MoneywebNOW

Rainbow listing today amid expected earnings volatility

Alex Duys from Umthombo Wealth discusses RCL Foods's unbundling of Rainbow, listing today. Waldo Marcus from TPN Credit Bureau highlights trends in the local residential rental market. Andrea Ellens from Trade Intelligence on the growth in forecourt retail.

26 Jun 2024 1AM 20 min

[TOP STORY] Invicta CEO: Navigating tough markets with strategic growth and resilience

‘From a pure budget point – and it's off a much lower base – Ukraine was probably our best-performing business in that [Auto-Agri] area,’ notes CEO Steven Joffe.

25 Jun 2024 3AM 6 min

PPC highly geared to GDP growth

Chantal Marx from FNB Wealth and Investments discusses PPC's return to profitability and Naspers's doubled profits, emphasising Tencent's influence. Steven Joffe, CEO of Invicta, reports strong results despite challenging trading conditions. George Kolbe from Momentum Life analyses the Retail Life Insurance 2023 claim statistics.

25 Jun 2024 1AM 21 min

[TOP STORY] Are conditions favourable for a Fed cutting cycle?

‘I do think this is a chance for [the Fed] to cut if we get another data print that's low,’ says Sebastian Mullins from Schroders.

24 Jun 2024 2AM 5 min

Local markets nervously awaiting cabinet announcement

Nick Kunze from Sanlam Private Wealth discusses Coronation’s victory in its case against Sars. Steven Brown from Fortress provides insights on the company’s five-month update, while Schroders’ Sebastian Mullins explains the implications of the latest positive economic data for the Federal Reserve.

24 Jun 2024 1AM 20 min

[TOP STORY] Black Friday and festive season imports need to get on the water now

Port congestion – especially in SA and Singapore – and rerouting carriers to bypass the Red Sea are causing logistical turmoil and massive delays, explains Dylan Govender from Investec for Business.

21 Jun 2024 3AM 6 min

Despite the recent run, banks still offer value

Schalk Louw from PSG Old Oak on Standard Bank's modest update and Sasol's windfall from Transnet. Investec's Dylan Govender on the logistics sector: Are ports improving? Simon's take on the ideal percentage of local investments in your portfolio.

21 Jun 2024 1AM 20 min

[TOP STORY] Risk management tips for rookie traders

‘The reason people don't enter trades, the reason people panic and close their trades is because of bad risk management. ... I believe psychology is a key factor in your trading’: Ruan Landsberg, head of education, marketsClub.

20 Jun 2024 3AM 6 min

Rand looking positive … but risks remain

RMB's Matete Thulare on the rand: Assuming the GNU holds, how much stronger can the currency get in the short to medium term? Ruan Landsberg from MarketsClub offers risk management tips for rookie traders. Dr. Silja Baller from WEF discusses their latest gender gap report, highlighting political empowerment as the…

20 Jun 2024 1AM 20 min

[TOP STORY] The bond market's response to the GNU

Futuregrowth Asset Management’s Rhandzo Mukansi gives his insights into how foreigners ‘have been participating here and have contributed to the smooth down we're seeing in domestic bond deals, or conversely the bump up we're seeing in prices’.

19 Jun 2024 3AM 5 min

Easy wins can send JSE rally even higher

Independent analyst Jimmy Moyaha on a face-ripping rally in local markets … have we got ahead of ourselves? Rhandzo Mukansi from Futuregrowth Asset Management on the bond market's response to the GNU. Agricultural Business Chamber of SA's Wandile Sihlobo on foot and mouth disease in the beef and wool sectors.

19 Jun 2024 1AM 23 min

[TOP STORY] Is this the moment government policy gains real muscle?

‘I do think there's some sign that business is reinvesting into capacity, coming off a high base effect after the solar boom’: Maarten Ackerman from Citadel.

18 Jun 2024 3AM 6 min

Navigating financial emigration and changing your tax residency

Independent analyst Carmen Mpelwane wonders if the growing optimism around South Africa presents opportunities in overlooked leisure stocks. Citadel's Maarten Ackerman on the slow grind of change. Nicolas Botha from Tax Consulting discusses the growing trend of investment migration driven by concerns over health security and the desire for greater…

18 Jun 2024 1AM 19 min

[TOP STORY] Why investing in quality stocks is worth the premium

Gerrit Smit from Stonehage Fleming points out that well-proven, growing, cash-generative businesses offer less risk of a let-down.

14 Jun 2024 3AM 8 min

Mr Price and TFG cream of the clothing retailer crop

Mia Kriegler from Kruger International discusses Mr Price's strong results and provides a broader analysis of the sector. Gerrit Smit from Stonehage Fleming explains why investing in quality stocks is worth the premium. Simon shares his insights on how markets are forward-looking and what factors can surprise them.

14 Jun 2024 1AM 20 min

[TOP STORY] Has Elon Musk become distracted and lost focus?

Fred Razak of CMTrading discusses Tesla's current issues, and thinks the iconic brand’s stagnation is owing to a lack of innovation while competition muscles up.

13 Jun 2024 3AM 5 min

Markets ignoring FOMC as it indicates only one cut this year

Petri Redelinghuys from Herenya Capital Advisors talks the better-than-expected US inflation data, noting that it's boosted markets in anticipation of earlier rate cuts. Fred Razak of CMTrading discusses Tesla's issues, and surprisingly, it's not about Elon Musk. Momentum Investments's Sanisha Packirisamy on the recent IMF and Sarb updates, which were…

13 Jun 2024 1AM 22 min

[TOP STORY] Still feeling golden about gold?

Chantal Marx from FNB Wealth and Investments explains why ‘buying a gold ETF or physical gold right now ... may not be the best idea’.

12 Jun 2024 3AM 8 min

Chinese EV space is very attractive

Odwa Magwentshu from Trive South Africa discusses investment strategies amid market fears: Is he seeking new opportunities or maintaining a business-as-usual approach, anticipating the fear will subside? Fritz Grobbelaar, CFO of Premier Group, discusses year-end results highlighting improved efficiencies and boosted profits. FNB's Chantal Marx comments on gold retreating from…

12 Jun 2024 1AM 21 min

[TOP STORY] Daybrook Fisheries in the US Oceana’s really big winner

The output of giant brand Lucky Star Pilchards has been augmented by meat canning on the West Coast, ‘which is great for us’, says CFO Zaf Mahomed.

11 Jun 2024 3AM 5 min