MoneywebNOW

US earnings season kicks off with strong bank results

Nick Kunze from Sanlam Private Wealth discusses US bank earnings and Equites Property Fund's results. Grant Alexander from Private Client Holdings explains the distinction between wealth creation and wealth preservation. Santho Mohapeloa from Allianz Commercial highlights the growing cost of cybercrime in South Africa.

14 Oct 2024 1AM 20 min

[TOP STORY] Factors affecting rand strength in the next couple of months

Bianca Botes from Citadel Global looks at the possible impact of the US elections, China’s stimulus package, US inflation and interest rates, and SA’s Mid Term Budget Policy Statement on our currency.

11 Oct 2024 3AM 6 min

Simon's take: Why renting a home is better than buying

Alex Duys from Umthombo Wealth discusses Tharisa's strong production update. Bianca Botes from Citadel Global weighs in on the rand’s strong performance against the US dollar in 2024 and the risks it faces. Simon shares his views on why he prefers renting over home ownership.

11 Oct 2024 1AM 21 min

[TOP STORY] South Africans bought 3% less food in 2023

PwC's Andrew Dale stresses the need for local farmers to adopt new strategies and technologies to tackle food security challenges.

10 Oct 2024 3AM 6 min

Trading Sasol ranges to reduce entry price: A guide

Petri Redelinghuys from Herenya Capital Advisors discusses their trading strategy for Sasol aimed at reducing their initial entry price. PwC's Andrew Dale stresses the need for local farmers to adopt new strategies and technologies to tackle food security challenges. Harry Scherzer, CEO of Future Forex, highlights concerning financial literacy statistics…

10 Oct 2024 1AM 20 min

[TOP STORY] Have you noticed higher food prices?

All food groups on the UN Food and Agricultural Organisation's Global Food Price Index have risen, led in particular by sugar prices with a 10.4% month-on-month rise – Casey Sprake, Anchor Capital.

9 Oct 2024 3AM 5 min

Miners are offering value … but be patient

Independent analyst Jimmy Moyaha on whether there's value in the local resources index, which is up for the year. Anchor's Casey Sprake discusses the impact of rising food inflation. Khantse Radebe from FNB Commercial on the growing trend of asset-based finance for corporates and SMEs.

9 Oct 2024 1AM 20 min

[TOP STORY] Investing is risky. That's where the returns come from

Satrix CIO Kingsley Williams stresses the importance of knowing your investment duration and practising diversification, such as across different continents.

8 Oct 2024 3AM 7 min

Opportunity in home builders as economy turns?

Chantal Marx from FNB Wealth and Investments on contrasting updates from Balwin and strong-performing Calgro M3. Are there opportunities in these stocks? Kingsley Williams, CIO of Satrix, discusses market opportunities in India, local sectors, and tech. Wayne Abramson, CEO of ATM Solutions, on the impact of cash on consumer behaviour…

8 Oct 2024 1AM 19 min

[TOP STORY] 2024 has largely been a tough year for local miners

PwC’s mining assurance partner Vuyiswa Khutlang notes that gold and copper have done well, but the industry overall is facing difficulties.

7 Oct 2024 2AM 7 min

Strong US jobs data could see slower rate cuts

Matete Thulare from RMB on Friday's US jobs data: Is the economy still strong? Citadel’s Maarten Ackerman on rising oil prices amid escalating Middle East tensions — why not gold? PwC’s Vuyiswa Khutlang discusses the 2024 SA Mining Report.

7 Oct 2024 1AM 21 min

[TOP STORY] For ten years broad global ETFs have shone in rands

The performance is ‘being driven by this kind of spectacular run in US equities and concentrated around technology, advertising and more recently the semiconductor industry’: Chris Rule, head of Client Solutions at 10X Investments.

4 Oct 2024 2AM 7 min

Keeping an eye on inflation risk

Hedging explained and a look at Balwin's latest update.

4 Oct 2024 1AM 20 min

[TOP STORY] China shows ‘really strong’ growth in platinum investment demand – WPIC

Research director Edward Sterck reports ‘extended-range electric vehicles’ as the current fastest growing EV segment in China.

3 Oct 2024 3AM 7 min

'Sarb should have a growth mandate'

Lonwabo Maqubela of Perpetua Investment Managers on why the Sarb must cut rates to maintain credibility. Edward Sterck from the World Platinum Investment Council discusses future supply and demand trends. Roné Swanepoel from Morningstar SA highlights the key golden ratio for savers and investors.

3 Oct 2024 1AM 21 min

[TOP STORY] In a slowdown companies with consistent earnings don't let you down

Attila Kadikoy from Levantine & Co stresses the importance of prioritising predictable earnings over the current AI hype.

2 Oct 2024 2AM 5 min

Capitec share up 15x in ten years

Petri Redelinghuys from Herenya Capital Advisors discusses Capitec's results, noting a 36% rise in both Heps and dividends. Attila Kadikoy from Levantine stresses the importance of prioritising predictable earnings over the current AI hype. Gary Mockler from GTC outlines problems with the two-pot retirement system following its first month of…

2 Oct 2024 1AM 20 min

[TOP STORY] SA's small and mid caps have been flying

Independent analyst Anthony Clark assesses the recent rally and the likelihood of it persisting.

1 Oct 2024 3AM 6 min

Spar restructuring could be a boon for investors

Kieran Witthuhn from Anchor discusses Renergen's quarterly update and Spar’s 47-week performance ahead of their closed period. Independent analyst Anthony Clark assesses the recent rally in local small caps and whether value remains. Rudi Bodenstein from Stonehage Fleming explains the benefits of offshore trusts.

1 Oct 2024 1AM 19 min

[TOP STORY] Why the dearth of foreign interest in SA’s equity market?

Jason Swartz from Old Mutual Investment Group shares thoughts on what needs to happen for foreign investors to start reinvesting in South Africa.

30 Sep 2024 3AM 6 min