MoneywebNOW

[TOP STORY] Understanding the concept and effects of stagflation

If you are concerned, ‘a safe asset in this environment, I think, would be cash – where you want to move away from risk assets’: Rhandzo Mukansi – Futuregrowth Asset Management.

13 Sep 2022 3AM 5 min

It’s a good time to invest in tech stocks

Petri Redelinghuys from Herenya Capital Advisors talks the trading updates from Brait and Virgin Active. Futuregrowth on understanding stagflation and the investment case for Alphabet Inc with Momentum’s Faheema Adia.

13 Sep 2022 1AM 20 min

[TOP STORY] Overview of the Afrimat Construction Index

Curator Dr Roelof Botha believes SA’s municipalities take too long to approve building plans and their legal requirements. ‘We have an overregulated economy – it's not even debatable’.

12 Sep 2022 3AM 7 min

All eyes on CPI data this week

FNB's Sithembile Bopela talks inflation data from global markets. Economist Dr Roelof Botha on Afrimat’s construction index as the sector managed to increase its value-add to the economy. Caxton’s Tim Holden unpacks results.

12 Sep 2022 1AM 20 min

[TOP STORY] 12 September marks the start of (free) Wills Week

Brandon Garbutt of Capital Legacy urges you to get your will in place to avoid possible confusion and squabbles after your passing.

9 Sep 2022 3AM 7 min

Restaurant and hospitality sectors record strong growth in Q2

Independent analyst Jimmy Moyaha on Capitec's update and Sanlam results. Capital Legacy's Brandon Garbutt on the need for a will and a letter for when you pass away. Simon offers his thoughts on GDP data showing 6.2% growth by the restaurant and hospitality sectors.

9 Sep 2022 1AM 19 min

[TOP STORY] Bear markets are typically less than a year in duration

‘People are looking at their investment statements and seeing drops of 10%, 20% of their accumulated wealth and it's worrying and it causes fear’: Peter Hundersmarck of Flagship Asset Management.

8 Sep 2022 2AM 7 min

Tiger Brands product recall ‘a poor reflection on management’

FNB's Wayne McCurrie unpacks Discovery's results as the share is down over 7% and talks the latest Tiger Brands product recall. Pieter Hundersmarck of Flagship Asset Management explains the six things we need to know about bear markets. Citadel's Maarten Ackerman chats the local consumer as spending remains resilient despite…

8 Sep 2022 1AM 18 min

[TOP STORY] Reflections on Shoprite’s results and operations

‘I like the fact that they give a lot of data during their earnings announcements and they mention how many jobs they create. They give clarity on how their platforms work’: Mia Kruger of Kruger International.

7 Sep 2022 2AM 5 min

SA expected to slip into recession next quarter

Mia Kruger from Kruger International chats Shoprite's results that sent the stock down over 7% on Tuesday. Dr Chris Harmse of CH Economics on local GDP data that came in negative for the second quarter. IZA Wealth's John Rose talks generating and protecting global wealth.

7 Sep 2022 1AM 20 min

[TOP STORY] Another bleak couple of years for the retail space?

John Loos at FNB Commercial Property expects this stagnating environment to continue until we have more meaningful economic structural reforms.

6 Sep 2022 2AM 6 min

Car ownership costs R26m over a lifetime

Absa's Carmen Mpelwane on results from AVI and Bidvest. FNB's John Loos talks the impact the current spike in inflation is having on retail property costs. Jonathan Cherry from Cherryflava on the true cost of car ownership and the impact of car culture on our cities.

6 Sep 2022 1AM 21 min

[TOP STORY] Europe in crippling energy crunch

‘We are moving into an environment where there's going to be a lot more spending on energy security. That's going to create opportunities’: Izak Odendaal – Old Mutual Wealth.

5 Sep 2022 3AM 7 min

Strong dollar is bad for EM markets

Sanlam's Nick Kunze looks at whether US$ strength and ZAR weakness creates opportunity or risks for JSE shares. Fortress's Steven Brown talks the Reit's results. Izak Odendaal from Old Mutual on the European energy crisis and implications for stock markets.

5 Sep 2022 1AM 20 min

[TOP STORY] Koos Bekker’s Billions – a cracking read

A giant entrepreneur with the foresight to know ‘which wall to throw the spaghetti at’ and into which direction, says author TJ Strydom.

2 Sep 2022 3AM 10 min

Listed property attractive, but pick your sectors

Gary Booysen from Rand Swiss on Fortress's results: is listed property (local or global) worth a look? Author TJ Strydom talks his recently-published book on Koos Bekker. Simon offers his thoughts on selling those dogs in your portfolio (with apologies to the dogs).

2 Sep 2022 12AM 20 min

[TOP STORY] Morning insights into Thungela and Afrimat

Bruce Williamson of Integral Asset Managers looks into Thungela’s dividends and Afrimat’s Glenover Phosphate project.

1 Sep 2022 2AM 5 min

Despite the last decade the next looks better for Woolies

Lonwabo Maqubela from Perpetua Investment Managers unpacks results from Aspen and Woolies. Henry Laas of Murray and Roberts on results as the near order book surges. Integral Asset Managers's Bruce Williamson talks the upside for Thungela as coal prices remain elevated.

1 Sep 2022 1AM 20 min

TOP STORY-Barloworld’s gender-linked bond joins the JSE’s Sustainability Segment

‘This instrument aims to create gender diversity. It was targeted at participation of women-owned businesses in the economy through its supply chain’: Valdene Reddy, director of Capital Markets at the JSE.

31 Aug 2022 4AM 4 min

‘Stadio our preferred pick in the sector’

FNB's Thabiso Mamathuba unpacks the latest Old Mutual and Stadio results. Zandile Makhoba from Liberty on the current local and global economic challenges faced by markets today. Valdene Reddy of Capital Markets at the JSE talks the JSE’s Sustainability Segment and recently issued gender-linked bonds.

31 Aug 2022 12AM 19 min