MoneywebNOW

Is the Nasdaq in a bear market rally?

Herenya Capital's Petri Redelinghuys talks markets as the Nasdaq has run over 15% since the June lows. Kevin Lings from Stanlib on how the base effect will bring down inflation next year. Absa's Justin Schmidt talks the latest PMI data as it falls to levels last seen during the July…

2 Aug 2022 1AM 20 min

[TOP STORY] Karooooo results for 2023 Q1 to end May, 2022

‘I certainly find there is inflation pressure; not so much on our telematics devices because we have reengineered our devices in the last few years to make sure we can get components:’ CEO and founder Zak Calisto.

1 Aug 2022 4AM 6 min

EOH still needs to fix its capital structure

Alex Duys Umthombo Wealth unpacks EOH's update and Ellies's results. Zak Calisto from Karooooo talks the company's strong results, especially in Asia. Futuregrowth's Bongile James on the funding and practical issues of energy deregulation.

1 Aug 2022 1AM 21 min

[TOP STORY] The US economic situation is ‘messy’

‘That cocktail of stubborn elevated inflation and very sluggish economic growth’ is far-ranging in terms of its impact: Dr Adrian Saville – Genera Capital.

29 Jul 2022 4AM 8 min

TFG update confirms it as the clothing retail gold standard

Independent analyst Jimmy Moyaha unpacks The Foschini Group and Mediclinic updates. Investment specialist Adrian Saville talks US rates and Q2 GDP data that confirms the US is in recession. Simon offers his warning of waiting for a bottom in the market.

29 Jul 2022 12AM 20 min

[TOP STORY] The impact of rising rates on cash and equity investments

Cash fixed for a term won’t benefit from current interest-rate hikes: Samukelo Zwane, product head at FNB Wealth and Investments

28 Jul 2022 2AM 6 min

Inflation-hit salaries reducing shoppers' purchasing power

Carmen Mpelwane Portfolio Manager Absa Asset Management on British American Tobacco results and AVI update. Samukelo Zwane Product Head at FNB Wealth and Investments on the impact of MPC raising rates on cash and our equity investments. Elize Kruger on the BankservAfrica data showing local salaries struggling to keep track…

28 Jul 2022 12AM 19 min

[TOP STORY] Talking power generation in the president’s new dispensation

Ellies needs ‘a little light fairy’, ARB/Sabvest shines bright in solar, Reunert has cables and Renergen is about to ‘switch on the gas’: Anthony Cark – Small Talk Daily.

27 Jul 2022 3AM 6 min

A look at a VC investment in the cannabis industry

FNB's Wayne McCurrie talks updates from retailers; Woolies, Shoprite and Pick n Pay. As the president frees up the electricity grid Small Talk Daily analyst Anthony Clark asks if there are any JSE stocks with potential to benefit. Pierre van der Hoven from cannabis investment company Silverleaf Investments as it…

27 Jul 2022 1AM 20 min

[TOP STORY] Crypto investors now see possible opportunity

Equities having picked up last week has probably been the major catalyst for the run in the crypto market, reckons Luno’s Marius Reitz.

26 Jul 2022 2AM 4 min

PGM miners, time to buy?

Gary Booysen from Rand Swiss talks the Anglo Platinum results and Cashbuild update. Benay Sager from Debt Busters unpacks their survey on consumer financial stress. Luno's Marius Reitz talks cryptos as the Fear and Greed Index finally rises for extreme fear while Ethereum outperforms Bitcoin.

26 Jul 2022 12AM 19 min

[TOP STORY]CoreShares S&P Global Dividend Aristocrats ETF is free of tech

These ‘really are the kind of companies that have proven their track record through cash flow and dividend payments,’ explains Chris Rule of Core Shares.

25 Jul 2022 3AM 3 min

Big week of US data with FOMC and GDP

Sanlam's Nick Kunze talks markets and offers an update on US earnings season. Chris Rule from CoreShares on the offshore dividend aristocrats ETF. Dean de Nysschen from Glacier by Sanlam talks currency timing vs the opportunity cost of not investing at all.

25 Jul 2022 12AM 20 min

[TOP STORY] Updates from Anglo Platinum, Kumba and Vodacom

‘The reality is that we are sitting with a bit of a shortage when it comes to the commodities globally’: Mia Kruger at Kruger International.

22 Jul 2022 2AM 6 min

Prime at 9% adds over R1 200 to a R1m home loan

Kruger International's Mia Kruger talks Anglo Platinum and Kumba's updates which show earnings down around 50%. Saleem Sonday from Allan Gray talks the impact of the ‘great resignation’ on retirement. Simon offers his thoughts on the prime interest rate which is now at 9%.

22 Jul 2022 12AM 20 min

[TOP STORY] Levi Strauss numbers ‘really, really good’

‘Levi's is in a great space, a great team. They're executing. They can carry on doing this for the next 10, 20 years’: Keith McLachlan – Integral Asset Management.

21 Jul 2022 2AM 6 min

Rising rates benefit bank margins

Lonwabo Maqubela from Perpetua Investment Managers talks the Nedbank and ArcelorMittal updates. Investec's Tertia Jacobs on the 7.4% June inflation figure and MPC rate decision later today. Keith McLachlan from Integral Asset Managers updates us on one of his preferred offshore stocks: Levi Strauss.

21 Jul 2022 12AM 20 min

[TOP STORY] On average there’s a bear market every four years

‘You can't fret when the market pulls down 20%. Rather, you should be actually looking at it as a potential opportunity to get more exposure’: Andrew Dittberner at Old Mutual Private Client Securities.

20 Jul 2022 2AM 5 min

Commodities pricing worst case recession scenario

Anchor Capital's Deryck Janse van Rensburg talks commodities as BHP Group warns of rising costs and falling prices. PSG's Wendy Myers looks at sectors that do better during times of high inflation. Andrew Dittberner from Old Mutual Wealth Private Client on the data that's suggesting we’re likely half way through…

20 Jul 2022 12AM 20 min

[TOP STORY] Grey-listing looms for SA in terms of money laundering and terrorist financing.

The global FATF has given our country 18 months to get its monetary affairs in order: Jeanine de Swardt-Breeds of Masthead.

19 Jul 2022 2AM 7 min