MoneywebNOW

[TOP STORY] ‘Commodity’ boom not necessarily a boon for African countries

A dollar shortage is evident across countries within Africa such as Nigeria, Kenya and Ghana, and dollar debt-servicing has become problematic –Thalia Petousis at Allan Gray.

27 Sep 2022 3AM 7 min

Richemont’s YNAP deal good for its core business

Herenya Capital Advisors's Petri Redelinghuys talks Tiger Brands as its trading update sends it share rocketing higher. Tasneem Samodien from Old Mutual on Richemont and its online strategy as it merges Net-A-Porter with Farfetch. Allan Gray's Thalia Petousis talks the commodity boom in Africa.

27 Sep 2022 1AM 20 min

[TOP STORY] Insights into the Old Mutual Bula Tsela B-BBEE deal

‘We can't really say up front the value of Bula Tsela, because the price at which it buys the Old Mutual shares is not known yet’: Craig Gradidge – Gradidge-Mahura Investments.

26 Sep 2022 3AM 6 min

Outsurance has great growth potential in Australia

Kruger International's Mia Kruger talks Friday's selloff that saw the JSE at new lows for the year. OUTsurance CEO Marthinus Visser on the insurer's listing process and growth prospects in Australia. Craig Gradidge from Gradidge Mahura talks Old Mutual's Bula Tsela BEE scheme details and value.

26 Sep 2022 1AM 23 min

[TOP STORY] Selling music collections is gathering steam and investible

Royalty streams have grown at a higher than market rate and the discovery of new (and old) songs has changed with the penetration of streaming: Keith McLachlan – Integral Asset Management.

23 Sep 2022 1AM 8 min

Sarb likely to continue raising rates into next year

Wayne McCurrie on rate increases in the UK and SA, and Blue Label's recapitalising of Cell C. Keith McLachlan from Integral Asset Management on investing in music via song catalogues. Simon gives thoughts on dividends, the good, the bad and the ... tax.

23 Sep 2022 12AM 20 min

[TOP STORY] WBHO halts financial assistance to Australian unit

The share at R76 looks extremely attractive. If you strip out Australia, it's trading on five times earnings, and the order book looks extremely strong: Lonwabo Maqubela – Perpetua Investment Managers.

22 Sep 2022 2AM 3 min

Fed sees another 1.25% rate increase this year

Lonwabo Maqubela of Perpetua Investment Managers talks WBHO as it quits Australia. Are there any investable construction stocks left on the JSE? Tertia Jacobs Treasury Economist at Investec on the Fed's interest rate decision and the upcoming Sarb decision. Why the Sarb has to keep an eye on what the…

22 Sep 2022 12AM 19 min

[TOP STORY] Top-quality businesses the ones to stay invested in

Deryck Janse van Rensburg at Anchor Capital notes that in a tough and unsure 2022 holding on to high levels of cash is critical.

21 Sep 2022 1AM 4 min

Manufacturing doing its best in the face of load shedding

Anchor's Deryck Janse van Rensburg explains where he's finding value in the current market. Absa's Justin Schmidt on the impact of Stage 6 on manufacturing and if the industry has any Eskom alternatives. Carel Kleynhans from Divercity Urban Property Fund talks purpose built investment assets.

21 Sep 2022 12AM 20 min

[TOP STORY] Adobe perhaps an investment opportunity despite ‘overpaying’ for Fig

Gary Booysen at Rand Swiss notes that the market may be overreacting to a very expensive deal, but considers ‘it's probably worth having a nibble’.

20 Sep 2022 1AM 5 min

Rand seen strengthening into year end

Rand Swiss's Gary Booysen on value in SaaS company Adobe after it fell over 20% on the news of the Figma buyout. Matete Thulare from RMB talks targets for the rand against USD and euro into the end of the year. Herenya Capital Advisors's Petri Redelinghuys on Brent oil as…

20 Sep 2022 12AM 19 min

[TOP STORY] How we rate our financial advisors

‘Don’t be scared to evaluate more than one advisor. Do the interviews, get the recommendations, get the referrals and find the right fit. That’s so important’: Gavin Lewin – Right Ideas Group.

19 Sep 2022 2AM 5 min

Tough week of interest rate decisions ahead

Sanlam's Nick Kunze on the FedEx profit warning that spooked the market as it points to a recession. A look at the impact of Stage 6 on the rand. Reza Hendrickse from PPS talks portfolio construction from a multi-manager perspective. Gavin Lewin from Rich Ideas on how we rate our…

19 Sep 2022 1AM 18 min

[TOP STORY] Looking at the recent Ethereum network upgrade

It's ‘almost like changing the engine of a car while driving it’, explains Luno GM Marius Reitz.

16 Sep 2022 3AM 9 min

Why you should be buying MTN

Absa's Carmen Mpelwane on markets . Luno's Marius Reitz on the long awaited Ethereum Merge and what it means for the cryptocurrency’s landscape.

16 Sep 2022 1AM 20 min

[TOP STORY] SA’s inflation landscape

Zandile Makhoba of Liberty looks at inflation targeting, core CPI, supply-side inflation, energy subsidies, investment into alternative energy and private-public partnerships.

15 Sep 2022 3AM 6 min

Pan African Resources declares bumper dividend

Alex Duys from Umthombo Wealth on updates from Growthpoint and Sibanye-Stillwater. Liberty's Zandile Makhoba talks inflation targeting on the back of global inflation data. Cobus Loots of Pan African Resources unpacks the company's results.

15 Sep 2022 1AM 21 min

1nvest’s new ETF listed on the JSE offers new opportunities

This initiative provides clients with a US dollar money-market type investment, which means one is effectively investing in instruments with probably some of the highest credit ratings in the world: Johann Erasmus of 1nvest.

14 Sep 2022 3AM 5 min

Attacq’s hubs strategy a boost for earnings

Independent analyst Kea Nonyana on results from Metrofile and African Rainbow Minerals. Attacq's Raj Nana chats results as the company resumes dividend payouts. 1nvest on the new US Bond Index set to offer investors a differentiated proposition.

14 Sep 2022 1AM 19 min