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Moneyweb brings you the latest in business and financial news in our new morning podcast: MoneywebNOW with Simon Brown. The show will offer the latest in business, trading and company news to best prepare listeners for the day ahead. It will be live-streamed via the Moneyweb website and mobile app between 06:30 and 06:50.
- 1782 - [TOP STORY] Sygnia ETF changes: What investors need to know
Holders of The Fourth Industrial Revolution and the Faang AI ETFs need to ‘look under the hood’ to fully understand the impending differences and implications.
Thu, 02 May 2024 - 8min - 1781 - US markets not at the bottom yet
Petri Redelinghuys from Herenya Capital Advisors discusses charts of the Nasdaq and S&P 500. Is he bearish or bullish? etfSA's Nerina Visser discusses Sygnia's changes to the terms of two of its tech ETFs, examining the implications and required actions. Andrew Fulton of Eighty20 asks if the unchanged interest rate will see the rental market boom.
Thu, 02 May 2024 - 21min - 1780 - [TOP STORY] Another strong quarter for gold demand
John Reade, chief market strategist for the World Gold Council, says the metal’s strength despite record high prices in pretty much every currency tells you a lot about its underlying health.
Tue, 30 Apr 2024 - 7min - 1779 - Finding excellent returns in a tough economy
Reko Nare from Anchor analyses the recent macroeconomic data out of the US and how markets have responded. World Gold Council's John Reade on the Q1 report which shows that central banks are still buying the yellow metal. Mikhail Motala from PSG Asset Management offers guidance on how to create strong investment returns, even in a tough economy.
Tue, 30 Apr 2024 - 21min - 1778 - [TOP STORY] Understanding US Treasury bonds
Casey Sprake of Anchor Capital sheds light on frequently used terms such as ‘the 10-year’, ‘coupon’, ‘yield inversion’ and ‘zero coupon’.
Mon, 29 Apr 2024 - 5min - 1777 - More suitors for Anglo American?
Nick Kunze from Sanlam Private Wealth on Anglo snubbing BHP Group, what next? A higher offer, or maybe Rio Tinto enters the fray? Anchor's Casey Sprake helps us understand US ten-year bonds
Mon, 29 Apr 2024 - 14min - 1776 - [TOP STORY] Bank deposit insurance has come to stay in SA
‘We expect a lot more competition and we think customers are now going to go to the innovative banks that give them the better deals, not just the big ones’: Michael Jordaan, co-founder and chairman of Bank Zero.
Fri, 26 Apr 2024 - 8min - 1775 - Strong results for Clicks despite tough trading environment
Mia Kriegler from Kruger International on Clicks's latest results and BHP's proposed takeover of Anglo American. Michael Jordaan, co-founder and chair of Bank Zero, unpacks the recently introduced deposit insurance in SA and how this could shake up local banking. Simon offers his thoughts on share price volatility in the US as earnings are released.
Fri, 26 Apr 2024 - 22min - 1774 - [TOP STORY] E-commerce is booming globally and especially in Africa
Africa's economy is starting to grow and of interest to revenue authorities is how to tax digital transactions: Matthew Besanko from PwC SA.
Thu, 25 Apr 2024 - 6min - 1773 - Rand in for a bumpy ride ahead of elections
RMB's Matete Thulare asks how low the rand could go in the month ahead of the elections. Careen Mckinon from ooba Home Loans discusses the growing popularity of multi-generational living. Matthew Besanko from PwC South Africa on taxing e-commerce transactions across the continent.
Thu, 25 Apr 2024 - 21min - 1772 - [TOP STORY] Reflections on the markets in Q1 2024
Luigi Marinus of PPS Investments offers perspectives on a delayed Fed rate cut, big tech, outperforming DMs, financials under pressure, bonds’ day in the sun and opportunities in China.
Wed, 24 Apr 2024 - 5min - 1771 - Sasol concerns pile up
Kea Molefe from Trive South Africa on the Capitec results the market loved and the Sasol update which it hated. PPS Investments's Luigi Marinus talks trends from the first quarter and whether he expects them to continue in 2024. Dany Mawas, CEO of Finalto South Africa, stresses the necessity of exclusively opting for derivative trading options provided by FSCA-registered entities.
