MoneywebNOW

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

[TOP STORY] Trade reopens as the vaccines are coming in

In South Africa ‘the fact remains that we need offshore and international travellers in South Africa to help re-boost our economy’ – Mia Kruger, director Kruger International.

18 Mar 2021 2AM 5 min

18 Mar - Mixed bag of bank results

Mia Kruger of Kruger International on investment opportunities as the economy reopens. Libstar CFO Charl de Villiers unpacks the company's results as the retail channel jumps higher. Kokkie Kooyman from Denker Capital reviews the big four banks' results.

18 Mar 2021 1AM 22 min

[TOP STORY] Comparing house prices movements in the 2008 crisis and those in 2020.

‘This time around...the Monetary Policy Committee was much braver in adjusting interest rates’: Lightstone analytics director Paul-Roux de Kock.

17 Mar 2021 2AM 7 min

17 Mar - Changing investor behaviour and house prices in 2020

Wayne McCurrie of FNB Wealth and Investment talks Shoprite as results show it's printing cash. Thomas Brennan, CEO of Franc, on changing investor behaviour in the last year. Paul-Roux de Kock from Lightstone unpacks house price increases in 2020, what were the drivers?

17 Mar 2021 1AM 21 min

[TOP STORY] Reasonable numbers from the education sector

Thoughts on Stadio and ADvTECH, as well as Mr Price, Yuppiechef, City Lodge and Sun International: Nesan Nair from Sasfin Securities.

16 Mar 2021 2AM 7 min

16 Mar - Investment case: Ethos Capital

Sasfin's Nesan Nair talks education stocks and Mr Price's YuppieChef acquisition. Graeme Korner unpacks private equity and chats Ethos Capital Partners.

16 Mar 2021 1AM 20 min

[TOP STORY] Valuing junior/exploration miners

‘Management is a key variable ... [but] there is real resource risk’: small-cap analyst Keith McLachlan

15 Mar 2021 2AM 6 min

15 Mar - 2021 GDP forecasts and banking trends

Petri Redelinghuys of Herenya Capital Advisors talks banking stocks. AlphaWealth's Keith McLachlan on how to value an exploration miner. PWC's Lullu Krugel on what to expect from GDP for the year(s) ahead.

15 Mar 2021 1AM 20 min

[TOP STORY] Sanlam favoured in the local insurance space

‘They're changing the way the distribution model works. ... I think this is something that can release significant profits for the business’: Gary Booysen from Rand Swiss.

12 Mar 2021 2AM 5 min

12 Mar - Inflation to increase, no rate hike expected

Rand Swiss's Gary Booysen reviews local insurers and their results. Steven Brown, Fortress CEO, unpacks financials as overall vacancies drop from 8.9% to 6.8%. Wikus Furstenberg from Futuregrowth talks the bond market and worries about inflation.

12 Mar 2021 12AM 19 min

[TOP STORY] Annual results from MTN – but no dividend

MTN is a high-risk story, struggling to repatriate cash out of Nigeria and with legal troubles in Syria: Chantal Marx from FNB Wealth and Investments.

11 Mar 2021 2AM 5 min

11 Mar - Regulation boosts local hedge fund industry

FNB's Chantal Marx talks local telcos and MTN results. Metrofile CEO Pfungwa Serima on document storage, debt and the buyout offer. Hayden Reinders of Asisa looks at hedge funds as they come in from the cold.

11 Mar 2021 12AM 19 min

[TOP STORY] AfroCentric reports on half year to December

The owner of Medscheme is diversifying its portfolio with the likes of pharmaceuticals, virtual consultations and vaccine rollouts.

10 Mar 2021 2AM 6 min

10 Mar - AdaptIT looks to return to strategy of acquisition growth

Viv Govender of Rand Swiss on the market after local GDP numbers. AdaptIT CEO Sbu Shabalala on decent results as annuity income grows. AfroCentric CEO Ahmed Banderker on diversity boosting results.

10 Mar 2021 12AM 20 min

[TOP STORY] A look at NFTs, or non-fungible tokens

‘I don't think too many people in the traditional financial world are losing sleep because I think they're fairly dismissive of the technology because they don't understand what's about to happen to them’: Simon Dingle – founder and CEO, Inves Capital.

9 Mar 2021 2AM 9 min

9 Mar - What can we expect from today's GDP data?

Mia Kruger of Kruger International as results continue to pour in. Inves Capital's Simon Dingle on non-fungible tokens (NFTs). RMB's Mpho Molopyane on 2020 local GDP data due later Tuesda.

8 Mar 2021 11PM 20 min

[TOP STORY] Insights into Warren Buffett’s annual letter

The CEO of Berkshire Hathaway’s theme, ‘buy the good stuff at the good price and in an ideal world hold it forever’, seems to have wobbled a bit over the past year: Schalk Louw from PSG Old Oak.

8 Mar 2021 2AM 8 min

8 Mar - How long until China overtakes the US?

Nick Kunze of Sanlam Private Wealth on the Nasdaq being red year to date. Johann Els, Old Mutual Investment Group, on China's ‘promise’ to grow GDP 6% in 2021. PSG's Schalk Louw talks his top takeaways from Warren Buffet's annual shareholder letter.

8 Mar 2021 12AM 22 min

[TOP STORY] Not a bad year for Grindrod

CEO Andrew Waller reports that 60% of the company’s revenue is now from outside South Africa, in Africa, with considerable exposure in Northern Mozambique.

5 Mar 2021 2AM 5 min