MoneywebNOW

[TOP STORY] Satrix to launch new healthcare ETF

‘People are going to spend on healthcare when they're sick, regardless of what the economy's doing. So [this ETF] has those nice defensive properties about it’: CIO Kingsley Williams.

9 May 2022 3AM 6 min

Market volatility needs old-fashioned investing themes

Sanlam's Nick Kunze chats the latest US jobs data and more US equity selling. Andrew Lane from Deloitte on how South African mining companies could harness self-generating opportunities. Kingsley Williams from Satrix on their new healthcare ETF listing later in May.

9 May 2022 12AM 20 min

[TOP STORY] Sibanye-Stillwater trading update spooks; Nasdaq has horror day

Wage conversation still weighing quite heavily on Sibanye and Nasdaq’s day was less about the rates decision and more about inching closer to a US recession: Independent analyst Jimmy Moyaha.

6 May 2022 2AM 4 min

US: On the (recession) road again?

Jimmy Moyaha on the Sibanye-Stillwater update that saw earnings down 31% for Q1 2022. Katy Thorneycroft, Head of International Portfolio Management Multi-Asset Solutions, J.P. Morgan Asset Management on lessons learnt from the last few years of volatility shocks. Simon thoughts on value vs. growth stocks

6 May 2022 1AM 19 min

Stanlib - Lessons learnt from the last few years of volatility shocks

Katy Thorneycroft: Head of International Portfolio Management Multi-Asset Solutions, J.P. Morgan Asset Management

6 May 2022 1AM 9 min

[TOP STORY] Inflation at more than 6% will boost wage demands

‘We're getting close to that level again where the economy might not be keeping...up with population growth. ...This decline is a big concern for us in terms of job creation, in terms of inequality’: Dr Christie Viljoen of PwC.

5 May 2022 2AM 6 min

Is the Fed doing enough to fight inflation?

Absa's Carmen Mpelwane unpacks the deal between Sanlam and Germany's Allianz. Dr Christie Viljoen from PWC on the impact of the Durban floods and if it's possible to get unemployment back under 30%. PPS's Reza Hendrickse talks navigating global economic crosscurrents.

5 May 2022 1AM 18 min

[TOP STORY] Robust FY results from CMH despite chip and pre-owned car shortages

‘We've managed to multi-franchise many of our operations. ...That spreading of costs has made a major difference’ – CEO Jebb McIntosh.

4 May 2022 2AM 5 min

Aspen offering great value

Nedbank's Preston Narainsamy talks the Aspen share price which is down almost half since September. Jebb Mcintosh of Combined Motor Holdings unpacks results that show the company's record profits and margins. Revix's Sean Sanders on their newly-launched savings vault.

4 May 2022 12AM 21 min

[TOP STORY] Digging behind companies’ abbreviated results announcements

When ‘untrustworthy management teams...miss goals, they just shift the goalposts and then hope that nobody reads prior sets of results’: Keith McLachlan – Integral Asset Management.

3 May 2022 3AM 7 min

Cash the best response to weak US markets

Petri Redelinghuys Herenya Capital Advisors as US markets have the worst start to the year since 1939. Janina Slawski Head Investments Consulting Alexforbes on The Alexforbes Manager Watch™️ findings on the retirement fund investment management industry. Keith McLachlan from Integral Asset Management on what to look at first when reading…

3 May 2022 12AM 20 min

[TOP STORY] Current South African vehicle-purchasing trends

‘I think we'll see EVs at the upper luxury level ... [but] for the mass market [it’s] far too premature’: Martyn Davies – Deloitte's Africa auto sector leader.

29 Apr 2022 3AM 6 min

Slow demand for electric vehicles in South Africa

Mia Kruger of Kruger International talks markets and stacks Clicks up against Dis-Chem. Karooooo has seen FY earnings drop, but CEO Zak Calisto tells us why the company’s growth strategy is tracking well. With the brakes being slammed on a post Covid-recovery for vehicle manufacturers, are they shifting gears? Deloitte’s…

29 Apr 2022 1AM 22 min

[TOP STORY] FNB retail property space survey shows drop in vacancy rates

‘The office share of total stock built has been declining for probably two decades or more’: John Loos – FNB commercial property finance sector strategist.

28 Apr 2022 2AM 6 min

ETF listings giving investors access to China

Independent Analyst, Jimmy Moyaha talks markets after the breather the JSE was able to take yesterday. The JSE’s Sam Mokorosi on the kind of muscle new ETF listings, like the Sygnia Itrix New China Sectors ETF, are building for the local bourse. And FNB Commercial Property finance property sector strategist…

28 Apr 2022 12AM 22 min

[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