MoneywebNOW

What caused this week's UK pound and bond collapse?

RMB's Matete Thulare unpacks Capitec's results as the stock gets sold off. Mohammed Nalla of MagicMarkets on the European energy crisis as they head into winter. Simon offers his thoughts on the GBP and the UK's 30 year bond collapse this past week.

30 Sep 2022 1AM 21 min

[TOP STORY] SA employment still some 5% below pre-pandemic levels

‘We seem to have the belief that university education is the panacea and it's not; it's about further education in the right area’: Lullu Krugel – PwC SA chief economist.

29 Sep 2022 5AM 5 min

Is Avis a viable listing?

Independent analyst Jimmy Moyaha talks Barloworld's trading update and the potential Avis listing. PwC's Lullu Krugel on the desperate need to build skills locally to increase employability and staff retention. Keith Lockwood, independent economist unpacks the Altron FinTech Short-term Credit Impact Index for Q2 2022.

29 Sep 2022 1AM 20 min

[TOP STORY] How trade credit insurance has come through three ‘wild’ years

It's amazing to see companies’ resilient workarounds for some wins that maybe people [in] foreign markets would find insurmountable obstacles. South Africans are remarkably innovative and inventive: Credit Guarantee CEO Charles Nortje.

28 Sep 2022 3AM 6 min

Remgro reports strong results as it unbundles Grindrod

FNB's Thabiso Mamathuba talks Remgro's results, do holding companies still have a place on the JSE? Charles Nortje of Credit Guarantee on global and local trends in trade insurance. Sthembiso Zwane of GoGetta on crowdfunding equity investments in Africa.

28 Sep 2022 1AM 20 min

[TOP STORY] ‘Commodity’ boom not necessarily a boon for African countries

A dollar shortage is evident across countries within Africa such as Nigeria, Kenya and Ghana, and dollar debt-servicing has become problematic –Thalia Petousis at Allan Gray.

27 Sep 2022 3AM 7 min

Richemont’s YNAP deal good for its core business

Herenya Capital Advisors's Petri Redelinghuys talks Tiger Brands as its trading update sends it share rocketing higher. Tasneem Samodien from Old Mutual on Richemont and its online strategy as it merges Net-A-Porter with Farfetch. Allan Gray's Thalia Petousis talks the commodity boom in Africa.

27 Sep 2022 1AM 20 min

[TOP STORY] Insights into the Old Mutual Bula Tsela B-BBEE deal

‘We can't really say up front the value of Bula Tsela, because the price at which it buys the Old Mutual shares is not known yet’: Craig Gradidge – Gradidge-Mahura Investments.

26 Sep 2022 3AM 6 min

Outsurance has great growth potential in Australia

Kruger International's Mia Kruger talks Friday's selloff that saw the JSE at new lows for the year. OUTsurance CEO Marthinus Visser on the insurer's listing process and growth prospects in Australia. Craig Gradidge from Gradidge Mahura talks Old Mutual's Bula Tsela BEE scheme details and value.

26 Sep 2022 1AM 23 min

[TOP STORY] Selling music collections is gathering steam and investible

Royalty streams have grown at a higher than market rate and the discovery of new (and old) songs has changed with the penetration of streaming: Keith McLachlan – Integral Asset Management.

23 Sep 2022 1AM 8 min

Sarb likely to continue raising rates into next year

Wayne McCurrie on rate increases in the UK and SA, and Blue Label's recapitalising of Cell C. Keith McLachlan from Integral Asset Management on investing in music via song catalogues. Simon gives thoughts on dividends, the good, the bad and the ... tax.

23 Sep 2022 12AM 20 min

[TOP STORY] WBHO halts financial assistance to Australian unit

The share at R76 looks extremely attractive. If you strip out Australia, it's trading on five times earnings, and the order book looks extremely strong: Lonwabo Maqubela – Perpetua Investment Managers.

22 Sep 2022 2AM 3 min

Fed sees another 1.25% rate increase this year

Lonwabo Maqubela of Perpetua Investment Managers talks WBHO as it quits Australia. Are there any investable construction stocks left on the JSE? Tertia Jacobs Treasury Economist at Investec on the Fed's interest rate decision and the upcoming Sarb decision. Why the Sarb has to keep an eye on what the…

22 Sep 2022 12AM 19 min

[TOP STORY] Top-quality businesses the ones to stay invested in

Deryck Janse van Rensburg at Anchor Capital notes that in a tough and unsure 2022 holding on to high levels of cash is critical.

21 Sep 2022 1AM 4 min

Manufacturing doing its best in the face of load shedding

Anchor's Deryck Janse van Rensburg explains where he's finding value in the current market. Absa's Justin Schmidt on the impact of Stage 6 on manufacturing and if the industry has any Eskom alternatives. Carel Kleynhans from Divercity Urban Property Fund talks purpose built investment assets.

21 Sep 2022 12AM 20 min

[TOP STORY] Adobe perhaps an investment opportunity despite ‘overpaying’ for Fig

Gary Booysen at Rand Swiss notes that the market may be overreacting to a very expensive deal, but considers ‘it's probably worth having a nibble’.

20 Sep 2022 1AM 5 min

Rand seen strengthening into year end

Rand Swiss's Gary Booysen on value in SaaS company Adobe after it fell over 20% on the news of the Figma buyout. Matete Thulare from RMB talks targets for the rand against USD and euro into the end of the year. Herenya Capital Advisors's Petri Redelinghuys on Brent oil as…

20 Sep 2022 12AM 19 min

[TOP STORY] How we rate our financial advisors

‘Don’t be scared to evaluate more than one advisor. Do the interviews, get the recommendations, get the referrals and find the right fit. That’s so important’: Gavin Lewin – Right Ideas Group.

19 Sep 2022 2AM 5 min

Tough week of interest rate decisions ahead

Sanlam's Nick Kunze on the FedEx profit warning that spooked the market as it points to a recession. A look at the impact of Stage 6 on the rand. Reza Hendrickse from PPS talks portfolio construction from a multi-manager perspective. Gavin Lewin from Rich Ideas on how we rate our…

19 Sep 2022 1AM 18 min

[TOP STORY] Looking at the recent Ethereum network upgrade

It's ‘almost like changing the engine of a car while driving it’, explains Luno GM Marius Reitz.

16 Sep 2022 3AM 9 min