MoneywebNOW

[TOP STORY] The Presidency’s State of the Nation scorecard is ‘not that great’

‘We need to see businesses pushing for the right reforms ... so they can keep their businesses running’: Isaah Mhlanga – Rand Merchant Bank.

8 Feb 2023 2AM 6 min

Great potential for decarbonisation metals in Africa

Independent analyst Jimmy Moyaha talks the Sasol update and reports that PPC may be exiting Zimbabwe. RMB's Isaah Mhlanga on previous Sona promises and the president's scorecard. Shirley Webber from Absa CIB, on the potential for, and challenges around, decarbonisation metals in Africa.

8 Feb 2023 12AM 21 min

[TOP STORY] The average return rarely exists over time

Missing the good days in an environment of bad days can be detrimental to your long-term financial plan: Wade Witbooi at Glacier Invest.

7 Feb 2023 3AM 5 min

Offshore exposure a boost for some Reits

Faheema Adia from Momentum Securities on opportunities (or lack thereof) in the listed Reit sector. Wade Witbooi from Glacier Invest talks the importance of staying invested. DebtBusters's Benay Sager on their latest debt survey which shows customers under pressure, but being responsible.

6 Feb 2023 11PM 20 min

[TOP STORY] Why Peregrine Capital cut Thungela

‘OUTsurance remains a position in our fund right now. We are excited about their outlook and excited about their execution’: Executive chair David Fraser.

6 Feb 2023 2AM 10 min

Are huge US job gains a risk to its inflation?

Sanlam's Nick Kunze talks the US jobs data that saw commodities lower and a new/old CEO at Sygnia. David Fraser of Peregrine Capital on why they sold their Thungela shares. Christie Viljoen from PwC discusses the economic outlook for 2023.

6 Feb 2023 12AM 22 min

[TOP STORY] The relevance of the Fear and Greed Index

Schalk Louw of PSG Old Oak explains the five pillars of the local index, which one can follow on Twitter.

3 Feb 2023 4AM 8 min

Anglo and Kumba updates show strong cash generation

Anchor's Deryck Janse van Rensburg on the Kumba Iron Ore and Anglo American updates. Schalk Louw from PSG Old Oak discusses the Fear and Greed Index as it currently shows extreme greed. Simon offers his thoughts on why February is all about tax-free investing.

3 Feb 2023 12AM 20 min

[TOP STORY] Kea Nonyana’s market expectations for 2023

Last year his focus was on energy. This year it’s Xi Jinping and China.

2 Feb 2023 2AM 5 min

Coronation offering great value as markets rally

Lonwabo Maqubela from Perpetua Investment Managers unpacks Bidcorp's strong update. Momentum Securities's Serfaas Badenhorst talks the investment case for Coronation. Independent analyst Kea Nonyana explains his sector picks for 2023 after his bullish call on energy for last year.

2 Feb 2023 12AM 20 min

[TOP STORY] Saving for retirement: doing tax effectively

Natalie Kiewitt of PPS Investments encourages taxpayers to take advantage of some ‘fairly good’ tax benefits before the end of the tax year on February 28.

1 Feb 2023 2AM 5 min

Inflation has probably peaked, when will rates?

RMB's Matete Thulare on Vodacom's latest update as the Egyptian acquisition and currency gains flattered the numbers. Old Mutual's Izak Odendaal talks inflation: has it really been defeated and is US dollar strength over? Natalie Kiewitt from PPS Investments unpacks the most tax-efficient ways to save for retirement.

1 Feb 2023 12AM 21 min

Convergence Partners closes its latest digital infrastructure fund at $296m

The company focuses on technology, bringing identified partners deep skills in technology to support them: Chairman and founding partner Andile Ngcaba.

31 Jan 2023 2AM 6 min

Capital & Counties reports strong update and dividend

Sanlam's Carmen Mpelwane on the Pepkor and Capco trading updates. Laura Cooper from BlackRock talks the risks of recession on equity markets and the appeal of EMs over DMs. Andile Ngcaba from Convergence Partners on the closing of its $296m digital infrastructure fund.

31 Jan 2023 12AM 20 min

[TOP STORY] Managing an investment portfolio is a constant balancing act

‘You want to invest in things that respond differently to the same factors within a portfolio’: Roné Swanepoel.

30 Jan 2023 2AM 5 min

Redefine sees improving lease renewals

FNB's Wayne McCurrie unpacks the weak Lewis trading update. Nashil Chotoki from Redefine Properties on footfall at retail malls as sales are already above pre-pandemic levels. Morningstar's Roné Swanepoel on how investors can diversify but still keep the balance in their portfolios.

30 Jan 2023 12AM 20 min

[TOP STORY] Exercise caution when investing in China

A lot has happened in China in recent years, making it a far riskier proposition than before: Kyle Wales at Flagship Asset Management.

27 Jan 2023 3AM 8 min

OUTsurance: No rush to buy

Kruger International's Mia Kruger on the AVI update as it mostly holds margins. Kyle Wales of Flagship Asset Management on why China is not such an attractive investment destination. Simon offers his thoughts on the MPC's statement that downgraded SA's GDP because of load shedding. Eskom, please just buy the…

27 Jan 2023 12AM 19 min

[TOP STORY] ‘Not only are we asking for trouble, we are actively inviting it’

Prof Bonang Mohale delineates many of South Africa's myriad challenges with conflicting priorities. The risks from load shedding receive special attention.

26 Jan 2023 3AM 12 min

Is Tesla the best option for exposure to the EV market?

Rand Swiss's Gary Booysen takes a look at Tesla's results after the US close and talks his preferred electric vehicle play. Busa's Bonang Mohale on WEF, does it still have relevance and is South Africa still important as load shedding cripples the country?

25 Jan 2023 11PM 20 min