MoneywebNOW

[TOP STORY] AMCs are ‘kind of like fancy unit trusts, but listed’

Physical commodities represent a great source of diversification in a traditional portfolio: Nerina Visser – etfSA.

19 Sep 3AM 7 min

Mondi finally free of Russia

Keiran Witthuhn from Anchor on company news as Mondi finally sells the last Russian assets and Bob van Dijk quits as Naspers/Prosus CEO. Nerina Visser from etfSA on actively managed certificates (AMCs) and the Coherent Capital Global Commodity AMC.PwC's Francois Prinsloo talks the local banking sector after another set of…

19 Sep 1AM 22 min

[TOP STORY] Financial repression policy: What's the Sarb's stance?

South Africa has ‘prioritised current expenditure and marginalised investments in the economy’: Rhandzo Mukansi – Futuregrowth Asset Management.

18 Sep 3AM 7 min

OUTsurance performing well on all fronts

Gary Booysen from Rand Swiss talks OUTsurance's strong results and the special dividend paid. Rhandzo Mukansi of Future Growth on whether financial repression policies could solve SA’s fiscal woes. SAVCA CEO Tshepiso Kobile on private equity trends and the growth in infrastructure investments.

18 Sep 1AM 22 min

[TOP STORY]What is the attraction of offshore equity for South Africans?

‘This is an incredibly fruitful environment for stock pickers, and this volatility can throw up some tremendous opportunities’: Amit Parmar – JP Morgan Asset Management International Equity Group.

15 Sep 2AM 9 min

Solid FirstRand results, but demanding valuation

Faheema Adia from Momentum Securities unpacks FirstRand's results. Amit Parmar from JP Morgan Chase on risks and opportunities in the current market as AI excites everybody. Simon's thoughts on active managed certificates, a new CIS product on the JSE

15 Sep 12AM 19 min

[TOP STORY] Wills for assets in offshore jurisdictions

As a general rule immovable properties would warrant a second will in that particular jurisdiction: Tim Mertens – Sovereign Trust.

14 Sep 5AM 6 min

ARM listing on stretched valuation

Viv Govender from Rand Swiss on the ARM Nasdaq listing later on Thursday. Lots of hype … is it the next Nvidia? Cobus Loots from Pan African Resources on year-end results as they manage to keep all-in sustaining cost to low single-digit growth. Tim Mertens from Sovereign Trust on the…

14 Sep 12AM 19 min

[TOP STORY] The Q2 Afrimat Construction Index offers green shoots of promise

‘I'm delighted you are seeing public-private partnerships coming through – whether they call it privatisation, collaboration, joint ventures or public-private partnerships’: Macroeconomist Dr Roelof Botha.

13 Sep 3AM 7 min

Strong WBHO results as it cleans out the problems

FNB's Wayne McCurrie talks Discovery's strong trading update and Libstar results as cash conversion improved but Heps fell by almost half. Andrew Fulton from Eighty20 on their 2023 Q2 Credit Stress Report which revealed worsening defaults, with high net worth consumers being hardest hit. Dr Roelof Botha unpacks the Afrimat…

13 Sep 1AM 20 min

[TOP STORY] 'Grindrod is exceptionally cheap'

Investing in companies that compete with SA’s public sector can pay off because the competition is weak – Keith McLachlan of Integral Asset Management.

12 Sep 3AM 6 min

Leisure stocks share the joy

Independent analyst Jimmy Moyaha on results from Sun International and City Lodge. Keith McLachlan from Integral Asset Management talks Grindrod as the stock rallies back above 1 000c. After recent results, does it offer value? Mandy Dix-Peek from Old Mutual Wealth on recent changes to the Trusts Act as SA…

12 Sep 1AM 20 min

[TOP STORY] How historical data can make you a savvier investor

It's important for investors to equip themselves with the ability to think critically and analyse more in depth: Kamogelo Mosime – Tickmill.

11 Sep 3AM 6 min

Nampak shareholders should follow their rights

Nick Kunze from Sanlam Private Wealth on Capitec's update, US bonds vs equities and Nampak's rights issue. Kamogelo Mosime from Tickmill on how the past can help with the future as the market is a 'treasure trove of information'. Alex Simeonides of Capital Legacy talks the nuts and bolts of…

11 Sep 1AM 20 min

[TOP STORY] The ‘angry bear’ of inflation targeting

For all intents and purposes it's a made-up number: Dr Adrian Saville – Genera Capital.

8 Sep 3AM 7 min

Luxury stock selloff offering opportunity

Richemont is back at late 2021 levels. Gary Booysen from Rand Swiss on his preferred luxury stocks. Dr Adrian Saville Genera Capital talks inflation targeting. Where does it come from, and does it work? Simon shares insights on stock watchlists and setting target prices.

8 Sep 12AM 20 min

[TOP STORY] Is investing in BAT the right move?

If you're getting a 15%, 16% annual return, it's a defensive business – Philip Short, Flagship Asset Management.

7 Sep 3AM 5 min

Opec+'s production cuts spell bad news for global inflation

RMB's Matete Thulare takes a look at the oil price and Opec+. Philip Short from Flagship Asset Management on the regulatory risks with tobacco and valuation in British American Tobacco. Chris Eddy from 10X Investments on the attractive yields from local bonds and reducing weighting in US equities.

7 Sep 12AM 20 min

[TOP STORY] Sea Harvest toughs it out with fuel and input costs hurting

Among the four businesses fishing actually performed quite well – CEO Felix Ratheb.

6 Sep 3AM 6 min

Shoprite '2023 was extraordinary'

Mia Kriegler from Kruger International unpacks Shoprite's stellar results as it continues to gain market share while diesel costs hurt at +R100m a month.  Sea Harvest's Felix Ratheb on results as catch rates and costs hurt, but global demand for fish as a protein remains robust.  Chris Harmse from Sequoia…

6 Sep 12AM 20 min