MoneywebNOW

'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

Investing in the world's largest uranium mine

FNB's Wayne McCurrie on the Itatile update and Spar's appointment of an IT expert to the board after the SAP rollout disaster. Viv Govender from Rand Swiss on the launch of Google Gemini, their response to ChatGPT (with a launch video they admit was faked). Varshan Maharaj of the Allan…

12 Dec 2023 12AM 21 min

[TOP STORY] Equity-like returns without the equity-type risk

‘Fixed income is suddenly a place where there is more risk than a lot of people have become used to within the developed world’: Albert Botha – Ashburton Investments.

11 Dec 2023 2AM 6 min

Absa update falls short

Sanlam's Nick Kunze on the US jobs data … what’s it telling us about rates in 2024? Gavin Reubenson from Paycorp talks SA crypto users and turning your bitcoin into fiat at an ATM. Albert Botha from Ashburton Investments talks about the wild ride in fixed income over the last…

11 Dec 2023 12AM 20 min

[TOP STORY] Banks find promise in index-based farming insurance

Climate change is having a severe impact on the sustainability of food production on the African continent: Zhann Meyer – Nedbank CIB.

8 Dec 2023 2AM 7 min

Is BAT still a defensive stock?

Independent analyst Jimmy Moyaha on Spur's small Doppio Group acquisition and British American Tobacco sees £25 billion go up in smoke via write-downs. Is it really a defensive stock? Nedbank CIB's Zhann Meyer on COP28 and how farmers can be assisted in the fight against climate change. Simon's thoughts on…

8 Dec 2023 12AM 20 min

[TOP STORY] Afrimat Q3 Construction Index highest since Q4 of 2016

Dr Roelof Botha considers the interest rate increases ‘unwarranted’ as a result of the Reserve Bank’s emphasis on the inflation expectation survey.

7 Dec 2023 3AM 5 min

Rand weakness is from own goals

Matete Thulare from RMB talks SA's local currency. The dollar is down, EMs currencies are strengthening, yet the rand is weakening. Why? Dr Roelof Botha on the Afrimat Construction Index … have the green shoots of previous updates continued to grow? Careen McKinon from ooba Home Loans on some options…

7 Dec 2023 12AM 19 min

[TOP STORY] Is Q3 GDP a harbinger of a technical recession?

Old Mutual Group chief economist Johann Els takes heart from what he has termed ‘privatisation by stealth’.

6 Dec 2023 2AM 6 min

2023: Maybe not as bad as it feels

Reko Nare from Anchor Capital on where he’s looking for value on the JSE into 2024. Keith McLachlan Integral Asset Management on Transaction Capital results as they shift strategy. Old Mutual’s Johann Els on negative Q3 GDP data, are we on track for a technical recession?

6 Dec 2023 12AM 20 min

[TOP STORY] Capital Appreciation interims show strong growth in annuity income

The products and services that the group provides are all mission-critical, not only for current but for future trading activity, explains CFO Alan Solomon.

5 Dec 2023 2AM 7 min

Gold is a recession hedge heading into 2024

Petri Redelinghuys from Herenya Capital Advisors on what’s driving gold higher and his preferred gold miner. Alan Solomon of Capital Appreciation on results that saw strong growth in annuity income. Bianca Botes from Citadel Global on managing commodity and currency volatility risks in the agri sector.

5 Dec 2023 12AM 20 min

[TOP STORY] The legal and tax implications of virtual emigration

Brandon Naidoo from Liberty Group looks into the growing trend of earning across borders, but from home.

4 Dec 2023 2AM 5 min

Gold hits record highs: Top miner picks for max returns

Chantal Marx from FNB Wealth and Investments on Tiger Brands's results as volumes slip marginally, and a look at her preferred gold stock. Liberty's Brandon Naidoo unpacks virtual emigration and the legal and tax implications. Mario Fisher  from Old Mutual Investment Group on the quantitative approach they use for offshore…

4 Dec 2023 12AM 19 min

[TOP STORY] Purple Group sees trading volumes much lower than a year ago

CEO Charles Savage considers the past year worse than 2008/9, when ‘the solution was swift and almost immediate’.

1 Dec 2023 2AM 10 min

Lewis gross profit margins are outstanding

Independent analyst Jimmy Moyaha on Spar's poor results and Lewis's strong results as it continues to buy back shares. Charles Savage, CEO of Purple Group, talks results as it swings into a full-year loss. Simon offers his thoughts on the Mauritian economy.

1 Dec 2023 12AM 21 min

[TOP STORY] Exploring the success factors of a rule-based investment fund

The fund’s performance is in the top half or better of fund performances 95% of the time on a rolling three-year basis: CIO Kingsley Williams.

30 Nov 2023 1AM 7 min

Declining rates a win for business profits

Faheema Adia from Momentum Securities on Pepkor results as volumes and Heps dropped. Satrix's Kingsley Williams talks a rules-based fund delivering superior returns. Michele Santangelo from Independent Securities talks about bonds … with interest rates set to decrease next year, is there still opportunity here?

30 Nov 2023 12AM 20 min

[TOP STORY] Specialisation in blockchains is occurring

Tokenisation takes a big asset and breaks it down into smaller, more consumable pieces – Mesh.trade CEO and co-founder Connie Bloem.

29 Nov 2023 1AM 6 min