Wed, 24 Apr 2024 - 21min - 1770 - [TOP STORY] The Chinese slowdown could be a positive
The socialist market economy’s stocks will never reach the valuations you see in US tech stocks: Simon Fillmore – CIO, Independent Securities.
Tue, 23 Apr 2024 - 7min - 1769 - ASML: The shovel seller of the AI boom
Anchor's Keiran Witthuhn on US reporting season; Netflix and ASML, the shovel sellers in the AI race. Simon Fillmore from Independent Securities makes the case for Chinese investments. KPMG's Auguste Claude-Nguetsop unpacks their inaugural Southern Africa Banking Survey.
Tue, 23 Apr 2024 - 22min - 1768 - [TOP STORY] Can the Sarb cut ahead of the Fed?
The Sarb’s argument has been that our biggest constraint on economic growth is on the supply side, not the demand side: Investment strategist Izak Odendaal from Old Mutual Wealth.
Mon, 22 Apr 2024 - 6min - 1767 - Strong results from PSG despite tough market
Carmen Mpelwane, independent analyst, on strong results from PSG Financial Services. Old Mutual Wealth's Izak Odendaal dissects Fed cycles and whether other central banks can cut ahead of them. Bianca Botes from Citadel Global on the changing role of treasury functions.
Mon, 22 Apr 2024 - 20min - 1766 - [TOP STORY] What went wrong at Ellies?
In business ‘taking the risk of innovating is not a matter of luxury, it's a matter of survival’. Jon Cherry of Cherryflava discusses the marketing brilliance of Checkers Sixty60 and Elon Musk’s Powerwall batteries.
Fri, 19 Apr 2024 - 7min - 1765 - Local telcos are a horror show … but there's still value there
Schalk Louw from PSG Old Oak is asking whether the sharp decline in prices for MTN and Vodacom represents an opportunity or if it's better to avoid them altogether. Jon Cherry of Cherry Flava discusses how Ellies's downfall can be attributed to a branding misstep and emphasises the importance for companies to prioritise innovation. Simon offers his thoughts on living locally but earning foreign currency.
Fri, 19 Apr 2024 - 20min - 1764 - [TOP STORY] Bitcoin halving imminent
For South Africans the Bitcoin high reached in March was R1.3 million, largely driven by the ETFs being approved: Luno country manager Christo de Wit.
Thu, 18 Apr 2024 - 6min - 1763 - Consumers resilient even as debt piles up
Chantal Marx from FNB Wealth and Investments on whether we still buying the Richemont dips. Luno's Christo de Wit talks crypto as the Bitcoin halving is expected on Friday evening. Dr Roelof Botha unpacks the Altron FinTech Household Resilience Index.
Thu, 18 Apr 2024 - 21min - 1762 - [TOP STORY] Purple Group interims show costs down, revenue and clients up
CEO Charles Savage enjoys reporting that in February the group posted an all-time one-month deposits record of over R1bn.
Wed, 17 Apr 2024 - 9min - 1761 - Transaction Capital's unbundling now under water
Independent analyst Jimmy Moyaha on the Afrimat update and a red wave sweeping markets. Purple Group CEO Charles Savage shares insights on the company's robust performance and return to profitability. Zeph Nhleko from DBSA sheds light on the debut of their African Journal of Infrastructure Development.
Wed, 17 Apr 2024 - 23min - 1760 - [TOP STORY] Are you questioning your fixed-income fund?
‘We think there are growing risks of losses...if you are focused on the highest yield at the lowest possible volatility’: Lyle Sankar – head of fixed income, PSG Asset Management.
Tue, 16 Apr 2024 - 5min - 1759 - BRICs fast growth a boon for commodities
As the LME bans Russian-origin metals, aluminium, copper, and nickel are set for gains. But where should you invest? South32, BHP Group, or an ETF? Petri Redelinghuys of Herenya Capital Advisors shares insights. Lyle Sankar from PSG Asset Management explains why the definition of risk matters for fixed-income investors. Momentum Investments's Sanisha Pakirisamy on how the outcome of the local elections could shift growth in SA
Tue, 16 Apr 2024 - 20min - 1758 - [TOP STORY] Looking at energy infrastructure decades ahead
Global renewables analyst Alex Monk suspects coal usage will need to be partnered with carbon capture as regulatory environments change.
