MoneywebNOW

A quick analysis of 2024's retail stock updates

Odwa Magwentshu from Trive South Africa on Truworths's update and his big-picture view on retail updates so far. Evan Robins from Old Mutual Investment Group talks property as Reits had a decent 2023. What are the prospects for 2024? Sean Neethling from Morningstar South Africa on how JSE de-listings impact…

30 Jan 2024 12AM 21 min

[TOP STORY] ‘Bonds are a bit like a fruit tree, where equities are like a forest tree’

Listing this week is an active income ETF with current gross yields around 11.8%: PortfolioMetrix head of investments Philip Bradford.

29 Jan 2024 1AM 6 min

Rand: The risks and opportunities

FNB's Wayne McCurrie on Lewis's trading update and Dis-Chem buying its head office in a related party transaction. Philip Bradford from PortfolioMetrix talks their new active ETF focusing on income. Bianca Botes from Citadel Global unpacks the risks facing the rand in 2024.

28 Jan 2024 11PM 20 min

[TOP STORY] Market highlights: 2023's triumphs and 2024's trends

Michele Santangelo of Independent Securities shares his insights regarding the medical sector, luxury goods, clean-energy stocks, biotech with AI, and the Magnificent Seven.

26 Jan 2024 2AM 9 min

Sasol update shows pain of cyclical industries

Michele Santangelo from Independent Securities on the macroeconomic factors in 2023 and how these differ from 2024 and the stocks he believes will perform well Simon's thoughts on the other Nasdaq ETF … QQQM vs QQQ.

26 Jan 2024 12AM 20 min

[TOP STORY] Why these 3 stocks offer promise in 2024

Chantal Marx of FNB Wealth and Investments explains why she currently favours Bidcorp, Kal (Kaap Agri) and African Rainbow Capital.

25 Jan 2024 2AM 7 min

Clothing retailers could be 2024’s winners

Lonwabo Maqubela from Perpetua Investment Managers talks TFG's nine-month update. FNB's Chantal Marx gives her preferred local stock picks for 2024. Solly Bellingan from BankservAfrica takes a look at December holiday spend.

25 Jan 2024 12AM 20 min

[TOP STORY] Interest rates: Time to cut?

Although consumers may take a bit of a breather, changes will be slow going forward – PwC economist Lullu Krugel.

24 Jan 2024 2AM 6 min

Top sector picks as rates come down

Reko Nare from Anchor on why stocks thrive as interest rates fall. PwC's Lullu Krugel talks the MPC's announcement due on Thursday. With only 4 MPC members, could we see a deadlock and will they cut rates? Conway Williams from Prescient Investment Management on the problems with ESG and how…

24 Jan 2024 12AM 21 min

[TOP STORY] Revving up: Demand for used cars a sign of the times

Consumers can definitely get a ‘bang for their buck’ if they do their homework and buy from a trusted and established business: Donovan Enslin – Kelston Motor Group.

23 Jan 2024 2AM 4 min

Karooooo keeps growing as supply chain troubles ease

Shaun Dendere from Trive Investments on South32's latest trading update. Zak Calisto CEO of Karooooo unpacks their third-quarter results. Kelston Motor Group's Donovan Enslin takes a look at the used car market as consumers feel the pinch.

23 Jan 2024 12AM 21 min

[TOP STORY] How to teach children that money ‘doesn't fall out of the sky’

The moment children can count to 10 you can help them to appropriate money in the proper way – Stian de Witt, head of financial planning at NMG Benefits.

22 Jan 2024 2AM 6 min

US markets at all-time highs, but worries persist

Nick Kunze from Sanlam Private Wealth talks markets as US markets all hit all-time highs on Friday and a horror start to the year for PGM stocks. Is there any value here? Gerhard Swart from Performanta on AI and cybercrime. Stian de Witt from NMG Benefits on the importance of…

22 Jan 2024 12AM 20 min

[TOP STORY] Middle-market lending in the US

‘Our portfolio contains over 3 000 underlying borrowers, and that's across the entire US market’: Harris Gorre – Grovepoint Investment Management.

19 Jan 2024 2AM 8 min

Excellent Richemont results boost share price

Mia Kriegler from Kruger International talks Richemont's strong update. Is the stock worth holding, or is one of its offshore competitors a better bet? Harris Gorre from GrovePoint Investment Management on their JSE-listed AMC that invests in US private credit and offers strong US$ yields. Simon's thoughts on finding and…

19 Jan 2024 12AM 20 min

[TOP STORY] The flavour of a successful 2023 tourist season lingers

Tourists flock to places like Cape Town which ‘really is the most magnificent place you could possibly imagine. You go and see big game and all the old SA tourism things’: Independent analyst Chris Gilmour.

18 Jan 2024 2AM 5 min

High rates costing average home owner R4k/month

Matete Thulare from RMB on the US$ index, which has been strengthening since the last trading day of 2023 … what's driving this? Analyst Chris Gilmour talks tourism in South Africa and the benefits to local hotel and leisure stocks. Dr Roelof Botha unpacks the Altron Fintech Household Resilience Index…

18 Jan 2024 12AM 19 min

[TOP STORY] Shared mobility services to boom across Africa

Ride-hailing drivers have the possibility to earn well above a minimum or comparable wage with more social megacity solutions to get people from A to B: Dr Andreas Nienhaus from Oliver Wyman.

17 Jan 2024 3AM 5 min

No bull case for China

Viv Govender from Rand Swiss on whether he's still bearish on China and bullish on AI. Morningstar SA's Francis Marais talks currency risk when investing offshore. Dr Andreas Nienhaus from Oliver Wyman takes a look at shared mobility in Africa as it’s expected to double by 2030.

16 Jan 2024 11PM 20 min

[TOP STORY] SEC's Bitcoin ETF approval marks milestone for crypto maturation

US investors who might have been sceptical about buying crypto themselves can now access cryptocurrency in a more comfortable platform and environment: Christo de Witt, Luna SA country manager.

16 Jan 2024 2AM 5 min