MoneywebNOW

17 August - The rise of zombie stocks and the investment case for African sovereign bonds

Nick Kunze of Sanlam Private Wealth on stocks to look out for in Level 2, the Richemont loyalty warrant and Discovery edging higher. Cannon Asset Managers CEO Adrian Saville talks the rise, and risks, of zombie stocks. JP du Plessis of Laurium Capital discusses investing in African sovereign bonds.

17 Aug 2020 1AM 22 min

14 August - Exxaro results, trade wars and LAWtrust sees growth

Nesan Nair of Sasfin Securities on Exxaro results, telco stocks and banks ahead of their results. Viv Govender of Rand Swiss on the US/China trade war, and TikTok and WeChat bans - and how China responds. Maeson Maherry of LAWtrust on doubling revenue and profits as digital becomes main stream.

14 Aug 2020 12AM 20 min

13 August - Clicks' trading update, Hammerson rights issue and gold price volatility

Matete Thulare from RMB on Clicks delivering, even in lockdown, while manufacturing output collapses. Garreth Elston of Reitway Global on locally-listed UK property, Capital & Counties' (CapCo) results and Hammerson's rights issue. Sanlam Private Wealth's Greg Katzenellenbogen brings a sane head to a wild gold price story as we start…

13 Aug 2020 12AM 20 min

12 August - Airbnb's possible IPO, British American Tobacco and how government bonds are faring

Mia Kruger of Kruger International talks markets as Sasol soars on horror write-downs and reports of an IPO for Airbnb. FNB's Wayne McCurrie on the case for British American Tobacco as it offers a solid sterling yield. Wikus Furstenberg from Futuregrowth on how SA's government bonds are doing

12 Aug 2020 12AM 20 min

11 August - US earning season, the ever-volatile rand and diversity in the fund management industry

Gary Booysen of Rand Swiss on US earnings season, silver and what to expect from Sasol's results. Varushka Singh of RMB helps us understand the rattlesnake rand. Victoria Reuvers from Morningstar talks the lack of diversity in the fund management industry.

11 Aug 2020 12AM 19 min

7 August - MTN exits Syria, Investec climate risk disclosures and is now the time to sell your investment property?

Alex Duys of Umthombo Wealth on the markets as MTN exits Syria and Iran to focus on being a pan-African telco. Tracey Davies from Just Share on Investec's climate risk disclosures and how online AGMs have been faring. FNB's Praven Subbramoney talks investment property sales.

7 Aug 2020 12AM 21 min

6 August - Top40 closes on a high, JSE results and prescribed assets vs impact investing

Deryck Janse van Rensburg of Anchor Capital gives a market update after the Top40 closes at a 2020 high. JSE CEO Dr Leila Fourie on the company's results as revenue shoots up 22%. Impact investing versus prescribed assets with Alexander Forbes Investments's Janina Slawski.

6 Aug 2020 1AM 19 min

5 August - Pick n Pay's trading update, logistics property and Trump's TikTok vendetta

Chantal Marx of FNB Wealth and Investment on the Cashbuild deal and Pick n Pay's trading update. Steven Brown, CEO of Fortress, talks the resilience of the logistics property space. Dean McCoubrey, founder of MySociaLife, on US threats to close or force the sale of TikTok, real risk or trade…

5 Aug 2020 1AM 21 min

4 August - The falling rand, PMI data and SA's new online school offering

Matete Thulare of RMB on the rand falling almost 100c in a matter of days. Absa's Miyelani Maluleke talks July PMI data. Evolve MD Chris van Niekerk unpacks ADvTECH's new online school.

