MoneywebNOW

4 August - Interest in Pinterest?

Wayne McCurrie of FNB Wealth and Investments on Murray and Roberts winning contracts worth R1.2bn. Integral Asset Management's Keith McLachlan talks Levi Strauss and the part it plays in his offshore portfolio. Craig Antonie, CIO at AnBro Capital, unpacks his standout tech stocks so far this earnings season.

4 Aug 2021 1AM 20 min

[TOP STORY] Cloud Africa lists new hard-currency ETF

SA investors sitting on cash now have an opportunity to diversify away from rand-based earnings to dollar-based earnings, explains Cloud Atlas CEO Maurice Madiba.

3 Aug 2021 3AM 4 min

3 August - MTN vs Vodacom

RandSwiss's Gary Booysen talks the MTN update. Steven Brown, Fortress CEO, on property investing in Central and Eastern Europe. Maurice Madiba of Cloud Atlas chat their new African Government Bond ETF.

3 Aug 2021 1AM 20 min

[TOP STORY] Bitcoin: hold, buy more or take profits?

‘If my thesis is correct,’ says Petri Redelinghuys from Herenya Capital Advisors, ‘you're going to want to be a seller...closer to the end of the year. I'm bullish’.

2 Aug 2021 3AM 4 min

Stanlib - Asset managers' role in a secure South Africa.

Derrick Msibi, CEO of Stanlib

2 Aug 2021 2AM 6 min

2 Aug - How to adjust term structure to up cash yield

Petri Redelinghuys of Herenya Capital Advisors takes a look at the markets. Mabule Setoaba of Investec talks the risks in the search for cash yield. Derrick Msibi, CEO of Stanlib on asset managers' role in a secure South Africa.

2 Aug 2021 1AM 21 min

[TOP STORY] How long can this PGM bull market last?

Bruce Williamson from Integral Asset Management discusses the shifting global demand for rhodium, platinum and palladium.

30 Jul 2021 4AM 6 min

30 July - Naspers/Prosus pose definite opportunity

FNB's Chantal Marx talks the latest market movements. Kobus Verster, CEO of ArcelorMittal South Africa, unpacks its strongest half-year results in a decade. Bruce Williamson, CIO of Integral Asset Management, on PGM opportunities after the run-up.

30 Jul 2021 1AM 20 min

[TOP STORY] Recent impacts on GDP, inflation, credit ratings and the like

Bumper tax revenues from high commodity prices may support the economy in the short term, but won’t meaningfully address the long term, says Carmen Nel from Matrix Fund Managers.

29 Jul 2021 3AM 6 min

29 July - Value to be found all over the JSE

Martin Smith of Anchor on dividends and share buy-backs and whether the Naspers/Prosus selling is over. AECI CEO Mark Dytor unpacks results. Carmen Nel of Matrix Fund Managers on the real impact of looting on SA's economy.

29 Jul 2021 1AM 21 min

[TOP STORY] ‘Keep close to the door in terms of commodity prices'

Deryk Janse van Rensburg from Anchor Capital suggests using the somewhat negative Naspers/Prosus sentiment as an opportunity to gradually top up over the next couple of days.

28 Jul 2021 3AM 6 min

28 July - WFH needs a Goldilocks model benefiting all

Deryck Janse van Rensburg of Anchor Capital on Naspers/Prosus taking another beating. Emda Fourie of Momentum Corporate on the disconnect between employees and employers on future work models. Yolande Tabo of Convergence Partners on digital access for the African continent.

28 Jul 2021 1AM 20 min

[TOP STORY] Looking at Amplats, Tiger Brands and Liberty Two Degrees

Nesan Nair from Sasfin Securities considers the good and bad news out from the three respected South African companies.

27 Jul 2021 3AM 5 min

27 July - Why Tesla is no longer a startup

Sasfin's Nesan Nair talks Amplats's giant dividend and the Tiger Brands tinned food recall. Liberty Two Degrees's interims: strong in retail as office still struggles. Kea Nonyana of ThinkMarkets on Tesla results and this week's Federal Open Market Committee meeting

27 Jul 2021 1AM 19 min

[TOP STORY] How likely are we to see persistent, higher US inflation?

‘The stuff that's causing it to spike now is not the stuff that's going to ultimately cause us long-term structural inflation problems’: Anchor Capital fund manager Peter Little.

26 Jul 2021 3AM 7 min

26 July - Will the JSE reach a new high this week?

Sanlam's Nick Kunze on markets as the US hits new all-time highs. Anchor Capital's Peter Little talks US inflation – what’s all the fuss about? Eric Levenstein, director at Werksmans, unpacks the business rescue process. Is it working for shareholders?

26 Jul 2021 1AM 20 min

[TOP STORY] Have you been putting healthcare into your offshore portfolios?

New investors might opt for Pfizer, with its somewhat better metrics and yield, as well as its access to the mRNA technology, says Gary Booysen from Rand Swiss.

23 Jul 2021 4AM 4 min

23 July - Global healthcare ETF listing

Gary Booysen of Rand Swiss on whether any of the vaccine companies are worth investing in (Pfizer, J&J or Moderna). Iva Madjarova of Sygnia on its new global health ETF. Craig Hannabus from Rogerwilco on shifting habits of consumers of the township economy.

23 Jul 2021 1AM 20 min

[TOP STORY] How seriously has the riot damage affected listed Reits?

‘My biggest concern right now is that maybe Sasria can't deliver’: Mike Flax, property director at Visio Fund Management.

22 Jul 2021 3AM 6 min

Quality SA Inc. shares at good prices

Is Deryck Janse van Rensburg of Anchor making marked portfolio changes after last week? Mike Flax from Visio on the listed property sector after last week's riots. Sean Sanders, founder of Revix, on Bitcoin remaining at lows for the year and alt coins.

22 Jul 2021 1AM 20 min