MoneywebNOW

JSE could be in for a strong finish to 2022

Sanlam's Nick Kunze talks TFG and rand strength. Steve Binnie, Sappi CEO, unpacks results as debt hits 20-year lows. Kara Meiring from Cliffe Dekker Hofmeyr explains why crypto assets play such a big role in SA's greylisting status.

14 Nov 2022 12AM 20 min

[TOP STORY] MultiChoice numbers, US inflation and China opening up

‘What we need to see is some sign of light at the end of the tunnel and markets have said, okay, cool. There's our light at the end of the tunnel’: Independent analyst Jimmy Moyaha.

11 Nov 2022 1AM 5 min

Has dollar strength peaked?

Independent analyst Jimmy Moyaha on markets as US inflation comes in better than expected. Craig Antonie from AnBro Capital on their soon-to-be-listed Dynamic Compound Portfolio that will be an actively-managed certificate. Simon offers his thoughts on US dollar strength: has it peaked?

10 Nov 2022 11PM 20 min

[TOP STORY] TWK is optimising value chains and gaining market share

The growth is mainly from the European countries, but also from our old customers, Japan and China. South Africa is known for very good quality and wood chips: CFO Eddie Fivaz.

10 Nov 2022 4AM 7 min

Negative real interest rates benefiting gold

Lonwabo Maqubela from Perpetua Investment Managers talks gold miners. Are they worth a look? Eddie Fivaz of TWK unpacks strong results as agri continues to boom. Benay Sager from DebtBusters talks the twin scourges of rising interest rates and inflation as it takes its toll on consumers.

10 Nov 2022 12AM 21 min

[TOP STORY] Money rushing into the US will reverse

Developed markets are not nearly as attractive as emerging markets, reckons Feroz Basa from Sanlam Investments.

9 Nov 2022 2AM 6 min

Hospitality stocks still offering upside

Anchor's Deryck Janse van Rensburg on Murray & Roberts's sale of Clough in a desperate effort to raise cash. Feroz Basa of Sanlam Investments on the perfect storm in the US and Europe which could spark a cyclical dash to emerging markets. The JSE's Shameela Ebrahim talks the importance of…

9 Nov 2022 12AM 20 min

[TOP STORY] Amazon expected in SA next year

MyRunway is ‘one of SA’s only profitable e-commerce sites’ in which LA Group has taken a minority stake, says its MD Rob Noble.

8 Nov 2022 3AM 5 min

Is it time to buy Bitcoin?

Petri Redelinghuys from Herenya Capital Advisors: is he buying Bitcoin? Redefine's Leon Kok on results as LTV gets within its target range, but can it improve further? Rob Noble of Runway on the state of e-commerce.

8 Nov 2022 12AM 21 min

[TOP STORY] The state of the used-car market

‘I think the used car prices are coming under pressure’: AutoTrader CEO George Mienie.

7 Nov 2022 2AM 6 min

MTN's strong update even as SA market matures

Absa's Carmen Mpelwane talks MTN's quarterly update and Gold Fields's competing offer for the Yamana Gold acquisition. George Mienie from AutoTrader on the used car market in 2023 – will prices remain high? Zane van Rooyen of Skynamo chats challenges for small businesses under tough conditions, and how tech can…

7 Nov 2022 12AM 21 min

[TOP STORY] Technology streamlines intra-month wage advance

The majority of SA’s workforce need cash in hand for day-to-day expenses, and being paid monthly is a ‘massive disconnect’: Deon Nobrega, CEO of Paymenow.

4 Nov 2022 4AM 7 min

Sibanye-Stillwater has litany of production troubles

Matete Thulare from RMB unpacks Sibanye-Stillwater's update that saw the stock off 11%. Deon Nobrega of Paymenow talks the war for talent and skills that sees base pay as only one out of several considerations. Simon offers his thoughts on the Fed and BoE rate increases as the latter predicts…

4 Nov 2022 12AM 19 min

[TOP STORY] Under pressure to sell your home? Not so fast ...

Owing to semigration there are many who could be looking to rent your property at the right price: Grant Smee – MD, Only Realty Property Group.

3 Nov 2022 4AM 4 min

Strong Pepkor update shows stock is offering fair value

Kruger International’s Mia Kruger on Pepkor’s strong update, albeit with some pandemic base effect. Rui Morais from Dis-Chem unpacks results. Grant Smee from Only Realty Group chats whether selling your house to avoid higher interest rates is a good plan.

3 Nov 2022 1AM 20 min

[TOP STORY] Octodec is seeing normality return

‘I think the problem with office is what back-to-work will look like. Are people going to come back to work?’ MD Jeffrey Wapnick.

2 Nov 2022 4AM 5 min

Market timing requires two critical decisions

FNB's Wayne McCurrie explains Sasol's convertible bonds and what to expect from tonight's FOMC meeting. Octodec's Jeffrey Wapnick unpacks results that show inner city housing improving. Sean Kelly from Iza Wealth talks timing the market.

2 Nov 2022 1AM 21 min

[TOP STORY] Corporates' hedging policies must focus on protection

What you should be doing is putting hedging instruments together so that you can strip out emotion and just execute on your plan: Marc Steinhobel, head of structured FX at Investec.

1 Nov 2022 2AM 5 min

Balwin's plans to defy Stage 4 load shedding

Independent analyst Jimmy Moyaha on Adcorp results. Stephen Brookes from Balwin Properties talks results as Heps almost double. Investec's Marc Steinhobel on when to hedge currency risks.

1 Nov 2022 1AM 20 min

[TOP STORY] Exploring currencies as a store of value

‘I would be looking closest at the Norwegian krone, because they've benefited from the higher energy prices’: Jacques Plaut – Allan Gray.

31 Oct 2022 5AM 5 min