MoneywebNOW

[TOP STORY] Life today is more about experience than owning things

‘Subscription is becoming far more accepted as a way of consuming things’: Teljoy group CEO Jonathan Hurvitz.

19 Aug 2022 2AM 8 min

Strong Exxaro results preferred over Thungela

Mia Kruger on Exxaro and Curro results.Jonathan Hurvitz group CEO Teljoy on the importance of brands and the shift to access over ownership. Simon thoughts on the Nasdaq is now in a bull market.

19 Aug 2022 1AM 19 min

[TOP STORY] Tencent Q2 results ‘not a train smash’

Schalk Louw from PSG Old Oak still believes Tencent is a company struggling at great multiples. Its revenue decline now seems under control.

18 Aug 2022 2AM 6 min

Residential property has a structural shortage underpinning demand

Faheema Adia from Momentum Securities unpacks the Truworths and Aspen updates. Nic Watchorn of Transcend Reit talks results and the state of the residential property market. PSG Old Oak's Schalk Louw on Tencent results as it reports a first-ever revenue decline.

18 Aug 2022 1AM 20 min

[TOP STORY] Consumers squeezed even more in Q2, and Q3 promises no relief

Access to borrowing from family or friends dissipates as families and friends also come under financial pressure: Momentum economist Johann van Tonder.

17 Aug 2022 2AM 5 min

Looking for out-sized returns? EMs are where its at

RMB's Matete Thulare unpacks BHP Group results: is this the peak of mining profits? Bryan Turner from SPEAR Capital on EMs being a misunderstood investment destination. Johann van Tonder from Momentum talks the state of local consumer finances ... it's not good.

17 Aug 2022 1AM 20 min

[TOP STORY] Caxton vs Mpact: The wheels grind slowly

The Competition Commission decided against Caxton’s Rule 28 merger application, based on ‘secret information and a secret case’ put forward by Mpact

16 Aug 2022 3AM 9 min

Keen to invest in Asia? Check out this new ETF

Petri Redelinghuys from Herenya Capital Advisors talks Brent oil and the rand. Johann Erasmus of 1nvest on their new Asia ETF and SRI vs ESG. Paul Jenkins, non-exec chair of Caxton, on their battle with Mpact.

16 Aug 2022 1AM 23 min

[TOP STORY] Finding direction when looking at shares

Keith McLachlan of Integral Asset Management shares his method of screening the vast universe of investible stocks to select a few worth looking at.

15 Aug 2022 3AM 7 min

Mondi gets a great deal in Russian exit

Alex Duys from Umthombo Wealth on Mondi exiting Russia and Spar's Poland update. Keith McLachlan from Integral Asset Management on how to filter down the global share universe to a few stocks worth researching. Momentum's Therese Grobler unpacks the Asisa data that shows South African investors moving towards higher risk…

15 Aug 2022 1AM 19 min

[TOP STORY] Inflation’s impact on markets in the rest of Africa

‘There are always plenty of good-quality companies with solid fundamentals, especially in the Africa universe’: Rami Hajjar – Allan Gray.

12 Aug 2022 3AM 8 min

Updates show consumers moving from DIY to experiences

Absa Asset Management portfolio manager Carmen Mpelwane on MTN results and an improved Bidcorp trading update. Rami Hajjar, fund manager of Allan Gray Africa ex-SA Equity Fund, on challenges and opportunities in Africa and EMs. Simon Brown's thoughts on the long road to lower inflation.

12 Aug 2022 1AM 19 min

[TOP STORY] Agri prices reducing but challenges remain

Wandile Sihlobo of Agbiz considers the agriculture picture somewhat improved, especially if current challenges can be resolved within the next couple of weeks.

11 Aug 2022 7AM 7 min

Rising rates benefits Nedbank profits

Lonwabo Maqubela of Perpetua Investment Managers on Nedbank results and US July inflation at 8.5%.Wandile Sihlobo chief economist of the Agricultural Business Chamber of SA on grain exports out of Ukraine and falling local agri prices.Absa head of global markets Anthony Kirui on innovation as the key in the search…

11 Aug 2022 1AM 21 min

[TOP STORY] Mpact interims affected by global supply-chain constraints

‘The are many areas in South Africa where we can invest and expect to see robust growth, despite the current economic circumstances’: CEO Bruce Strong.

10 Aug 2022 2AM 6 min

US jobs growth belies recession talk

Nick Kunze of Sanlam Private Wealth on another knock-out US jobs data release and brent oil under pressure. Mpact CEO Bruce Strong on results, as containerboard and cartonboard boost profits. Steven Beattie Tuition's founder on shareholder rights.

10 Aug 2022 1AM 19 min

[TOP STORY] Musings on Pelosi’s trip to Taiwan, the Russia/Ukraine situation

‘The Chinese are experiencing a really drastic upheaval in their real estate/lending sector. That I think might be a good way to distract from these internal conflicts that are much harder to solve’: Viv Govender of Rand Swiss.

8 Aug 2022 3AM 10 min

Pelosi's Taiwan visit adds to US/China tensions, but invasion unlikely

Viv Govender of Rand Swiss on geopolitical concerns in both Taiwan & Ukraine as markets seem unconcerned and an update on the Tesla valuation. Andrew Davison of Old Mutual Corporate Consultants compares active vs passive so far in 2022, and more importantly, how to pick fund managers that deliver consistent…

8 Aug 2022 12AM 21 min

[TOP STORY] Thungela lesson: How to spot a mispriced share

Peregrine Capital tries to find companies that are most mispriced, where you will get the most for what you pay: CEO Jacques Conradie.

5 Aug 2022 3AM 8 min

Strong Mondi results but forward guidance worries market

FNB's Thabiso Mamathuba unpacks the Sasol update, Mondi's results and the Mediclinic buyout offer. Jacques Conradie from Peregrine Capital on finding winners where the market isn’t looking for superior returns. Simon offers his thoughts on the base effect on results as the local earnings session kicks off.

5 Aug 2022 1AM 20 min