MoneywebNOW

[TOP STORY] Finding opportunities in a concentrated global market

OMIG's Mario Fisher cautions against panic. ‘[W]e are less emotionally invested in the investment process. ... Most of the time it just comes out in the wash’.

4 Mar 2AM 7 min

Santam delivers strong results, but is the stock worth the price?

Independent analyst Carmen Mpelwane on Santam’s strong results, solid dividend yield, and fair valuation. OMIG's Mario Fisher offers tips on finding opportunities in a concentrated global market. Sello Sekele, from Absa, unpacks February’s PMI decline and manufacturing weakness.

4 Mar 12AM 20 min

[TOP STORY] Buy gold in ‘small little slivers’

‘You're no longer restricted to buy [gold] in a full ounce, a quarter of an ounce, half an ounce, which are your traditional metrics. But you can go down as low as R50 on our primary markets’: Connie Bloem, MD Mesh.trade.

3 Mar 2AM 4 min

Bleak results for Truworths as consumers still struggling

Nick Kunze from Sanlam Private Wealth breaks down Truworths’s results and Thungela’s latest update. KAP CEO Gary Chaplin on results as their new fibreboard production kicks into gear. Mesh.trade MD Connie Bloem on shaking up gold with tokenised TroyGold.

3 Mar 12AM 18 min

[TOP STORY] Even SA’s ‘working class’ needs financial help and guidance

‘The working class are people earning between R8 000 and R22 000, where we've got about 14.8 million people’ – Motlatsi Mkalala from Standard Bank.

28 Feb 2AM 9 min

Motus struggles as consumers shop down

RMB’s Matete Thulare unpacks Motus results as car sales stall and second-hand purchases rise. Standard Bank’s Motlatsi Mkalala explores the growing spending power of the working class despite ongoing challenges. Plus, Simon on why the same investment strategy yields different stocks over time.

28 Feb 12AM 18 min

[TOP STORY] What is residential building data trying to tell us?

My thinking is when this year is said and done we'll probably have growth in plans passed and eventually building completions too, with a mild lag of five to 10% – John Loos, FNB.

27 Feb 1AM 5 min

AECI 'looking good for long term'

Shaun Dendere from Trive Investments SA unpacks Nepi Rockcastle and AECI’s results, while Bidcorp CFO David Cleasby discusses half-year earnings amid China’s struggles and strong emerging market performance. Plus, FNB’s John Loos on whether residential building data finally signals stabilisation.

27 Feb 12AM 20 min

[TOP STORY] The GNU’s fiscal consolidation challenges

‘If we don't tackle this problem now it's only going to get worse. We don't have any good choices at the moment – but at least we still have choices’: Izak Odendaal from Old Mutual Wealth.

26 Feb 1AM 6 min

Crypto: More tough times before a turnaround

Petri Redelinghuys unpacks what's driving the crypto crash and how low it could go, Izak Odendaal explores Treasury’s fiscal consolidation challenges and possible alternatives, and Yael Shafrir discusses the progress and potential of EV manufacturing in South Africa.

26 Feb 12AM 21 min

[TOP STORY] Is multi-asset as simple as equity and bonds?

‘You need to widen your net around diversification and find other things to help drive returns, and to help diversify your portfolio more appropriately’ – Marius Oberholzer from STANLIB.

25 Feb 2AM 7 min

Beware the pitfalls of too much cash

Kea Nonyana from Scope Prime discusses Sasol’s results amid ongoing tough trading conditions. STANLIB’s Marius Oberholzer explains how to build a multi-asset portfolio while staying within limits. Carmen Nel from Terebinth Capital explores why cash isn’t always king and the opportunity cost of holding too much.

25 Feb 12AM 20 min

[TOP STORY] Ten years of tax-free savings accounts prove their worth

‘When you're born you qualify for a tax-free savings account. And even if you are a retiree you qualify for a tax-free savings account, with the same benefit of its being tax-free’: Duma Mxenge from Satrix.

24 Feb 1AM 6 min

Investing: It’s all about a repeatable process

Gary Booysen from Rand Swiss unpacks Sibanye-Stillwater’s results. Morningstar SA's Roné Swanepoel on why SA bonds are still appealing. Duma Mxenge from Satrix looks back on ten years of tax-free investing.

24 Feb 12AM 20 min

[TOP STORY] What constitutes ‘just and equitable compensation’ in the law?

Richard Marcus from Cliffe Dekker Hofmeyr explores how the new Expropriation Act impacts property ownership and agricultural interests.

21 Feb 2AM 8 min

Why we should be optimistic on City Lodge

Schalk Louw of PSG Old Oak weighs in on Adcock Ingram and City Lodge’s underwhelming results. Richard Marcus from Cliffe Dekker Hofmeyr explores how the new Expropriation Act impacts agricultural interests. Simon examines the proposed new zero-rated Vat products and their impact on local retailers as well as QSR chains.

21 Feb 12AM 21 min

[TOP STORY] Increasing Vat: Good idea or horror show?

Bobby Wessels of AGM Tax says it depends on where the Vat would be spent.

20 Feb 2AM 7 min

Kumba has investment potential

Lonwabo Maqubela from Perpetua Investment Managers discusses Anglo American’s restructuring, production, and Kumba’s results, highlighting ongoing challenges with iron ore prices and Transnet. Bobby Wessels from AJM Tax examines the postponed budget, the proposed Vat increase to 17%.

20 Feb 12AM 19 min

[TOP STORY] AI tech streaks ahead at breakneck speed

‘There's nothing from, say, a year ago that's even comparable to the best thing around right now’: Viv Govender from Rand Swiss.

19 Feb 2AM 7 min

Anchor: Why we’re keeping BHP out of our portfolios

Kieran Witthuhn from Anchor unpacks BHP Group’s results, Aveng CEO Scott Cummins discusses the impact of loss-making contracts alongside stronger divisions, and Viv Govender from Rand Swiss weighs in on the EU tech gap and the launch of Grok3.

19 Feb 12AM 20 min