MoneywebNOW

PnP trades below sum of parts, value or trap?

Schalk Louw from PSG Old Oak says Pick n Pay’s sum-of-parts makes it free, but asks if it is valuable. Wiehann Olivier from Forvis Mazars SA comments on Sars's release of the draft Crypto-Asset Reporting Framework regulations. Simon shares his thoughts on spreading the word about investing and better money management.

19 Sep 1AM 20 min

[TOP STORY] Customer sentiment is shaping the future of the telecoms industry

PwC partner Basheena Bhoola shares new insights from the PwC SA Telecommunications Sentiment Index.

18 Sep 3AM 7 min

FOMC meeting shows rising tensions at the Fed

Perpetua’s Pooja Tanna unpacks last night’s FOMO rate call and Fed chair Powell’s remarks. Prescient’s Vishal Rama weighs in on the MPC decision later today – could the stronger-than-expected August CPI open the door to a rate cut? PwC’s Basheena Bhoola on their new Telecommunications Sentiment Index, revealing service and…

18 Sep 1AM 20 min

[TOP STORY] Evergreen YeboYethu from Vodacom ‘doing really well’

‘The discount to fair value ... makes it look quite attractive’ – Craig Gradidge, Gradidge Mahura Investments.

17 Sep 3AM 6 min

Reit results continue to shine

Chantal Marx FNB Wealth & Investments on a good dividend from Hyprop results and everybody wants Libstar after they promise to unlock shareholder value Craig Gradidge Gradidge Mahura Investments on the deep discount currently offered by the Vodacom BEE scheme, Yebo Yethu Petri Redelinghuys Herenya Capital Advisors on gold as…

17 Sep 1AM 20 min

[TOP STORY] Don’t let your digital life fade away

JustMoney’s Sunette Ansara stresses the importance of securing your online legacy for heirs and executors.

16 Sep 4AM 5 min

Breaking up the masterpiece: Art as a fractional investment

Kea Nonyana from Scope Prime on OUTsurance results and the potential for two to three FOMC cuts this year. Sunette Ansara from JustMoney on including digital assets and other online tools in your will. Kyle Wales, co-CEO of Legacy Art, on investing in art collectively to reduce risks tied to…

16 Sep 1AM 20 min

[TOP STORY] Mag 7’s growth outpacing the S&P 500

Gerrit Smit from Stonehage Fleming Investment Management explains what is ‘absolutely key’ in choosing to invest in GE Aerospace.

15 Sep 3AM 6 min

Caxton awash with cash, what’s the plan?

Nick Kunze from Sanlam Private Wealth unpacks Caxton’s results, where nearly 75% of its market cap is cash, and weighs in on City Lodge, as refurbishments hit occupancies. Gerrit Smit from Stonehage Fleming Investment Management on how the Mag 7’s growth outpaces the S&P 500, plus the stock that has…

15 Sep 1AM 20 min

[TOP STORY] Discovery Bank’s behavioural model drives lower defaults

'We have set some very big ambitions, and we have to be able to fund that given the growth of the balance sheet' – CEO Hylton Kallner.

12 Sep 3AM 6 min

FirstRand deserves highest rating of the big four

Independent analyst Carmen Mpelwane unpacks FirstRand and Discovery results – one the market loved, the other it hated. Hylton Kallner, CEO of Discovery Bank, on six months of profitability and where growth goes next. Simon’s take: when an investment soars – buy more, hold, or sell?

12 Sep 1AM 18 min

[TOP STORY] Do just a few key stocks drive most of the returns?

‘Your top five [S&P 500] contributors to returns have tended to generate about 29% of the return of the index in any given year’ – Sean Ashton, Private Clients, Old Mutual Wealth.

11 Sep 3AM 6 min

Oracle surges +30% on cloud demand

Rand Swiss’s Viv Govender on what’s behind Oracle’s share price surge. Marriot’s Lourens Coetzee on why investors shouldn’t let relative performance be their guiding star. Old Mutual Wealth’s Sean Ashton on big tech’s outsized role in returns – and how to manage that concentration.

11 Sep 1AM 20 min

[TOP STORY] Emigrating? Don’t forget your tax residency ‘Golden Ticket’

Tax Consulting SA’s Shuanita de Wet explains how to properly step out of Sars’s net when relocating abroad.

10 Sep 3AM 6 min

GDP data shows upbeat consumers activity

FNB Wealth & Investments’s Sithembile Bopela unpacks the Anglo American–Teck “merger of equals” – is it really a winning strategy? Stats SA’s Joe de Beer breaks down South Africa’s Q2 GDP – what’s working, and what’s worrying. Tax Consulting SA’s Shuanita de Wet on how to properly step out of…

10 Sep 1AM 21 min

[TOP STORY] Electricity, water, and education drive cost-of-living squeeze – CompCom

CompCom’s Raksha Darji highlights how administered prices are putting the real squeeze on households.

9 Sep 3AM 5 min

Sun International best bet in leisure sector

Faheema Adia of Momentum Securities unpacks Sun International’s latest results and weighs in on which leisure stock, if any, she favours; Raksha Darji from the Competition Commission highlights findings from their new Cost of Living Report showing how administered prices are putting the real squeeze on households; and Rory Bosman…

9 Sep 1AM 20 min

[TOP STORY] The rise of ETFs and the risks of passive investing

Parity Wealth’s Sean Kelly asks: ‘Should we still be in active management at all, or are we moving into a world where index investing is the prevailing strategy?’

8 Sep 4AM 6 min

US jobs data all but guarantees US rate cut

Sanlam Private Wealth’s Nick Kunze unpacks US jobs data and Opec’s latest move. Parity Wealth’s Sean Kelly on the rise of ETFs – and the risks passive investing may face. Mesh.trade MD Connie Bloem explains their yield-bearing ZAR stablecoin and its real-world use cases.

8 Sep 1AM 21 min

[TOP STORY] Treasury, the Sarb and inflation targeting

‘Bringing interest rates down is what we need to do to move on to a more sustainable fiscal path’: Zain Wilson – Strategist, Old Mutual Investment Group.

5 Sep 2AM 6 min