MoneywebNOW

Red Sea closure no benefit to SA

Mia Kriegler of Kruger International on where she sees opportunity in offshore markets after a strong rebound in 2023. Intergral Asset Management's Keith McLachlan shares insights on the small cap space locally and his listed small cap 'actively managed certificates’. Denys Hobson of Investec discussing the issue of shipping companies…

10 Jan 2024 12AM 20 min

[TOP STORY] Chronic boredom at work is insidious

When we're thinking about goals and New Year's resolutions we should be seeking new opportunities, learning new skills, taking on more responsibility to counter bore out – Advaita Naidoo, Africa MD at Jack Hammer.

9 Jan 2024 1AM 4 min

Understanding the important differences in income funds

Alex Duys of Umthombo Wealth on Life Healthcare fulfilling conditions on its sale of Alliance Medical Group and its special dividend from the disposal. Morningstar South Africa's Michael Dodd shares insight on navigating the variety and complexity of SA Income Funds amid expectations of interest rates falling. Jack Hammer's Africa…

9 Jan 2024 12AM 22 min

[TOP STORY] SA beef industry looks forward to 2024 with new export markets

‘Keep the belt tight; let's manage through this one,’ says Beefmaster Group supply chain executive Roelie van Reenen after a tough 2023.

8 Jan 2024 2AM 6 min

2024 will be the 'year for commodities'

Wayne McCurrie from FNB Wealth and Investments talks the latest US jobs data and takes a look at the potential for commodities in 2024. Roelie van Reenen from Beefmaster Group on the challenges facing the local beef industry in 2024. Fairtree’s Cornelius Zeeman on the trend among local investors to…

8 Jan 2024 12AM 20 min

[TOP STORY] Bear market truths and how tech changes the face of investing

Craig Antonie, CIO at AnBro Capital Investments, discusses whether AI is sort of the next internet, and our digital future.

22 Dec 2023 2AM 10 min

Is there hope for Purple and Renergen?

Jimmy Moyaha is there opportunity for the once favs Purple Group and Renergen? Craig Antonie CIO Anbro Capital Investments on the rise of the magnificent seven and AI into the future

22 Dec 2023 12AM 28 min

[TOP STORY] SA agriculture enjoyed 2023 – except for one sub-sector

The three main problems faced this year were animal diseases, ports and load shedding: Agbiz chief economist Wandile Sihlobo.

21 Dec 2023 3AM 10 min

What can we expect from the Rand in 2024?

Wandile Sihlobo Chief Economist at the Agricultural Business Chamber of South Africa looking back at the agri sector in 2023, some real challenges but overall a decent year with growing employment Matete Thulure head FX execution RMB on the Rand as it’s lost ±12% during a volatile year filled with…

21 Dec 2023 12AM 22 min

[TOP STORY] A year of big losers and big winners

Mia Kriegler of Kruger International reflects on a year with Fang stocks driving markets, Sibanye’s bright side (despite its woes), investing in renewables and a new focus on bonds.

20 Dec 2023 2AM 10 min

How the US has managed no landing so far

Mia Kriegler director at Kruger International on the Sibanye-Stillwater woes and investing into renewable energy Dr Adrian Saville Gibbs Business School when do we start to see rate cuts and is the world ready to start paying for debt?

20 Dec 2023 12AM 20 min

MoneywebNow -Top Story 19 Dec 2023

Guest: Waldo Marcus, Industry Principal at TPN Credit Bureau

19 Dec 2023 2AM 9 min

A better year ahead for consumers and consumer stocks

Chantal Marc head of research FNB Wealth & Investments on consumer stocks as we head into 2024 with lower inflation and reducing rates Waldo Marcus, Industry Principal at TPN Credit Bureau as rental vacancies continue downwards but some pressure in the low and high end units

19 Dec 2023 12AM 21 min

[TOP STORY] Looking back at the astounding year of ETFs

‘We do now have more exchange-traded products than companies that you can feasibly invest in on the JSE’: Nerina Visser – etfSA.

18 Dec 2023 2AM 11 min

End of an era as global rates normalise to higher levels

Nick Kunze Sanlam Private Wealth on a roller coaster of a year with some big losers but also decent winners on the local exchange Nerina Visser director ETFsa reviewing a huge year in local ETFs, the rise of AMCs and the 10X buyout of CoreShares

18 Dec 2023 12AM 24 min

[TOP STORY] Predicting valuation is hard; predicting the future much harder

For us whether rates come down tomorrow or interest rates are cut in June is a second-order consideration: Sandile Malinga – CIO of Multi-Asset at M&G Investments.

14 Dec 2023 2AM 5 min

Thungela update: ‘More positives than negatives’

Alex Duys from Umthombo Wealth on the Thungela update as production and sales are within guidance, but Transnet remains a worry Sandile Malinga from M&G Investments offers insights into the process of multi-asset funds and their selection process. ACTOM's Casbah Zwane on Eskom's development plan and its ability to create…

13 Dec 2023 11PM 19 min

[TOP STORY] Your December salary needs to last some 41 instead 30 days

Tshego Bokaba from Momentum Metropolitan shares tips on how to avoid those dreaded ‘Januworry’ blues when new-year expenses rear their ugly heads.

13 Dec 2023 2AM 5 min

'We’re cautious on commodities into 2024'

Reko Nare from Anchor Capital on where he sees value in the local market heading into 2024. Momentum Metropolitan's Tshego Bokaba talks Januworry … with five weekends in December and an early salary for many, how do we avoid it? Alex Forsyth-Thompson from Float on the growth and risks with…

13 Dec 2023 12AM 21 min

[TOP STORY] Google’s Gemini puts it in the game vs ChatGPT

But ‘it goes up against their primary source of revenue, which is Search’ – Viv Govender from Rand Swiss.

12 Dec 2023 2AM 7 min