MoneywebNOW

When investing, macro data trend is what matters

Carmen Mpelwane, investment analyst at Sanlam Investments, on local inflation creeping higher to 7% and the FOMC's rate decision last night. How much does she consider these data points in analysing investments? Sithembile Bopela, investment research analyst at FNB Wealth & Investments, on strong numbers in OUTsurance's results, even as…

23 Mar 2023 1AM 21 min

[TOP STORY] Caxton interims show commercial printing is far from dead

‘There's always a silver lining to load shedding, and I think one is the QSR market’: MD Tim Holden.

22 Mar 2023 4AM 6 min

Fed likely to stick to 0.25% rate increase

Chantal Marx, investment research head at FNB Wealth & Investments, on Transaction Capital and whether the US Federal Open Market Committee will announce a 0.25% increase tonight. Tim Holden, MD at Caxton and CTP Publishers and Printers, on results that saw Heps up over a third as it manages to…

22 Mar 2023 1AM 21 min

[TOP STORY] The old days of open-outcry trading

Sasfin’s David Shapiro remembers the chaos that was ‘very antiquated, very quaint, lots of fun, but very inefficient’.

20 Mar 2023 3AM 9 min

Local market is cheap even as it trades just off all-time highs

David Shapiro from Sasfin chats about the old open outcry trading floor, how did the chaos work? Debra Slabber of Morningstar Investment Management SA explains how the local market can be cheap if it is just off all-time highs.

20 Mar 2023 1AM 21 min

[TOP STORY] The odds of a Credit Suisse default

‘We must remember that the banking system is very interrelated, so everybody holds everybody's paper’: Anthea Gardner – Cartesian Capital.

17 Mar 2023 4AM 6 min

Is Transaction Capital worth a punt below R10?

Independent analyst Jimmy Moyaha talks results from Exxaro as it reduces the dividend. Anthea Gardner from Cartesian Capital unpacks the numbers around Credit Suisse and the risk of collapse. Simon offers his thoughts on whether your money is safe in SA banks.

17 Mar 2023 1AM 20 min

[TOP STORY] Banks’ management of risk and liquidity

The SVB and Signature Bank crashes are all about the changes in monetary policy we've seen in the past 15 months: Anton Eser – CIO at 10X Investments.

16 Mar 2023 3AM 7 min

Transaction Capital still not cheap

Lonwabo Maqubela of Perpetua Investment Managers on Stadio results as they boost their dividend by almost 90%. Patrick Mathidi from Aluwani Capital on Transaction Capital, any hope for the share? Anton Eser from 10X Investments, on the SVB crisis, how bad is it? Is it spreading?

16 Mar 2023 1AM 21 min

Private equity is increasing the scope of the investment pool

‘Within the unlisted environment you've more freedom’ – Kondi Nkosi, country head for Shroders in South Africa.

15 Mar 2023 3AM 5 min

Fed expected to halt rate increases to protect financial system

Bianca Botes from Citadel Global on markets as US inflation hits 6%. Kondi Nkosi from Schroders in South Africa talks the ins and outs of private equity. Aions Creative Technology's Mitchan Adams discusses how SMMEs are coping with load shedding and struggling consumers.

15 Mar 2023 1AM 20 min

[TOP STORY] A look at Absa’s results and the overall state of the banking sector

All four banks reported impressive numbers, but we need to pay close attention to credit losses now: Craig Metherell – Denker Capital.

14 Mar 2023 3AM 7 min

Government should exit Telkom to allow free competition

Independent analyst Karl Gevers talks results from MTN and Sun International. Craig Metherell from Denker Capital on Absa's results and a wrap of the big four's financials, which was the standout? Andile Ntingi of GetBiz makes the case for why government should exit its 40.5% stake in Telkom.

14 Mar 2023 1AM 21 min

Human thinking is riddled with biases

The temptation to invest offshore to generate superior returns is a commonly held bias when investing: Satrix CIO Kingsley Williams.

13 Mar 2023 3AM 6 min

SVB collapse seems to be contained, so far ...

FNB's Wayne McCurrie unpacks the Silicon Valley Bank collapse and the strong US jobs data. Kingsley Williams from Satrix on how bias affects our investment decision-making. Citadel's Maarten Ackerman on some bright points from an otherwise disappointing Q4 GDP print.

13 Mar 2023 1AM 20 min

[TOP STORY]Fortress, having lost Reit status, will not make a distribution

Property management is an active game: Fortress CEO Steven Brown.

10 Mar 2023 2AM 7 min

Thungela reports strong update even as coal prices halve

Gary Booysen from Rand Swiss talks Standard Bank's strong results and the Thungela update that shows a weaker second half. Steven Brown of Fortress on results as logistics occupancies hit an all-time high as load shedding hurts both the company and their tenants. Simon offers his thoughts on the rand…

10 Mar 2023 12AM 20 min

[TOP STORY] Battling inflation, load shedding, commodity prices and Transnet woes

‘We know what we need to do; we just need to do it’: Izak Odendaal – Old Mutual Wealth.

9 Mar 2023 2AM 6 min

Quilter boosted by cost-cutting but needs to grow top-line revenue

Faheema Adia from Momentum Securities, on Quilter's solid results that saw its stock in the green in a very red market. Old Mutual Multi-Managers's Izak Odendaal speculates on whether the Fed will halt interest rate increases soon and if SA stocks are still cheap. PPS Investments's Fran Troskie talks generating…

9 Mar 2023 12AM 20 min

Mpact’s full-year results pack a punch

There is still quite a lot [that] could be done, not only to reduce the amount of packaging, but to increase its utility and protective ability at lower weights – CEO Bruce Strong.

8 Mar 2023 2AM 5 min