MoneywebNOW

[TOP STORY] SA returns more anaemic than in the past

‘Understand the bets you are making in a portfolio...but be careful of the rand’: Marius Oberholzer – STANLIB.

9 Jun 3AM 9 min

China needs a robust global economy

Kea Nonyana from EA Capital follows up on a bullish China prediction made earlier this year and examines Renergen's $750 million debt raise to finance the second phase of the Virginia gas field. Marius Oberholzer from STANLIB discusses strategies for managing expectations of lower returns in both local and global…

9 Jun 1AM 20 min

[TOP STORY] Today 64% of individual investors invest in alternative investments

If you are very senior in age with enough capital, I think you shouldn't be considering alternatives. If you are younger you can take a bit more risk: Jaltech partner Jonty Sacks.

8 Jun 2AM 6 min

Responsible use of the two-pot system: Prioritise retirement savings over indulgent luxuries

Where is independent analyst Jimmy Moyaha currently seeking value on the JSE?Jonty Sacks from Jaltech discusses the increasing interest in the broader asset class, as revealed by their recent alternative investments survey.Elana van der Berg, from Momentum Corporate, provides insights into the upcoming implementation of the two-pot system scheduled to…

8 Jun 1AM 23 min

[TOP STORY] Capital Appreciation reports ‘solid’ FY performance

‘The expected credit loss for GovChat primarily had an influence on both our basic and headline earnings’: Alan Salomon – CFO, Capital Appreciation.

7 Jun 4AM 5 min

Why British American Tobacco in your portfolio makes sense

Independent analyst Karl Gevers unpacks Premier Group's decent maiden results as a listed entity and British American Tobacco's decent update. Capital Appreciation's Alan Salomon on results as earnings fall, but the dividend is raised. Citadel's Maarten Ackerman talks local Q1 GDP figures and explains how SA just avoided a recession.

7 Jun 12AM 20 min

[TOP STORY] Afrimat always hunting for something to surprise markets

The wonderful thing is the sense that there's another project coming, and another one beyond that: Bruce Williamson – Integral Asset Management.

6 Jun 3AM 5 min

Don't sell SA Inc

FNB's Wayne McCurrie unpacks Oceana's strong results and Sygnia's flat numbers. Bruce Williamson from Integral Asset Management offers insights on the Afrimat cautionary. Richard Rayne from the Entrepreneurs’ Organisation on the state of entrepreneurship in SA.

6 Jun 1AM 21 min

Sanctions on South Africa possible because of involvement with Russia

‘The risk of South Africa losing access to Swift – and in particular dollar payments – is deemed low, but it doesn't mean it's off the table’: Bianca Botes, Citadel Global.

5 Jun 3AM 6 min

New bond ETF offering 12.5% yield

Sanlam's Nick Kunze on the Nedbank update that shows a credit-loss ratio that was above the top end of their through-the-cycle target range. Botes from Citadel Global talks risks to the rand if SA gets sanctioned for Russian involvement. Chris Rule from CoreShares by 10X on the new ETF, which…

5 Jun 1AM 20 min

[TOP STORY] Looking at Bitcoin and the price of Bitcoin

Over the last month or so we have been sitting in the $26 000, $27 000 range with a lot of sideways action: Christo de Wit – Luno country manager.

2 Jun 3AM 7 min

SA has faced economic challenges before ... is this time different?

Insights from Chantal Marx, FNB, on attractive opportunities on the JSE and US debt default averted. Bitcoin enjoys a successful year, while the Ethereum Shanghai merge proves fruitful: Christo de Wit of Luno talks the latest cryptoverse news. Simon offers his thoughts on what an end to load shedding would…

2 Jun 1AM 20 min

[TOP STORY] Issues repatriating money from Nigeria?

Seemingly you can get 50% of earnings in naira out at the official rate, but it's probably closer to a third at the parallel rate: Cavan Osborne – Old Mutual Investment Group.

1 Jun 4AM 6 min

Spar update: Is Shoprite eating everybody's lunch?

Lonwabo Maqubela from Perpetua on Spar's latest trading update, is Shoprite eating everybody's lunch? Cavan Osborne from Old Mutual Investment Group explains the perils of doing business in Nigeria. Bidvest Life's Melody Stander offers tips on how to reduce money stress.

1 Jun 1AM 21 min

[TOP STORY] Are we seeing stress in the housing market?

What the lending banks are doing now may turn out to be some of the best lending that they do: ooba COO Alan Rubin…

31 May 3AM 7 min

Gold: What can we expect for the remainder of 2023?

Mia Kruger from Kruger International on Tiger Brands's results as margins are squeezed even as revenue rises 16%.Alan Rubin from Ooba talks house prices with prime at 14-year highs. How are they holding up?Herenya Capital Advisors's Petri Redelinghuys talks the gold price as it slides lower. What is he predicting?

31 May 1AM 21 min

Don't confuse the economy with the stock market

As poor as the economic outlook might look for South Africa or the UK, for instance, valuations look very, very attractive in some of these markets: Ross Biggs – M&G Investments.

30 May 3AM 6 min

The great forex rip-off

Carmen Mpelwane Investment Analyst Sanlam Investments on the Zeda results as revenue increased 20%.Ross Biggs Head of Equity at M&G Investments locally and globally markets are not about the economy in which the exchange is located. Harry Scherzer CEO Future Forex on the great forex rip off when buying or…

30 May 12AM 19 min

[TOP STORY] Reunert Group interims show revenue, Heps and dividend up

Renewable energy [Etion Create] is pleasing and growing fast: CEO Alan Dickson.

29 May 3AM 6 min

Busy global data week ahead further threatens rand

RMB's Matete Thulare on why the rate increase saw the rand trade out to worst-ever levels. Reunert's Alan Dickson on results as defence, cabling and renewables all have a great period. Ethan Dube from Vunani on results as they lose significant institutional clients.

29 May 12AM 20 min