MoneywebNOW

[TOP STORY] The principles underlying Discovery Bank’s business model

If you manage your money better, just as you manage your health better, you get better outcomes: Discovery Bank CEO Hylton Kallner.

1 Feb 2021 1AM 7 min

1 Feb - Discovery Bank 'nudging' in the right direction?

Discovery Bank CEO, Hylton Kallner, on the bank edging into an improved financial state. Sygnia CEO, David Hufton, talks offshore living annuity exposure restrictions. Herenya Capital founder, Petri Redelinghuys on what to expect in the week ahead.

31 Jan 2021 11PM 20 min

[TOP STORY] Looking at 2021 and beyond

Small caps likely to do better than large caps locally, and our local market do better than the MSCI World Index: Gary Booysen from Rand Swiss

29 Jan 2021 2AM 11 min

29 Jan - 2021: What investment themes will we see?

Wayne McCurrie of FNB wraps up the week's market news and takes a look at Kumba. Gary Booysen of Rand Swiss on what he expects to see in the investment landscape over the next year.

28 Jan 2021 11PM 20 min

[TOP STORY] Virginia Gas Project phase two underway

‘A lot of the work that we've done in phase one has been critical in laying the foundations for phase two’: Renergen CEO Stefano Marani.

28 Jan 2021 2AM 5 min

28 Jan - How consumers' changing online behaviour is shaping the app world

Nesan Nair of Sasfin on Life Healthcare, Stefano Marani, Renergen CEO, talks the move to phase 2 of the Virginia Gas Project studies. James Edwards, CEO of PerformDM, on what the change in our behaviour online means for the app marketplace in 2021.

28 Jan 2021 12AM 20 min

[TOP STORY] Is Tesla overpriced relative to other car companies?

‘If Tesla gets self-driving right, I think that is something that could justify this kind of price,’ reckons Viv Govender of Rand Swiss.

27 Jan 2021 2AM 6 min

27 Jan - Tencent's new listing and Reddit takes on Wall Street

Viv Govender of Rand Swiss looks ahead to Tesla results and the impact of Reddit Wall Street bets. Henry Biddlecombe of Anchor Capital talks Tencent's $60bn listing of its TikTok competitor. Luno's Marius Reitz on potential crypto regulation and could Facebook launch Libra this year?

26 Jan 2021 11PM 20 min

[TOP STORY] Will debt-laden Ascendis have to sell its crown jewel?

‘Blantyre and L1 Health have just added to the cocktail of what Ascendis could potentially become in the next 12 to 18 months’: Small-cap analyst Anthony Clarke.

26 Jan 2021 2AM 7 min

26 Jan - Is Redefine's Reit status under threat?

Garreth Elston of Reitway Global talks Redefine not paying a dividend. Small-caps analyst Anthony Clark on Blantyre's stake in Ascendis's debt and Anchor's Deryck Janse van Rensburg on markets surging.

25 Jan 2021 11PM 20 min

[TOP STORY] Is the retail party over?

‘We've underestimated...over the last six months...the amount of stimulus that's gone into the SA environment,’ says Evan Walker from 36ONE.

25 Jan 2021 1AM 7 min

25 Jan - Stimulus boosts retail, but it's short-lived

Nick Kunze of Sanlam Private Wealth on the latest US GDP data and upcoming Fed update. 36One's Evan Walker gives his take on the most recent retailer updates and Martin Freeman of Orbvest talks the US's new president and its vaccine rollout programme.

25 Jan 2021 12AM 22 min

[TOP STORY] Tesla versus Exxaro and investor decisions

Investing in new, exciting tech stocks versus old ‘boring’ SA stalwarts: Lee Cairns from Anchor Capital.

22 Jan 2021 1AM 7 min

22 Jan - Exxaro vs Tesla and the latest shopping trends

FNB's Chantal Marx on bank stocks lagging the rest of the market. Lee Cairns of Anchor Capital on why he prefers Exxaro to Tesla. Teljoy's Jonathan Hurvitz talks online shopping's continued growth story.

21 Jan 2021 11PM 21 min

[TOP STORY] Looking at dollar direction, commodity prices, interest rates and valuations

Could 2021 bring a change in the view of South Africa as a perennial underperformer? – Izak Odendaal, from Old Mutual Wealth.

21 Jan 2021 2AM 5 min

21 Jan - Will the repo rate remain unchanged?

FNB's Wayne McCurrie discusses his expectations ahead of the MPC announcement. Izak Odendaal from Old Mutual Wealth on dollar weakness and the tech bubble. Peter Sand of BIMCO looks at dry bulk shipping rates surging.

20 Jan 2021 11PM 22 min

[TOP STORY] How will Janet Yellen approach her new role as US treasury secretary?

She ‘steps into an environment which is overspending, over-indebted and under-funded’: Cannon Asset Management CEO Adrian Saville.

20 Jan 2021 3AM 6 min

20 Jan - Retail rallies and public vs private markets

Cannon's Adrian Saville takes a look the US's new Treasury Secretary, Janet Yellen. Kruger International's Mia Kruger talks retail updates, while Alexander Forbes' David Moore weighs the difference between public and private markets as investment options.

20 Jan 2021 12AM 20 min

[TOP STORY] Mirror Trader International investors may lose everything

‘Bitcoin...does lend itself to...illegal activity, simply because the money can disappear’ - Brandon Topham, FSCA divisional executive of enforcement.

19 Jan 2021 1AM 5 min

19 Jan - MTI investors liable for paying back the money

The FSCA's Brandon Topham on the latest in the MTI saga. Liam Hechter from Anchor talks macroeconomic drivers boosting resource stocks and Nesan Nair on foreign investors pouring some R14bn into the JSE and bond markets.

18 Jan 2021 11PM 20 min