MoneywebNOW

[TOP STORY] Inflation, rate hikes, stagflation, grey listing and bonds in 2023

‘Our assessment is that inflation is very much still topical and a risk for the developed world in 2023': Rhandzo Mukansi – portfolio manager at Futuregrowth.

20 Jan 2023 2AM 7 min

Does EOH rights issue boost its investment case?

FNB's Sithembile Bopela talks Woolies as its update takes the stock to a 52-week high. How does it compare to Shoprite? Rhandzo Mukansi from Futuregrowth on monetary policy hawks. Will 2023 be the year their influence fades? Simon offers his thoughts on the EOH rights issue. Is there potential for…

20 Jan 2023 12AM 20 min

[TOP STORY] CPI seems stuck at around 7.2%

The problem for the MPC is not the inflation basket. The problem is the rand: Dr Chris Harmse – CH Economics.

19 Jan 2023 2AM 6 min

Richemont customers recession resilient

Sanlam's Carmen Mpelwane talks Richemont's trading update as the share trades at all-time highs. Also, is there any value in holding Steinhoff? Dr Chris Harmse from CH Economics on SA's inflation and interest rate outlook after December CPI came in at 7.2%. Stian de Witt of NMG Benefits on why…

19 Jan 2023 12AM 19 min

[TOP STORY] Two unusual companies – one local, one offshore

Chantal Marx reflects on two stocks on FNB Wealth and Investments’ radar: SA’s Balwin Properties and Swiss-based travel retailer Dufry.

18 Jan 2023 1AM 5 min

Energy, US tech and China offering value

Mia Kruger from Kruger International on where she is finding value this year. FNB's Chantal Marx on two of their preferred stocks, one local and one offshore. Dr Roloef Both on the Altron FinTech Household Resilience Index: how was the end of 2023?

18 Jan 2023 12AM 20 min

[TOP STORY] Start-ups fail primarily due to a lack of mentorship and funding

As ‘venture builders’ we come in, start from ground zero, take somebody past the two-year mark and on to the venture capitalist: Aions Creative Technology CEO Mitchan Adams.

17 Jan 2023 2AM 6 min

Davos stands as top event despite criticism

Matete Thulare from RMB on gold and the miners with the metal above $1 900. PwC's Lullu Krugel talks WEF at Davos and what SA hopes to get out of the event. Mitchan Adams of Aions Creative Technology on venture builders. What are they and how do they work?

16 Jan 2023 11PM 20 min

[TOP STORY] The hospitality sector has moved out of survival into strong recover

The full quota of international travellers is expected back in SA by 2024: Zizile Lephalala – sector head for healthcare, construction and hospitality at Absa CIB.

16 Jan 2023 2AM 6 min

How to make money off load shedding

Alex Duys of Umthombo Wealth on possible investment opportunities from load shedding. Momentum Investments' Sanisha Packirisamy on local equity and listed property opportunities. Zizile Lephalala of Absa CIB on trends in the local hospitality industry.

16 Jan 2023 12AM 20 min

[TOP STORY] Market expectations for 2023 vs 2022

‘The Achilles’ heel for South African equities over the last eight years has been foreigners on our market. They've been net sellers’: Independent Securities CEO Simon Fillmore.

13 Jan 2023 2AM 9 min

Woolies on top with best valuation among peers

Faheema Adia from Momentum Securities on what to expect from the upcoming food retailer updates. Shoprite has been flying, is it her preferred food retailer and is there still value? Simon Fillmore of Independent Securities talks US inflation, rates, GDP and what matters most for investors in 2023. Simon offers…

12 Jan 2023 11PM 19 min

[TOP STORY] Japan's possible monetary policy shift and the energy crisis in Euro

The key question regarding a Japanese policy shift is whether such action could cause significant market dislocation: Casey Delport – Anchor Capital.

12 Jan 2023 1AM 5 min

Telkom Capex spending not boosting income

Lonwabo Maqubela from Perpetua Investment Managers on whether there's value in Telkom after it terminates talks with Rain. Anchor's Casey Delport talks changes in Japan's monetary policy and the European energy crisis. Justin Easthorpe from ooba on the impact of interest rate hikes on homebuyers.

11 Jan 2023 11PM 19 min

[TOP STORY] Good rains augur well for SA’s 2023 agriculture season

Farmers have planted with the higher input costs of the past few months, so there's going to be a squeeze on margins: Wandile Sihlobo – Agbiz.

11 Jan 2023 2AM 5 min

2023’s top picks: Bidcorp and Shoprite

FNB Wealth's Sithembile Bopela on where to find value in 2023. Agbiz's Wandile Sihlobo talks the outlook for the agricultural sector this year as we see continued positive rainfall. Grant Smee from Only Realty National chats seven residential property trends for 2023.

11 Jan 2023 12AM 19 min

[TOP STORY] Tourism did well in the 2022 festive season

Every [government] department needs to look at tourism as a catalyst for job creation, making it easier for tourism to create jobs: Fedhasa chair Rosemary Anderson.

10 Jan 2023 2AM 6 min

Good year expected for local markets and the Rand

Wayne McCurrie, FNB Wealth portfolio manager, on the JSE Top40 hitting an all-time high and the outlook for commodities in 2023. Rosemary Anderson, national chairperson Fedhasa, on the festive season's tourism performance. Nomi Bodlani of Allan Gray on managing the fear of losing money.

10 Jan 2023 12AM 20 min

[TOP STORY] SA waits for implementation of the two-pot retirement system

People are currently having to resign, cash out, and pay tax to access their retirement money early: Richard Carter – head of Assurance, Allan Gray.

9 Jan 2023 3AM 5 min

Can Top40 at all-time highs hold into 2023

With the Top40 trading just off all-time highs, driven in large part by Richemont and Naspers/Prosus, Jimmy Moyaha looks at holding these stocks in 2023. Richard Carter of Allan Gray on the two-pot retirement system. Will it arrive this year and in what guise ?Miyelani Maluleke of Absa on December…

9 Jan 2023 12AM 19 min