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[TOP STORY] The Cristal Challenge is on for 2024

David Shapiro of Sasfin explains that 364 entrants have so far individually selected the five stocks they expect to outperform over the next 10 months.

6 Feb 2024 2AM 5 min

Exploring the world of global lithium mining ETFs

Aside from uranium, where else is Petri Redelinghuys of Herenya Capital Advisors finding opportunities in the mining sector as the Mining Indaba begins in Cape Town? David Shapiro from Sasfin talks the Cristal Challenge. What have been the most popular stocks selected by contestants? Craig Ivy of Futuregrowth highlights last…

5 Feb 2024 11PM 20 min

[TOP STORY] Navigating frontier market investing

Allan Gray's Rory Kutisker-Jacobson weighs up their returns and how to spot a winning stock.

5 Feb 2024 2AM 7 min

Hudaco delivers despite tough conditions

Chantal Marx from FNB Wealth and Investments unpacks a solid set of results from Hudaco. Kingsley Williams from Satrix on a new ETF they’re listing that will use global free-float metrics, offering higher exposure to dual-listed companies. Allan Gray's Rory Kutisker-Jacobson on returns from frontier markets and how to spot…

5 Feb 2024 12AM 22 min

[TOP STORY] Forecasting is hard, as perhaps evidenced by 2023

Flagship Asset Management’s Kyle Wales notes that in the US over the past year ‘we saw very strong economic growth but the markets rallied far ahead of that’.

2 Feb 2024 2AM 7 min

In IMF growth forecasts SA loses while the rest win

Schalk Louw from PSG Old Oak offers his views on the Canal+ offer for MultiChoice. Kyle Wales from Flagship Asset Management talks his offshore sector and stock picks for the challenging year ahead. Simon offers his thoughts on income investing … great yields, but is there more we should know?

2 Feb 2024 12AM 20 min

[TOP STORY] Cash no longer king?

Yoco's Yusuf Shaikh reflects on the trend of going cashless, as well as the benefits and possible drawbacks for small businesses.

1 Feb 2024 2AM 5 min

Hyprop reports strong festive season sales

RMB's Matete Thulare talks Hyprop's trading update which shows a strong festive season of trading. Yoco's Yusuf Shaikh on the trend of going cashless and the debate around stores that are cash-only. Denys Hobson from Investec on South Africa’s trade outlook for 2024 in a world of stagnant growth.

1 Feb 2024 12AM 20 min

[TOP STORY] Gold production in 2023 just short of 2018 record

World Gold Council 2023 report shows central bankers kept on buying, with technology and AI boosting demand – Senior analyst Krishan Gopaul.

31 Jan 2024 2AM 6 min

Retail cash sales hurting

Alex Duys from Umthombo Wealth unpacks Shoprite's latest update, as the retailer now boasts 58 straight months of market share gains. Krishan Gopaul from the World Gold Council on their 2023 gold report as central bankers kept on buying, and AI boosted demand. Tobie van Heerden from 10X Investments on…

31 Jan 2024 12AM 21 min

[TOP STORY] Navigating the impact of JSE delistings on your investment portfolio

‘We think in South Africa you have a universe that's especially cheap at this point in time’: Sean Neethling, head of investments at Morningstar SA.

30 Jan 2024 2AM 5 min

A quick analysis of 2024's retail stock updates

Odwa Magwentshu from Trive South Africa on Truworths's update and his big-picture view on retail updates so far. Evan Robins from Old Mutual Investment Group talks property as Reits had a decent 2023. What are the prospects for 2024? Sean Neethling from Morningstar South Africa on how JSE de-listings impact…

30 Jan 2024 12AM 21 min

[TOP STORY] ‘Bonds are a bit like a fruit tree, where equities are like a forest tree’

Listing this week is an active income ETF with current gross yields around 11.8%: PortfolioMetrix head of investments Philip Bradford.

29 Jan 2024 1AM 6 min

Rand: The risks and opportunities

FNB's Wayne McCurrie on Lewis's trading update and Dis-Chem buying its head office in a related party transaction. Philip Bradford from PortfolioMetrix talks their new active ETF focusing on income. Bianca Botes from Citadel Global unpacks the risks facing the rand in 2024.

28 Jan 2024 11PM 20 min

[TOP STORY] Market highlights: 2023's triumphs and 2024's trends

Michele Santangelo of Independent Securities shares his insights regarding the medical sector, luxury goods, clean-energy stocks, biotech with AI, and the Magnificent Seven.

26 Jan 2024 2AM 9 min

Sasol update shows pain of cyclical industries

Michele Santangelo from Independent Securities on the macroeconomic factors in 2023 and how these differ from 2024 and the stocks he believes will perform well Simon's thoughts on the other Nasdaq ETF … QQQM vs QQQ.

26 Jan 2024 12AM 20 min

[TOP STORY] Why these 3 stocks offer promise in 2024

Chantal Marx of FNB Wealth and Investments explains why she currently favours Bidcorp, Kal (Kaap Agri) and African Rainbow Capital.

25 Jan 2024 2AM 7 min

Clothing retailers could be 2024’s winners

Lonwabo Maqubela from Perpetua Investment Managers talks TFG's nine-month update. FNB's Chantal Marx gives her preferred local stock picks for 2024. Solly Bellingan from BankservAfrica takes a look at December holiday spend.

25 Jan 2024 12AM 20 min

[TOP STORY] Interest rates: Time to cut?

Although consumers may take a bit of a breather, changes will be slow going forward – PwC economist Lullu Krugel.

24 Jan 2024 2AM 6 min

Top sector picks as rates come down

Reko Nare from Anchor on why stocks thrive as interest rates fall. PwC's Lullu Krugel talks the MPC's announcement due on Thursday. With only 4 MPC members, could we see a deadlock and will they cut rates? Conway Williams from Prescient Investment Management on the problems with ESG and how…

24 Jan 2024 12AM 21 min