Mon, 15 Apr 2024 - 7min - 1757 - Local banks still looking cheap
Nick Kunze from Sanlam Private Wealth talks gold as it rallied hard late last week. Alex Monk of Schroders delves into the significant investment projected for energy transition infrastructure, which is expected to surpass $100 trillion by 2050. Explore the implications of UK non-domiciled tax reforms for South Africans with Rupert Clarey from Stonehage Fleming.
Mon, 15 Apr 2024 - 20min - 1756 - Ukraine war not bad news for all European economies
Poland and Romania are the largest beneficiaries of foreign investment, which is attracted by an influx of labour at half the EU average cost: Fortress Europe MD Maciej Tuszyński.
Fri, 12 Apr 2024 - 7min - 1755 - Ellies: The story of its boom ... and bust
Faheema Adia of Momentum Securities on WeBuyCars's potential value and remaining investment opportunities in Transaction Capital. Fortress's Reits Maciej Tuszynski talks logistics and growth prospects in Eastern Europe. Simon's thoughts on the history of Ellies as the stock goes into liquidation after once trading above R10.
Fri, 12 Apr 2024 - 21min - 1754 - [TOP STORY] The acquisition of Lafarge ‘a wonderful deal’ for Afrimat
Mia Kriegler from Kruger International points to this as a great example of what good management – even in a tough economic environment – can do in a business.
Thu, 11 Apr 2024 - 4min - 1753 - Subpar maize harvest: No major risk to food price hikes
Mia Kriegler from Kruger International on the latest company news as Afrimat confirms the Lafarge deal is now unconditional. Wandile Sihlobo of the Agricultural Business Chamber of South Africa offers insights into the country's drought. What’s the impact? Naked Insurance's Sumarie Greybe offers tips for managing insurance in a crisis.
Thu, 11 Apr 2024 - 20min - 1752 - [TOP STORY] Unlocking the complexity: The nuances of passive investing
‘I think there is a common misperception that [we as] passive managers simply follow our rule book and there's nothing much to it. But I guess there is a lot of skill involved’: Daniel dos Passos, portfolio manager with FNB ETFs.
Wed, 10 Apr 2024 - 6min - 1751 - PGMs miners: Is this the start of the bull run?
Independent analyst Carmen Mpelwane talks PGMs as they move higher and the stocks boom. Was Neal Froneman right? Have we seen a bottom? Which would be the preferred stock? Victor Mupunga Old Mutual Wealth on economic cycles and how to manage a portfolio in this inexact science. FNB's Daniel dos Passos talks ETFs and how being passive is still active.
Wed, 10 Apr 2024 - 21min - 1750 - [TOP STORY] Would you take a salary cut to WFH?
Many employers tend to want people back at the office for more of the time, and employees tend more towards hybrid or work from home: John Loos – FNB Commercial Property Finance.
Tue, 09 Apr 2024 - 6min - 1749 - MultiChoice takeover could see Canal+ listing on the JSE
Kea Molefe from Trive South Africa on company news: Sasol wins its Secunda appeal, and Canal+ and MultiChoice agree to work together on the R125 per share buyout offer. Ian Anderson from Merchant West Investments offers insights on SA Reits' performance so far this year. John Loos from FNB raises the question: Will office space demand become more cyclical in the future compared to historical trends?
Tue, 09 Apr 2024 - 21min - 1748 - [TOP STORY] Those going into an income fund might think their capital safe
‘It's important that underlying fund managers price credit risk appropriately in their portfolios’: Michael Kruger from Morningstar SA.
Mon, 08 Apr 2024 - 5min - 1747 - SA SpendTrend23 report shows consumer resilience
Schalk Louw from PSG Old Oak talks gold as miners in the US lag the gold price, who’s right? Hylton Kallner, Discovery Bank CEO, on the SpendTrend23 report and what it reveals about our spending habits. Morningstar SA's Michael Kruger discusses Bridge Taxi Finance and the Mi-Plan Fund and the importance of exercising caution in SA’s fixed-income universe.
Mon, 08 Apr 2024 - 21min - 1746 - [TOP STORY] The Alexforbes Manager Watch survey reflects industry transformation
The shift to smaller, more nimble and majority black-owned managers ‘just hasn't happened’: Janina Slawski – head of Investment Consulting.
