MoneywebNOW

Coronation offering value, but expect volatility

FNB’s Sithembile Bopela on whether Coronation holds any value following its trading update. Palesa Dube from Wealth Creed offers ideas for business owners approaching retirement. Jaco Meyer of Cliffe Dekker Hofmeyr unpacks important considerations when buying a business.

24 Apr 2023 1AM 22 min

Do something that's already been done, and market it well

‘The online space is the great equaliser.’ You can reach thousands of people with a click of a button: Hetty The Entrepreneur.

21 Apr 2023 3AM 8 min

Clicks consistency shines in results

Independent analyst Jimmy Moyaha talks Clicks results and the sudden resignation of Nampak's CEO. Hetty The Entrepreneur on monetising your side hustle using online tools. Simon offers his thoughts on local March inflation that came in higher than expected, bad news ... but also some good.

21 Apr 2023 2AM 21 min

[TOP STORY] Insights into card transactions over the Easter weekend

Numbers point to a strong rebound in domestic tourism post the Covid and lockdown periods: Thokozani Dlamini – CEO of FNB Merchant Services.

20 Apr 2023 3AM 6 min

Schroders: US recession on its way

Faheema Adia from Momentum Securities on Zeder results and local CPI moving higher. Schroders's George Brown talks the US economy; the risks and implications of a default and the likelihood of a recession. FNB's Thokozani Dlamini unpacks the strong rebound in domestic tourism over the Easter Weekend.

20 Apr 2023 1AM 20 min

[TOP STORY] Do guaranteed products have a space in an investment portfolio?

Understand why you are investing in these products, their roles, and what you're giving up when choosing them: Francis Marais – Morningstar Investment Management SA.

19 Apr 2023 3AM 6 min

Capitec is expensive relative to peers

Carmen Mpelwane from Sanlam Investments on the Capitec results that disappointed the market. Morningstar's Francis Marais on the role and concerns of guaranteed products in a portfolio. Izak Smit from PPS unpacks results and trends within the insurance sector.

19 Apr 2023 1AM 19 min

[TOP STORY] Crypto has experienced turmoil in the past six months

Today I think the central banks are seeing clear benefits. They have vested interests that they want to make sure they control: Seamus Rocca – CEO, Xapo Private Bank.

18 Apr 2023 3AM 7 min

Luxury holding value and demand even in a tough economy

RMB's Matete Thulare talks about local CPI data which is expected on Wednesday, is there any real link between currency and inflation? Seamus Rocca from Xapo Private Bank on the role of blockchain in transparency and what’s happened with central bank digital currencies. Luxity's Michael Zahariev on luxury goods holding…

18 Apr 2023 1AM 22 min

[TOP STORY] Steel and engineering critical in getting the economy's flywheel turning

Seifsa will meet with President Ramaphosa to address some of the challenges faced by the country and the sector: CEO Lucio Trentini.

17 Apr 2023 3AM 6 min

US earnings season starts with a bang thanks to big banks

Sanlam's Nick Kunze talks markets as banks kick off US earnings season with massive numbers, and Richemont switches from depository receipt to inward listed. Verwey Wiese from PwC South Africa on ensuring the sustainability of local retirement funds. Lucio Trentini of Seisfa unpacks pledges from the investment conference in the…

17 Apr 2023 1AM 21 min

[TOP STORY] Farming stocks heading for tough times?

For agriculture the best is over. The next couple of years might be a slightly leaner period, with earnings at best being flat and in certain cases down: Anthony Clark – Small Talk Daily.

14 Apr 2023 3AM 9 min

It's too late to buy gold at all-time highs

Wayne McCurrie from FNB unpacks the Aveng update and PSG Konsult results. Small-cap analyst Anthony Clark talks agri investment as the country is expected to swing into a dryer period of El Niño. Simon offers his thoughts on actively-managed certificates (AMCs) trading on the JSE.

14 Apr 2023 1AM 21 min

[TOP STORY] ‘Mental accounting’ can lead to some real problems

‘Try to always remember that individual investments are made up of a whole’: Dr Gizelle Willows, founder of Nudging Financial Behaviour.

13 Apr 2023 5AM 6 min

Improving US inflation data does little to allay rate hike fears

Independent analyst, Karl Gevers, talks US inflation for March which came in at 5.0%, sending markets higher. Elize Kruger, an independent economist, unpacks the BankservAfrica Economic Transactions Index which shows continued deterioration in the local economy. Gizelle Willows of Nudging Financial Behaviour, on the problems with mental accounting as we…

13 Apr 2023 12AM 20 min

[TOP STORY] Inflation expectations across developed and developing markets

‘We may actually be close to the end of the interest-rate hiking cycle, if not there already’: Sanisha Packirisamy – Momentum Investments.

12 Apr 2023 3AM 6 min

Here's where to find the opportunity in clothing retailers

FNB's Chantal Marx on whether there is any value in the clothing retail space since prices have come under pressure. Momentum's Sanisha Packirisamy on local and global rates. When will they stop rising? Nicole van den Munckhof from Independent Securities offers tips to maximise your wealth over time.

12 Apr 2023 1AM 20 min

[TOP STORY] The layers of costs in holding companies

Integral Asset Management’s Keith McLachlan considers the pros and cos of holdcos Sabvest, Prosus/Naspers and Reunert in terms of their NAVs.

11 Apr 2023 3AM 7 min

Investor opportunity: AB Inbev concerns dispelled

Independent analyst Jimmy Moyaha unpacks EOH results.Jithen Pillay from Allan Gray on the investment case for AB InBev, despite three common concerns. Keith McLachlan of Integral Asset Management talks the top JSE-listed holding companies with strong track records and returns.

11 Apr 2023 1AM 21 min

[TOP STORY] AI has really arrived on the business scene

‘If you use it correctly and if your prompts are used correctly, you can unlock huge productivity improvements in your organisation’: Dr Pieter Geldenhuys from ITSI.

6 Apr 2023 4AM 6 min