Asset Management on why it’s important to know how execs earn their bonuses. Chris Rule of CoreShares on offshore-listed property bouncing back strongly.

15 Jul 2021 1AM 21 min

[TOP STORY] Blue skies (and blueberries) for Pan African Resources

The company ‘has been the sector-leading dividend payer pretty much over the last decade, and the intention is to remain there’: CEO Cobus Loots.

14 Jul 2021 4AM 7 min

Business needs to be more than just sales

Gary Booysen of Rand Swiss on banks taking a beating. Pan African on its production update and a 15-hectare blueberry farm community initiative. Jonathan Cherry of Cherryflava on why focusing on customers rather than sales drives profits.

14 Jul 2021 1AM 19 min

[TOP STORY] How the CAPE Shiller ratio helps us understand discount.

Schalk Louw from PSG Wealth Old Oak recommends caution when looking companies or countries trading at very high Cape ratios.

13 Jul 2021 3AM 5 min