MoneywebNOW

[TOP STORY] Looting and burning impact small in context of major retailers

‘Most of these companies have...business-continuity plans and can finally use them’: Chantal Marx, head of research at FNB Wealth and Investment.

21 Jul 2021 4AM 4 min

21 July - Anglo and BHP's knockout updates: which is better?

Chantal Marx of FNB on riots' impact on retailers, as 8% of SA footprint affected. Karooooo CEO Zak Calisto on results and whether its growth is organic or stealing market share. Greg Katzenellenbogen of Sanlam on the stellar Anglo American and BHP updates.

21 Jul 2021 12AM 20 min

[TOP STORY] Satrix to bring out the Refinitiv Inclusion & Diversity Index in August.

This ETF will emphasise the neglected ‘S’ in ESG, and focus on diversity, inclusion, and people's development: Siyabulela Nomoyi – quantitative portfolio manager at Satrix.

20 Jul 2021 3AM 5 min

20 July - Residential property remains robust

Martin Smith of Anchor on markets after a very red day and Woolies' good trading numbers boosted by food division. Siyabulela Nomoyi, quantitative portfolio manager at Satrix, on investing in inclusion and diverse workforces for better investment returns. Paul-Roux de Kock of Lightstone on house price performance being decent in…

20 Jul 2021 1AM 19 min

[TOP STORY] How last week is expected to affect GDP and employment

‘Our current forecast is for the economy to grow by 2.3%,’ notes Christie Viljoen from PwC.

19 Jul 2021 4AM 6 min

19 July - Economic impact of last week's riots

Petri Redelinghuys on Cashbuild having a green week amid all the mayhem, as brave investors positioned themselves for the rebuilding that will follow. Christie Viljoen of PwC on South Africa's economic outlook after the rioting. Sanlam Investments Global Emerging Markets fund portfolio manager Feroz Basa on emerging market stock picks.

19 Jul 2021 1AM 22 min

[TOP STORY] Can Standard Bank breathe new life into Liberty?

Liberty ‘is an old brand. Most of the client segment that it used to have, have emigrated or are retiring...Standard Bank might be buying a dog here’: Kokkie Kooyman from Denker Capital.

16 Jul 2021 3AM 6 min

16 July - SARS changes to transferring shares offshore

Mia Kruger on what she’s watching in US reporting season. Kokkie Kooyman of Denker Capital on Standard Bank buying Liberty. Duncan McAllister of Webber Wentzel on transferring listed shares to an offshore exchange.

16 Jul 2021 1AM 20 min

[TOP STORY] How executives get bonuses, how they are incentivised

‘Ultimately you get what you pay for, and that's what incentives are’: Keith McLachlan – Integral Asset Management.

15 Jul 2021 3AM 6 min

15 July - The changing face of global property

Nesan Nair of Sasfin Securities on local markets' strong day. Keith McLachlan from Integral Asset Management on why it’s important to know how execs earn their bonuses. Chris Rule of CoreShares on offshore-listed property bouncing back strongly.

15 Jul 2021 1AM 21 min

[TOP STORY] Blue skies (and blueberries) for Pan African Resources

The company ‘has been the sector-leading dividend payer pretty much over the last decade, and the intention is to remain there’: CEO Cobus Loots.

14 Jul 2021 4AM 7 min

Business needs to be more than just sales

Gary Booysen of Rand Swiss on banks taking a beating. Pan African on its production update and a 15-hectare blueberry farm community initiative. Jonathan Cherry of Cherryflava on why focusing on customers rather than sales drives profits.

14 Jul 2021 1AM 19 min

[TOP STORY] How the CAPE Shiller ratio helps us understand discount.

Schalk Louw from PSG Wealth Old Oak recommends caution when looking companies or countries trading at very high Cape ratios.

13 Jul 2021 3AM 5 min

13 July - Doing good can mean higher profits

Anchor's Deryck Janse van Rensburg chats how preference for the Naspers share swap will depend on individual tax implications. Marion-Rose Banks from The Game Influencers on why doing good actually means better profits. Schalk Louw from PSG Old Oak on the CAPE ratio and the local market discount while US…

13 Jul 2021 1AM 20 min

[TOP STORY] EasyProperties celebrates 3 000 investors after one year

‘For our investors there are no minimums; you can invest as little as R1 if you want’: declares CEO Rupert Finnemore.

12 Jul 2021 4AM 6 min

12 July - US earnings season needs to support all-time highs

Sanlam's Nick Kunze talks politics on the ground and the impact on markets. Benay Sager, DebtBusters CEO, on how SA's high debt levels restrict saving. Rupert Finnemore of Easy Properties as the investment platform celebrates its first birthday.

12 Jul 2021 1AM 20 min

[TOP STORY] Could South Africa adopt a gas economy?

Stefano Marani explains Renergen’s progress from ‘greenfield’ sort of mining to expected final production in 2023, as well as the global demand for helium.

9 Jul 2021 4AM 9 min

9 July - Commodity supercycle losing steam?

Rand Swiss's Viv Govender on markets as commodity stocks dive and Imperial plans to delist. Stefano Marani, CEO Renergen, talks about the company's path to profitability and the helium story.

9 Jul 2021 1AM 20 min

[TOP STORY] Disney vs Netflix and the others – now far from a Mickey Mouse operation

It’s ‘the sheer scale of the business that you've got to understand. It has a market cap of just over $300 billion’: Gary Booysen from Rand Swiss.

8 Jul 2021 3AM 7 min

8 July - Simplifying the complicated world of trusts

Gary Booysen of RandSwiss on the investment case for Disney. Alex Simeonides, CEO of Capital Legacy, unpacks trusts and whether they are needed and viable. Wayne McCurrie of FNB talks markets, taking a look at oil and GDP.

8 Jul 2021 12AM 19 min