MoneywebNOW

[TOP STORY] Reflections on the markets in Q1 2024

Luigi Marinus of PPS Investments offers perspectives on a delayed Fed rate cut, big tech, outperforming DMs, financials under pressure, bonds’ day in the sun and opportunities in China.

24 Apr 2AM 5 min

Sasol concerns pile up

Kea Molefe from Trive South Africa on the Capitec results the market loved and the Sasol update which it hated. PPS Investments's Luigi Marinus talks trends from the first quarter and whether he expects them to continue in 2024. Dany Mawas, CEO of Finalto South Africa, stresses the necessity of…

24 Apr 1AM 21 min

[TOP STORY] The Chinese slowdown could be a positive

The socialist market economy’s stocks will never reach the valuations you see in US tech stocks: Simon Fillmore – CIO, Independent Securities.

23 Apr 2AM 7 min

ASML: The shovel seller of the AI boom

Anchor's Keiran Witthuhn on US reporting season; Netflix and ASML, the shovel sellers in the AI race. Simon Fillmore from Independent Securities makes the case for Chinese investments. KPMG's Auguste Claude-Nguetsop unpacks their inaugural Southern Africa Banking Survey.

23 Apr 1AM 22 min

[TOP STORY] Can the Sarb cut ahead of the Fed?

The Sarb’s argument has been that our biggest constraint on economic growth is on the supply side, not the demand side: Investment strategist Izak Odendaal from Old Mutual Wealth.

22 Apr 3AM 6 min

Strong results from PSG despite tough market

Carmen Mpelwane, independent analyst, on strong results from PSG Financial Services. Old Mutual Wealth's Izak Odendaal dissects Fed cycles and whether other central banks can cut ahead of them. Bianca Botes from Citadel Global on the changing role of treasury functions.

22 Apr 12AM 20 min

[TOP STORY] What went wrong at Ellies?

In business ‘taking the risk of innovating is not a matter of luxury, it's a matter of survival’. Jon Cherry of Cherryflava discusses the marketing brilliance of Checkers Sixty60 and Elon Musk’s Powerwall batteries.

19 Apr 3AM 7 min

Local telcos are a horror show … but there's still value there

Schalk Louw from PSG Old Oak is asking whether the sharp decline in prices for MTN and Vodacom represents an opportunity or if it's better to avoid them altogether. Jon Cherry of Cherry Flava discusses how Ellies's downfall can be attributed to a branding misstep and emphasises the importance for…

19 Apr 12AM 20 min

[TOP STORY] Bitcoin halving imminent

For South Africans the Bitcoin high reached in March was R1.3 million, largely driven by the ETFs being approved: Luno country manager Christo de Wit.

18 Apr 3AM 6 min

Consumers resilient even as debt piles up

Chantal Marx from FNB Wealth and Investments on whether we still buying the Richemont dips. Luno's Christo de Wit talks crypto as the Bitcoin halving is expected on Friday evening. Dr Roelof Botha unpacks the Altron FinTech Household Resilience Index.

18 Apr 1AM 21 min

[TOP STORY] Purple Group interims show costs down, revenue and clients up

CEO Charles Savage enjoys reporting that in February the group posted an all-time one-month deposits record of over R1bn.

17 Apr 3AM 9 min

Transaction Capital's unbundling now under water

Independent analyst Jimmy Moyaha on the Afrimat update and a red wave sweeping markets. Purple Group CEO Charles Savage shares insights on the company's robust performance and return to profitability. Zeph Nhleko from DBSA sheds light on the debut of their African Journal of Infrastructure Development.

17 Apr 1AM 23 min

[TOP STORY] Are you questioning your fixed-income fund?

‘We think there are growing risks of losses...if you are focused on the highest yield at the lowest possible volatility’: Lyle Sankar – head of fixed income, PSG Asset Management.

16 Apr 3AM 5 min

BRICs fast growth a boon for commodities

As the LME bans Russian-origin metals, aluminium, copper, and nickel are set for gains. But where should you invest? South32, BHP Group, or an ETF? Petri Redelinghuys of Herenya Capital Advisors shares insights. Lyle Sankar from PSG Asset Management explains why the definition of risk matters for fixed-income investors. Momentum…

16 Apr 1AM 20 min

[TOP STORY] Looking at energy infrastructure decades ahead

Global renewables analyst Alex Monk suspects coal usage will need to be partnered with carbon capture as regulatory environments change.

15 Apr 3AM 7 min

Local banks still looking cheap

Nick Kunze from Sanlam Private Wealth talks gold as it rallied hard late last week. Alex Monk of Schroders delves into the significant investment projected for energy transition infrastructure, which is expected to surpass $100 trillion by 2050. Explore the implications of UK non-domiciled tax reforms for South Africans with…

15 Apr 1AM 20 min

Ukraine war not bad news for all European economies

Poland and Romania are the largest beneficiaries of foreign investment, which is attracted by an influx of labour at half the EU average cost: Fortress Europe MD Maciej Tuszyński.

12 Apr 3AM 7 min

Ellies: The story of its boom ... and bust

Faheema Adia of Momentum Securities on WeBuyCars's potential value and remaining investment opportunities in Transaction Capital. Fortress's Reits Maciej Tuszynski talks logistics and growth prospects in Eastern Europe. Simon's thoughts on the history of Ellies as the stock goes into liquidation after once trading above R10.

12 Apr 1AM 21 min

[TOP STORY] The acquisition of Lafarge ‘a wonderful deal’ for Afrimat

Mia Kriegler from Kruger International points to this as a great example of what good management – even in a tough economic environment – can do in a business.

11 Apr 3AM 4 min

Subpar maize harvest: No major risk to food price hikes

Mia Kriegler from Kruger International on the latest company news as Afrimat confirms the Lafarge deal is now unconditional. Wandile Sihlobo of the Agricultural Business Chamber of South Africa offers insights into the country's drought. What’s the impact? Naked Insurance's Sumarie Greybe offers tips for managing insurance in a crisis.

11 Apr 1AM 20 min