MoneywebNOW

[TOP STORY] Levi Strauss numbers ‘really, really good’

‘Levi's is in a great space, a great team. They're executing. They can carry on doing this for the next 10, 20 years’: Keith McLachlan – Integral Asset Management.

21 Jul 2022 2AM 6 min

Rising rates benefit bank margins

Lonwabo Maqubela from Perpetua Investment Managers talks the Nedbank and ArcelorMittal updates. Investec's Tertia Jacobs on the 7.4% June inflation figure and MPC rate decision later today. Keith McLachlan from Integral Asset Managers updates us on one of his preferred offshore stocks: Levi Strauss.

21 Jul 2022 12AM 20 min

[TOP STORY] On average there’s a bear market every four years

‘You can't fret when the market pulls down 20%. Rather, you should be actually looking at it as a potential opportunity to get more exposure’: Andrew Dittberner at Old Mutual Private Client Securities.

20 Jul 2022 2AM 5 min

Commodities pricing worst case recession scenario

Anchor Capital's Deryck Janse van Rensburg talks commodities as BHP Group warns of rising costs and falling prices. PSG's Wendy Myers looks at sectors that do better during times of high inflation. Andrew Dittberner from Old Mutual Wealth Private Client on the data that's suggesting we’re likely half way through…

20 Jul 2022 12AM 20 min

[TOP STORY] Grey-listing looms for SA in terms of money laundering and terrorist financing.

The global FATF has given our country 18 months to get its monetary affairs in order: Jeanine de Swardt-Breeds of Masthead.

19 Jul 2022 2AM 7 min

MTN buying Telkom has plenty regulatory hurdles

FNB's Thabiso Mamathuba chats markets and the Telkom/MTN deal. Jeanine De Swardt-Breeds from Masthead on SA's potential grey listing: What, why and how? Andrew Smythe from NMG Benefits talks the impact of inflation on consumers.

19 Jul 2022 12AM 21 min

[TOP STORY] How the fear of missing out can drive investors to take everything offshore

As South Africans we have a hard time backing ourselves, and so it's often a surprise when we see that our market has out-performed international markets: Clive Eggers – head of investments at GTC.

18 Jul 2022 2AM 4 min

Time to buy China ETFs?

Herenya Capital's Petri Redelinghuys chats the week ahead for markets. David Crosoer from PPS Investments on being overweight SA listed assets. GTC's Clive Eggers on why politics is poison in a portfolio.

18 Jul 2022 1AM 20 min

[TOP STORY] Another Dotcom bust on the horizon?

‘When you look at the period June 1999 to May 2000, the Fed hiked interest rates six times’: Schalk Louw of PSG Old Oak.

15 Jul 2022 2AM 7 min

Great Pan African update, but gold heading lower

Independent analyst Jimmy Moyaha unpacks the updates from Coronation and Pan African Resources. PSG's Schalk Louw talks the possibility of a repeat of the 2000 Nasdaq meltdown. Simon offers his thoughts on office vacancies which remain at record highs despite employees returning to work.

15 Jul 2022 12AM 20 min

[TOP STORY] Expectations for US inflation

Maarten Ackerman of Citadel thinks the Fed would be comfortable with inflation going back below 4% and staying there for some time, when it can start to support the economy and the job market again.

14 Jul 2022 2AM 6 min

SA bouncing back? Banking activity in Q2 shows strong economic activity

Matete Thulare from RMB on the dollar strength as it hits parity with the euro. Citadel's Maarten Ackerman on the horror US inflation that came in at 9.1% for June, well ahead of expectations. Elize Kruger independent economist talks the BankservAfrica Economic Transactions Index as it shows a decent Q2,…

14 Jul 2022 12AM 19 min

[TOP STORY] A look at Zenzele Kabili and, more broadly, other BEE shares

Zenzele Kabili is currently ‘trading at a small discount to net asset value, but a fairly large premium to fair value’: Craig Gradidge of Gradidge Mahura Investments.

13 Jul 2022 2AM 5 min

Brent should trade back to $80 in time

Absa's Carmen Mpelwane on markets as Tongaat flies higher. Craig Gradidge from Gradidge Mahura Investments on an updated valuation for SAB Zenzele Kabili. Independent analyst Kea Nonyana talks Renergen: Is there still value in holding energy stocks?

13 Jul 2022 12AM 19 min

[TOP STORY] Investing is long term; today’s six-month negative focus is not

Prepare for all eventualities and structure your investment portfolio as robustly as possible: George Herman – Citadel.

12 Jul 2022 2AM 5 min

US markets likely to see another 10% down before bottoming

Herenya Capital's Petri Redelinghuys on markets as they remain weak, are we heading for new lows of the year? George Herman of Citadel on why volatility is not always bad. Carol Crozier from JSE Investor Services on the role of JIS and the newly-launched ShareHub.

12 Jul 2022 1AM 21 min

[TOP STORY] JSE driven by China over past decade

‘I think there are substantial opportunities for equity investors, at least in Europe and the US and Japan, [so] you don't need to dig too deeply into China’: Pieter Hundersmarck at Flagship Asset Management.

11 Jul 2022 2AM 5 min

US inflation and earnings season this week

Sanlam's Nick Kunze talks the US's continued strong jobs data. Pieter Hundersmarck from Flagship Asset Management on the dirty little secret of SA equities. Jason Lightfoot from Futuregrowth talks investing as Reg 28 changes allow for 45% offshore.

11 Jul 2022 12AM 20 min

[TOP STORY] Are you really paying ‘no fees’ when investing?

Some people attempt to pretend they're charging zero fees, but all the other layers are still there: Fedgroup COO Michael Field.

8 Jul 2022 2AM 5 min

Commodities have more downside coming

FNB's Wayne McCurrie on Remgro and MSC's latest bid for Mediclinic. Michael Field from Fedgroup talks the importance of fees. Simon offers his thoughts on doing due diligence.

8 Jul 2022 12AM 19 min