Fri, 05 Apr 2024 - 8min - 1745 - Tesla: Why it's a tech – not an automotive – stock
Viv Govender from Rand Swiss on what oil and gold are telling us … is inflation not over? Janina Slawski from Alexforbes shares insights on what their Retirement Fund Survey for 2024 revealed. Simon's thoughts on the process of unbundling and listing a stock ahead of WeBuyCars's unbundling from Transaction Capital.
Fri, 05 Apr 2024 - 20min - 1744 - [TOP STORY] FSCA now issuing crypto asset service provider [CASP] licences
‘In the past...there weren't any checks and balances on any of these companies providing crypto products or crypto services’: Jaltech co-founder Gaurav Nair.
Thu, 04 Apr 2024 - 5min - 1743 - WeBuyCars listing: Any value here?
Jimmy Moyaha, an independent analyst, shares insights on Invicta's acquisition of the Nationwide Bearing Company in the UK, and confirmation of the upcoming listing for WeBuyCars scheduled for next Thursday. Gaurav Nair, co-founder of Jaltech, talks about FSCA crypto asset service provider (CASP) licenses, as they are one of the first to obtain one. Guy Krige from ESCROWSURE on new IT risk regulations for SA's financial sector in 2024.
Thu, 04 Apr 2024 - 20min - 1742 - [TOP STORY] Bell Equipment results: 2023 revenue up 23%
Port and shipping issues have forced the company to increase inventories significantly and grow manufacturing capacity in the northern hemisphere: CEO Ashley Bell.
Wed, 03 Apr 2024 - 5min - 1741 - Gold Fields’s new low-cost mine finally up and running
Alex Duys of Umthombo Wealth analyses the long-awaited Gold Fields mine, emphasising its low cost and 13-year development journey. Ashley Bell, CEO of Bell Equipment, discusses the latest financial results, highlighting significant increases in inventories and receivables. Quintin Rossi, CEO of Spear Reit, shares insights into their recent acquisition of assets from Emira Property Fund.
Wed, 03 Apr 2024 - 21min - 1740 - [TOP STORY] We urgently need to understand the new world of work
A dramatic, quick-changing momentum is happening in what we call fit-for-purpose skills – Salesforce program manager Ursula Fear.
Tue, 02 Apr 2024 - 6min - 1739 - As energy moves higher, check out these ETFs
Petri Redelinghuys from Herenya Capital Advisors on potential implications of rising Brent crude oil prices on energy/oil stocks and ETFs. Absa CIB's Adam Reeves offers insights on managing portoflio rebalancing without tax implications. Ursula Fear from Salesforce on fostering local talent and AI expertise.
Tue, 02 Apr 2024 - 20min - 1738 - [TOP STORY] How stubbornly high interest rates are affecting private credit
Borrowers ‘increasingly turn to direct lenders instead of banks because banks are taking longer to make lending decisions’: Harris Gorre from Grovepoint Investments.
Thu, 28 Mar 2024 - 7min - 1737 - Very strong Old Mutual results, but a bank?
Mia Kriegler of Kruger International discusses Old Mutual's robust performance amidst challenging conditions. Harris Gorre from GrovePoint Investment on the booming private credit market. Simon's thoughts on local inflation: is it really dead?
Thu, 28 Mar 2024 - 20min - 1736 - [TOP STORY] Master Drilling looks back on a resilient 2023 in tough trading conditions
‘It's been one of those years where you are very glad you diversified into so many different countries and different commodities’ – CFO Andre van Deventer
Wed, 27 Mar 2024 - 7min - 1735 - Neither Spar nor EOH investable just yet
Odwa Magwentshu from Trive South Africa on EOH results, is there any value here? André van Deventer, Master Drilling's CFO, offers insights on a resilient set of financials. Mesh.trade's Connie Bloem talks their first listed tokenised private bond issue.
Wed, 27 Mar 2024 - 20min - 1734 - Sasria CEO on what keeps him up at night
Mpumi Tyikwe looks back over claims emanating from civil unrest in SA since 1976, riots’ common denominator, and security cluster preparedness for the upcoming general election.
