MoneywebNOW

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

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