MoneywebNOW

12 Jan - Does arbitrage trade still work?

Mia Kruger of Kruger International on Murray & Roberts securing a AU$400m contract in Australia. Moneyweb's Ciaran Ryan talks bitcoin collapsing 20%. Bidorbuy CEO Craig Lubbe discusses online shopping trends since the hard lockdown.

12 Jan 2021 12AM 20 min

[TOP STORY] A strong start to the year

Nick Kunze of Sanlam Private Wealth looks at the JSE overall, Sasol and Aspen.

11 Jan 2021 2AM 5 min

11 Jan - Sasol and Aspen lead a great start to markets in 2021

Sanlam's Nick Kunze on a storming start to the JSE in 2021, what’s driving it? Mike Gresty, Anchor Capital CIO, on their top local stock picks for the year.

11 Jan 2021 12AM 18 min

24 Dec - Noticing opportunities within a tough market environment

Gary Booysen reflects back on a tough year – albeit one that provided an opportunity. Moneyweb contributor Ciaran Ryan on crypto during a pandemic.

23 Dec 2020 10PM 23 min

[TOP STORY] Are other emerging markets the latest big growth story?

Deryck Janse van Rensburg of Anchor Securities is ‘using the strong rand...to look at hard currency as we move into 2021’

22 Dec 2020 11PM 10 min

23 Dec - Will hospitality rebound in 2021?

Deryck Janse van Rensburg from Anchor Securities on options for small and mid-cap stocks in 2021; and Sun International Group COO Hospitality Graham Wood on a tough year for leisure, and whether 2021 will be much better.

22 Dec 2020 10PM 20 min

[TOP INTERVIEW] Volatile markets can be offering opportunity

‘Volatility isn't the real risk, but rather under-performance compared to inflation over the long term’: Mia Kruger from Kruger International.

22 Dec 2020 2AM 11 min

22 Dec - Rattlesnake rand and investing in renewables

Mia Kruger from Kruger International on staying calm as markets collapse and investing into green renewables. Matete Thulare of RMB on the rattlesnake Rand and looking ahead to 2021.

21 Dec 2020 10PM 21 min

[TOP STORY] Looking back over 2020 – the lockdown and the rally, and expectations for 2021

In SA ‘we might be okay going into next year’: Nick Kunze from Sanlam Private Wealth.

21 Dec 2020 4AM 9 min

21 Dec - Markets 2020, what to expect for 2021

Nick Kunze from Sanlam on the wildest market events of 2020 and what’s in store for 2021. Viv Govender of Rand Swiss on Tesla and global geopolitics under the pandemic as China pulls ahead and Europe continues to lag.

20 Dec 2020 10PM 21 min

18 Dec - Managing your portfolio post market collapse

Nesan Nair of Sasfin Securities on managing your portfolio during a market collapse and post-collapse. Orbvest CEO and founder Martin Freeman on growth prospects for the medical industry in the US.

18 Dec 2020 5AM 23 min

[TOP INTERVIEW] Looking back on market opportunities in 2020

Know what businesses you want to invest in as opposed to what shares are going to go up or down: Nesan Nair, Sasfin.

18 Dec 2020 2AM 9 min

17 Dec - Tech rallied in 2020 while hard lockdown jolted other sectors

Chantal Marx of FNB on the year that was, as many listed companies saw revenue drop to zero during the hard lockdown. Henry Biddlecombe from Anchor Capital discusses how 2020 was an excellent year for tech stocks as the Nasdaq recorded one of its best years yet.

17 Dec 2020 4AM 23 min

[TOP INTERVIEW] How big tech stocks performed in 2020

The Chinese tech growth story is ‘a big position for me next year’: Henry Biddlecombe from Anchor Capital.

17 Dec 2020 2AM 11 min

[TOP INTERVIEW] The worst appears over for SA banks

I think that a lack of visibility of growth is probably going to play on the ratings of the banks for a while’: Jan Meintjes, Denker Capital.

15 Dec 2020 3AM 6 min

15 Dec - Anglo vs BHP: Which one to add to your portfolio?

A look at markets with FNB's Wayne McCurrie as a crazy year draws to a close. Jan Meintjes of Denker Capital talks banks in 2021, when will the dividends return? Sanlam's Greg Katzenellenbogen on Anglo American vs BHP as a diverse commodity investment for 2021.

14 Dec 2020 11PM 19 min

[TOP INTERVIEW] Virtual AGMs and the question process, and banks’ funding of environmental policies.

Just Share director Tracey Davies answers Simon’s questions emanating from previous discussions.

14 Dec 2020 2AM 5 min

14 Dec - Are virtual AGMs really that bad?

Petri Redelinghuys of Herenya Capital on markets looking bullish. Absa's Justin Schmidt on the unexpected uptick in manufacturing demand in Q4. Just Share's Tracey Davies looks at the success of virtual AGMs and whether banks are really dropping coal.

13 Dec 2020 11PM 20 min

[TOP INTERVIEW] Timing your market exits

‘A good exit starts with a good entry’: Keith McLachlan, AlphaWealth.

11 Dec 2020 2AM 10 min

11 Dec - Profit or loss: knowing when to sell shares

Matete Thulare of RMB on markets, as the current account surplus hits a four-decade high and US jobless claims rise. Keith Mclachlan of AlphaWealth on how to know when to sell a stock.

10 Dec 2020 11PM 20 min