Tue, 26 Mar 2024 - 9min - 1733 - AdvTech results show strong leverage effect
Keiran Witthuhn from Anchor Capital talks MTN results as Heps fall over 70% on the back of a much weaker Naira. Roy Douglas, former CEO of AdvTech, on results that saw strong operating leverage and profits. Mpumi Tyikwe, CEO of Sasria, on the risks facing the economy ahead of the election.
Tue, 26 Mar 2024 - 24min - 1732 - [TOP STORY] SA banks are strong and the results certainly indicate that strength
‘We've certainly seen strong cost management with...the combined cost-to-income ratio’: Francois Prinsloo – PwC.
Mon, 25 Mar 2024 - 6min - 1731 - Business is missing a trick with stokvels
Gary Booysen from Rand Swiss talks Discovery's results. Good, but is the stock expensive? PwC's Francois Prinsloo analyses major local bank results … the good and bad. Busisiwe Mahlaba from Ipsos gives insights on SA's massive stokvel sector – is business missing a trick?
Mon, 25 Mar 2024 - 22min - 1730 - [TOP STORY] What is an ‘alternative asset’?
One of the key reasons that alternatives have become so popular is that the listed markets are shrinking – Dino Zuccollo of Westbrooke Alternative Asset Management.
Fri, 22 Mar 2024 - 8min - 1729 - Is the JSE investable?
Viv Govender of Rand Swiss weighs in on whether the JSE is investable or should the focus rather be offshore. Dino Zuccollo of Westbrooke Alternative Asset Management shares insights on alternative investments and the benefits and risks. Simon's thoughts on Bank of Japan moving rates to zero. Did Abeconomics work?
Fri, 22 Mar 2024 - 19min - 1728 - [TOP STORY] The impact of climate change on insurers
OUTsurance CEO Marthinus Visser discusses climate change risks and urbanisation – and some features of cover in Australia and imminently in Ireland.
Wed, 20 Mar 2024 - 7min - 1727 - Focus on near cash-flow generation – Fairtree
Independent analyst Carmen Mpelwane discusses Remgro's results as earnings plunge. OUTsurance CEO Marthinus Visser shares insights on the short-term insurance sector as it adjusts to changing risks from climate change. Fairtree Group CEO Kobus Nel on what it takes to be the country’s top fund manager and managing local volatility.
Wed, 20 Mar 2024 - 21min - 1726 - [TOP STORY] Roelof Botha deplores ‘ridiculously high interest rates’Tue, 19 Mar 2024 - 6min
- 1725 - Leisure the ‘only sector growing in South Africa’
Wayne McCurrie of FNB on latest results from Sun International, the JSE, and OUTsurance. Dr Roelof Botha shares insights into the Afrimat Construction Index, and whether we are still seeing green shoots? Megan Fraser, tax manager at Allan Gray, discusses residency tax. Who pays and when do you pay?
Tue, 19 Mar 2024 - 21min - 1724 - [TOP STORY] Are we pricing in a soft landing too much at the moment?
‘The economy remains some distance [in] my personal opinion from a soft landing’: Attila Kadikoy of Levantine & Co.
Mon, 18 Mar 2024 - 5min - 1723 - Central banks set for a busy week
Independent analyst Jimmy Moyaha talks economics ahead of local CPI data and rate decisions from BoE, BoJ and the Fed. Attila Kadikoy from Levantine & Co on a soft vs hard landing. How should investors position their portfolios? Kagiso Tloubatla of SV Capital on inspiring the youth to invest.
Mon, 18 Mar 2024 - 20min - 1722 - [TOP STORY] Insights on the changes to local indices
The move opens the door to lower fees for end investors and better economies of scale – Michael Dodd from Morningstar SA.
Fri, 15 Mar 2024 - 9min - 1721 - Local banks attractive at current levels
Schalk Louw from PSG Old Oak talks Standard Bank's results … what did the market think? And then a look at the investment case for banks as we head into the rest of 2024. Michael Dodd from Morningstar South Africa offers insights on the significant changes to local indices. Simon notes that consensus in the US now leans towards three rate cuts, down from the initial projection of six earlier in the year. What will be the impact on our rates and markets globally?
