MoneywebNOW

Excellent Momentum results as stock still cheap

Nick Kunze from Sanlam discusses Transaction Capital's exit from SA Taxi and comments on Momentum's results. Jason Swartz from Old Mutual Investment Group shares insights on what needs to happen for foreign investors to start reinvesting in South Africa. Ian Ferguson, co-head of Old Mutual Cash and Liquidity Solutions, speaks…

30 Sep 2024 1AM 19 min

[TOP STORY] What is credit investing in terms of fixed income?

Tarryn Sanker from Stanlib explains that – unlike government debt, which is deemed to be risk-free – ‘these credit instruments present investors with a level of credit risk, as obligations to pay interest and/or repay principal may not be met’.

27 Sep 2024 2AM 8 min

Is Meta winning the AI and augmented reality race?

Viv Govender from Rand Swiss discusses Old Mutual's move to launch another bank in the market. Tarryn Sankar from Stanlib explains the local credit market and its role within an investment portfolio. Simon explores why "cash is king" and suggests free-cash-flow per share as a key metric to measure it.

27 Sep 2024 1AM 20 min

[TOP STORY] Is China an ‘absolute screaming buy’?

Tian Pan from Prescient China explores the latest Chinese stimulus package, examining what's different this time and whether it makes China a more attractive investment.

26 Sep 2024 2AM 7 min

Reits are the best-performing sector this year, but is there still value?

Independent analyst Carmen Mpelwane analyses JSE Reits, assessing whether there's still value after their strong performance over the past year and highlights her top pick. Warren Wheatley, CEO of Altvest Capital, discusses their JSE IPO and the underlying preference share options. Tian Pan from Prescient China explores the latest Chinese…

26 Sep 2024 1AM 20 min

[TOP STORY] Is a recession still on the horizon?

Sebastian Mullins from Schroders Australia examines the ‘missing recession’.

25 Sep 2024 3AM 7 min

Can quantitative easing help boost China’s growth

Matete Thulare from RMB discusses China's decision to lower bank reserve requirements and push down the market benchmark interest rate to stimulate lending activity. Sebastian Mullins from Schroders Australia examines the "missing recession" and questions whether inflation is truly behind us. Andrew Amoils from New World Wealth reviews the 2024…

25 Sep 2024 12AM 19 min

[TOP STORY] Why are the PGMs creating excitement?

Petri Redelinghuys from Herenya Capital points out that some auto manufacturers that committed to being ‘100% EV’ by 2030 are rethinking that pledge.

23 Sep 2024 3AM 5 min

More rand strength expected

Wayne McCurrie from FNB Wealth and Investments analyses Investec's trading update and discusses the rand's current fair value. Petri Redelinghuys of Herenya Capital Advisors highlights key levels to watch for platinum and palladium. David Morobe from Business Partners Limited addresses how private equity and venture capital are filling the funding…

23 Sep 2024 1AM 18 min

[TOP STORY] Discovery Bank is ‘seeing growth across the board in kind of all segments’

‘That's what's driven us towards that over a million client milestone, says CEO Hylton Kallner.

20 Sep 2024 3AM 10 min

Remgro's corporate action costs hit profits

What to do with the extra savings now that rates are coming down and a look at Discovery Bank's FY results.

20 Sep 2024 1AM 20 min

[TOP STORY] Structured products offering security and strong growth potential

Samukelo Zwane from FNB Wealth and Investment explains that the CapitalPreserver 100 has a 100% capital guarantee, and the FNB CapitalPreserver AutoCall 3 guarantees your capital if the index falls by between 1% and 30%.

19 Sep 2024 3AM 6 min

The ins and outs of the luxury asset-backed lending market

Shaun Dendere from Trive South Africa on Raubex and Southern Sun trading updates. Manuel Franck of Lamna Financial on the growing trend of luxury asset-backed lending and their Pawnbroking Index. Samukelo Zwane from FNB Wealth and Investments introduces two new structured products offering 2x upside and 100% capital protection.

19 Sep 2024 1AM 19 min

[TOP STORY] An exciting week for monetary nerds

Old Mutual Group chief economist Johann Els gives a reasoned prognostication of US and SA interest-rate cuts for the remainder of 2024.

18 Sep 2024 3AM 6 min

The benefits of a shrinking JSE

Independent analyst Carmen Mpelwane on OUTsurance's results, special dividend, and strong earnings. Johann Els from Old Mutual Group on central banks beginning the rate-cutting cycle. Eugene Botha from Momentum Investments on concerns over a shrinking JSE.

18 Sep 2024 12AM 19 min

[TOP STORY] The importance of the US consumer for global and SA investors

‘We talk about job growth, but of course [US] unemployment is at 4.3%, with some fairly significant revisions downwards’ – JD Hayward from Flagship Asset Management.

17 Sep 2024 2AM 5 min

How much will rate cuts help consumers?

Kieran Witthuhn from Anchor on Adobe's 8% stock drop despite strong earnings. FNB CEO Harry Kellan on results, consumer health, and the impact of rate cuts on household finances. JD Hayward from Flagship Asset Management on why the US consumer is crucial for SA investors.

17 Sep 2024 1AM 20 min

[TOP STORY] Wine master Tim Atkin enthuses about SA’s wine scene

SA wines are as good as those of any country in the world, ‘and possibly better value, actually’ – says the co-chair of the International Wine Challenge.

16 Sep 2024 3AM 6 min

How will markets respond to rate cuts?

Nick Kunze from Sanlam Private Wealth discusses a critical week ahead with the FOMC, MPC, and BoJ meetings, Barloworld's challenges, and excitement in the PGM sector. Rivaan Roopnarain of PwC South Africa highlights key insights from the H1 2024 banking report. Tim Atkin, co-chair of the International Wine Challenge, weighs…

16 Sep 2024 1AM 22 min

[TOP STORY] The evolving future of financial advice in a digital era

‘Making sure that we have specialists in their field who are helping clients achieve their goals’ can’t have anything other than a good outcome, reckons James Rainbow at Schroders UK.

13 Sep 2024 3AM 5 min