MoneywebNOW

Narrow tech rally sees Nasdaq's best H1 since the eighties

Sanlam's Nick Kunze talks markets we hit the half-year mark … the Nasdaq had the best start to a year ever while local was a mixed bag. Justin Chadwick from the Citrus Growers Association discusses the EU's latest restrictions on orange imports.

3 Jul 2023 12AM 18 min

[TOP STORY] What has happened to the expected US recession?

Dr Adrian Saville of Genera Capital expects ‘at least one more hike, if not two’ in US interest rates. That's going to add pain.

30 Jun 2023 4AM 7 min

PGM stocks having a horrid year, is it time to buy?

Alex Duys of  Umthombo Wealth talks PGM stocks as, aside from Tharisa, they trade down over a third year-to-date. Is this an opportunity, or is the PGM boom over for now? Dr Adrian Saville Genera Capital asks what's happened to the expected US recession. All the late 2022 talk was…

30 Jun 2023 1AM 19 min

[TOP STORY] The emotional investment rollercoaster

Paul Nixon of Momentum Investments discusses the application of predictive analytics and AI to help investors get to grips with what they are costing themselves.

29 Jun 2023 3AM 6 min

SA Reits offer value … but no rush to buy

Gary Booysen from Rand Swiss talks Hyprop's operational update … is he seeing value in local or global Reits? Paul Nixon of Momentum Investments on avoiding the behaviour tax as it's revealed that clients lost R600m during the pandemic due to emotional decisions. Futuregrowth's Lindani Vezi offers insights on the…

29 Jun 2023 1AM 19 min

[TOP STORY] Shareholders powerless when voting on directors' remuneration

Steven Beattie from Steven Beattie Tuition shares his thoughts around possibly disproportionate executive pay and bonuses.

28 Jun 2023 3AM 5 min

Mastering tax management in your golden years

Independent analyst Jimmy Moyaha unpacks the Naspers and Prosus plan to untangle their cross-holding web after just four years. Steven Beattie, independent analyst, on shareholder rights around executive remuneration. Kenny Meiring of SFP Wealth talks efficiently managing taxes at the start of retirement

28 Jun 2023 1AM 19 min

[TOP STORY] Invicta's non-SA businesses drive 60% of year-end profits

While Asian subsidiary Kian Ann had a ‘really, really good year’, supply chain and inflationary pressures persist: CEO Steven Joffe.

27 Jun 2023 4AM 6 min

Renergen secures funding but springs a leak

Reko Nare from Anchor talks the latest news from Renergen as it gets the US/IDC loan. Steven Joffe from Invicta unpacks the company's strong results as mining continues to boom. Dennis Jedburgh of DoshFX on the QZ Asset Management crypto scam offering 400% a year.

27 Jun 2023 1AM 20 min

[TOP STORY] Is there still value in the SA general equity market?

During a ‘flight to quality’ a quality strategy typically performs well: Rademeyer Vermaak – STANLIB.

26 Jun 2023 3AM 6 min

Transaction Capital can't escape the negative sentiment

Sithembile Bopela FNB talks Transaction Capital. After announcing a funding deal for Gomo the share has slipped even further, now trading below 600c. Value or value trap? STANLIB's Rademeyer Vermaak offers insights on value in the local market and takes a look at different investment strategies. Martin Soderberg from Spear…

26 Jun 2023 12AM 19 min

[TOP STORY] A phenomenal year for tech stocks so far

‘AI has lots of applications. Which ones are marketable is going to be another story’: Fred Razak – chief trading strategist, CMTrading.

23 Jun 2023 4AM 8 min

Growthpoint worth a nibble?

Kea Nonyana of EA Capital provides insights into Growthpoint's challenging update and Mr Price's tough financial results. What does Fred Razak of CMTrading foresee for the rest of 2023 as big tech stocks continue to thrive? Simon talks inflation … is it now moving in a one-way direction, heading back…

23 Jun 2023 1AM 19 min

[TOP STORY] Afrimat Construction Index dips for Q1

‘But there is some light here, especially with regard to employment,’ says research economist Dr Roelof Botha.

22 Jun 2023 5AM 7 min

Local inflation data seems promising, but economy remains fragile

With local inflation at its lowest since April 2022, Lonwabo Maqubela of Perpetua offers insights on whether it's time to start looking at local retail. Exploring the NHI Bill: Gary Feldman of NMG Benefits delves into its implications for private healthcare. Research economist Dr Roelof Botha on the latest Afrimat…

22 Jun 2023 1AM 20 min

[TOP STORY] Afrimat acquires Lafarge at ‘a really good price’

The addition of cement goes hand-in-glove with the mining and materials company’s construction suite of businesses – Bruce Williamson, Integral Asset Management.

21 Jun 2023 3AM 5 min

City Lodge bounces back as occupancies rebound

FNB's Wayne McCurrie gives an analysis of updates from Standard Bank and City Lodge. Bruce Williamson of Integral Asset Management talks Afrimat's acquisition of Lafarge in a bid for increased construction sector dominance. Jackie Smith from Buyers Trust shares insights on first-time home buyers and essential tips for purchasing your…

21 Jun 2023 1AM 20 min

[TOP STORY] SA hedge funds remain a very small asset class

‘I think there are some really skilled people in the hedge-fund industry who can offer South African investors quite a lot...but they've been hamstrung by legislation for quite some time’: Luke Richardson – PPS Investments.

20 Jun 2023 3AM 5 min

Stor-Age could offer great portfolio diversification

FNB's Chantal Marx unpacks Omnia's results which seemed a little light and Stor-Age financials which reported strong local operations. Insights from Luke Richardson of PPS Investments on proposed amendments enabling hedge funds in retirement funds. Johann van Tonder of Momentum discusses a recent South African household wealth survey which reveals…

20 Jun 2023 1AM 20 min

[TOP STORY] Pepkor’s Flash business is doing ‘really, really well’

‘I think Pepkor does itself a disservice in terms of disclosure around Flash’: Keith McLachlan – Integral Asset Management.

19 Jun 2023 2AM 7 min