Fri, 15 Mar 2024 - 20min - 1720 - [TOP STORY] Facing a different economic environment
Investing in high quality companies with strong balance sheets over the next 12 to 18 months is going to be increasingly important, reckons Scott Cooper from Marriott.
Thu, 14 Mar 2024 - 5min - 1719 - Hedge funds still flourishing locally
Faheema Adia from Momentum Securities on the Growthpoint results. Marriott's Scott Cooper talks investing in a new world of higher rates that, even as they come down, will end up higher than pre-pandemic. Hayden Reinders, convenor of the Asisa Hedge Funds Standing Committee, discusses shifts in the local hedge fund landscape.
Thu, 14 Mar 2024 - 20min - 1718 - [TOP STORY] As investors we need to be clear about our goals
‘We think fixed income quite a good option ... especially if one is looking at stability and predictability of income generation’: Tlhoni Komako, Fixed Income portfolio manager at Ashburton Investments.
Wed, 13 Mar 2024 - 6min - 1717 - AfCFTA can be a competitive advantage for Africa
Wayne McCurrie from FNB Wealth & Investments talks US inflation as it disappoints again. Ashburton Investments's Tlhoni Komako talks fixed income as its beating inflation by +4%. A look at the pros and cons. Absa CIB's Bohani Hlungwane on why the roll out of the African Continental Free Trade Area is urgent.
Wed, 13 Mar 2024 - 22min - 1716 - [TOP STORY] Is South Africa’s food secure in the face of El Niño?
‘I feel the future of small-scale agriculture on the African continent is the use of technology to make sure those farmers are protected through ... index-based yield insurance products’: Zhann Meyer – Nedbank CIB.
Tue, 12 Mar 2024 - 7min - 1715 - Bank results so far reveal best of breed
Deryck Janse van Rensburg of Anchor discusses the Absa results, while an enhanced trading update from Metair bolsters the struggling stock. Fortress's CEO, Steven Brown addresses recent company results and discusses the merger of A and B class shares, a move that facilitated the payment of dividends. Nedbank CIB's Zhann Meyer on building climate resilience into agri value chains.
Tue, 12 Mar 2024 - 22min - 1714 - [TOP STORY] Transaction Capital AGM: ‘22 minutes of very little’
‘One of the reasons I attend AGMs, besides being able to vote...is I like to learn more about the company and get a feel for management. At this AGM I just feel I didn't get that’: Steven Beattie of Steven Beattie Tuition.
Mon, 11 Mar 2024 - 6min - 1713 - Capitec update strong, but valuation remains elevated
Nick Kunze from Sanlam Private Wealth unpacks Capitec's strong update and the Mondi/ DS Smith deal. Bruce Strong, CEO Mpact, on good results in a very tough economy. Steven Beattie on the Transaction Capital AGM, only 22 minutes and none of his questions read out. What are shareholder rights?
Mon, 11 Mar 2024 - 20min - 1712 - [TOP STORY] GLP-1: A threat to fast-food and associated medical intervention businesses?
Ross Yammin from Laurium Capital dips into the opportunities and threats possibly posed by Novo and Lilly’s ‘wonder’ drug.
Fri, 08 Mar 2024 - 8min - 1711 - Gold sets sights on $2 500 by year-end
Petri Redelinghuys from Herenya Capital Advisors on the all-time highs for gold and bitcoin, what are his targets? Ross Yammin Laurium Capital on his feedback from the Novo Nordisk Capital Markets day and the future of the GLP-1. Simon's thoughts on SA Inc as logistics, Eskom and interest rates hurt.
Fri, 08 Mar 2024 - 20min - 1710 - [TOP STORY] Are we seeing a dotcom bubble repeat?
Sean Kelly of Parity Wealth Managers ponders whether the Magnificent Seven will be the only beneficiaries of AI – or might others poach their advantage?
Thu, 07 Mar 2024 - 6min - 1709 - Cautious optimism as consumer indebtedness improves
Independent analyst Carmen Mpelwane unpacks Sea Harvest's results and ponders whether Murray & Roberts will survive. Sean Kelly from Parity Wealth Managers questions whether we are in a tech bubble with the Magnificent Seven. Andrew Fulton of Eighty20 expresses a reason for cautious optimism based on their Q4 2023 Credit Stress Repor
Thu, 07 Mar 2024 - 19min - 1708 - [TOP STORY] Curro 2023 results: bad debts decrease and margins improve
CEO Cobus Loubser notes that ‘We've actively reinvested in...everything to create a holistic and special experience in our corridors and on our fields’.
