MoneywebNOW

Decade-high prices give uranium ETFs a boost

Petri Redelinghuys from Herenya Capital Advisors talks uranium as it hits 15-year highs, what’s the ETF here? Christo de Witt from Luno takes a look at crypto as the SEC lists 11 Bitcoin ETFs… when will we see one locally? Dani van Vuuren from Sovereign Trust SA on starting a…

16 Jan 2024 12AM 20 min

[TOP STORY] Markets in 2024 not expected to change much

Maarten Ackerman of Citadel explains we need to get all of our challenges out of the way before the rand can start to breathe again.

15 Jan 2024 2AM 6 min

Rate cuts likely sooner rather than later

Wayne McCurrie from FNB Wealth and Investments on US CPI and PPI data from last week and what he sees for oil in 2024. Citadel's Maarten Ackerman talks about the investment outlook for 2024. Brian Rushmere from Levantine & Co on US economic resilience even as uncertainties in the market…

15 Jan 2024 12AM 20 min

[TOP STORY] HCI takes a deal with Total Energy in oil exploration off the Namibian coast

CEO Johnny Copeland ‘must have worked his slide rule and done his magic as to what would've been best for the underlying union shareholders and HCI, and long-term shareholders in the company, and decided to do a carryover’: Independent analyst Anthony Clark.

12 Jan 2024 2AM 7 min

Can you invest in SpaceX and ByteDance?

Kieren Witthuhn from Anchor on their offshore stock picks for 2024. Analyst Anthony Clark on what’s happening with HCI and Impact Oil after the recent Sens announcement. Simon's thoughts on catching falling knives when buying plunging stocks.

11 Jan 2024 11PM 20 min

[TOP STORY] Trading errors we can avoid

Money management and psychology are the two most important elements of trading: Fred Raza – CMTrading.

11 Jan 2024 2AM 6 min

Sasol has value, but at what price?

Independent analyst Jimmy Moyaha takes a look at Sasol … it was bouncing late last year but has given all of that back. Is there any value here? John Jack of Galetti Corporate Real Estate talks trends for 2024 in the commercial property sector, including Reits spending big. CMTrading's Fred…

11 Jan 2024 12AM 21 min

[TOP STORY] Is there a massive value trap in our small cap space?

‘Management teams are incentivised with growth and they've found it outside South Africa’: Keith McLachlan – Integral Asset Management.

10 Jan 2024 2AM 7 min

Red Sea closure no benefit to SA

Mia Kriegler of Kruger International on where she sees opportunity in offshore markets after a strong rebound in 2023. Intergral Asset Management's Keith McLachlan shares insights on the small cap space locally and his listed small cap 'actively managed certificates’. Denys Hobson of Investec discussing the issue of shipping companies…

10 Jan 2024 12AM 20 min

[TOP STORY] Chronic boredom at work is insidious

When we're thinking about goals and New Year's resolutions we should be seeking new opportunities, learning new skills, taking on more responsibility to counter bore out – Advaita Naidoo, Africa MD at Jack Hammer.

9 Jan 2024 1AM 4 min

Understanding the important differences in income funds

Alex Duys of Umthombo Wealth on Life Healthcare fulfilling conditions on its sale of Alliance Medical Group and its special dividend from the disposal. Morningstar South Africa's Michael Dodd shares insight on navigating the variety and complexity of SA Income Funds amid expectations of interest rates falling. Jack Hammer's Africa…

9 Jan 2024 12AM 22 min

[TOP STORY] SA beef industry looks forward to 2024 with new export markets

‘Keep the belt tight; let's manage through this one,’ says Beefmaster Group supply chain executive Roelie van Reenen after a tough 2023.

8 Jan 2024 2AM 6 min

2024 will be the 'year for commodities'

Wayne McCurrie from FNB Wealth and Investments talks the latest US jobs data and takes a look at the potential for commodities in 2024. Roelie van Reenen from Beefmaster Group on the challenges facing the local beef industry in 2024. Fairtree’s Cornelius Zeeman on the trend among local investors to…

8 Jan 2024 12AM 20 min

[TOP STORY] Bear market truths and how tech changes the face of investing

Craig Antonie, CIO at AnBro Capital Investments, discusses whether AI is sort of the next internet, and our digital future.

22 Dec 2023 2AM 10 min

Is there hope for Purple and Renergen?

Jimmy Moyaha is there opportunity for the once favs Purple Group and Renergen? Craig Antonie CIO Anbro Capital Investments on the rise of the magnificent seven and AI into the future

22 Dec 2023 12AM 28 min

[TOP STORY] SA agriculture enjoyed 2023 – except for one sub-sector

The three main problems faced this year were animal diseases, ports and load shedding: Agbiz chief economist Wandile Sihlobo.

21 Dec 2023 3AM 10 min

What can we expect from the Rand in 2024?

Wandile Sihlobo Chief Economist at the Agricultural Business Chamber of South Africa looking back at the agri sector in 2023, some real challenges but overall a decent year with growing employment Matete Thulure head FX execution RMB on the Rand as it’s lost ±12% during a volatile year filled with…

21 Dec 2023 12AM 22 min

[TOP STORY] A year of big losers and big winners

Mia Kriegler of Kruger International reflects on a year with Fang stocks driving markets, Sibanye’s bright side (despite its woes), investing in renewables and a new focus on bonds.

20 Dec 2023 2AM 10 min

How the US has managed no landing so far

Mia Kriegler director at Kruger International on the Sibanye-Stillwater woes and investing into renewable energy Dr Adrian Saville Gibbs Business School when do we start to see rate cuts and is the world ready to start paying for debt?

20 Dec 2023 12AM 20 min

MoneywebNow -Top Story 19 Dec 2023

Guest: Waldo Marcus, Industry Principal at TPN Credit Bureau

19 Dec 2023 2AM 9 min