MoneywebNOW

[TOP STORY] US interest-rate decision expected from the FOMC later today

Slower economic growth or economic contraction requires a different investment stance, points out Adrian Saville of Genera Capital.

15 Jun 2022 3AM 6 min

New credit continues to grow, slowly

Jimmy Moyaha, independent analyst, talks Telkom results and where to hide in these markets. Adrian Saville of Genera Capital asks if the FOMC should do a Paul Volcker and raise US rates 1% this evening? Researcher Keith Lockwood on the Altron Fintech Short-Term Credit Impact Index.

15 Jun 2022 12AM 20 min

[TOP STORY] Motus, Sasol and MultiChoice BEE shares suggest strong dividends

‘In all these cases their fair values are well above where the shares are currently trading’: Craig Gradidge – Gradidge Mahura Investments.

14 Jun 2022 2AM 5 min

Trade the current volatility with caution

Herenya Capital's Petri Redelinghuys offers trading tips to survive these volatile markets.Craig Gradidge from Gradidge Mahura Investments on three BEE shares offering strong dividends and a discount to fair value.Morningstar's Amy Arnott talks using bonds to smooth the volatility.

14 Jun 2022 12AM 19 min

[TOP STORY] Finding the middle between complexity and simplicity when investing

‘As investors, I suppose, we like to keep things simple and sometimes we keep things too simple by pigeonholing them’: Andrew Dittberner – CIO, Old Mutual Private Client Securities.

13 Jun 2022 3AM 6 min

Eskom not the problem, it's regulations

FNB's Thabiso Mamathuba on US inflation at 40 year highs and TFG results. Andrew Dittberner from Old Mutual talks pigeonholing in today’s complex world of investing. Bongile James from Futuregrowth chats electricity infrastructure, lots on paper but little execution …

13 Jun 2022 1AM 21 min

[TOP STORY] Alternative assets as an interesting class

Dino Zuccollo of Westbrooke Alternative Asset Management explores the world of private debt, where clients get exposure to a diversified pool of private loans in and around the UK.

10 Jun 2022 2AM 9 min

Shouldn't gold be doing much better?

FNB's Wayne McCurrie chats the rejected Mediclinic bid and MultiChoice's results. Dino Zuccollo from Westbrooke Asset Management on UK private debt yielding almost 7% in Sterling. Simon offers his thoughts on gold.

10 Jun 2022 12AM 20 min

[TOP STORY] Understanding preference shares

Preference shares are hybrid financial instruments, predominantly exotic equity or debt instruments – Keith McLachlan of Integral Asset Management.

9 Jun 2022 2AM 7 min

It's a no-brainer to invest responsibly

Lonwabo Maqubela Perpetua Investment Managers talks Spar results vs other retailers. Keith McLachlan Integral Asset managers on local preference shares ... the market is shrinking but the yields are great. Gontse Tsatsi from Old Mutual Investment Group on how missed opportunities at WEF present a chance for Africa to create…

9 Jun 2022 1AM 21 min

[TOP STORY] Thoughts on community-driven lending to SMMEs

SA banks’ lending policies are ‘atrocious’, claims Redge Nkosi of Firstsource Money.

8 Jun 2022 3AM 7 min

Q2 GDP could be negative after April flooding

RMB's Matete Thulare chats Sygnia's results. Economist Dr Chris Harmse talks local GDP data as the economy finally gets back to pre-pandemic size. Redge Nkosi from Firstsource Money on the role of banks in underpinning the health of an economy.

8 Jun 2022 12AM 22 min

[TOP STORY] Is the South African consumer in a perilous position?

Evan Walker of 36ONE considers the high ratings of Clicks, Shoprite/Checkers and Dis-Chem – and the possibility of shorting the shares as scarcities loom.

7 Jun 2022 2AM 7 min

'This is why we love Renergen'

Independent analyst Jimmy Moyaha on the Fortress Reit update (which shows office is still a problem) and Renergen securing funding for phase 2. Evan Walker of 36ONE Asset Management on the state of the local consumer; and Just SA CEO Deane Moore talks retiree trends.

7 Jun 2022 1AM 21 min

[TOP STORY] Are we seeing pent-up demand for new vehicles?

People are buying down and rental fleets are also buying, obviously in anticipation of both internal and foreign tourists: Mark Dommisse – chair, National Automobile Dealers’ Association.

6 Jun 2022 2AM 4 min

Are we staring into the eye of an economic hurricane?

Sanlam's Nick Kunze talks the economy as JPMorgan Chase's Jamie Dimon warns of an economic hurricane coming. AME's Dave Tiltmann unpacks the company's strong results and the changing trends in advertising. Mark Dommisse from NADA on how pent-up demand is keeping SA's new-vehicle market afloat.

6 Jun 2022 12AM 20 min

[TOP STORY] Capital Appreciation delivers impressive FY numbers

‘One of the key features of our businesses is they are asset-light. We don't pay traditional big working-capital items like inventory and receivables’: CFO Alan Salomon.

3 Jun 2022 2AM 7 min

Petrol price: Will the OPEC+ production increases help?

RMB's Matete Thulare talks the rand vs oil. Alan Salomon CE Capital Appreciation unpacks results. Simon gives his thoughts on offshore ETFs vs individual shares and the knowledge gap.

3 Jun 2022 12AM 20 min

[TOP STORY] Is there a compelling story for any local healthcare stocks?

‘The Sygnia healthcare ETF is how I'd go into navigating offshore...[but] I believe that on the local market you will be getting good value with the three hospital groups and Aspen Pharmacare’: Independent analyst Kea Nonyana.

2 Jun 2022 2AM 4 min

Copper a long-term bull trade

Lonwabo Maqubela of Perpetua Investment Managers chats the Santam update. Johann Erasmus from Standard Bank/1nvest talks the future of copper. Kea Nonyana on health stocks. What does he like locally and offshore after recent hospital group results?

2 Jun 2022 12AM 19 min