MoneywebNOW

11 May - Know, and stick to your plan as the rand strengthens

Rand Swiss's Gary Booysen on whether he's adjusting his strategy with the rand at 14/$. FNB's Doret Jooste on the hows and whys of building an emergency fund. Raubex CEO, Rudolph Fourie, unpacks their results.

11 May 2021 1AM 20 min

[TOP STORY] What’s driving gold’s bullish trend?

‘The dollar is losing ground against other countries, which generally...is quite supportive of commodities’: Petri Redelinghuys from Herenya Capital Advisors…

10 May 2021 3AM 5 min

10 May - New global property ETF to list

Petri Redelinghuys, of Herenya Capital Advisors, on current trends for commodities, especially gold. Garreth Elston talks Reitway Global's listing of its offshore property ETF. Jebb McIntosh of Combined Motor Holdings on their performance and how, despite marginal improvements in operations, they are still facing challenges.

10 May 2021 1AM 19 min

[TOP STORY] Karrooooo delivers full-year results with revenue up 18%

‘Vehicle recovery is still an important part of our business. ... [But] today it's all about the data and what we do with the data’: CEO Zak Calisto.

7 May 2021 2AM 7 min

7 May - Kaap Agri reports rise in profits, reinstates dividend

Nesan Nair from Sasfin Securities on markets as banks have another good day. Kaap Agri CEO Sean Walsh on strong six month results. Karooooo CEO Zak Calisto talks the company's first results since its Nasdaq listing.

7 May 2021 1AM 21 min

[TOP STORY] MTN up 11.5%; commodities ‘skyrocketing’

‘I still really like [MTN], am happy to hold it and definitely prefer it over Vodacom’: Anchor Capital portfolio manager Martin Smith.

6 May 2021 4AM 6 min

6 May - Money market funds and the rise of alt coins

Anchor Capital's Martin Smith talks the MTN update and resource stocks storming higher. Dean de Nysschen from Glacier by Sanlam on the role of a money market fund in your portfolio. Revix founder, Sean Sanders, on the rise of crypto alt coins.

6 May 2021 1AM 20 min

[TOP STORY] Aspen in a markedly better shape

‘I think Aspen is one of the most operationally efficient [companies] manufacturing pharmaceuticals in the world’: Kearabilwe Nonyana, manager, equities and derivatives, ThinkMarkets.

5 May 2021 3AM 7 min

5 May - Big tech sees knockout earnings

Wayne McCurrie of FNB Wealth and Investments on miners hitting new highs. Thinkmarkets's Kearabilwe Nonyana on the investment case for Aspen. Henry Biddlecombe from Anchor Global on the tech giants' knockout results.

5 May 2021 1AM 19 min

MoneywebNOW's first birthday

It's MoneywebNOW's first birthday! In this special episode of the podcast Moneyweb editor Ryk van Niekerk joins us to talk about how the show got its start, while a few of our regular guests chat the year that was and what stood out most in terms of news and markets.

4 May 2021 1AM 21 min

[TOP STORY] Office leases in the Reit space

As we start getting vaccinated, with reports more vaccines arriving in the country, how will office leases in the Reit space change? – Keillen Ndlovu, head of listed property, Stanlib.

3 May 2021 2AM 9 min

3 May - April returns all about commodities

Sanlam Private Wealth's Nick Kunze takes a look at April's returns. Keillen Ndlovu from Stanlib on the office market in SA, what does its future look like?

3 May 2021 1AM 20 min

[TOP STORY] Why is the rand strengthening?

Schalk Louw of PSG Old Oak points out that the past two quarters have been the strongest South Africa ‘has ever seen’ in terms of the current-account deficit and important exports.

30 Apr 2021 3AM 5 min

30 April - Menthol cigarette ban poses threat to British American Tobacco

Chantal Marx of FNB Wealth and Investment talks British American Tobacco as the US looks to ban menthol cigarettes. Schalk Louw of PSG on high commodity prices pushing the rand stronger. Orbvest CEO Martin Freeman on investing into healthcare real estate in the US.

30 Apr 2021 1AM 22 min

[TOP STORY] Is ‘fear of missing out’ making everyone bullish?

‘If you're getting into stocks because you just see them going up,’ that is the wrong reason to buy: Gary Booysen from Rand Swiss.

29 Apr 2021 3AM 6 min

29 April - Total World ETF for a core portfolio holding

Gary Booysen of RandSwiss takes a look at the latest market movements. Coreshares's Chris Rule talks their new Total World ETF. Anashrin Pillay of Risk Insights on the best and worst ESG sectors on the JSE.

29 Apr 2021 1AM 19 min

[TOP STORY] Revego Africa Energy to list tomorrow, April 29 2021

CEO Reyburn Hendricks explains that the fund plans to ‘invest in a portfolio of predominantly operational renewable energy assets in sub-Saharan Africa’.

28 Apr 2021 2AM 6 min

28 April - Is there light at the end of the tunnel for SA's economy?

Rand Swiss's Viv Govender talks markets for the short week ahead. A look at renewable energy company Revego, ahead of its Thursday listing. Bernard Drotschie, CIO of Melville Douglas on the glimmers of hope for SA.

28 Apr 2021 1AM 20 min

[TOP STORY] How does structural inflation become baked into the system?

‘I'm not in the camp...of believing that this inflation bump-up is going to be...sustained over the longer time. I believe it could prove transient’: Mohammed Nalla of Moe-Knows.com.

26 Apr 2021 3AM 11 min

26 April - Sabvest and the holding company discount mystery

Keith McLachlan of Integral Asset Management on Sabvest and the holding company discounts offering an opportunity? Strategist Mohammed Nalla on digging into structural inflation, productivity gains and the all-important PCE

26 Apr 2021 12AM 23 min