MoneywebNOW

[TOP STORY] Invested in offshore snacking and US health foods

Keith McLachlan from Integral Asset Management highlights strong performance in two niche offshore stocks – Lotus Bakeries and Sprouts Farmers Market

4 Nov 2024 2AM 7 min

US elections: Markets in for a ride

Independent analyst Jimmy Moyaha previews a big week ahead with the US elections, FOMC, and BoE rate decisions. Keith McLachlan from Integral Asset Management highlights strong performance in niche offshore stocks. Absa's Sello Sekele notes October’s positive PMI data as a good sign for interest rates and consumer confidence.

3 Nov 2024 11PM 20 min

[TOP STORY] Active trading is really not for everybody

Garth McKenzie of Traders Corner points out that CFD and futures providers are now compelled by law to put a note on the top of their website about what percentage of their clients lose money – for good reason.

1 Nov 2024 2AM 9 min

As the US votes expect market volatility

Alex Duys from Umthombo Wealth on AB InBev's declining US beer sales and Adcorp's challenging market results. Garth McKenzie from Traders Corner shares top lessons he wishes he knew earlier. Simon’s take on next week’s anticipated US election volatility: best strategy – do nothing.

1 Nov 2024 1AM 19 min

[TOP STORY] Mid- to upper-tier spending takes a hit as township economies thrive

‘We do believe [there is] a huge uptick in township economy spending, but that's predominantly still cash although there are a lot of incentives to digitise spending there’ – Isana Cordier from Absa CIB.

31 Oct 2024 3AM 5 min

Finance minister hints at lower inflation target

Lonwabo Maqubela of Perpetua Investment Managers unpacks the MTBPS. Absa CIB's Isana Cordier shares insights from their latest Merchant Spend Analytics report. Richard Hill of Stonehage Fleming explains the growing interest in private market assets.

31 Oct 2024 12AM 20 min

[TOP STORY] Trump vs Harris: How US policies could shake global markets

Prescient's Bastian Teichgreeber considers the possible implications for South African investors.

30 Oct 2024 2AM 6 min

Should we value Shoprite like Uber?

Gary Booysen from Rand Swiss discusses whether Shoprite is dominating food retail in South Africa. Investec's Tertia Jacobs highlights key points to watch in the upcoming Mid-Term Budget Policy Statement. Prescient's Bastian Teichgreeber examines the potential market volatility surrounding next week’s US election and its implications for South African investors.

30 Oct 2024 1AM 20 min

[TOP STORY] The art of identifying ineffective strategies

Cherryflava Media founder Jonathan Cherry points out that in some big company results the ‘strategy’ reflects a mere wish list.

29 Oct 2024 3AM 7 min

Balwin battles as consumers struggle

Independent analyst Carmen Mpelwane discusses Pick n Pay's horror results as the market anticipates Boxer’s listing. Balwin Properties CEO Steve Brookes comments on their halved profits. Cherryflava Media founder Jonathan Cherry on the art of identifying ineffective strategies.

29 Oct 2024 12AM 20 min

[TOP STORY] SA’s Black Friday 2024 expected to generate spending 17.3% up from 2023

‘There's a lot of what we call shoppertainment happening in store. I'm clicking and collecting, but I also want to go and see what new trend is happening’, explains Gerhard le Roux of Capital Connect.

28 Oct 2024 3AM 6 min

US Inflation Reduction Act good news for Sibanye-Stillwater

Petri Redelinghuys from Herenya Capital Advisors on Sibanye-Stillwater’s positive boost from the latest US Inflation Reduction Act update. Andries van Heerden, CEO of Afrimat, shares insights on the Lafarge integration — any unexpected developments? Gerhard le Roux from Capital Connect discusses the economic impact of Black Friday in South Africa,…

28 Oct 2024 12AM 20 min

[TOP STORY] Spear Reit interims show positive momentum

CEO Quintin Rossi believes it was ‘the first half year that all of our sub-sectoral investment assets have made a contribution towards the performance’.

25 Oct 2024 2AM 8 min

PGMs: Is this the start of a bigger rally?

Schalk Louw of PSG Old Oak on strong results from Clicks, Amplats's update as PGMs creep higher, and Cashbuild's decent update amid tough trading conditions. Spear Reit CEO Quintin Rossi's insights on the group's H1 results. Simon's thoughts on not panicking when long-term investments have a short-term stumble.

25 Oct 2024 1AM 20 min

[TOP STORY] What's hindering China's economic growth?

If China doesn't have any growth ‘that really will impact our exporters, especially our commodity exporters, in terms of their being able to sell stuff into China’ – Ndivhuho Netshitenzhe from Stanlib.

24 Oct 2024 4AM 6 min

Famous Brands or Spur for your portfolio?

Chantal Marx from FNB Wealth & Investments discusses Famous Brands’s modest revenue growth, emphasising their focus on cost control. STANLIB’s Ndivhuho Netshitenzhe highlights key economic challenges China is facing. Meanwhile, Debra Slabber from Morningstar SA shares a fresh perspective on South African equities.

24 Oct 2024 12AM 20 min

[TOP STORY] The role and impact of alternative investing

‘We see ourselves as a business that wants to help build the African continent and make a sustainable difference in those economies in which we operate’ – Steven Rosenberg, CEO of Sanlam Alternative Investments.

23 Oct 2024 2AM 7 min

Sasol still struggling

Matete Thulare from RMB delves into the market's negative response to Sasol's latest production update. Steven Rosenberg, CEO of Sanlam Alternative Investments, will explain the role and impact of alternative investing. Fareeya Adam, CEO of Structured Products and Annuities at Momentum Wealth, will highlight key factors to consider before purchasing an annuity.

23 Oct 2024 1AM 20 min

[TOP STORY] Unlocking alpha: The power of knowing your investment universe

Charl de Villiers from Ashburton Investments believes the big, exciting wins in life come from doing the basics boringly and well.

22 Oct 2024 3AM 6 min

Semiconductor showdown: Mixed signals in industry outlook

Kieran Witthuhn will examine TSMC and ASML's recent results and explore their contrasting outlooks — TSMC’s cautious forecast versus ASML’s optimistic long-term view. Charl de Villiers from Ashburton Investments discusses how mastering your investment universe can help generate alpha. Rex Cowley from Overseas Trust & Pension offers insights on navigating…

22 Oct 2024 1AM 20 min