MoneywebNOW

[TOP STORY] A peek into the crystal ball regarding the US elections

Democrat and Republican policies differ significantly on tax, import tariffs, legal issues and big tech.

26 Jul 3AM 7 min

British American Tobacco results surprise to the upside

FNB's Wayne McCurrie discusses results from Anglo American and British American Tobacco. Joe Klopper from Independent Securities analyses market impacts of a Democratic or GOP win in November and offers stock picks. Simon shares insights on using net asset value to evaluate banks and Reits.

26 Jul 1AM 20 min

[TOP STORY] The unique features of multi-asset income funds

Stanlib's Sylvester Kobo explains that these funds within the fixed-income space give the fund manager flexibility to ‘really shift asset allocation’ based on prevailing market conditions.

25 Jul 2AM 5 min

Balwin pivots to rental model as sales struggle

Odwa Magwentshu from Trive South Africa discusses Balwin's shift to a rental model alongside their sales model and provides an update on Vodacom. Stanlib's Sylvester Kobo explains multi-asset income funds and their unique features. Benay Sager from DebtBusters shares insights from their 3rd annual money stress survey, highlighting that women…

25 Jul 1AM 20 min

[TOP STORY] Where there's disaster there's often opportunity

Peregrine Capital CEO Jacques Conradie thinks ‘there's quite a bit of opportunity still in the SA small and mid-cap space, which has been unloved for quite a long period of time’.

24 Jul 3AM 7 min

Kumba echoes Sasol; sees Transnet improvements

Independent analyst Jimmy Moyaha discusses the Kumba Iron Ore results and its significant dividend payout. Jacques Conradie, CEO of Peregrine Capital, explains how they are positioned to benefit from the long-term rally in the global natural resources sector. Lebo Thubisi, deputy CIO of Alexforbes Investments, introduces the launch of the…

24 Jul 1AM 22 min

[TOP STORY] Sasol's stabilising strides

The 2024 average for the full year versus 2023 on something like mining productivity looks a bit flat. But at the fourth quarter it's particularly strong ... This is a sign of healthy progress: Meryl Pick – OMIG head of equity research.

23 Jul 2AM 6 min

Mr Price update shows continued momentum

Chantal Marx from FNB discusses the South32 update, which is mostly positive aside from the Worsley Alumina news. Meryl Pick of Old Mutual Investment Group breaks down the largely positive Sasol production update. Richard Carter from Allan Gray comments on the new Pension Funds Amendment Act that has been signed…

23 Jul 1AM 19 min

[TOP STORY] Karooooo results for quarter ending March

Karooooo CEO Zak Calisto says, ‘With what we deliver in our platform today, it really is a no-brainer that every single company in South Africa should be on our platform’ in terms of assisting customers to build and digitalise their businesses.

22 Jul 3AM 7 min

Do discounted holding companies offer value?

Nick Kunze from Sanlam Private Wealth discusses the potential opportunities in holding companies with substantial discounts to NAV, such as Reinet Investments, and shares his strategy if faced with a disaster scenario like Crowdstrike. Zak Calisto, CEO of Karooooo, comments on the implications of the Crowdstrike outage and highlights his…

22 Jul 1AM 21 min

[TOP STORY] AI the megatrend in the world right now

Meryl Pick from Old Mutual Investment Group discusses how JSE investors can tap into the forces of artificial intelligence and inflation.

19 Jul 3AM 8 min

Will Anglo's restructuring go ahead?

Alex Duys from Umthombo Wealth analyses production reports from Anglo, Kumba, and Anglo Platinum. Meryl Pick from Old Mutual Investment Group discusses how JSE investors can tap into the megatrends of AI and inflation. Simon explains bond pricing: as price goes up, yield goes down.

19 Jul 12AM 20 min

[TOP STORY] The uniqueness of Disney, the ‘happiness machine’

Allan Gray's Siphesihle Zwane discusses the investment case for the iconic business while its board considers the succession plan for CEO Bob Iger.

18 Jul 3AM 6 min

Chinese slump sparks varied commodity shifts

Lonwabo Maqubela of Perpetua Investment Managers on commodities and what he’s seeing year to date. Allan Gray's Siphesihle Zwane discusses the investment case for Disney and Bob Iger's successor. Kashmeera Kanji from Discovery Life explains how a cover option that pays out in US dollars can benefit South Africans.

18 Jul 1AM 21 min

[TOP STORY] Chrome demand suddenly a big story

‘South Africa has about 70% of world chrome reserves. With our neighbour Zimbabwe, we've got another big chunk,’ points out Integral Asset Management’s Bruce Williamson.

17 Jul 2AM 5 min

China housing crisis hurts Richemont

Independent analyst Jimmy Moyaha discusses Richemont's update, noting it as solid yet not spectacular, raising questions about pressure on the wealthy. Bruce Williamson of Integral Asset Management examines chrome demand and identifies the best-positioned PGM miner. Hannah de Nobrega of Prescient Investment Management anticipates the MPC rate announcement on Thursday.

17 Jul 12AM 20 min

[TOP STORY] Unlocking hidden potential: The boom in private equity and alternative investments

‘When it comes to private equity ... we take a look at where we can actually add value on top of the cash’: Frikkie van Loggerenberg – CEO, IFSA Private Equity.

16 Jul 2AM 6 min

Building profits: Hidden gems in the local construction industry

In light of Murry and Roberts securing a $200 million contract in Latin America Shaun Dendere from Trive Investments questions the value of holding listed construction stocks. Frikkie van Loggerenberg, CEO of IFSA Private Equity, discusses the private equity boom and what to watch out for. André Daniels from Tax…

16 Jul 1AM 20 min

[TOP STORY] Investment trends among Millennials and Gen Z

Digital technology and today’s access to investment information have resulted in those born after 1980 ‘out there and investing, and in many cases signing up at higher rates than older generations’ – Siyabulela Nomoyi from Satrix.

15 Jul 3AM 7 min

AVI still the JSE's top food producer

Independent analyst Carmen Mpelwane comments on the robust AVI update, despite another disappointing performance from I&J. Satrix's Siyabulela Nomoyi discusses investment trends among Millennials and Gen Z. Samukelo Zwane from FNB Wealth shares insights from the 2024 FNB Retirement Insights Survey.

15 Jul 12AM 20 min