MoneywebNOW

[TOP STORY] The hard question of the week: modern monetary theory

MMT in effect says if countries ‘can control their own money supply, effectively print their own currencies, why shouldn't they do that?’ – Mohammed Nalla

1 Mar 2021 2AM 12 min

1 Mar - Gold price under pressure and Modern Monetary Theory

Petri Redelinghuys of Herenya Capital talks markets with the US and gold both suffering a red week and strategist Mohammed Nalla on understanding Modern Monetary Theory.

28 Feb 2021 11PM 20 min

[TOP STORY] Impala Platinum out with ‘staggering’ interims

‘We think that there is a very strong market for our metals for the next decade’: CEO Nico Muller.

26 Feb 2021 1AM 6 min

26 Feb - Are we heading into a commodity supercycle?

Nesan Nair of Sasfin Securities on resource stocks continuing their run. Nico Muller, Implats CEO, unpacks the company's record dividend and expansion plans. Martin Freeman, Orbvest CEO, talks investing offshore post the budget speech.

26 Feb 2021 12AM 23 min

[TOP STORY] AECI annual results. Commodity prices starting to come back

‘If we could remove the Covid process...it would have been a satisfactory year’: CEO Mark Dytor.

25 Feb 2021 1AM 6 min

25 Feb - Lower flu infections put pressure on Adcock Ingram's profit

Viv Govender of Rand Swiss on the market's reaction to the budget. AECI CEO Mark Dytor unpacks their results as geographic diversification pays off and Adcock Ingram's CEO, Andy Hall, talks results showing healthcare continues to struggle under the pandemic.

25 Feb 2021 12AM 20 min

[TOP STORY] Do winners and losers follow momentum?

‘If we've bought something...and it fits the strategy and the market runs with it, there's no need for us to sell it’: Mia Kruger from Kruger International.

24 Feb 2021 1AM 5 min

24 Feb - Motus keeps vehicle sales steady despite lockdown

Mia Kruger of Kruger International on selling when valuations get stretched. Motus CEO, Osman Arbee, talks vehicle sales during lockdown and Bernard Berson of Bidcorp unpacks the company's results as Australasia and EMs return to normal.

24 Feb 2021 12AM 21 min

[TOP STORY] Those ‘once-in-a-lifetime’ market opportunities

Junior miner Jubilee Metals Group’s share has surged from 50c to R3.46 in a few months: Petri Redelinghuys, founder Herenya Capital Advisors.

23 Feb 2021 3AM 4 min

23 Feb - Dividends are back for the banks

RMB's Matete Thulare talks Sasol and its improved balance sheet. Peter Mountford, Super Group CEO, unpacks the company's results. Petri Redelinghuys of Herenya Capital talks Jubilee Metals and once in a lifetime opportunities.

23 Feb 2021 12AM 20 min

[TOP STORY] Australia’s losing battle against online giants

The news outlets ... [have] failed to adapt, and that's why this has happened: Henry Biddlecombe from Anchor Capital

22 Feb 2021 2AM 8 min

22 Feb - Stock weakness after financial results: cause for concern?

Sanlam Private Wealth's Nick Kunze takes a look at markets as Sibanye and Truworths trade weaker after their results. Henry Biddlecombe from Anchor Capital talks tech news and the war between Australia and Facebook/Google.

21 Feb 2021 11PM 19 min

[TOP STORY] A glimmer of hope for the budget

The fiscal situation is ‘less horrible now, but in the end our budget deficit is probably going to be a little bit smaller’: Wikus Furstenberg from Futuregrowth Asset Management.

19 Feb 2021 3AM 5 min

19 Feb - Truworths results and the shrinking JSE

Sasfin's Nesan Nair talks Truworths results and the shrinking JSE as another stock delists. Wikus Furstenberg from Futuregrowth Asset Management says it's not all doom and gloom for Finance Minister Tito Mboweni's budget speech next week. OneLogix CEO, Ian Lourens, unpacks their results and how they have diversified the company…

19 Feb 2021 12AM 19 min

[TOP STORY] Dis-Chem issues ‘good set of numbers’

Gary Booysen of Rand Swiss expresses concern as to whether the pharmacy retailer is going to need such a huge bricks-and-mortar footprint in a digital world.

18 Feb 2021 2AM 5 min

18 Feb - Opportunity in the S&P500 value index

Gary Booysen from Rand Swiss on the Dis-Chem update and healthcare stocks. 10X Investment's Michael Rossouw talks the real impact and costs of early retirement withdrawals. Investec’s Brian McMillan on their new SP500 structured product.

17 Feb 2021 11PM 19 min

[TOP STORY] The annuitisation of provident fundamentals after March 1 explained

‘People who have already emigrated through the SA Reserve Bank are able to access their funds’: Faeeza Khan – senior specialist, legal marketing, Liberty

17 Feb 2021 2AM 7 min

17 Feb - Record mining dividends

Wayne McCurrie from FNB Wealth and Investments talks mining results, BHP and Glencore, Liberty's Faeeza Khan unpacks the retirement reforms coming March 1. Pan African Resources CEO Cobus Loots on reinventing the miner in the midst of a challenging environment.

17 Feb 2021 12AM 20 min

[TOP STORY] Are preference shares worth a look if you want yield?

Small-cap analyst Keith McLacklan calls preference shares ‘quite a unique asset class...somewhere between equity and debt’.

16 Feb 2021 2AM 7 min

Steinhoff risky, but worth it?

Anchor's Deryck Janse van Rensburg talks about Shoprite being a low-value, high-margin stock which has fared well. Asset manager Piet Viljoen looks at Steinhoff's investability factor, and Keith McLachlan discusses using listed preference shares in the search for yield.

16 Feb 2021 12AM 20 min