MoneywebNOW

[TOP STORY] ArcelorMittal shows H2 loss after everything goes wrong

We might go through another super cycle of commodity prices being elevated and steel prices remaining low – independent analyst Jimmy Moyaha.

25 Jan 2023 2AM 4 min

You'll need to tighten your belt to survive 2023

Independent analyst Jimmy Moyaha talks the horror ArcelorMittal update that saw a loss in H2 of FY22. Luno's Christo de Wit on all things crypto as the asset class has a great start to 2023. Kerry King from Citadel on the state of local consumers as we brace for a…

24 Jan 2023 11PM 20 min

[TOP STORY] Changing children’s relationship with money

The Franc app is a sort of gamified savings account for children, teaching them that money has the potential to grow: Co-founder and CEO Dr Thomas Brennan.

24 Jan 2023 2AM 6 min

Opening of China travel boosts markets

Karl Gevers, independent analyst, on Renergen as it begins producing liquid helium from their Virginia Gas Project. Petri Redelinghuys of Herenya Capital chats whether he's turned bullish on US indices after being bearish during the 2022 selloff. Franc's Dr Thomas Brennan on getting kids interested and active in saving and…

24 Jan 2023 12AM 20 min

[TOP STORY] Karrooooo third quarter results to end November 2022

‘A very good third quarter in terms of subscriber growth and the amount of [new] business customers’: CEO Zak Calisto.

23 Jan 2023 4AM 5 min

African countries looking to each other for investment

Sanlam's Nick Kunze unpacks the disappointing Mr Price trading update. Karooooo's Zak Calisto on results as the company hits record subscribers. Robin van Puyenbroeck from the World Trade Centers Association talks opportunities for African trade and investment.

23 Jan 2023 12AM 20 min

[TOP STORY] Inflation, rate hikes, stagflation, grey listing and bonds in 2023

‘Our assessment is that inflation is very much still topical and a risk for the developed world in 2023': Rhandzo Mukansi – portfolio manager at Futuregrowth.

20 Jan 2023 2AM 7 min

Does EOH rights issue boost its investment case?

FNB's Sithembile Bopela talks Woolies as its update takes the stock to a 52-week high. How does it compare to Shoprite? Rhandzo Mukansi from Futuregrowth on monetary policy hawks. Will 2023 be the year their influence fades? Simon offers his thoughts on the EOH rights issue. Is there potential for…

20 Jan 2023 12AM 20 min

[TOP STORY] CPI seems stuck at around 7.2%

The problem for the MPC is not the inflation basket. The problem is the rand: Dr Chris Harmse – CH Economics.

19 Jan 2023 2AM 6 min

Richemont customers recession resilient

Sanlam's Carmen Mpelwane talks Richemont's trading update as the share trades at all-time highs. Also, is there any value in holding Steinhoff? Dr Chris Harmse from CH Economics on SA's inflation and interest rate outlook after December CPI came in at 7.2%. Stian de Witt of NMG Benefits on why…

19 Jan 2023 12AM 19 min

[TOP STORY] Two unusual companies – one local, one offshore

Chantal Marx reflects on two stocks on FNB Wealth and Investments’ radar: SA’s Balwin Properties and Swiss-based travel retailer Dufry.

18 Jan 2023 1AM 5 min

Energy, US tech and China offering value

Mia Kruger from Kruger International on where she is finding value this year. FNB's Chantal Marx on two of their preferred stocks, one local and one offshore. Dr Roloef Both on the Altron FinTech Household Resilience Index: how was the end of 2023?

18 Jan 2023 12AM 20 min

[TOP STORY] Start-ups fail primarily due to a lack of mentorship and funding

As ‘venture builders’ we come in, start from ground zero, take somebody past the two-year mark and on to the venture capitalist: Aions Creative Technology CEO Mitchan Adams.

17 Jan 2023 2AM 6 min

Davos stands as top event despite criticism

Matete Thulare from RMB on gold and the miners with the metal above $1 900. PwC's Lullu Krugel talks WEF at Davos and what SA hopes to get out of the event. Mitchan Adams of Aions Creative Technology on venture builders. What are they and how do they work?

16 Jan 2023 11PM 20 min

[TOP STORY] The hospitality sector has moved out of survival into strong recover

The full quota of international travellers is expected back in SA by 2024: Zizile Lephalala – sector head for healthcare, construction and hospitality at Absa CIB.

16 Jan 2023 2AM 6 min

How to make money off load shedding

Alex Duys of Umthombo Wealth on possible investment opportunities from load shedding. Momentum Investments' Sanisha Packirisamy on local equity and listed property opportunities. Zizile Lephalala of Absa CIB on trends in the local hospitality industry.

16 Jan 2023 12AM 20 min

[TOP STORY] Market expectations for 2023 vs 2022

‘The Achilles’ heel for South African equities over the last eight years has been foreigners on our market. They've been net sellers’: Independent Securities CEO Simon Fillmore.

13 Jan 2023 2AM 9 min

Woolies on top with best valuation among peers

Faheema Adia from Momentum Securities on what to expect from the upcoming food retailer updates. Shoprite has been flying, is it her preferred food retailer and is there still value? Simon Fillmore of Independent Securities talks US inflation, rates, GDP and what matters most for investors in 2023. Simon offers…

12 Jan 2023 11PM 19 min

[TOP STORY] Japan's possible monetary policy shift and the energy crisis in Euro

The key question regarding a Japanese policy shift is whether such action could cause significant market dislocation: Casey Delport – Anchor Capital.

12 Jan 2023 1AM 5 min

Telkom Capex spending not boosting income

Lonwabo Maqubela from Perpetua Investment Managers on whether there's value in Telkom after it terminates talks with Rain. Anchor's Casey Delport talks changes in Japan's monetary policy and the European energy crisis. Justin Easthorpe from ooba on the impact of interest rate hikes on homebuyers.

11 Jan 2023 11PM 19 min