MoneywebNOW

The JSE's new listings had a great year

Schalk Louw from PSG Old Oak shares his reflections on the highs and lows of 2024, a year where most assets surged, with some delivering standout gains. Thomas Kingombe Kock from Boston Consulting Group delves into South Africa's booming e-commerce sector, examining how local online retailers are holding their own…

13 Dec 12AM 20 min

[TOP STORY] Supermarket Income Reit brings omnichannel grocery investment to the JSE

‘Our strategy is to buy the best-performing food stores ... and we absolutely have the kind of in-house capability to manage that’, says Rob Abraham, MD at Atrato Capital investment advisors.

12 Dec 1AM 6 min

The Eskom & GNU boost to SA markets

RMB's Matete Thulare unpacks Barloworld's delisting offer at R120 – does it offer a good premium and solve the Russian sanctions issue for shareholders? Rob Abraham, MD at Atrato Capital, the investment advisor to Supermarket Income Reit, discusses their secondary listing on the JSE this Friday, while Sanisha Packirisamy from…

12 Dec 12AM 21 min

[TOP STORY] What’s in store for 2025 with a Trump presidency?

Bastian Teichgreeber from Prescient Investment Management considers how a stronger dollar could affect South African investors, as well as the ongoing geopolitical tensions.

11 Dec 1AM 5 min

Top local and offshore picks for 2025

Kieran Witthuhn from Anchor Capital shares his top investment idea for 2025, while KPMG's Frank Blackmore looks ahead to local GDP, rates, and inflation. Meanwhile, Bastian Teichgreeber from Prescient Investment Management explores what’s in store for South African investors in 2025 amidst a Trump presidency and rising geopolitical tensions.

10 Dec 11PM 20 min

[TOP STORY] Are foreigners buying SA Inc stocks?

‘South Africa trades at a discount to emerging market peers. But crucially the outlook for earnings is a lot greener today than what it has been pretty much at any time over the past decade’: PSG fund manager Mikhail Motala.

10 Dec 2AM 7 min

2025 could be the year residential property bounces back

Independent analyst Carmen Mpelwane dives into Italtile’s latest update, pointing to some promising early signs of recovery in demand and spending. PSG Asset Management’s Mikhail Motala makes a compelling case for why SA Inc could shine in 2025. Megan Ladbrook from Only Realty Property Group shares her take on property…

10 Dec 12AM 20 min

[TOP STORY] Stablecoins overtaking bitcoin as SA’s leading cryptocurrency

‘Stablecoins saw $8.5 trillion in transactions in Q2 of 2024. That's double what Visa’s network did’ – Mark Mbugua from Yellow Card.

9 Dec 1AM 5 min

Clothing retailers: After a fantastic year there’s still value

Chantal Marx from FNB Wealth & Investments, discusses clothing retailers' strong performance this year and whether any value remains. Mark Mbugua from Yellow Card examines the growing popularity of stablecoins and how they are overtaking bitcoin as SA’s leading cryptocurrency. Dr Frank Magwegwe from Nedbank evaluates the industry's successes and…

9 Dec 12AM 20 min

[TOP STORY] Be cautious about global growth over the next few years

‘I do think from where markets are sitting at this point in time, investors need to prepare themselves ...We've seen one of the strongest one-year returns on record and you can't expect to repeat that year after year.’ Maarten Ackerman from Citadel.

6 Dec 1AM 7 min

Sygnia shining since listing

Alex Duys from Umthombo Wealth unpacks Sygnia's results and takes a look at other listed asset managers. Citadel's Maarten Ackerman on why he’s cautious about global growth over the next few years. Simon shares his thoughts on doing a year-end review of your portfolio.

5 Dec 11PM 19 min

[TOP STORY] Exploring opportunities for the local auto sector's expansion into Africa.

‘I think we need to change the way we look at education and align it and make sure that it's there to support the demand, which is obviously coming through business’: Siyabonga Mthembu of BDO South Africa.

5 Dec 1AM 6 min

MPC is leading us down the wrong track: Roelof Botha

Lonwabo Maqubela from Perpetua Investment Managers unpacks Tiger Brands's challenging results. Siyabonga Mthembu of BDO South Africa explores opportunities for the local auto sector's expansion into Africa. Dr Roelof Botha delves into insights from the Afrimat Construction Index.

5 Dec 12AM 21 min

[TOP STORY] Difficulties with the new proposed taxation of unit trusts

‘You might be slapped with a tax bill in the current tax year and ... probably have to restore some of your savings to pay taxes – which I don't think is the purpose’: Marianne Smith of Consult by Momentum.

4 Dec 1AM 5 min

As vehicle sales improve, is there investment opportunity?

Independent analyst Jimmy Moyaha discusses whether listed vehicle retailers are worth a look, considering strong November vehicle sales and two-pot money. CFO Alan Salomon comments on Capital Appreciation's challenging results. Marianne Smith from Consult by Momentum addresses the new proposed taxation of unit trusts.

4 Dec 12AM 20 min

[TOP STORY] Why African telco subsidiaries are outpacing parent companies

‘The reason we prefer the local listings actually, is that they don't have all the balance sheet issues that MTN and Airtel both have’: Cavan Osborne, portfolio manager, Old Mutual Investment Group.

3 Dec 1AM 5 min

China tech bargains boost Naspers/Prosus prospects

Petri Redelinghuys of Herenya Capital Advisors analyses Naspers/Prosus results as profits surge. Cavan Osborne from Old Mutual Investment Group, highlights renewed interest in Africa amid currency stability and demographic prospects. Dr James Muscat Azzopardi from Credence discusses Malta's appeal for business and tax advantages.

3 Dec 12AM 20 min

[TOP STORY] Inside the Infrastructure Fund’s R102bn investment vision

‘What we have in our portfolio is R102 billion worth of projects, for which government is contributing R37 billion, and then we'll be attracting north of R60 billion from the private sector’: Mohale Rakgate, chief investment officer, Infrastructure Fund.

2 Dec 2AM 7 min

Tariffs: Is Trump just bluffing?

Nick Kunze from Sanlam Private Wealth comments on Trump’s proposed 100% tariffs on Brics nations and whether Spar’s making a comeback. Nikki Quinn, of NIQ South Africa, highlights trends in local consumer spending. Mohale Rakgate, CIO of the Infrastructure Fund, discusses the economic impact of funding large-scale projects in South…

1 Dec 11PM 20 min

[TOP STORY] Sixty60's revolution: From groceries to gadgets in record time

‘So you can get your AirPod Pros delivered for the best value on the same app as you're ordering your avos and your Kellogg’s’: Neil Schreuder, chief of strategy and innovation, Shoprite Group.

29 Nov 2AM 8 min