MoneywebNOW

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

24 Mar - Lockdown, logistical challenges hinder Master Drilling's revenue

Sasfin's Nesan Nair on Resilient results and more Steinhoff settlements. AdvTech CEO Roy Douglas talks strong results for schools. Danie Pretorius, Master Drilling CEO, as profits plunge under lockdown.

24 Mar 2021 1AM 20 min

[TOP STORY] Does some value lurk in SA’s leisure stocks?

City Lodge ‘trades 80% less than the value of its assets, and that's what makes this one so interesting to me. I don't think it's going to go bankrupt’: Chantal Marx, head of research, FNB Wealth and Investments.

23 Mar 2021 3AM 4 min

23 Mar - Who actually works best from home?

FNB's Chantal Marx takes a look at local leisure stocks. Anchor's Nick Dennis on how rising rates are killing the growth trade. Merchants' Mat Conn on how WFH is changing businesses.

23 Mar 2021 1AM 20 min

[TOP STORY] Metair year-end results show revenue, heps and debt down

For automotive components ‘demand has started to come back’– CEO Riaz Haffejee.

19 Mar 2021 3AM 5 min

19 March - US inflation a real threat to markets

Rand Swiss's Viv Govender on US ten-year Treasury yields as they surge. Riaz Haffejee, Metair CEO, talks results as increased local vehicle production boosts future earnings potential and Martin Freeman, Orbvest CEO, as the company launches another investment - Orvest Diversified Holdings 4

19 Mar 2021 1AM 23 min