MoneywebNOW

Telcos being squeezed on all sides

Lonwabo Maqubela from Perpetua Investment Managers talks MTN and Vodacom. Any value here? Sanisha Packirisamy from Momentum Investments reviews the MTBPS. Charles Savage of Purple Group defends the controversial R25 monthly fee for Thrive programme

2 Nov 2023 1AM 29 min

[TOP STORY] SA bonds more compelling than equities on a relative asset basis

Cash at most points in the cycle is not an especially compelling opportunity – on a standalone basis: Sean Neethling, Morningstar SA.

1 Nov 2023 2AM 5 min

Central Banks continue their gold buying spree

Alex Duys from Umthombo Wealth on Anheuser-Busch InBev results that saw revenues higher as volumes fell and Woolies buys Absolute Pets. Sean Neethling from Morningstar South Africa on the merits of cash as an asset class. Krishan Gopaul from the World Gold Council on their third-quarter report that saw continued…

1 Nov 2023 1AM 20 min

[TOP STORY] Chinese stimulus is coming as the real estate sector is being de-leveraged

After a recent visit, Faisal Rafi of RisCura reflects on aspects of the global giant’s economic recovery.

31 Oct 2023 2AM 5 min

Clicks still looks cheap

FNB's Chantal Marx FNB on Adcorp results as margins get squeezed. Faisal Rafi from RisCura offers economic insights from his recent trip to China. Manie Van Schalkwyk from the Southern African Fraud Prevention Service on avoiding tax-related scams now that returns have been submitted.

31 Oct 2023 12AM 19 min

[TOP STORY] Improving the profitability and performance of banks

According to a recent Bankscope report, South African banks are globally fairly weak on profitability – Kwaku Debrah at African Financial Services Practice of Partners in Performance.

30 Oct 2023 2AM 7 min

Fed set to continue rate pause

Sanlam's Nick Kunze on gold and his preferred gold stock as the yellow metal looks set for its highest monthly close ever. Luigi Marinus from PPS Investments on economic prospects as we head into the final two months of the year. Kwaku Debrah from Partners in Performance talks local banks…

30 Oct 2023 1AM 20 min

[TOP STORY] Afrimat interims include two ‘really exciting’ reports

First-half highlights include efficiency improvement in the construction materials business, and domestic sales of iron ore compensating for a weaker dollar and the reduction in volumes.

27 Oct 2023 3AM 6 min

Markets weak as gold approaches all-time highs

Petri Redelinghuys from Herenya Capital Advisors on the charts for US and local indices looking weak … should we be worried? Andries van Heerden from Afrimat unpacks the company's results as it more than doubled profits during the period. Simon offers his thoughts on the Microsoft vs Alphabet results.

27 Oct 2023 1AM 19 min

[TOP STORY] Companies Amendment Bill aims to improve employee remuneration gap disclosure

Nicola Malan from Malan Scholes Attorneys throws light on concerns regarding possible unintended consequences.

26 Oct 2023 2AM 6 min

Corporates semigrating to Cape Town boosting office demand

Wayne McCurrie from FNB Wealth & Investments on the DRD and Life Healthcare updates and results from Bytes Technology. Quintin Rossi from Spear Reit on results as they’re seeing corporates semigrating to Cape Town, boosting office demand. Nicola Malan from Malan Scholes Attorneys on the proposed new remuneration rules as…

26 Oct 2023 1AM 20 min

[TOP STORY] ODP licensing is around consumer protection

FSP brokers making derivative pricing – be it CFDs or options – need a licence, and the FSCA is going to pursue those unlicensed: Finalto MD Solomon Gounden.

25 Oct 2023 2AM 5 min

Here comes Black Friday ... ready or not

Independent analyst Jimmy Moyaha on Famous Brands's results with revenue up and Heps down. Nikki Quinn from GfK, an NIQ company, on the potential risks and rewards for retailers and customers this Black Friday. The FSCA is reporting increased irregularities … Solomon Gounden from Finalto asks 'Is your broker compliant?'.

25 Oct 2023 1AM 21 min

[TOP STORY] Regulatory uncertainty impedes long-range investment

The role of capital markets is not to revive economic growth or improve investment sentiment: Olga Constantatos – Futuregrowth Asset Management.

24 Oct 2023 2AM 6 min

Sasol extremely cheap … but risks abound

Keiran Witthuhn from Anchor talks Sasol as load shedding, inflation and volatility continue to trouble the business. Citadel's Maarten Ackerman on next week's MTBPS and the tough choices facing the finance minister. Olga Constantatos from Futuregrowth Asset Management on the importance, impact and shortfall of capital markets locally.

24 Oct 2023 1AM 21 min

[TOP STORY] Two-pot retirement system not ready for March deadline

The two-pot system could be quite an elegant solution. One of the biggest challenges for many people is to leave the money in their pension fund untouched: Richard Carter – Allan Gray.

23 Oct 2023 2AM 6 min

Investment winners: Stocks benefiting from higher-for-longer inflation

FNB's Chantal Marx on another sudden CEO resignation … this time at Tiger Brands. Kyle Wales from Flagship Asset Management on stocks and sectors that do well in a higher-for-longer inflation environment. Richard Carter from Allan Gray talks challenges and opportunities within SA’s retirement fund system.

23 Oct 2023 1AM 19 min

[TOP STORY] Airbnb’s impact on the SA economy

‘South Africans are using Airbnb as a more accessible, more affordable option to travel, and using it to explore the nooks and crannies of our country’: Velma Corcoran, regional lead Middle East Africa at Airbnb.

20 Oct 2023 2AM 7 min

Rising risks increasing rand volatility … again

RMB's Matete Thulare on whether the rand is being more volatile than usual albeit within a wide range. And how much attention does he pay to director dealings?Velma Corcoran from Airbnb on the economic impact of the property-sharing platform. Simon offers his thoughts on the Renergen saga.

20 Oct 2023 1AM 20 min

[TOP STORY] Quant investing and its implementation

Momentum Investments CIO Mike Adsetts sketches the types and styles of this quantitative approach.

19 Oct 2023 2AM 6 min