MoneywebNOW

SA SpendTrend23 report shows consumer resilience

Schalk Louw from PSG Old Oak talks gold as miners in the US lag the gold price, who’s right? Hylton Kallner, Discovery Bank CEO, on the SpendTrend23 report and what it reveals about our spending habits. Morningstar SA's Michael Kruger discusses Bridge Taxi Finance and the Mi-Plan Fund and the…

8 Apr 1AM 21 min

[TOP STORY] The Alexforbes Manager Watch survey reflects industry transformation

The shift to smaller, more nimble and majority black-owned managers ‘just hasn't happened’: Janina Slawski – head of Investment Consulting.

5 Apr 3AM 8 min

Tesla: Why it's a tech – not an automotive – stock

Viv Govender from Rand Swiss on what oil and gold are telling us … is inflation not over? Janina Slawski from Alexforbes shares insights on what their Retirement Fund Survey for 2024 revealed. Simon's thoughts on the process of unbundling and listing a stock ahead of WeBuyCars's unbundling from Transaction…

5 Apr 12AM 20 min

[TOP STORY] FSCA now issuing crypto asset service provider [CASP] licences

‘In the past...there weren't any checks and balances on any of these companies providing crypto products or crypto services’: Jaltech co-founder Gaurav Nair.

4 Apr 3AM 5 min

WeBuyCars listing: Any value here?

Jimmy Moyaha, an independent analyst, shares insights on Invicta's acquisition of the Nationwide Bearing Company in the UK, and confirmation of the upcoming listing for WeBuyCars scheduled for next Thursday. Gaurav Nair, co-founder of Jaltech, talks about FSCA crypto asset service provider (CASP) licenses, as they are one of the…

4 Apr 12AM 20 min

[TOP STORY] Bell Equipment results: 2023 revenue up 23%

Port and shipping issues have forced the company to increase inventories significantly and grow manufacturing capacity in the northern hemisphere: CEO Ashley Bell.

3 Apr 2AM 5 min

Gold Fields’s new low-cost mine finally up and running

Alex Duys of Umthombo Wealth analyses the long-awaited Gold Fields mine, emphasising its low cost and 13-year development journey. Ashley Bell, CEO of Bell Equipment, discusses the latest financial results, highlighting significant increases in inventories and receivables. Quintin Rossi, CEO of Spear Reit, shares insights into their recent acquisition of…

3 Apr 1AM 21 min

[TOP STORY] We urgently need to understand the new world of work

A dramatic, quick-changing momentum is happening in what we call fit-for-purpose skills – Salesforce program manager Ursula Fear.

2 Apr 2AM 6 min

As energy moves higher, check out these ETFs

Petri Redelinghuys from Herenya Capital Advisors on potential implications of rising Brent crude oil prices on energy/oil stocks and ETFs. Absa CIB's Adam Reeves offers insights on managing portoflio rebalancing without tax implications. Ursula Fear from Salesforce on fostering local talent and AI expertise.

2 Apr 1AM 20 min

[TOP STORY] How stubbornly high interest rates are affecting private credit

Borrowers ‘increasingly turn to direct lenders instead of banks because banks are taking longer to make lending decisions’: Harris Gorre from Grovepoint Investments.

28 Mar 3AM 7 min

Very strong Old Mutual results, but a bank?

Mia Kriegler of Kruger International discusses Old Mutual's robust performance amidst challenging conditions. Harris Gorre from GrovePoint Investment on the booming private credit market. Simon's thoughts on local inflation: is it really dead?

28 Mar 1AM 20 min

[TOP STORY] Master Drilling looks back on a resilient 2023 in tough trading conditions

‘It's been one of those years where you are very glad you diversified into so many different countries and different commodities’ – CFO Andre van Deventer

27 Mar 2AM 7 min

Neither Spar nor EOH investable just yet

Odwa Magwentshu from Trive South Africa on EOH results, is there any value here? André van Deventer, Master Drilling's CFO, offers insights on a resilient set of financials. Mesh.trade's Connie Bloem talks their first listed tokenised private bond issue.

27 Mar 1AM 20 min

Sasria CEO on what keeps him up at night

Mpumi Tyikwe looks back over claims emanating from civil unrest in SA since 1976, riots’ common denominator, and security cluster preparedness for the upcoming general election.

26 Mar 3AM 9 min

AdvTech results show strong leverage effect

Keiran Witthuhn from Anchor Capital talks MTN results as Heps fall over 70% on the back of a much weaker Naira. Roy Douglas, former CEO of AdvTech, on results that saw strong operating leverage and profits. Mpumi Tyikwe, CEO of Sasria, on the risks facing the economy ahead of the…

26 Mar 1AM 24 min

[TOP STORY] SA banks are strong and the results certainly indicate that strength

‘We've certainly seen strong cost management with...the combined cost-to-income ratio’: Francois Prinsloo – PwC.

25 Mar 3AM 6 min

Business is missing a trick with stokvels

Gary Booysen from Rand Swiss talks Discovery's results. Good, but is the stock expensive? PwC's Francois Prinsloo analyses major local bank results … the good and bad. Busisiwe Mahlaba from Ipsos gives insights on SA's massive stokvel sector – is business missing a trick?

25 Mar 1AM 22 min

[TOP STORY] What is an ‘alternative asset’?

One of the key reasons that alternatives have become so popular is that the listed markets are shrinking – Dino Zuccollo of Westbrooke Alternative Asset Management.

22 Mar 3AM 8 min

Is the JSE investable?

Viv Govender of Rand Swiss weighs in on whether the JSE is investable or should the focus rather be offshore. Dino Zuccollo of Westbrooke Alternative Asset Management shares insights on alternative investments and the benefits and risks. Simon's thoughts on Bank of Japan moving rates to zero. Did Abeconomics work?

22 Mar 12AM 19 min

[TOP STORY] The impact of climate change on insurers

OUTsurance CEO Marthinus Visser discusses climate change risks and urbanisation – and some features of cover in Australia and imminently in Ireland.

20 Mar 3AM 7 min