MoneywebNOW

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

Omnia diversification means cyclicality is reduced

Independent analyst Carmen Mpelwane on Alexforbes results which saw Heps +12% despite tough operating conditions. Omnia CEO Seelan Gobalsamy on yearend results: Revenue fell as commodity prices came down, but Heps remained flat, and cash generation remained very strong. Zaf Mahomed, Oceana CFO, on results that saw Daybrook boom and…

11 Jun 2024 12AM 20 min

[TOP STORY] Holding individuals personally liable for company actions or debt

Lucinde Rhoodie from Cliffe Dekker Hofmeyr explains when directors who act unlawfully or recklessly can be held accountable for malfeasance.

10 Jun 2024 3AM 6 min

Clothing sector loved the TFG results

Nick Kunze of Sanlam Private Wealth on the latest robust US jobs report and how TFG's strong results are lifting the entire clothing retail sector. Lucinde Rhoodie from Cliffe Dekker Hofmeyr discusses piercing the corporate veil and a recent SCA judgment expanding its definition. Plus, Vis Govender, CEO of FirstEquity…

10 Jun 2024 1AM 21 min

[TOP STORY] Cash may be king, but it costs

Nonhlanhla Mdletshe from Absa discusses the conundrum for banks, retailers and all players in the value chain of your having those crisp notes in your wallet.

7 Jun 2024 3AM 7 min

Don't overlook the role of commodity stocks in your portfolio

Gary Booysen from Rand Swiss offers his take on commodities. Is he bullish, bearish, or just watching? And are there any preferred stocks in the space? Absa's Nonhlanhla Mdletshe on the benefits and risks of cash and the move towards a cashless society. Simon's thoughts on buying falling shares: Why…

7 Jun 2024 1AM 20 min

[TOP STORY] 'Some of the best deals we ever do you'll never see, they the ones we walk away from'

Vukile CEO Laurence Rapp says the Reit's focus is on getting to really understand the communities and the shoppers’ needs, and driving footfall to their malls.

6 Jun 2024 3AM 6 min

Sygnia and Ninety One need economic growth to up profits

Independent analyst Jimmy Moyaha talks about Sygnia's results, which show modest growth in a tough environment. Vukile CEO Laurence Rapp discusses positive rental reversions and strong liquidity in the company's latest results. Alan Salomon of Capital Appreciation discusses results highlighting strong cash generation and terminal growth.

6 Jun 2024 1AM 21 min

[TOP STORY] Two-pot retirement system: A new era for South African pension funds

Caroline Naylor-Renn from 10X explains the two-pot retirement system – how it will work and the purpose of the savings pot.

5 Jun 2024 3AM 6 min