MoneywebNOW

Woolies and Shoprite tackling food inflation brilliantly

EA Capital's Kea Nonyana on the Woolies update, rand strength and the higher oil price. David Rees from Schroders talks the global goods sector, as we’re seeing some signs of recovery that should bode well for EMs and commodities. Despite prevailing pessimism, South African equities are currently priced for worst-case…

31 Jul 2023 12AM 19 min

[TOP STORY] ‘Retyrement’ is donning new tackies and starting a new career

Recent data from Stats SA shows that life expectancy for South Africans has increased: Natasha Huggett-Henchie – NMG Benefits.

28 Jul 2023 3AM 7 min

Amplats has potential for 20% upside

Faheema Adia from Momentum Securities talks Anglo American results … is she seeing value in the group as a whole or individually in Kumba and Amplats? The good news is that we’re living longer, but … we haven't saved enough. NMG Benefits's Natasha Huggett-Henchie offers some retirement finance hacks to…

28 Jul 2023 12AM 19 min

[TOP STORY] Amazon’s staggering net loss has been seen before

‘We found the investment still intact, despite what's happening at the moment’: Tasneem Samodien – Private Clients by Old Mutual Wealth.

27 Jul 2023 3AM 7 min

Fed no longer prepping for recession

Lonwabo Maqubela from Perpetua talks the US Federal Reserve's rate decision. PSG Asset Management's Gustav Schulenburg on ignoring headlines and focusing on the businesses you’re investing in. Tasneem Samodien from Private Clients by Old Mutual Wealth on their Amazon investment even as the company lost $2.7 billion and RoE went…

27 Jul 2023 1AM 21 min

[TOP STORY] Home buyers seek solar

Dwellings with well-maintained solar installations are certainly selling faster: Dominique d’Hotman – ooba Solar.

26 Jul 2023 2AM 5 min

Shoprite’s growth strategy is paying off

Mia Kriegler from Kruger International looks at the Shoprite trading update that saw R1.1 billion spent on diesel and flat like-for-like growth after internal inflation. Ooba's Dominique d'Hotman on how a solar installation can increase the equity in the value of your home. Denise Hartley from FNB on the difference…

26 Jul 2023 1AM 20 min

[TOP STORY] Maybe it's time to make ‘boring’ beautiful again

‘I would say investors should consider looking into dividend stocks again’: Schalk Louw – PSG Old Oak.

25 Jul 2023 3AM 6 min

Rapid EV adoption hits PGM demand

Independent analyst Jimmy Moyaha unpacks Anglo American Platinum's results as the dividend, unsurprisingly, gets slashed. Schalk Louw from PSG Old Oak talks the return of dividends and the opportunities they present for investors. Kondi Nkosi from Schroders South Africa offers insights on net zero risks.

25 Jul 2023 1AM 20 min

[TOP STORY] E-commerce ‘on fire’ in SA’s retail space

There are over 100 000 online stores in the country, but many don't make it more than three months after first purchases from their sites – Joel Bronkowski from Paystack.

24 Jul 2023 3AM 6 min

Mr Price prevails despite tough economy

FNB's Chantal Marx on Mr Price's latest update and how Studio 88 helped save the day. Joel Bronkowski from Paystack talks local retailers and if they’re grabbing the ecommerce opportunity. Karooooo's Zak Calisto unpacks the company's results as revenue grows 24%.

24 Jul 2023 1AM 19 min

[TOP STORY] Markets: What to expect for H2 2023

‘I think the rand has probably fairly devalued for a couple of reasons, partially for what I guess we can call our own goals’: Nolan Wapenaar – co-CIO at Anchor Capital.

21 Jul 2023 3AM 8 min

Naira devaluation is a risk to MTN and MultiChoice

RMB's Matete Thulare on the devaluation of the Nigerian naira. How and why did the new government do it? Nolan Wapenaar from Anchor Capital talks their current preferred asset classes … and why they make the list. Simon offers his thoughts on why investors need to be thinking in bets…

21 Jul 2023 1AM 20 min

SA’s 5.4% June CPI worth a cheer

‘I think as we celebrate as consumers we just need to be cautious of that core sticky inflation’: Neo Ralefeta – Investec Treasury Structuring.

20 Jul 2023 3AM 6 min

Pick n Pay: It could get worse

Kieran Witthuhn from Anchor unpacks the Pick n Pay trading update which saw sales growth go backwards. Neo Ralefeta from Investec talks the economy following June's strong CPI numbers … what will the Sarb do at its rate meeting today? Coreen van der Merwe from Sovereign Group unpacks offshore vs…

20 Jul 2023 1AM 21 min

Looking outside the US for opportunity

‘It seems that people have forgotten that there are some really, really good companies in Europe … not just in the technology names but across a number of industries': Helen Jewell from BlackRock

19 Jul 2023 7AM 6 min

Dividends or share buybacks: Which one to pick?

Mia Kriegler from Kruger International talks share buybacks versus dividends … which is her preference? BlackRock's Helen Jewell on markets as Europe has a good year and whether there is still opportunity despite recession fears.Vinesh Maharaj from PwC South Africa discusses local manufacturing and whether it can evolve to take…

19 Jul 2023 12AM 20 min

[TOP STORY] DBSA celebrates 40 years

In facilitating infrastructure development across the SADC region ‘we don't get fiscal allocations, even though we are an SOE,’ points out chief economist Zeph Nhleko.

18 Jul 2023 4AM 5 min

China's recovery falls short of expectations

FNB's Sithembile Bopela unpacks Richemont's good update … but why didn’t the market like it? Luno's Christo de Wit looks at the latest crypto news, central bank coins and what the future holds for NFTs. Zeph Nhleko from DBSA on the bank's role within the economy and competing against traditional…

18 Jul 2023 12AM 19 min

[TOP STORY] Is SA doing the necessary to get off the grey list?

Foreign SA bond holders have dropped from 42% to 25% and investors seem to think that, regardless of the yield South Africa can offer, it's just too risky: Bianca Botes – Citadel Global.

17 Jul 2023 3AM 6 min