MoneywebNOW

[TOP STORY] Twitter and the deal Elon Musk has struck

After the announcement of the $44 bn deal, the business magnate said that free speech was the bedrock of a functioning democracy and Twitter the digital town square.

26 Apr 2022 2AM 8 min

Markets on the up but recession worries still real

RMB's Matete Thulare weighs in on a possible recession, which has markets in a tailspin. Craig Antonie of AnBro gives his take on the deal Elon Musk and Twitter have struck.

26 Apr 2022 12AM 19 min

[TOP STORY] The impetus of Capitec's SME targeting

‘We like the business model. We like the quality of the business, but it is the valuation that is a problem. It is very, very expensive for us’: Patrick Mathidi of Aluwani Capital Partners.

25 Apr 2022 3AM 7 min

More to go on the dollar but the rand could hold

Nick Kunze of Sanlam Private Wealth talks markets, with last week’s hawkish tone from the US Fed still ringing loud. Patrick Mathidi of Aluwani Capital Partners, puts the spotlight on Capitec and whether its business banking strategy can sustain its share price momentum.

25 Apr 2022 1AM 20 min

[TOP STORY] What’s been behind the selloff of Naspers?

For the longest time management's been unable to unlock the large discount in Nav, explains Sean Neethling of Morningstar.

22 Apr 2022 3AM 10 min

Iron ore prices bearing the brunt of sluggish Chinese demand

FNB's Wayne McCurrie on how operational challenges hampered Kumba’s first quarter output. Sean Neethling from Morningstar talks the recent market moves around Naspers.

22 Apr 2022 1AM 20 min

[TOP STORY] Cashbuild staggers under impacts of looting and KZN floods

‘For me [it’s] a very tough call to be investing in a company...that is at the mercy of the consumers of Africa, the majority of whom don't have jobs’: Kruger International CEO Mia Kruger.

21 Apr 2022 3AM 6 min

What’s driving the latest inflation data?

Mia Kruger of Kruger International talks the Cashbuild trading update as revenue drops. FNB's Thabiso Mamathuba on the latest CPI data and what it says about the state of the consumer. Independent analyst Kea Nonyana chats how the demand for iron ore has boosted BHP’s share price.

21 Apr 2022 1AM 26 min

[TOP STORY] How investors can approach a turbulent year

‘As we march forward into a cyclical economic slowdown, you have to use...opportunities to diversify your portfolio, and get into the assets where you want to be’: Citadel CIO George Forman.

20 Apr 2022 2AM 5 min

Agri commodities benefitting from food supply woes

Absa's Carmen Mpelwane talks Tongaat Hulett's trading update. Citadel's George Herman looks at some of the factors influencing the investment landscape in 2022.

20 Apr 2022 1AM 18 min

[TOP STORY] How consumers are recovering from the aftermath of Covid-19 pandemic

‘The Reserve Bank...apparently [wants] to scare the living daylights out of the oil producers globally so that they can pump more oil, because that is the only reason why SA's inflation rate has been picking up’: Dr Roelof Botha, compiler of the Altron Fintech Household Resilience Index.

19 Apr 2022 2AM 8 min

Gold as a trading currency

RMB’s Matete Thulare on the recovery of the Russian rouble and what to expect from the local markets after the long weekend break. Economist Roelof Botha on whether there has been an improvement on the ability of households to take on and service debt. Dane Viljoen of Troygold on gold…

19 Apr 2022 1AM 23 min

[TOP STORY] Emerging markets yesterday, today and tomorrow

‘It's bad news all around, Simon. It's hard to see any good news around. But think, if you look at it over the longer term, the big opportunity set is really in emerging markets’: Feroz Basa – Sanlam Investments

14 Apr 2022 3AM 7 min

EOH still needs a capital raise

Alex Duys Umthombo Wealth on EOH results and Mr Price acquisition. Feroz Basa, Head of Emerging Markets at Sanlam Investments on the potential in emerging markets as developed markets look fragile. Izak Odendaal strategist at Old Mutual Wealth Investment on the local and US housing markets and why your primary…

14 Apr 2022 1AM 22 min

[TOP STORY] TWK’s Peak Timbers currently benefiting from the Russia/Ukraine crisis

The flooding in Natal will impact Vehicles and Tyres, but Haval, a new addition to the portfolio, is doing exceptionally well. Retail is doing well, but fertiliser prices are hurting farmers – FD Eddie Fivaz.

13 Apr 2022 2AM 6 min

Recession unlikely in US as consumer debt is low

FNB's Wayne McCurrie talks Capitec's results and US inflation. Eddie Fivaz of TWK Agri unpacks the company's results as cash from operating activities doubles. Sean Sanders from Revix on earning a yield from crypto

13 Apr 2022 12AM 21 min

[TOP STORY] Purple Group’s clients now number almost a million

‘We saw elevated levels of portfolio turnover during the pandemic...Average turnover of EC10 Crypto Bundle our accounts during the pandemic was 1.8 times per year. Normalised levels are closer to 90%, so kind of 50% of what they were doing in the pandemic’: CEO Charles Savage.

12 Apr 2022 2AM 6 min

Prosus needs Chinese regulatory certainty

Independent analyst Jimmy Moyaha on markets as China is said to approve first batch of gaming licences since July. Charles Savage, CEO of Purple Group, talks results that show almost 1m active users. George Herman of Citadel on the company's equity fund using quant methodology to increase AUM 1 000%…

12 Apr 2022 1AM 20 min

[TOP STORY] Global supply chains and trucking have failed to improve

‘What we've been through in the last two years has really forced or pushed companies to become innovative and think out of the box’: Denys Hopson of Investec.

11 Apr 2022 2AM 6 min

Modest US earnings season kicks off Wednesday

Sanlam's Nick Kunze on EOH results and US earnings. Denys Hobson from Investec takes a look at how supply chains are coping with the Ukrainian war and record high Covid levels in China. Terence Tobin from Rich Ideas on moving your RA.

11 Apr 2022 12AM 20 min