MoneywebNOW

Reits: Strong Growthpoint update but Fortress favoured

Mia Kriegler from Kruger International on the GrowthPoint update and if she sees any value in local Reits. Leon Coetzer, Jubilee Metals CEO, on their Zambian copper operations and the future of chrome. Simon's thoughts on needing more money: it’s not the money; it’s you.

28 Jun 2024 1AM 21 min

[TOP STORY] Cape Town’s offering of ‘conference cum vacation’ is thriving

Obstacles for foreign visitors include indirect flights and visa snags: Gary Koetser – CEO, Cape Town Century City Conference Centre and Hotel.

27 Jun 2024 3AM 6 min

Check out these top SA Inc stocks for value and quality

Gary Booysen from Rand Swiss on SA Inc sectors/stocks offering the best value/opportunity ahead of the cabinet announcement. Gary Koetser, CEO of Cape Town’s Century City Conference Centre and Hotels, discusses the new conference concept. Allan Gray's Guané Coetzer on endowments and their offshore offerings.

27 Jun 2024 1AM 20 min

[TOP STORY] Customers visit petrol stations on average 10 times a month

‘Food retailing has definitely increased and is now a big contributor to forecourt revenue’: Andrea Ellens – Trade Intelligence.

26 Jun 2024 2AM 5 min

Rainbow listing today amid expected earnings volatility

Alex Duys from Umthombo Wealth discusses RCL Foods's unbundling of Rainbow, listing today. Waldo Marcus from TPN Credit Bureau highlights trends in the local residential rental market. Andrea Ellens from Trade Intelligence on the growth in forecourt retail.

26 Jun 2024 1AM 20 min

[TOP STORY] Invicta CEO: Navigating tough markets with strategic growth and resilience

‘From a pure budget point – and it's off a much lower base – Ukraine was probably our best-performing business in that [Auto-Agri] area,’ notes CEO Steven Joffe.

25 Jun 2024 3AM 6 min

PPC highly geared to GDP growth

Chantal Marx from FNB Wealth and Investments discusses PPC's return to profitability and Naspers's doubled profits, emphasising Tencent's influence. Steven Joffe, CEO of Invicta, reports strong results despite challenging trading conditions. George Kolbe from Momentum Life analyses the Retail Life Insurance 2023 claim statistics.

25 Jun 2024 1AM 21 min

[TOP STORY] Are conditions favourable for a Fed cutting cycle?

‘I do think this is a chance for [the Fed] to cut if we get another data print that's low,’ says Sebastian Mullins from Schroders.

24 Jun 2024 2AM 5 min

Local markets nervously awaiting cabinet announcement

Nick Kunze from Sanlam Private Wealth discusses Coronation’s victory in its case against Sars. Steven Brown from Fortress provides insights on the company’s five-month update, while Schroders’ Sebastian Mullins explains the implications of the latest positive economic data for the Federal Reserve.

24 Jun 2024 1AM 20 min

[TOP STORY] Black Friday and festive season imports need to get on the water now

Port congestion – especially in SA and Singapore – and rerouting carriers to bypass the Red Sea are causing logistical turmoil and massive delays, explains Dylan Govender from Investec for Business.

21 Jun 2024 3AM 6 min

Despite the recent run, banks still offer value

Schalk Louw from PSG Old Oak on Standard Bank's modest update and Sasol's windfall from Transnet. Investec's Dylan Govender on the logistics sector: Are ports improving? Simon's take on the ideal percentage of local investments in your portfolio.

21 Jun 2024 1AM 20 min

[TOP STORY] Risk management tips for rookie traders

‘The reason people don't enter trades, the reason people panic and close their trades is because of bad risk management. ... I believe psychology is a key factor in your trading’: Ruan Landsberg, head of education, marketsClub.

20 Jun 2024 3AM 6 min

Rand looking positive … but risks remain

RMB's Matete Thulare on the rand: Assuming the GNU holds, how much stronger can the currency get in the short to medium term? Ruan Landsberg from MarketsClub offers risk management tips for rookie traders. Dr. Silja Baller from WEF discusses their latest gender gap report, highlighting political empowerment as the…

20 Jun 2024 1AM 20 min

[TOP STORY] The bond market's response to the GNU

Futuregrowth Asset Management’s Rhandzo Mukansi gives his insights into how foreigners ‘have been participating here and have contributed to the smooth down we're seeing in domestic bond deals, or conversely the bump up we're seeing in prices’.

19 Jun 2024 3AM 5 min

Easy wins can send JSE rally even higher

Independent analyst Jimmy Moyaha on a face-ripping rally in local markets … have we got ahead of ourselves? Rhandzo Mukansi from Futuregrowth Asset Management on the bond market's response to the GNU. Agricultural Business Chamber of SA's Wandile Sihlobo on foot and mouth disease in the beef and wool sectors.

19 Jun 2024 1AM 23 min

[TOP STORY] Is this the moment government policy gains real muscle?

‘I do think there's some sign that business is reinvesting into capacity, coming off a high base effect after the solar boom’: Maarten Ackerman from Citadel.

18 Jun 2024 3AM 6 min

Navigating financial emigration and changing your tax residency

Independent analyst Carmen Mpelwane wonders if the growing optimism around South Africa presents opportunities in overlooked leisure stocks. Citadel's Maarten Ackerman on the slow grind of change. Nicolas Botha from Tax Consulting discusses the growing trend of investment migration driven by concerns over health security and the desire for greater…

18 Jun 2024 1AM 19 min

[TOP STORY] Why investing in quality stocks is worth the premium

Gerrit Smit from Stonehage Fleming points out that well-proven, growing, cash-generative businesses offer less risk of a let-down.

14 Jun 2024 3AM 8 min

Mr Price and TFG cream of the clothing retailer crop

Mia Kriegler from Kruger International discusses Mr Price's strong results and provides a broader analysis of the sector. Gerrit Smit from Stonehage Fleming explains why investing in quality stocks is worth the premium. Simon shares his insights on how markets are forward-looking and what factors can surprise them.

14 Jun 2024 1AM 20 min

[TOP STORY] Has Elon Musk become distracted and lost focus?

Fred Razak of CMTrading discusses Tesla's current issues, and thinks the iconic brand’s stagnation is owing to a lack of innovation while competition muscles up.

13 Jun 2024 3AM 5 min