Wed, 06 Mar 2024 - 6min - 1707 - Shoprite still coming out on top
Independent analyst Jimmy Moyaha on Shoprite's latest set of strong results and Canal+'s revised offer for MultiChoice. Curro CEO Cobus Loubser discusses results as bad debts decrease and margins improve. FNB's Thanda Sithole on 2023 GDP data with Q4 coming in at +0.1%. SA missed a technical recession by the skin of its teeth; how?
Wed, 06 Mar 2024 - 20min - 1706 - [TOP STORY] 2024: Hard landing, soft landing or no landing?
Sanisha Pakirisamy from Momentum Investments considers trade and shipping route disruptions, inflation, geopolitical tensions and Chinese GDP going forward.
Tue, 05 Mar 2024 - 6min - 1705 - RCL's Rainbow listing could unlock 20% of value
Chantal Marx from FNB Wealth & Investments on RCL results as it looks to list Rainbow separately. Brian McMillan of Investec on their latest structured product, the Nikkei 225 Autocall without currency risk. Momentum Investment's Sanisha Packirisamy explains how shipping disruptions across four regions could slow or even delay rate cuts.
Tue, 05 Mar 2024 - 20min - 1704 - [TOP STORY] Rate cuts, sharia-compliant funds, big tech and healthcare
Maahir Jakoet from OMIG’s Global Islamic Equity offering agrees a significant number of his fund’s investors are not necessarily Muslim; they are there for the returns, the mandate, and the methodology.
Mon, 04 Mar 2024 - 7min - 1703 - Is volatility really a reflection of risk?
Nick Kunze from Sanlam Private Wealth offers insights on the MTN update while expressing concerns about FirstRand's results, which appear modest in comparison to its valuation. Maahir Jakoet from Old Mutual Investment Group shares insights into the tech and healthcare stocks he is currently overweight in. Debra Slabber from Morningstar South Africa discusses strategies for managing returns and questions the perception of volatility as a real risk in investments.
Mon, 04 Mar 2024 - 22min - 1702 - [TOP STORY] Copper 360 revels in finds of high-grade surface depositsFri, 01 Mar 2024 - 9min
- 1701 - Implats resilient despite project cuts
Matete Thulare from RMB comments on Implats's challenging financial results as the company reduces production. Jan Nelson of Copper 360 discusses recent sampling outcomes and provides insights into the history of copper mining in the Northern Cape. Simon shares his perspective on bitcoin as it approaches record highs.
Fri, 01 Mar 2024 - 21min - 1700 - [TOP STORY] Not the easiest six months for Cashbuild
CEO Werner de Jager notes that ‘funnily enough the decorative part of our business is still the part that's doing well’.
Thu, 29 Feb 2024 - 5min - 1699 - KAP balance sheet is ‘managed well’
Insights on Woolies' results from Lonwabo Maqubela at Perpetua Investment Managers, Cashbuild's performance discussed by CEO Werner de Jager, and KAP's Gary Chaplin addresses challenging results and financial pressures.
Thu, 29 Feb 2024 - 19min - 1698 - [TOP STORY] There is apparent value in the Reit sector, but be selective
‘If you don't have to have exposure to listed property in South Africa I don't see a very strong reason to’: Daniel King – head of fixed income, Merchant West Investments.
Wed, 28 Feb 2024 - 8min - 1697 - Pick n Pay has a lot to prove
Insights on Motus results and Gridrod's robust trading update with Odwa Magwentshu from Trive SA. Daniel King from Merchant West Investments discusses valuing property stocks trading at a discount to net asset value. Mitchan Adams from Aions Creative Technology emphasises the importance of investing during your student years.
Wed, 28 Feb 2024 - 21min - 1696 - [TOP STORY] ‘Westbrooke Yield Plus is now a £130 million fund with 48 loans in it’
Head of product development and distribution Dino Zuccollo discusses the company’s latest private credit offering in sterling.