4 Aug 2020 12AM 19 min

3 August - Aspen, online retail and the increase in brick demand

Petri Redelinghuys of Herenya Capital talks the Top40 and takes a look at Aspen. Cotton On's Phil Marais on the logistics of online retail and how it can benefit brick and mortar stores. Brikor CEO Garnett Parkin on having the company's JSE suspension lifted and why bricks are flying out…

3 Aug 2020 1AM 20 min

31 July - US GDP data, JSE revamps HR policies and dividends as a quality metric

Gary Booysen from Rand Swiss on US GDP data and jobless claims remaining above 1m a week. Donald Khumalo from the JSE talks the company's new maternity leave policy. Coreshares's Gareth Stobie looks at dividends as a quality metric in the Dividend Aristocrat ETF.

31 Jul 2020 12AM 21 min

30 July - The latest in Sasol's asset sales, avoiding the herd when investing and the beleaguered cruise industry

Alex Duys of Umthombo Wealth on the Fed keeping rates unchanged, Sasol selling assets and a look at EOH. Tlotliso Phakisi from Cannon Asset Managers on avoiding the herd when investing and V&A Waterfront CEO David Green on the cruise industry as liners remain docked.

30 Jul 2020 12AM 21 min

29 July - Sasol LCCP stake sale, the investment case for Europe and red flags in fixed income funds

Deryck Janse van Rensburg from Anchor Capital on Kumba's results, the Sasol LCCP stake sale and when to exit gold stocks. Karim Chedid, investment strategist at BlackRock on the investment case for Europe and Nolan Wapenaar, Anchor CIO on red flags to look for when investing in fixed income funds.

29 Jul 2020 1AM 21 min

28 July - SA's IMF loan, ransomware attacks and the local mortgage market

Chantal Marx of FNB Wealth and Investment on the R70bn IMF loan and Steinhoff's settlement plan. Brian Pinnock from Mimecast on ransomware attacks and the responsibility of corporates to avoid them. Tim Akinnusi, founder of MortgageMarket on the state of the local home loan sector.

28 Jul 2020 12AM 20 min

27 July - The rise of ecommerce, Master Drilling sets a world record and Jubilee Metals trading higher

Matete Thulare of RMB talks the Woolies and MTN trading updates, Danie Pretorius, CEO of Master Drilling, discusses drilling the deepest hole ever. Petri Redelinghuys of Herenya Capital Advisors on trailing miner Jubilee Metals as it trades through 100c, suggesting a long-term trend change.

27 Jul 2020 1AM 20 min

24 July - The latest rate cut, banking stocks and horse racing behind closed doors

Mia Kruger from Kruger International on the Sasol and Spur updates. Tim Acker of Allan Gray on valuations of local banking stocks and his preferred picks. Stephen Marshall from Gold Circle talks the Durban July running Covid-style.

24 Jul 2020 1AM 21 min

23 July - TFG rights issue, the dividend kings and data assets

Nesan Nair of Sasfin Securities on Shoprite and the TFG rights issue. Charl Bester of Kruger International on the dividend kings such as Johnson & Johnson. Africa Nkosi from Khonology on harnessing big data for improved profits.

23 Jul 2020 12AM 20 min

22 July - Rand on the up, Datatec's update and tech stocks rally

Deryck Janse van Rensburg from Anchor Capital talks markets as the rand powers through 16.40 and gold hits 1 858/oz. Keith McLachlan from AlphaWealth on the strong Datatec update. Henry Biddlecombe, fund manager at Anchor Capital, on the decade-long tech rally and whether it will continue.

22 Jul 2020 1AM 21 min

21 July - Nasdaq hits new highs, PSG 3.0 and Outvest's endowment policy

Gary Booysen from Rand Swiss on the Nasdaq hitting new all-time highs. Small-caps analyst Anthony Clark helps us understand PSG 3.0 after its AGM and looks at Invicta selling assets to shore up its balance sheet. Grant Locke of OutVest on using an endowment policy to find yield is a…

21 Jul 2020 12AM 20 min

20 July - MTN, gold and changes to tax deadlines

Nick Kunze of Sanlam Private Wealth talks MTN, gold and US bank results so far. Ettiene Retief, chairman of national tax and Sars committee for Saipa on the new deadlines for Sars e-filing and auto-assessment.

20 Jul 2020 12AM 19 min