MoneywebNOW

[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

[TOP STORY] Unlocking the complexity: The nuances of passive investing

‘I think there is a common misperception that [we as] passive managers simply follow our rule book and there's nothing much to it. But I guess there is a lot of skill involved’: Daniel dos Passos, portfolio manager with FNB ETFs.

10 Apr 4AM 6 min

PGMs miners: Is this the start of the bull run?

Independent analyst Carmen Mpelwane talks PGMs as they move higher and the stocks boom. Was Neal Froneman right? Have we seen a bottom? Which would be the preferred stock? Victor Mupunga Old Mutual Wealth on economic cycles and how to manage a portfolio in this inexact science. FNB's Daniel dos…

10 Apr 1AM 21 min

[TOP STORY] Would you take a salary cut to WFH?

Many employers tend to want people back at the office for more of the time, and employees tend more towards hybrid or work from home: John Loos – FNB Commercial Property Finance.

9 Apr 3AM 6 min

MultiChoice takeover could see Canal+ listing on the JSE

Kea Molefe from Trive South Africa on company news: Sasol wins its Secunda appeal, and Canal+ and MultiChoice agree to work together on the R125 per share buyout offer. Ian Anderson from Merchant West Investments offers insights on SA Reits' performance so far this year. John Loos from FNB raises…

9 Apr 1AM 21 min

[TOP STORY] Those going into an income fund might think their capital safe

‘It's important that underlying fund managers price credit risk appropriately in their portfolios’: Michael Kruger from Morningstar SA.

8 Apr 3AM 5 min

SA SpendTrend23 report shows consumer resilience

Schalk Louw from PSG Old Oak talks gold as miners in the US lag the gold price, who’s right? Hylton Kallner, Discovery Bank CEO, on the SpendTrend23 report and what it reveals about our spending habits. Morningstar SA's Michael Kruger discusses Bridge Taxi Finance and the Mi-Plan Fund and the…

8 Apr 1AM 21 min

[TOP STORY] The Alexforbes Manager Watch survey reflects industry transformation

The shift to smaller, more nimble and majority black-owned managers ‘just hasn't happened’: Janina Slawski – head of Investment Consulting.

5 Apr 3AM 8 min

Tesla: Why it's a tech – not an automotive – stock

Viv Govender from Rand Swiss on what oil and gold are telling us … is inflation not over? Janina Slawski from Alexforbes shares insights on what their Retirement Fund Survey for 2024 revealed. Simon's thoughts on the process of unbundling and listing a stock ahead of WeBuyCars's unbundling from Transaction…

5 Apr 12AM 20 min

[TOP STORY] FSCA now issuing crypto asset service provider [CASP] licences

‘In the past...there weren't any checks and balances on any of these companies providing crypto products or crypto services’: Jaltech co-founder Gaurav Nair.

4 Apr 3AM 5 min

WeBuyCars listing: Any value here?

Jimmy Moyaha, an independent analyst, shares insights on Invicta's acquisition of the Nationwide Bearing Company in the UK, and confirmation of the upcoming listing for WeBuyCars scheduled for next Thursday. Gaurav Nair, co-founder of Jaltech, talks about FSCA crypto asset service provider (CASP) licenses, as they are one of the…

4 Apr 12AM 20 min

[TOP STORY] Bell Equipment results: 2023 revenue up 23%

Port and shipping issues have forced the company to increase inventories significantly and grow manufacturing capacity in the northern hemisphere: CEO Ashley Bell.

3 Apr 2AM 5 min

Gold Fields’s new low-cost mine finally up and running

Alex Duys of Umthombo Wealth analyses the long-awaited Gold Fields mine, emphasising its low cost and 13-year development journey. Ashley Bell, CEO of Bell Equipment, discusses the latest financial results, highlighting significant increases in inventories and receivables. Quintin Rossi, CEO of Spear Reit, shares insights into their recent acquisition of…

3 Apr 1AM 21 min

[TOP STORY] We urgently need to understand the new world of work

A dramatic, quick-changing momentum is happening in what we call fit-for-purpose skills – Salesforce program manager Ursula Fear.

2 Apr 2AM 6 min

As energy moves higher, check out these ETFs

Petri Redelinghuys from Herenya Capital Advisors on potential implications of rising Brent crude oil prices on energy/oil stocks and ETFs. Absa CIB's Adam Reeves offers insights on managing portoflio rebalancing without tax implications. Ursula Fear from Salesforce on fostering local talent and AI expertise.

2 Apr 1AM 20 min

[TOP STORY] How stubbornly high interest rates are affecting private credit

Borrowers ‘increasingly turn to direct lenders instead of banks because banks are taking longer to make lending decisions’: Harris Gorre from Grovepoint Investments.

28 Mar 3AM 7 min

Very strong Old Mutual results, but a bank?

Mia Kriegler of Kruger International discusses Old Mutual's robust performance amidst challenging conditions. Harris Gorre from GrovePoint Investment on the booming private credit market. Simon's thoughts on local inflation: is it really dead?

28 Mar 1AM 20 min

[TOP STORY] Master Drilling looks back on a resilient 2023 in tough trading conditions

‘It's been one of those years where you are very glad you diversified into so many different countries and different commodities’ – CFO Andre van Deventer

27 Mar 2AM 7 min

Neither Spar nor EOH investable just yet

Odwa Magwentshu from Trive South Africa on EOH results, is there any value here? André van Deventer, Master Drilling's CFO, offers insights on a resilient set of financials. Mesh.trade's Connie Bloem talks their first listed tokenised private bond issue.

27 Mar 1AM 20 min