MoneywebNOW

Is the selloff over?

Petri Redelinghuys from Herenya Capital Advisors talks markets. Counterpoint Asset Management's Daniel King talks value in local bonds and why vigilance is required. Linda Trim from Giant Leap on how business needs to adapt to get staff back to the office.

24 Jan 2022 11PM 20 min

[TOP STORY] Another year of supply-chain frustrations ahead

‘We could see some kind of stabilisation late in the year, and there are pockets of improvements that we do see from time to time’: Investec for Business logistics and pricing analyst Denys Hobson.

24 Jan 2022 1AM 5 min

PGM miners set for another strong year

Alex Duys of Umthombo Wealth chats the latest updates from TFG and Mr Price. Bruce Williamson of Integral Asset Management talks PGMs: after a good start to the year, what could 2022 hold for the metals? Investec's Denys Hobson takes a look at the current state of supply chains.

24 Jan 2022 12AM 20 min

[TOP STORY] Expectations for crypto in 2022

The fact that ‘governments and central banks around the world are ... really worried about this new digital-currency asset class ... [is] essentially validation in many respects’ Revix CEO and founder Sean Sanders.

21 Jan 2022 1AM 7 min

Commodity stocks getting ahead of spot prices

FNB's Wayne McCurrie unpacks the Woolies and Distell updates. Sean Sanders of Revix on what the growth of the metaverse, NFTs space and online gaming have in common. Simon talks BHP Group changing its dual listing structure and why this will trigger a CGT event for shareholders.

20 Jan 2022 11PM 21 min

[TOP STORY] A look at 2022 market trends and forecasts from large investment houses

‘I would encourage all the listeners to go and look at some of these value ETFs, value fund managers and value stocks if you manage your own equity portfolio’: Schalk Louw – PSG Old Oak.

20 Jan 2022 1AM 5 min

Richemont delights while Aspen disappoints

Preston Narainsamy of Nedbank Private Wealth takes a look at the Richemont update. Zak Calisto, CEO of Karooooo, talks results as costs surge. Schalk Louw from PSG Old Oak on what the experts are expecting this year.

20 Jan 2022 12AM 20 min

[TOP STORY] Prospects for Tongaat post the rights issue

Are you willing to ride this wave out for another two to three years before they figure it out? –Independent analyst Jimmy Moyaha

19 Jan 2022 1AM 5 min

How to capitalise on a weaker rand

Independent analyst Jimmy Moyaha talks Tongaat as shareholders approve a rights issue. Gary Booysen from Rand Swiss on trading the rand around the key 15.50 level. Jonathan Hurvitz, CEO Teljoy, chats retail in a post Covid-19 world.

18 Jan 2022 11PM 20 min

[TOP STORY] Trying to find the perfect investment strategy

‘If what you're doing in the market keeps you awake at night, change it’: Keith McLachlan from Integral Asset Management.

18 Jan 2022 1AM 6 min

African fintech startups booming

Absa's Carmen Mpelwane on where she’s looking for value this year. Keith McLachlan of Integral Asset Management talks investment strategies: is there a perfect approach? Rand Merchant Investments's Dominique Collett chats FinTech predictions for 2022.

17 Jan 2022 11PM 18 min

[TOP STORY] The Indian economy is the sixth-largest in the world, and growing rapidly

‘We make money in all the sectors that we try to invest in,’ says Deepak Ramaraju – principal advisor for the India Opportunities Fund at Sanlam International Investment.

17 Jan 2022 1AM 6 min

What’s driving up the prices of US tech stocks?

Sanlam's Nick Kunze talks markets as US tech stocks start the year tumbling. Sean Neethling of Morningstar Investment Management SA on local vs offshore. Which offers better potential for the year ahead? Deepak Ramaraju of Sanlam International Investment on the investment case for India.

17 Jan 2022 12AM 20 min

[TOP STORY] The End of Money – or is it?

‘Cryptocurrency is one of the silliest ideas in the issue of human endeavour’: David Buckham, CEO of Monocle Solutions.

14 Jan 2022 4AM 12 min

Fed’s handling of inflation will be 2022’s key risk for global economy

Rand Swiss's Viv Govender talks his predictions for the big market risks facing 2022. David Buckham, CEO of Monocle Solutions, on his book, The End of Money. Simon talks the two important changes to RSA retail savings bonds.

14 Jan 2022 12AM 21 min

[TOP STORY] Looking at energy stocks going into 2022

‘Renergen...is one of the stocks which I think are going to capture the zeitgeist in the coming years’: Kea Nonyama from Think Markets.

13 Jan 2022 2AM 4 min

Naspers surges as China fears fade

FNB's Chantal Marx talks market movements, US inflation and Naspers. Kea Nonyana from Think Markets on his two local stock picks for 2022. Luno's Marius Reitz chats the recent crypto selloff and the merits of Bitcoin vs altcoins

12 Jan 2022 11PM 19 min

[TOP STORY] In 2021 the ETP industry’s assets under management were up 22.5%, topping R136 billion.

Satrix and Sygnia have managed to overtake former leader Absa and have a much broader band and range of ETFs to offer to the public: etfSA MD Mike Brown.

12 Jan 2022 2AM 5 min

Listed property improving but still tough

Independent analyst Jimmy Moyaha talks Sea Harvest as it expands further into Australia despite disappointing fishing stocks. FNB's John Loos on property trends he expects to see in 2022. Mike Brown from ETFsa on 2021's growth in the local ETF market, which is dominated by Satrix, Sygnia and Absa.

12 Jan 2022 12AM 21 min

[TOP STORY] Outlook on the retail sector for 2022

Evan Walker from 36ONE Asset Management says ‘it's going to be a tough, tough year; I think the likes of Shoprite will probably still do well, but we are very nervous’.

11 Jan 2022 1AM 7 min