MoneywebNOW

[TOP STORY] An easy way to access wine as an alternative investment

‘It's really important that South African fine wine gets traded around the world, because that's visibility’, points out Wine Cellar director Roland Peens.

22 Aug 2024 3AM 6 min

Spur and Curro delivering strong results

Chantal Marx from FNB Wealth & Investments discusses strong results from debt-free Spur. Curro CEO Cobus Loubser talks about ongoing growth and positive cash flow exceeding capex for the first time. Roland Peens, director of Wine Cellar, highlights a new actively managed wine investment certificate listed in Switzerland.

22 Aug 2024 1AM 20 min

[TOP STORY] Exploring the local inflation outlook and the timing of potential rate cuts

Ruan Yacumakis from Prescient Investment Management questions whether a 4.5% CPI number is the right number to look for.

21 Aug 2024 2AM 6 min

Aveng results show strong recovery

Independent analyst Jimmy Moyaha discusses Sasol’s results and their decision to withhold dividends. Aveng CEO Scott Cummins outlines latest results and plans to split the company into two units. Ruan Yacumakis from Prescient Investment Management explores the local inflation outlook and the timing of potential rate cuts.

21 Aug 2024 1AM 22 min

[TOP STORY] Considering buying a property when interest rates drop?

Justin Easthorpe, provincial sales manager at the ooba Group, says that purchasing a property is a long-term view with a long-term goal, and a good investment opportunity at the moment.

20 Aug 2024 2AM 6 min

MTN’s underlying results strong, but naira hurting

Independent analyst Carmen Mpelwane breaks down MTN's financials amid naira devaluation challenges. Kokkie Kooyman of Denker Capital discusses investor concerns over Absa's CEO revolving door. Justin Easthorpe from ooba Group analyses the potential impact of upcoming rate cuts on the residential property market.

20 Aug 2024 1AM 20 min

[TOP STORY] SA’s Tax and Revenue Law Amendment bills headed for change

These bills seemingly indicate foreign tax benefits for taxpayers – but still need comment and ratification: Richan Schwellnus, Tax Consulting South Africa.

19 Aug 2024 3AM 6 min

Local banks still cheap, even at all-time highs

Nick Kunze from Sanlam Private Wealth discusses Standard Bank’s latest results: modest Heps growth but improving impairments. Richan Schwellnus from Tax Consulting SA: Are foreign tax credits a welcome relief or a trap for wealthy South Africans? Savca CEO Tshepiso Kobile unveils insights from their latest private equity survey.

19 Aug 2024 1AM 20 min

[TOP STORY] SA still has significantly more jobless women than men

Leanne Emery Hunter from Yes discusses tackling SA's unemployment crisis, with a focus on bridging the gender gap.

16 Aug 2024 2AM 8 min

Exxaro looking to diversify away from coal

Matete Thulare from RMB on Exxaro's results which saw a decrease in profits as coal demand and prices fell. Leanne Emery Hunter from the Youth Employment Service discusses tackling SA's unemployment crisis, with a focus on bridging the gender gap. Simon's take on just how much we could save when…

16 Aug 2024 1AM 20 min

[TOP STORY] The long-term bullish outlook for gold

Philip Short of Flagship Asset Management discusses central banks’ distancing themselves from US Treasuries.

15 Aug 2024 2AM 6 min

Education stocks poised for profit growth

Kieran Witthuhn from Anchor delves into ADvTech's solid trading update. Philip Short of Flagship Asset Management discusses the long-term bullish outlook for gold as central banks distance themselves from US Treasuries. Paul Wilson of Sanlam Investments Multi-Manager highlights the trillions of dollars that millennials and Gen Z will inherit over…

15 Aug 2024 12AM 20 min

[TOP STORY] The rand: Why stability trumps strength

‘When you have a volatile currency, it's very difficult to pinpoint your price’ – Attila Kadikoy of Levantine & Co.

14 Aug 2024 2AM 7 min

Insurance remains defensive as Santam has strong update

Independent analyst Kea Molefe breaks down Santam's trading update – are there opportunities in the sector? Attila Kadikoy of Levantine & Co discusses why South Africa needs currency stability over strength. Plus, DBSA CFO Zodwa Mbele on the latest results as profits dip by 11%.

14 Aug 2024 12AM 22 min

[TOP STORY] Why you should increase your car insurance co-payment

Ernest North, co-founder of Naked Insurance, explains the advantages of opting for higher car insurance excesses.

13 Aug 2024 2AM 6 min

Tough Super Group update offers opportunity

Chantal Marx from FNB Wealth & Investments discusses the trading updates for Super Group and Sasol. Ernest North, co-founder of Naked Insurance, explains the advantages of opting for higher car insurance excesses. RMB's Sam Singh-Jami shares insights from their research report on the top investment destinations in Africa.

13 Aug 2024 1AM 20 min

[TOP STORY] Global fintech investment declines in H1

KPMG SA's Pierre Fourie analyses the flow of investor money into tech-type solutions.

12 Aug 2024 3AM 7 min

Gold Fields update disappoints as management stumbles

Nick Kunze from Sanlam Private Wealth discusses Gold Fields's disappointing update and MTN's latest performance. Steve Binnie, CEO of Sappi, on how dissolving pulp is driving profits amid a global shortage. KPMG SA's Pierre Fourie analyses the decline in global fintech investment to $51.9 billion.

12 Aug 2024 1AM 21 min

[TOP STORY] Are you buying into cheaper US small caps, thinking US Tech is over?

‘In a normal cycle developed markets, and particularly US small caps, rally first, and emerging market small caps rally last’ – Keith McLachlan of Integral Asset Management.

8 Aug 2024 2AM 8 min

Sarb’s crypto oversight is improving

Anchor's Kieran Witthuhn discusses the JSE's results and potential value amid rising trade. Keith McLachlan from Integral Asset Management examines the rotation of US small caps. Wiehann Olivier from Forvis Mazars addresses the shortcomings of the Sarb's crypto oversight and proposed solutions.

8 Aug 2024 1AM 23 min