MoneywebNOW

[TOP STORY] What's hindering China's economic growth?

If China doesn't have any growth ‘that really will impact our exporters, especially our commodity exporters, in terms of their being able to sell stuff into China’ – Ndivhuho Netshitenzhe from Stanlib.

24 Oct 4AM 6 min

Famous Brands or Spur for your portfolio?

Chantal Marx from FNB Wealth & Investments discusses Famous Brands’s modest revenue growth, emphasising their focus on cost control. STANLIB’s Ndivhuho Netshitenzhe highlights key economic challenges China is facing. Meanwhile, Debra Slabber from Morningstar SA shares a fresh perspective on South African equities.

24 Oct 12AM 20 min

[TOP STORY] The role and impact of alternative investing

‘We see ourselves as a business that wants to help build the African continent and make a sustainable difference in those economies in which we operate’ – Steven Rosenberg, CEO of Sanlam Alternative Investments.

23 Oct 2AM 7 min

Sasol still struggling

Matete Thulare from RMB delves into the market's negative response to Sasol's latest production update. Steven Rosenberg, CEO of Sanlam Alternative Investments, will explain the role and impact of alternative investing. Fareeya Adam, CEO of Structured Products and Annuities at Momentum Wealth, will highlight key factors to consider before purchasing an annuity.

23 Oct 1AM 20 min

[TOP STORY] Unlocking alpha: The power of knowing your investment universe

Charl de Villiers from Ashburton Investments believes the big, exciting wins in life come from doing the basics boringly and well.

22 Oct 3AM 6 min

Semiconductor showdown: Mixed signals in industry outlook

Kieran Witthuhn will examine TSMC and ASML's recent results and explore their contrasting outlooks — TSMC’s cautious forecast versus ASML’s optimistic long-term view. Charl de Villiers from Ashburton Investments discusses how mastering your investment universe can help generate alpha. Rex Cowley from Overseas Trust & Pension offers insights on navigating…

22 Oct 1AM 20 min

[TOP STORY] What to expect from the MTBPS: Growth targets, debt, and wage bill challenges

Citadel's Maarten Ackerman looks ahead to next week's mini budget.

21 Oct 2AM 5 min

Standard Bank update confirms bull market

Nick Kunze Sanlam Private Wealth, Standard Bank and Pick n Pay trading update Maarten Ackerman Chief Economist Citadel a look ahead to next weeks mid term budget policy statement Christo de Wit South African country manager Luno on understanding crypto and tax

21 Oct 1AM 18 min

[TOP STORY] Redefine finance chief Ntobeko Nyawo on its R27bn debt restructure

The property group's CFO elaborates and explains that the evergreen funding arrangement has no termination date.

18 Oct 3AM 7 min

Company updates: The good, the fair and the ugly

Schalk Louw from PSG Old Oak discusses the latest updates from Premier Group, Mondi, and ArcelorMittal SA – the good, the poor, and the ugly. Redefine CFO Ntobeko Nyawo on restructuring R27.7 billion in debt into an evergreen funding model. Simon's take on staying the course: Buffett sold down his…

18 Oct 12AM 20 min

[TOP STORY] Will new-vehicle purchases recover after 100 years of SA production?

Marcia Mayaba from Auto SA at TransUnion talks sales and loan data, noting a shift toward used vehicles.

17 Oct 5AM 7 min

Strong inflows for Quilter boosts profits

Chantal Marx from FNB Wealth and Investments discusses Quilter's strong trading update. Marcia Mayaba from Auto SA at TransUnion talks about sales and loan data, noting a shift toward used vehicle purchases. Zak Calisto, CEO of Karooooo, comments on their strong quarter and upgraded guidance.

17 Oct 12AM 19 min

[TOP STORY] 'High interest rates are draining SA households and stifling economic growth'

‘Anybody who thinks that our short-term interest rates are going to entice people to invest in fixed deposits in our banking system must be out of their mind’, reckons ‘Sunshine’ economist Roelof Botha.

16 Oct 3AM 7 min

Why Bytes Technology is now offering opportunity

Faheema Adia from Momentum Securities discusses Bytes Technology's results, with revenue down but operating profits and margins up. Herschel Jawitz, CEO of Jawitz Properties, addresses the housing market and advice for overdue bondholders. Dr Roelof Botha presents the Q2 2024 results of the Altron Fintech Household Resilience Index.

16 Oct 1AM 20 min

[TOP STORY] Reits have had a ‘really good 12 months’

Old Mutual Property Fund manager Evan Robins says South Africa is seeing inflation growth from the sector, certainly in terms of net rental income.

15 Oct 2AM 6 min

The JSE's newest sector: Motor vehicles

Independent analyst Carmen Mpelwane discusses the growth of South Africa's listed motor vehicle sector, expanding from one pure play to four. Wikus Lategan, CEO of Calgro M3, reflects on results showing revenue decline but Heps growth. Evan Robins, Old Mutual Property Fund Manager, comments on the local Reit sector, which…

15 Oct 1AM 20 min

[TOP STORY] What stage of wealth creation and wealth preservation are you at?

Grant Alexander from Private Client Holdings explains the distinction between the two and reminds us that we need to plan for a longer retirement period than we would have 20 years ago.

14 Oct 3AM 8 min

US earnings season kicks off with strong bank results

Nick Kunze from Sanlam Private Wealth discusses US bank earnings and Equites Property Fund's results. Grant Alexander from Private Client Holdings explains the distinction between wealth creation and wealth preservation. Santho Mohapeloa from Allianz Commercial highlights the growing cost of cybercrime in South Africa.

14 Oct 1AM 20 min

[TOP STORY] Factors affecting rand strength in the next couple of months

Bianca Botes from Citadel Global looks at the possible impact of the US elections, China’s stimulus package, US inflation and interest rates, and SA’s Mid Term Budget Policy Statement on our currency.

11 Oct 3AM 6 min

Simon's take: Why renting a home is better than buying

Alex Duys from Umthombo Wealth discusses Tharisa's strong production update. Bianca Botes from Citadel Global weighs in on the rand’s strong performance against the US dollar in 2024 and the risks it faces. Simon shares his views on why he prefers renting over home ownership.

11 Oct 1AM 21 min