MoneywebNOW

Is your crypto investment really there?

Sean Sanders from Revix, and Wiehann Olivier from Mazars South Africa discuss the introduction of a ‘proof of reserves’ report for crypto platforms.

1 Oct 2021 3AM 10 min

Capitec: Great results but costs a concern

Chantal Marx FNB on the Capitec and Bidcorp results. Revix's Sean Sanders and Wiehann Olivier of Mazars South Africa on proof of reserves for crypto platforms.

1 Oct 2021 2AM 21 min

[TOP STORY] Caxton came up with strong results – approaching 2019 levels

The company’s focus has shifted, after exiting magazines, to newspapers and packaging, and particularly to increasing its stake in Mpact: MD Tim Holden…

30 Sep 2021 3AM 7 min

Is corporate governance dead or just in need of help?

Alex Duys of Umthombo Wealth on market volatility. Tim Holden MD of Caxton on the group’s new future in packaging. Andrew Bahlmann of Deal Leaders International on whether corporate governance is still intact.

30 Sep 2021 1AM 21 min

Holdcos are benefiting from spinning out assets

RMI is to drop Discovery and OUTsurance, and Telkom aims to list Swiftnet – with each company’s share price rising dramatically as a result: Schalk Louw from PSG Old Oak.

29 Sep 2021 2AM 5 min

Global energy crisis weakening the rand

Matete Thulare of RMB on what’s driving the rand weaker. PPC CEO Roland Van Wijnen on its successful debt restructuring and refinancing and Schalk Louw of PSG Old Oak on the unbundling proposed by RMI and Telkom.

29 Sep 2021 1AM 20 min

[TOP STORY] Luxury is hugely dependent on the Chinese economy for future growth.

China’s middle-income group, that country’s major consumers of luxury goods, is projected to double over the next 10 years’: Anchor Capital investment analysts Peter Little.

28 Sep 2021 2AM 6 min

Is the price of oil a threat to inflation?

Gary Booysen of Rand Swiss talks the latest market movements. Anchor Capital investment analyst Peter Little on how China's drive towards 'common prosperity' is rattling the luxury goods sector. Marius Reitz of Luno unpacks the implications of China's crypto crackdown.

28 Sep 2021 1AM 20 min

[TOP STORY] When do we start to see local rates move higher?

‘We can't find any evidence in the work we've done over many years to evidence a relationship between interest rates and investment spending’: Dr Adrian Saville – investment specialist, Genera Capital.

27 Sep 2021 2AM 5 min

Avoiding value traps

Petri Redelinghuys of Herenya Capital Advisors talks markets as the bull returns. Dr Adrian Saville of Genera Capital on local rates and adjusting SA's inflation target. Integral Asset Management's Keith McLachlan on avoiding value traps.

27 Sep 2021 12AM 20 min

South African positives to reflect on and look out for in late 2021

Alexander Forbes Executive Chief Economist Isaah Mhlanga considers recent constructive changes in the SA economy, US interest rates, local government elections and the medium-term budget policy statement.

23 Sep 2021 2AM 6 min

Can we expect interest rates to rise in 2022?

Absa's Carmen Mpelwane talks Sasol 2.0. Alexander Forbes's Isaah Mhlanga takes a look at the silver linings in the local economy. Johann Els of Old Mutual on today's MPC decision.

23 Sep 2021 1AM 20 min

Protecting your ETFs during volatility

Viv Govender of Randswiss on the upcoming Fed decision. The Finance Ghost talks the Burger King/ CompCom ruling and etfSA's Mike Brown unpacks ETF management during volatile times.

22 Sep 2021 4AM 20 min

[TOP STORY] Portfolio diversification in physical commodities today

Johann Erasmus from 1nvest looks at precious metals, base metals, energy and agricultural commodities, believing these markets are ‘taking a bit of a breather’.

21 Sep 2021 2AM 7 min

September market wobble not new territory

Mia Kruger of Kruger International on the JSE falling back into correction territory. JSE's Mark Randall on the change in JSE ‘landscape’ after the Naspers/Prosus transaction. Johann Erasmus of Standard Bank talks the commodities supercycle — Is it over?

21 Sep 2021 1AM 24 min

[TOP STORY] US equity market looks increasingly vulnerable

If you are ‘looking to time the market and looking to position for these sort of things...I think the last few weeks is probably a good time to take a lot of chips out’: Joe Basset – Renegade Capital in the US.

20 Sep 2021 2AM 5 min

What will investment themes look like in the next 10 years?

Joe Bassett of Renegade Capital talks the current fragility of the US equity market. Southridge Global Capital's Nick Dennis on identifying 'trend-setters'. Liam Hechter of Musgrave Capital Partners takes a look at emerging markets playing a more significant role in the global economy in the years to come

20 Sep 2021 1AM 23 min

[TOP STORY] Lower growth is seemingly moderating inflation globally and locally

In the SA market ‘we've gone underweight commodities and basically have allocated that position towards the financial sector and specifically banks’: Henk Viljoen, Stanlib Balanced and Equity portfolio manager.

17 Sep 2021 2AM 6 min

Sibanye-Stillwater moving into lithium mining

Alex Duys of Umthombo Wealth on Sibanye-Stillwater's lithium mine investment and FirstRand results. Absa's Justin Schmidt unpacks the latest manufacturing survey. Stanlib's Henk Viljoen talks where to invest as local and global growth moderates.

17 Sep 2021 1AM 20 min

[TOP STORY] Pan African Resources out with healthy year-end dividend

The low-cost miner achieved a ‘great’ multi-year wage deal and expects within 24 months to have most operations pretty much off-grid during daylight hours’: CEO Cobus Loots.

16 Sep 2021 6AM 5 min