MoneywebNOW

31 July - US GDP data, JSE revamps HR policies and dividends as a quality metric

Gary Booysen from Rand Swiss on US GDP data and jobless claims remaining above 1m a week. Donald Khumalo from the JSE talks the company's new maternity leave policy. Coreshares's Gareth Stobie looks at dividends as a quality metric in the Dividend Aristocrat ETF.

31 Jul 2020 12AM 21 min

30 July - The latest in Sasol's asset sales, avoiding the herd when investing and the beleaguered cruise industry

Alex Duys of Umthombo Wealth on the Fed keeping rates unchanged, Sasol selling assets and a look at EOH. Tlotliso Phakisi from Cannon Asset Managers on avoiding the herd when investing and V&A Waterfront CEO David Green on the cruise industry as liners remain docked.

30 Jul 2020 12AM 21 min

29 July - Sasol LCCP stake sale, the investment case for Europe and red flags in fixed income funds

Deryck Janse van Rensburg from Anchor Capital on Kumba's results, the Sasol LCCP stake sale and when to exit gold stocks. Karim Chedid, investment strategist at BlackRock on the investment case for Europe and Nolan Wapenaar, Anchor CIO on red flags to look for when investing in fixed income funds.

29 Jul 2020 1AM 21 min

28 July - SA's IMF loan, ransomware attacks and the local mortgage market

Chantal Marx of FNB Wealth and Investment on the R70bn IMF loan and Steinhoff's settlement plan. Brian Pinnock from Mimecast on ransomware attacks and the responsibility of corporates to avoid them. Tim Akinnusi, founder of MortgageMarket on the state of the local home loan sector.

28 Jul 2020 12AM 20 min

27 July - The rise of ecommerce, Master Drilling sets a world record and Jubilee Metals trading higher

Matete Thulare of RMB talks the Woolies and MTN trading updates, Danie Pretorius, CEO of Master Drilling, discusses drilling the deepest hole ever. Petri Redelinghuys of Herenya Capital Advisors on trailing miner Jubilee Metals as it trades through 100c, suggesting a long-term trend change.

27 Jul 2020 1AM 20 min

24 July - The latest rate cut, banking stocks and horse racing behind closed doors

Mia Kruger from Kruger International on the Sasol and Spur updates. Tim Acker of Allan Gray on valuations of local banking stocks and his preferred picks. Stephen Marshall from Gold Circle talks the Durban July running Covid-style.

24 Jul 2020 1AM 21 min

23 July - TFG rights issue, the dividend kings and data assets

Nesan Nair of Sasfin Securities on Shoprite and the TFG rights issue. Charl Bester of Kruger International on the dividend kings such as Johnson & Johnson. Africa Nkosi from Khonology on harnessing big data for improved profits.

23 Jul 2020 12AM 20 min

22 July - Rand on the up, Datatec's update and tech stocks rally

Deryck Janse van Rensburg from Anchor Capital talks markets as the rand powers through 16.40 and gold hits 1 858/oz. Keith McLachlan from AlphaWealth on the strong Datatec update. Henry Biddlecombe, fund manager at Anchor Capital, on the decade-long tech rally and whether it will continue.

22 Jul 2020 1AM 21 min

21 July - Nasdaq hits new highs, PSG 3.0 and Outvest's endowment policy

Gary Booysen from Rand Swiss on the Nasdaq hitting new all-time highs. Small-caps analyst Anthony Clark helps us understand PSG 3.0 after its AGM and looks at Invicta selling assets to shore up its balance sheet. Grant Locke of OutVest on using an endowment policy to find yield is a…

21 Jul 2020 12AM 20 min

20 July - MTN, gold and changes to tax deadlines

Nick Kunze of Sanlam Private Wealth talks MTN, gold and US bank results so far. Ettiene Retief, chairman of national tax and Sars committee for Saipa on the new deadlines for Sars e-filing and auto-assessment.

