MoneywebNOW

MTN buying Telkom has plenty regulatory hurdles

FNB's Thabiso Mamathuba chats markets and the Telkom/MTN deal. Jeanine De Swardt-Breeds from Masthead on SA's potential grey listing: What, why and how? Andrew Smythe from NMG Benefits talks the impact of inflation on consumers.

19 Jul 2022 12AM 21 min

[TOP STORY] How the fear of missing out can drive investors to take everything offshore

As South Africans we have a hard time backing ourselves, and so it's often a surprise when we see that our market has out-performed international markets: Clive Eggers – head of investments at GTC.

18 Jul 2022 2AM 4 min

Time to buy China ETFs?

Herenya Capital's Petri Redelinghuys chats the week ahead for markets. David Crosoer from PPS Investments on being overweight SA listed assets. GTC's Clive Eggers on why politics is poison in a portfolio.

18 Jul 2022 1AM 20 min

[TOP STORY] Another Dotcom bust on the horizon?

‘When you look at the period June 1999 to May 2000, the Fed hiked interest rates six times’: Schalk Louw of PSG Old Oak.

15 Jul 2022 2AM 7 min

Great Pan African update, but gold heading lower

Independent analyst Jimmy Moyaha unpacks the updates from Coronation and Pan African Resources. PSG's Schalk Louw talks the possibility of a repeat of the 2000 Nasdaq meltdown. Simon offers his thoughts on office vacancies which remain at record highs despite employees returning to work.

15 Jul 2022 12AM 20 min

[TOP STORY] Expectations for US inflation

Maarten Ackerman of Citadel thinks the Fed would be comfortable with inflation going back below 4% and staying there for some time, when it can start to support the economy and the job market again.

14 Jul 2022 2AM 6 min

SA bouncing back? Banking activity in Q2 shows strong economic activity

Matete Thulare from RMB on the dollar strength as it hits parity with the euro. Citadel's Maarten Ackerman on the horror US inflation that came in at 9.1% for June, well ahead of expectations. Elize Kruger independent economist talks the BankservAfrica Economic Transactions Index as it shows a decent Q2,…

14 Jul 2022 12AM 19 min

[TOP STORY] A look at Zenzele Kabili and, more broadly, other BEE shares

Zenzele Kabili is currently ‘trading at a small discount to net asset value, but a fairly large premium to fair value’: Craig Gradidge of Gradidge Mahura Investments.

13 Jul 2022 2AM 5 min

Brent should trade back to $80 in time

Absa's Carmen Mpelwane on markets as Tongaat flies higher. Craig Gradidge from Gradidge Mahura Investments on an updated valuation for SAB Zenzele Kabili. Independent analyst Kea Nonyana talks Renergen: Is there still value in holding energy stocks?

13 Jul 2022 12AM 19 min

[TOP STORY] Investing is long term; today’s six-month negative focus is not

Prepare for all eventualities and structure your investment portfolio as robustly as possible: George Herman – Citadel.

12 Jul 2022 2AM 5 min

US markets likely to see another 10% down before bottoming

Herenya Capital's Petri Redelinghuys on markets as they remain weak, are we heading for new lows of the year? George Herman of Citadel on why volatility is not always bad. Carol Crozier from JSE Investor Services on the role of JIS and the newly-launched ShareHub.

12 Jul 2022 1AM 21 min

[TOP STORY] JSE driven by China over past decade

‘I think there are substantial opportunities for equity investors, at least in Europe and the US and Japan, [so] you don't need to dig too deeply into China’: Pieter Hundersmarck at Flagship Asset Management.

11 Jul 2022 2AM 5 min

US inflation and earnings season this week

Sanlam's Nick Kunze talks the US's continued strong jobs data. Pieter Hundersmarck from Flagship Asset Management on the dirty little secret of SA equities. Jason Lightfoot from Futuregrowth talks investing as Reg 28 changes allow for 45% offshore.

11 Jul 2022 12AM 20 min

[TOP STORY] Are you really paying ‘no fees’ when investing?

Some people attempt to pretend they're charging zero fees, but all the other layers are still there: Fedgroup COO Michael Field.

8 Jul 2022 2AM 5 min

Commodities have more downside coming

FNB's Wayne McCurrie on Remgro and MSC's latest bid for Mediclinic. Michael Field from Fedgroup talks the importance of fees. Simon offers his thoughts on doing due diligence.

8 Jul 2022 12AM 19 min

[TOP STORY] Are crypto investors buying, scared, or holding?

Luno GM for Africa Marius Reitz reports that new customers still buy these ‘risk’ assets for the first time on a daily basis – although at a much slower rate than previously.

7 Jul 2022 2AM 6 min

Manufacturing under load shedding pressure

Luno's Marius Reitz on whether clients are selling, buying and doing due diligence on their cryptos. Absa's Miyelani Maluleke talks the state of manufacturing as load shedding continues.

7 Jul 2022 12AM 19 min

[TOP STORY] SA keeps shooting itself in the foot in terms of its growth outlook

Our economy could have grown two-and-a-half, three percentage points more without the load shedding, muses PwC SA chief economist Lullu Krugel.

6 Jul 2022 2AM 4 min

British American Tobacco offers a strong hedge for a resilient portfolio

Alex Duys of Umthombo Wealth on markets as Naspers and Prosus have another strong day and Nampak gets a debt extension. PwC's Lullu Krugel on the economic outlook for SA for the rest of 2022. Olebogeng Ramatlhodi from Deloitte Africa on how the African Continental Free Trade Area could mitigate…

6 Jul 2022 12AM 19 min

[TOP STORY] Sectors most at risk from fuel price shocks

The angle that we take in terms of [portfolio positioning amid petrol price hikes] is around how the consumer reacts in this environment and this impact on companies: Carmen Mpelwane – Absa Asset Management.

5 Jul 2022 2AM 4 min