MoneywebNOW

[TOP STORY] Shifting the furniture for coal production?

‘To take mines from the company and give them to somebody else doesn't make any difference to the environment,’ quotes Xavier Prévost from XMP Consulting.

9 Apr 2021 2AM 6 min

9 April - Top food retailer on the JSE

Xavier Prévost from XMP consulting on the prospects for soon-to-be-listed coal miner Thungela Resources. Moneyweb's Ciaran Ryan on the two local crypto bundles; the risks and differences. Gary Booysen of Rand Swiss talks the Pick n Pay update and JSE food retailers in general, along with his preferred retailer.

9 Apr 2021 12AM 19 min

[TOP STORY] How active SA managers stack up against the industry they're benchmarked against

‘The longer a time period, the worse the performance tends to be for active managers’: Len Jordaan, S&P Dow Jones Global.

8 Apr 2021 3AM 6 min

8 April - Prosus raises R200bn and a look at TWK Agri results

RMB's Matete Thulare talks Prosus and the Tencent share sale. Len Jordaan of S&P Dow Jones Indices on the latest active vs passive performance results for South Africa. TWK Agri CFO Eddie Fivaz chats interim revenue.

8 Apr 2021 1AM 21 min

[TOP STORY] Is there opportunity in construction?

‘From my quick calculations, I've identified about 30 companies that could benefit directly from infrastructure rollout’: Chantal Marx from FNB Wealth and Investment.’

7 Apr 2021 2AM 5 min

07 April - How do we change to a better world?

FNB's Chantal Marx talks construction boom investment opportunities. Futurist Jonathan Cherry on why we ignore long-term warning signs. Henry van Deventer from Liberty on customers' response to virtual financial advice and how they've had to adapt.

7 Apr 2021 12AM 21 min

[TOP STORY] SA Inc results, the risk-on environment and possible interest-rate rises

‘The world is bouncing back a lot quicker than people expected from a developed world perspective, and in the US in particular’: Deryck Janse van Rensburg, Anchor Capital.

6 Apr 2021 5AM 9 min

06 April - Benefiting from carbon tax credits

Anchor Capital's Deryck Janse van Rensburg looks at equity markets as VIX trades below 20 and Nasdaq flies higher. Zelda Burchell of Cova Advisory and Associates on how green projects can be used to offset liability or to generate income.

6 Apr 2021 12AM 16 min

[TOP STORY] Looking back at Q1 2021: returns up 12%

‘I think if you've had an underweight exposure to SA equities, you might want to rethink that’: Nesan Nair, Sasfin Securities.

1 Apr 2021 3AM 4 min

1 Apr - PPC resolves DRC mess

PPC CEO Roland van Wijnen discusses the company's successful restructuring in the DRC and gives an operational update. Workforce Holding's CEO Ronny Katz talks results. Sasfin's Nesan Nair on a solid start for the JSE.

1 Apr 2021 12AM 20 min

[TOP STORY] Should Grindrod Shipping be in your portfolio?

Drikus Combrink - CEO, Capicraft

31 Mar 2021 2AM 7 min

31 Mar - 4Sight's business model and Grindrod Shipping as an investment case

Rand Swiss's Viv Govender takes a look at the markets. Digging into 4Sight's business model and results with CEO Tertius Zitzke. Drikus Combrinck of Capicraft on the investment case for Grindrod Shipping as pandemic induced supply chain disruptions keep rates high.

31 Mar 2021 1AM 20 min

[TOP STORY] Investing post Section 12J

Alternatives are ‘opening up a whole new spectrum of investment to clients that wasn't there before’:DinO Zuccolla – Westbrooke Alternative Asset Management.

30 Mar 2021 2AM 7 min

30 Mar - Renergen helium concentration 10x bigger than US

Kruger International's Mia Kruger talks investing into the cashless wave as the pandemic rapidly boosted contactless payment. Westbrooke's Dino Zuccollo on alternative investment options. CEO Stefano Marani on helium concentration and how it stacks up globally.

30 Mar 2021 1AM 20 min

[TOP STORY] Are we back to the races again?

‘I think at some point this pent-up demand is going to come and markets are going to push higher’: Nick Kunze – Sanlam Private Wealth.

29 Mar 2021 2AM 4 min

29 Mar - What can we expect from a post-crisis market recovery?

Sanlam Private Wealth's Nick Kunze on markets ending higher last week. Anchor Capital's Seleho Tsatsi on the investment case for Exxaro. Andrew Bradley, CEO of Fiscal, talks the post-crisis market rebound.

29 Mar 2021 1AM 19 min

[TOP STORY] Giant Ever Given ship blocks global trade

Perhaps 200 ships have been unable to pass through the Suez Canal for some 48 hours as dredgers and excavators struggle to free the massive container vessel.

26 Mar 2021 2AM 6 min

26 Mar - Q1 GDP expectations swing into negative and Remgro cuts dividend

Nedbank's Preston Narainsamy looks at the economy as the Sarb keeps the repo rate unchanged but lowers Q1 GDP expectations to negative. Bimco's Peter Sand talks the impact of the Suez Canal blockage. Remgro CFO Neville WIlliams on their recent financials.

26 Mar 2021 12AM 21 min

25 Mar - Inflation risks on margins

Anchor's Deryck Janse van Rensburg talks inflation and predictions for today's MPC decision. Kingsley Williams, CIO of Satrix, on the growth of passive investments in SA. Investment specialist Mike Gresty unpacks Tencent's results as the Naspers and Prosus share prices are driven higher.

25 Mar 2021 1AM 21 min

[TOP STORY] ADvTECH annual results to December 2020; dividend declared

‘Parents...seek out the best-quality education they can for their children and will make significant sacrifices to ensure that happens’; CEO Roy Douglas.

24 Mar 2021 2AM 7 min