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[TOP STORY] Good rains augur well for SA’s 2023 agriculture season

Farmers have planted with the higher input costs of the past few months, so there's going to be a squeeze on margins: Wandile Sihlobo – Agbiz.

11 Jan 2023 2AM 5 min

2023’s top picks: Bidcorp and Shoprite

FNB Wealth's Sithembile Bopela on where to find value in 2023. Agbiz's Wandile Sihlobo talks the outlook for the agricultural sector this year as we see continued positive rainfall. Grant Smee from Only Realty National chats seven residential property trends for 2023.

11 Jan 2023 12AM 19 min

[TOP STORY] Tourism did well in the 2022 festive season

Every [government] department needs to look at tourism as a catalyst for job creation, making it easier for tourism to create jobs: Fedhasa chair Rosemary Anderson.

10 Jan 2023 2AM 6 min

Good year expected for local markets and the Rand

Wayne McCurrie, FNB Wealth portfolio manager, on the JSE Top40 hitting an all-time high and the outlook for commodities in 2023. Rosemary Anderson, national chairperson Fedhasa, on the festive season's tourism performance. Nomi Bodlani of Allan Gray on managing the fear of losing money.

10 Jan 2023 12AM 20 min

[TOP STORY] SA waits for implementation of the two-pot retirement system

People are currently having to resign, cash out, and pay tax to access their retirement money early: Richard Carter – head of Assurance, Allan Gray.

9 Jan 2023 3AM 5 min

Can Top40 at all-time highs hold into 2023

With the Top40 trading just off all-time highs, driven in large part by Richemont and Naspers/Prosus, Jimmy Moyaha looks at holding these stocks in 2023. Richard Carter of Allan Gray on the two-pot retirement system. Will it arrive this year and in what guise ?Miyelani Maluleke of Absa on December…

9 Jan 2023 12AM 19 min

In a tough year there were some standout local winners

Deryck Janse van Rensburg of Anchor Capital on the smaller JSE stocks that often get overlooked but can deliver great returns. Carmen Mpelwane of Sanlam Investments on a tough year, but one in which value and good returns were possible.

23 Dec 2022 12AM 16 min

How to run a filter to find winning stocks

FNB's Chantal Marx on how she filters shares to find a list of quality stocks worth investigating. Mia Kruger of Kruger International on retail stocks in 2022. Is Shoprite still the main food retailer? What about clothing retail?

22 Dec 2022 12AM 19 min

How ETFs saved our portfolios in 2022

Nerina Visser from etfSA discusses exchange-traded funds (ETFs) this year: with markets under pressure, ETFs offered some respite, even in the fast-falling tech space. Sarah Rice from Skynamo on HR trends, as companies try to get staff back into the office and quiet quitting becomes the new trend.

21 Dec 2022 12AM 21 min

Tech came back to earth in 2022, telcos muddled along

Craig Antonie from AnBro Capital on the FAANG stocks’ horror year and whether there’s value to be had here. Independent analyst Jimmy Moyaha talks local telcos in 2022: Telkom had a shocking year and MTN weakened, while only Vodacom held on.



20 Dec 2022 12AM 23 min

A year of war and a strong US$

RMB’s Matete Thulare talks currencies in 2022 as the Russian ruble gained while the dollar strength we saw for most of the year has started to wane. Viv Govender of Rand Swiss on the rise of AI in 2022 and the geopolitical impact on markets after a year that included…

19 Dec 2022 12AM 21 min

[TOP STORY] Protecting your capital growth during retirement

Research has shown that managing your draw-down rate every year is one of your biggest retirement tools to ensure longevity of your money: Pieter Hugo – M&G Investments.

15 Dec 2022 2AM 8 min

Offshore value to beat growth again in 2023

Petri Redelinghuys of Herenya on his main investment theme for next year. Pieter Hugo of M&G Investments on how 87% of investment returns are made in retirement. Jonti Strimling of GroWise Capital on how small business funding has changed in the past year.

15 Dec 2022 12AM 20 min

[TOP STORY] Santova’s stellar performance and Renergen’s ‘much tougher’ year

While, despite all the chaos, Santova has been steadily expanding internationally, Renergen could easily double ‘assuming everything works’: Keith McLachlan of Integral Asset Management.

14 Dec 2022 2AM 6 min

Banks still cheap but insurers even cheaper

Gary Booysen on Zeda: newly listed is it an attractive investment?Keith McLachlan looks at whether Santova has more to offer in 2023 after a stellar year, and Renergen, as it starts producing LNG.Kokkie Kooyman on banks in 2023, after they were the top sector in 2022.

14 Dec 2022 12AM 20 min

[TOP STORY] Afrimat Construction Index surprises on the upside

The uptick occurred against the backdrop of rising interest rates – interest rates that should not have risen, says ‘one of the most optimistic economists in the country’, Dr Roelof Botha.

13 Dec 2022 7AM 6 min

Big week for US rates and inflation data

FNB's Wayne McCurrie on the 2022 bear market: is it over? Adrian Saville from Genera Capital on rates and inflation into 2023, has inflation peaked? When will rates do so? Economist Dr Roelof Botha on the Afrimat Construction Index as it continues to improve off of pandemic lows, but is…

13 Dec 2022 12AM 17 min

[TOP STORY] Exxaro the ‘forgotten coal child’ in our market

The ‘other’ coal miner, while benefiting from high coal prices at this stage, is also poised for the future positioning of renewables: Serfaas Badenhorst – Momentum Securities.

12 Dec 2022 6AM 5 min

The metaverse is coming and will change lives

Sanlam's Nick Kunze on investing into China as it moves beyond zero-Covid and a look at the upcoming FOMC meeting. Serfaas Badenhorst from Momentum Securities on the investment case for Exxaro. Kunaal Mehta of Clearwater Capital on the acceleration of digital transformation: the key trend for 2023.

12 Dec 2022 3AM 20 min

[TOP STORY] Many now realising the merits of being listed on A2X

‘September this year was a new record for us and we're seeing our volumes hold nicely above the R3 billion level’: CEO Kevin Brady.

9 Dec 2022 2AM 8 min