20 Jul 2020 12AM 19 min

17 July - Richemont update, proposed best execution rule and investing in the gaming sector

Wayne McCurrie on Richemont's trading update and Foschini and Sun International's rights issues. Kevin Brady, CEO of A2X, discusses how the proposed best execution rule is set to become law in SA and benefit investors. Glenn Gillis CEO at Sea Monster on raising funding and using gaming as an educational…

17 Jul 2020 1AM 21 min

16 July - Inflation, Astral buying Quantum Foods and Tsogo Sun sells iconic Maia Resort

Chantel Marx, head of research at FNB Wealth and Investment on the Truworths update, local inflation data, and whether more rate cuts could be on the cards. Gary Arnold of Astral Foods as it joins the buying frenzy at Quantum Foods. Tsogo Sun Hotel's Marcel von Aulock on selling the…

16 Jul 2020 12AM 24 min

15 July - US earnings season, Sygnia's new product and how Omnia managed to turn the ship around

Mia Kruger of Kruger International on the start of US earnings season, medical stocks and Sun International selling assets. Magda Wierzycka CEO Sygnia on the Sygnia Oxford Sciences Innovation Fund offering VC-type investing in an endowment structure. Omnia CEO Seelan Gobalsamy on managing a turn around.

15 Jul 2020 12AM 24 min

14 July - A closer look at the TFG/ Jet deal, investing in biological assets and 12J under lockdown

Nesan Nair from Sasfin talks the TFG/ Jet deal and flying banking stocks. Graeme Korner from Korner Perspective on biological assets such as trees and nuts and investing in agri. Dino Zuccollo, chairman of the 12J Association of SA discusses Section 12J job creation and investing locally.

14 Jul 2020 12AM 21 min

13 July - What the week may hold for markets, the merits of investing in gold and Tesla as a tech share

Petri Redelinghuys of Herenya Capital Advisors on what the week may hold for markets. Stephán Engelbrecht from Anchor Capital talks us through the investability of gold. Viv Govender from Rand Swiss discusses Tesla as a tech company focused on autonomous driving.

13 Jul 2020 12AM 21 min

10 July - Tech Stocks, trading on the VIX and Crowd1

Matete Thulare from RMB on German economic data and tech stocks. Shaun Murison from IG helps us understand trading on the Vix. Maya Fisher-French looks at controversial Spanish company Crowd1.

10 Jul 2020 12AM 21 min

9 July - Rand volatility, manufacturing constraints and the top-valued local brands

Alex Duys of Umthombo Wealth on gold running on rand volatility and Steinhoff selling Conforama France. Absa Retail and Business Bank's Justin Schmidt on how to unlock the constraints in manufacturing - one of which is buying local. Dr Petrus de Kock, GM for Research at Brand South Africa on…

9 Jul 2020 12AM 24 min

8 July - Omnia results, ESG trends and food inflation

Chantel Marx of FNB Wealth and Investment talks Omnia results reflecting a solid turn around. Elize Botha, MD of Old Mutual Unit Trusts on ESG as an important trend in investing. Wandile Sihlobo, chief economist at Agbiz on the locust plague ravaging parts of Africa and Asia, and its threat…

8 Jul 2020 12AM 21 min

7 July - Tech stocks, selling assets near retirement and Standard Bank's expiring ETNs

Mia Kruger of Kruger International on surging tech stocks and Warren Buffett buying into energy. Citadel's Riaan Campbell discusses the process of asset sales as retirement looms. Johann Erasmus of Standard Bank talks the lender's commodity ETNs that expire in August and those expiring next year.

7 Jul 2020 12AM 21 min

6 July - The Capitec update, education stocks and infrastructure as a Reg 28 asset

Nick Kunze from Sanlam Private Wealth on the Capitec update, worse or better than expected? Small caps analyst Anthony Clark looks at his preferred education stocks and Prabashini Moodley of Old Mutual Corporate on infrastructure as a Reg 28 asset.

6 Jul 2020 12AM 21 min