MoneywebNOW

Here's how consumers are benefitting from the flat oil price

Sanlam's Nick Kunze talks China's zero-Covid risks and oil as Brent continues lower. Kyle Wales from Flagship Asset Management on where investors can hide from high inflation. Just SA's Deane Moore on living annuitants and how not to become a burden on your children.

28 Nov 2022 12AM 19 min

[TOP STORY] Providing gap capital for student accommodation

Tamela Capital Partners provides approved additional funding to that which applicants can otherwise raise from a traditional bank, using their own equity: Vusi Mahlangu.

25 Nov 2022 2AM 7 min

Rand stronger in annual seasonal trend

RMB's Matete Thulare on the current rand strength and the MPC's latest rate decision. Vusi Mahlangu from Tamela Capital Partners on the economics of student accommodation. Simon offers his thoughts on using the PEG ratio to value growth stocks.

25 Nov 2022 12AM 20 min

[TOP STORY] Retailers are spreading it out to try and grab consumer wallets

‘Be very vigilant around fraud. We are seeing such a huge upsurge in fraud at the moment’: Isana Cordier – sector head of consumer goods and services at Absa CIB.

24 Nov 2022 2AM 5 min

Hold Naspers? This is why you should

Kruger International's Mia Kruger unpacks results from RFG and Naspers. Isana Cordier from Absa CIB talks local consumers as they are spending more ... but will they be buying this Black Friday?

23 Nov 2022 11PM 17 min

[TOP STORY] Hedge funds have generally outperformed traditional equity funds.

‘Hedge funds are fascinating in that they can make money in a falling market’: Nosibusiso Ngqondoyi – Old Mutual Multi-Managers.

23 Nov 2022 2AM 7 min

Interest rates only seen peaking next year

Absa's Carmen Mpelwane unpacks Omnia's and Pepkor's results. Nosibusiso Ngqondoyi from Old Mutual Multi-Managers on why a zero exposure to hedge funds is a lost opportunity. PwC's Lullu Krugel on what to expect from tomorrow's MPC meeting.

23 Nov 2022 12AM 21 min

[TOP STORY] Multi-mandates versus inflation targeting

Redge Nkosi, executive director at Firstsource Money, proposes stabilising the economy without using interest rates.

22 Nov 2022 1AM 5 min

Santa rally cancelled but leisure looking good

Petri Redelinghuys from Herenya Capital Advisors on why he remains bearish and expects no Santa Rally next month. Astral's Chris Schutte talks results as it struggles to pass on cost increases. Redge Nkosi of Firstsource Money on lessons from Asia as central banks over focus on inflation targeting rather than…

22 Nov 2022 12AM 22 min

[TOP STORY] The build-up of inventories across industries, sectors and companies

‘We are entering what looks to be arguably a recessionary environment globally overstocked’: Keith McLachlan – Integral Asset Management.

21 Nov 2022 3AM 7 min

Luxury should always be a core holding

FNB's Chantal Marx unpacks Richemont's strong first-half results. Keith McLachlan from Integral Asset Management on concerns around the recent inventory increases. Michael Zahariev co-founder of Luxity on trends in high-end online retail.

21 Nov 2022 12AM 19 min

[TOP STORY] Premier Group announces impending JSE listing

CEO Kobus Gertenbach details some of the company’s major consumer brands in SA, Africa and the UK, as well as the current cost pressures on all.

18 Nov 2022 3AM 7 min

Local healthcare groups report disappointing numbers

Alex Duys of Umthombo Wealth on Life Healthcare's FY results. CEO Kobus Gertenbach explains the Premier Group business ahead of its 8 December listing. Simon's thoughts on keeping your crypto safe with a hardware wallet.

18 Nov 2022 12AM 20 min

[TOP STORY] Don’t assume this is the end of Big Tech’s downward cycle

Be very careful, thinking that these are juicy buying opportunities: Schalk Louw of PSG Wealth Old Oak.

17 Nov 2022 6AM 6 min

Current JSE valuations offer superior long-term returns

Sithembile Bopela, investment analyst at FNB Wealth and Investments, on Spar results that the market did not like, and the Woolies trading update. Schalk Louw, portfolio manager at PSG Wealth Old Oak, on whether tech stocks are finally looking attractive. Luigi Marinus, portfolio manager at PPS Investments, on positioning your…

17 Nov 2022 12AM 20 min

[TOP STORY] Growth stocks: ‘From growth abundance to growth scarcity’

A lot of quality growth companies shot the lights out during Covid, just to fall back 80%, 90%. So there are nice opportunities at the moment: Michele Santangelo – Independent Securities.

16 Nov 2022 1AM 5 min

Good results from cheap valued stocks

Wayne McCurrie on results from Stor-Age and Transaction Capital. Adrian Saville on EU third quarter GDP coming in at 0.2%. Michele Santangelo, Independent Securities portfolio manager, on growth stocks finally trading at reasonable prices.

16 Nov 2022 12AM 20 min

[TOP STORY] Purple Group CEO Charles Savage discusses year-end results

The group prioritises putting products in front of customers to help them create and protect wealth.

15 Nov 2022 2AM 11 min

Across the telcos, MTN still preferred

Karl Gevers, independent analyst, takes a look at the latest Telkom and Shoprite updates. Charles Savage of Purple Group on the company's results that show EasyEquities remains profitable with strong growth.

15 Nov 2022 12AM 20 min

[TOP STORY] The role of crypto assets in greylisting

The FSCA at some point will need to reconsider its decision to exclude NFTs from the definition of financial products: Cliffe Dekker Hofmeyr associate Kara Meiring.

14 Nov 2022 2AM 6 min