Tue, 27 Feb 2024 - 6min - 1695 - Reforming the logistics sector
Gary Booysen of Rand Swiss on Sasol's results – as impairments wipe out profits, is it investable or better looking offshore? Westbrooke Alternative Asset Management's Dino Zuccollo discusses their latest private credit offering in Sterling. Happygirl Buthelezi of Capital Solutions and BEE Financing at Absa CIB shares insights on reforming the logistics sector in SA.
Tue, 27 Feb 2024 - 20min - 1694 - [TOP STORY] Using your pension as security for a property-based loan
In this case the credit provider holds a member's retirement fund as collateral against the advance: Tebogo Mphafudi – Momentum Corporate.
Mon, 26 Feb 2024 - 7min - 1693 - City Lodge needs margin expansion
Alex Duys of Umthombo Wealth shares insights on how the market reacted differently to City Lodge's results, which were not well-received, compared to the positive response to the Dis-Chem update. Tebogo Mphafudi from Momentum Corporate talks about pension-backed home loans. Tafadzwa Chibanguza of Seifsa discusses the 2024 outlook for the South African Metals & Engineering sector.
Mon, 26 Feb 2024 - 21min - 1692 - [TOP STORY] Volatility in the market over the next three monthsFri, 23 Feb 2024 - 8min
- 1691 - Summers throws the kitchen sink at Pick n Pay
Faheema Adia of Momentum Securities discusses Pick n Pay's market update and the market's reaction to the budget. Fred Razak from CMTrading examines the global perception of South Africa leading up to the May elections. Simon shares insights on the Nikkei 225 achieving a new all-time high, the first since 1989.
Fri, 23 Feb 2024 - 20min - 1690 - [TOP STORY] Bidcorp interims strong; dividend up
Generally Europe has done fantastically, the UK has had a few issues and China ‘was struggling’: CEO David Cleasby.
Thu, 22 Feb 2024 - 6min - 1689 - Spar still not over SAP hurdle
Sithembile Bopela of FNB Wealth & Investments discusses Spar's modest growth in results. Bidcorp's David Cleasby reflects on a year of strong growth. Grovest's Jeff Miller talks about the launch of the second round of funding for their Twelve B Green Energy Fund.
Thu, 22 Feb 2024 - 23min - 1688 - [TOP STORY] Rethinking US stock weightings in your global equity portfolios
In the last 30 years you’ve had a wonderful ride if you've invested as much of your capital as possible in the US equity market: Anton Eser – CIO, 10X Investments.
Wed, 21 Feb 2024 - 6min - 1687 - Benefits of over-contributing to a Reg 28 fund
Shaun Dendere of Trive SA discusses Kumba and BHP Group results. Anton Eser of 10X Investments advises on reducing US equity exposure due to anticipated lower returns in the coming decade. Megan Fraser from Allan Gray explores over-contributions to a Reg 28 fund.
Wed, 21 Feb 2024 - 21min - 1686 - MoneywebNow Top Story - 20 Feb 2024Tue, 20 Feb 2024 - 6min
- 1685 - Market waiting for Swiftnet sale details
Analyst Jimmy Moyaha delves into the Telkom update and Amplats results. Tertius Zitzke from 4Sight Holdings discusses robust results and expansion plans. Viv Govender of Rand Swiss reflects on a week marked by significant AI advancements and anticipates Nvidia results on Wednesday.
Tue, 20 Feb 2024 - 21min - 1684 - [TOP STORY] Don’t let ETF partial delistings startle you
What you see in terms of market activity may not mean what you think it means. And remember to attend to your tax-free investment options before February 29 this year: etfSA director Nerina Visser.
Mon, 19 Feb 2024 - 7min - 1683 - Bitcoin halving adds to bullish sentiment
Sanlam Private Wealth's Nick Kunze discusses markets, and with the recent listing details of WeBuyCars, is this a company worth keeping an eye on? Additionally, the Nikkei 225 is on the verge of reaching its 1989 all-time highs. Nerina Visser from etfSA unpacks what the ‘partial delisting’ of an ETF means. Should we worry? Petri Redelinghuys from Herenya Capital Advisors talks the Bitcoin halving. What is it, and what’s the expected impact?
Mon, 19 Feb 2024 - 20min
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