MoneywebNOW

Load shedding reprieve is hurting solar industry

Chantal Marx from FNB Wealth & Investments on her preferred FNB single stock JSE-listed ETN. Sanlam Investment's Teboho Makhabane on the real impact of responsible investing. Jonty Sacks from Jaltech on how 100+ days of no load shedding is impacting solar installations.

10 Jul 2024 1AM 21 min

[TOP STORY] The conversion from Jibar to Zaronia – how and why

The Sarb anticipates announcing a formal cessation of the Jibar in 2025, but is doing a phased approach, starting with the derivatives this year: Zakhele Nyandeni from BDO SA.

9 Jul 2024 3AM 6 min

Levels to watch for a break in the rand

Kea Molefe from Trive SA provides an outlook on gold amidst high interest rates and shares his top gold stock pick. Zakhele Nyandeni from BDO discusses the transition from Jibar to Zaronia, and Petri Redelinghuys from Herenya Capital Advisors highlights the key levels to watch for the rand's potential breakout,…

9 Jul 2024 12AM 19 min

[TOP STORY] Property market insights: Navigating uncertainty

FNB Property sector strategist John Loos discusses the decline in owner service sales activity in two of three SA sectors.

8 Jul 2024 2AM 5 min

Fed could start cutting rates in September

Nick Kunze from Sanlam Private Wealth analyses Friday's weak jobs data and its potential impact on the Fed, as well as the factors driving PGMs higher. John Loos of FNB discusses the Q2 2024 Property Broker Survey, noting a decline in sales activity in two of three sectors, possibly influenced…

8 Jul 2024 1AM 20 min

Concerns about the current market concentration

‘There are clearly signs that the economy is slowing down. ... Wall Street and Main Street are showing two very different things at the moment’: Craig Antonie – AnBro Capital Investments.

5 Jul 2024 3AM 11 min

Consumer discretionary stocks poised for a strong finish in 2024

Independent analyst Carmen Mpelwane shares her top sector picks for the second half of the year.Craig Antonie, CIO of Anbro Capital Investments, discusses market concentration, noting that only a few stocks are driving indices higher. Simon offers his thoughts on directors buying and selling shares.

5 Jul 2024 1AM 21 min

[TOP STORY] Global fears about China – some undoubtedly justified

‘Chinese local brands are offering good value ... and in many cases copying and out-competing Westerners, offering really superior products’: PSG fund manager Philipp Wörz.

4 Jul 2024 3AM 7 min

Fixed term EM and global growth exposure

Independent analyst Jimmy Moyaha discusses Bidvest's plans to sell its bank and acquire a Canadian cleaning business. Philipp Wörz from PSG Asset Management presents the investment case for China. Adishan Naidoo from Standard Bank introduces two new structured products focused on Emerging Markets and Global Growth.

4 Jul 2024 1AM 20 min

[TOP STORY] The shift in trading from FX to indices

It is a diversification play because it allows traders exposure to a broader market segment than gravitating to one individual asset, explains Rob van Eyden – CEO, Scope Markets SA.

3 Jul 2024 2AM 6 min

Young investors: Two-pot system could really work for you

Odwa Magwentshu of Trive South Africa discusses the ArcelorMittal South Africa trading update and the potential opportunity with MultiChoice trading at R107 against a R125 offer. Rob van Eyden, CEO of Scope Markets SA, observes a shift in trader preferences from FX to lower-risk indices. Keri-lee Edmond from Old Mutual…

3 Jul 2024 1AM 21 min

[TOP STORY] Do you buy at all-time highs?

Ricus Reeders from PSG Hole-in-One Ruimsig’s main principle when looking fundamentally at a ‘normal, straightforward industrial type of company’, is whether it shows dividend growth over the years, which fundamental principle ‘will probably make you wealthy’.

2 Jul 2024 3AM 7 min

Power surge: Sectors booming with no load shedding

Considering that Friday will mark 100 with no load shedding, Alex Duys from Umthombo Wealth discusses the sectors and stocks that benefit most from a normal power supply. Ricus Reeders from PSG shares insights on buying stocks at all-time highs and why it’s not something to fear. Ernest North, co-founder…

2 Jul 2024 1AM 21 min

[TOP STORY] Are you bullish SA Inc?

‘If there is remotely any whiff of positive South African sentiment from this GNU – and it does look like a reasonably positive outcome – small caps on the JSE stand to benefit’, reckons Keith McLachlan of Integral Asset Management.

1 Jul 2024 3AM 8 min

Pick these SA Inc stocks for the GNU dawn

Chantal Marx from FNB Wealth and Investments shares her preferred picks in the new cabinet announced by the president. Phil Roux, CEO of Nampak, discusses results as the turnaround gathers momentum. Keith McLachlan discusses his preferred SA Inc stocks in light of the GNU cabinet.

1 Jul 2024 1AM 21 min

[TOP STORY] The roles of copper, chrome and PGMs in Jubilee Metals’ life

CEO Leon Coetzer describes the unique challenges faced in Zambia, the structural shift in SA production, and the future of EVs.

28 Jun 2024 4AM 9 min

Reits: Strong Growthpoint update but Fortress favoured

Mia Kriegler from Kruger International on the GrowthPoint update and if she sees any value in local Reits. Leon Coetzer, Jubilee Metals CEO, on their Zambian copper operations and the future of chrome. Simon's thoughts on needing more money: it’s not the money; it’s you.

28 Jun 2024 1AM 21 min

[TOP STORY] Cape Town’s offering of ‘conference cum vacation’ is thriving

Obstacles for foreign visitors include indirect flights and visa snags: Gary Koetser – CEO, Cape Town Century City Conference Centre and Hotel.

27 Jun 2024 3AM 6 min

Check out these top SA Inc stocks for value and quality

Gary Booysen from Rand Swiss on SA Inc sectors/stocks offering the best value/opportunity ahead of the cabinet announcement. Gary Koetser, CEO of Cape Town’s Century City Conference Centre and Hotels, discusses the new conference concept. Allan Gray's Guané Coetzer on endowments and their offshore offerings.

27 Jun 2024 1AM 20 min

[TOP STORY] Customers visit petrol stations on average 10 times a month

‘Food retailing has definitely increased and is now a big contributor to forecourt revenue’: Andrea Ellens – Trade Intelligence.

26 Jun 2024 2AM 5 min