MoneywebNOW

Dividends or share buybacks: Which one to pick?

Mia Kriegler from Kruger International talks share buybacks versus dividends … which is her preference? BlackRock's Helen Jewell on markets as Europe has a good year and whether there is still opportunity despite recession fears.Vinesh Maharaj from PwC South Africa discusses local manufacturing and whether it can evolve to take…

19 Jul 2023 12AM 20 min

[TOP STORY] DBSA celebrates 40 years

In facilitating infrastructure development across the SADC region ‘we don't get fiscal allocations, even though we are an SOE,’ points out chief economist Zeph Nhleko.

18 Jul 2023 4AM 5 min

China's recovery falls short of expectations

FNB's Sithembile Bopela unpacks Richemont's good update … but why didn’t the market like it? Luno's Christo de Wit looks at the latest crypto news, central bank coins and what the future holds for NFTs. Zeph Nhleko from DBSA on the bank's role within the economy and competing against traditional…

18 Jul 2023 12AM 19 min

[TOP STORY] Is SA doing the necessary to get off the grey list?

Foreign SA bond holders have dropped from 42% to 25% and investors seem to think that, regardless of the yield South Africa can offer, it's just too risky: Bianca Botes – Citadel Global.

17 Jul 2023 3AM 6 min

US earnings season: All eyes on big tech

Nick Kunze from Sanlam Private Wealth unpacks Absa's update as impairments worsen. US earnings season kicks off. Citadel Global's Bianca Botes on the impact of the country's greylisting so far and what SA's doing to get off the list. Old Mutual Wealth's Ian Ferguson as high interest rates drive corporate…

17 Jul 2023 12AM 20 min

[TOP STORY] Telkom in talks to sell Swiftnet

‘We have been given support to actually sell [Swiftnet] outright...We've two firm bidders and should be closing that process within a month or two’– CEO Serame Taukobong.

14 Jul 2023 3AM 7 min

Emergency Nasdaq index shuffle to reduce big tech weightings

FNB's Wayne McCurrie on markets as US CPI sees equity markets higher and the dollar weaker.  Telkom CEO Serame Taukobong talks the future of Telkom Mobile and unlocking value in the business after the rejection of three deals. Simon offers his thoughts and details on the upcoming Nasdaq 100 surprise…

14 Jul 2023 1AM 19 min

[TOP STORY] Is the ‘messy’ platinum space worth a look?

‘Because we think prices are likely to improve from here we think that there is an opportunity to be adding to the sector. But it's not a slam-dunk’: Lonwabo Maqubela – Perpetua Investment Managers.

13 Jul 2023 3AM 6 min

Demystifying rooftop solar: Understanding the legalities

We’re seeing a small bounce from PGM miners, Lonwabo Maqubela of Perpetua discusses if this offers opportunity or is best left alone. Paul Hutchinson from Ninety One on how to value the rand using purchasing power parity (PPP), while considering risk factors. Cliffe Dekker Hofmeyr's Bridget Witts-Hewinson unpacks the legal…

13 Jul 2023 1AM 21 min

[TOP STORY] How AI is lifting the S&P 500

So far only a handful of stocks have benefited from the AI hype and the underlying market has remained relatively subdued: Sean Kelly – Paragon Wealth Managers.

12 Jul 2023 3AM 7 min

How to spot collapsing innovation in your investments

Faheema Adia from Momentum Securities on the two small(ish) deals announced by Invicta as it expands offshore.Jon Cherry from Cherry Flava talks innovation … how to spot it, and how to know when it’s failing. Paragon Wealth Managers's Sean Kelly on the magnificent seven doing all the heavy work lifting…

12 Jul 2023 1AM 20 min

[TOP STORY] US markets might be priced for perfection

Craig Antonie from AnBro Capital Investments considers it a fair assumption that we could see a rebound of sorts in the tech space.

11 Jul 2023 3AM 7 min

Mondi deal all tapping into the huge American market

Alex Duys from Umthombo Wealth on Mondi’s Canadian expansion. After a solid first half, US markets seem priced for perfection, Craig Antonie from Anbro Capital Investments takes a look. Keith McLachlan from Integral Asset Management on the value proposition for Transaction Capital.

11 Jul 2023 1AM 20 min

[TOP STORY] Are performers’ mega world tours impacting inflation?

Consumers are suddenly more willing than ever to dip into savings for experiences, notes Paul Donovan of UBS Global Wealth Management.

10 Jul 2023 3AM 6 min

Exploring opportunities in packaging stocks

Chantal Marx from FNB Wealth and Investments talks packaging companies … Nampak is in trouble, Caxton is at almost five-year highs and Mpact is drifting. Are any offering value? UBS Global Wealth Management's Paul Donovan on the inflationary impact of Taylor Swift and Beyoncé music tours. Ernest North of Naked…

10 Jul 2023 1AM 20 min

[TOP STORY] The IRBA can now fine audit firms up to R25 million

This is to encourage ethical behaviour and due care by auditors, though auditors are generally doing a very good job – Imre Nagy from the IRBA.

7 Jul 2023 3AM 6 min

The investment case for 4IR metals

Kea Nonyana from EA Capital takes a look at opportunities in the commodity space. Irba's Imre Nagy on new fine limits for offenders raised to R25 million and restrictions on the board's jurisdiction as it no longer oversees chartered accountants. Navigating portfolio rebalancing: Simon's insights on the process and risks.

7 Jul 2023 1AM 20 min

[TOP STORY] National Treasury is under severe strain

Fiscal officials are being overburdened with work that ordinarily should be handled by SA’s provinces, municipalities and SOEs, notes Isaah Mhlanga from RMB.

6 Jul 2023 3AM 5 min

Markets looking bullish despite skittish investors

Kieran Witthuhn from Anchor Securities on EU, UK and China PMI for June … all above 50 but slowing. Simon Fillmore from Independent Securities talks the bull case for equities even as investors climb the proverbial wall of worry. RMB's Isaah Mhlanga on National Treasury reputing concerns that there is…

6 Jul 2023 12AM 20 min

[TOP STORY] The ‘big scare’ about using ChatGPT

PJ Veldhuizen of Gillan and Veldhuizen Inc points to possible legal and ethical security issues that might arise from trusting the AI facility.

5 Jul 2023 3AM 6 min