MoneywebNOW

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

A better year ahead for consumers and consumer stocks

Chantal Marc head of research FNB Wealth & Investments on consumer stocks as we head into 2024 with lower inflation and reducing rates Waldo Marcus, Industry Principal at TPN Credit Bureau as rental vacancies continue downwards but some pressure in the low and high end units

19 Dec 2023 12AM 21 min

[TOP STORY] Looking back at the astounding year of ETFs

‘We do now have more exchange-traded products than companies that you can feasibly invest in on the JSE’: Nerina Visser – etfSA.

18 Dec 2023 2AM 11 min

End of an era as global rates normalise to higher levels

Nick Kunze Sanlam Private Wealth on a roller coaster of a year with some big losers but also decent winners on the local exchange Nerina Visser director ETFsa reviewing a huge year in local ETFs, the rise of AMCs and the 10X buyout of CoreShares

18 Dec 2023 12AM 24 min

[TOP STORY] Predicting valuation is hard; predicting the future much harder

For us whether rates come down tomorrow or interest rates are cut in June is a second-order consideration: Sandile Malinga – CIO of Multi-Asset at M&G Investments.

14 Dec 2023 2AM 5 min

Thungela update: ‘More positives than negatives’

Alex Duys from Umthombo Wealth on the Thungela update as production and sales are within guidance, but Transnet remains a worry Sandile Malinga from M&G Investments offers insights into the process of multi-asset funds and their selection process. ACTOM's Casbah Zwane on Eskom's development plan and its ability to create…

13 Dec 2023 11PM 19 min

[TOP STORY] Your December salary needs to last some 41 instead 30 days

Tshego Bokaba from Momentum Metropolitan shares tips on how to avoid those dreaded ‘Januworry’ blues when new-year expenses rear their ugly heads.

13 Dec 2023 2AM 5 min

'We’re cautious on commodities into 2024'

Reko Nare from Anchor Capital on where he sees value in the local market heading into 2024. Momentum Metropolitan's Tshego Bokaba talks Januworry … with five weekends in December and an early salary for many, how do we avoid it? Alex Forsyth-Thompson from Float on the growth and risks with…

13 Dec 2023 12AM 21 min

[TOP STORY] Google’s Gemini puts it in the game vs ChatGPT

But ‘it goes up against their primary source of revenue, which is Search’ – Viv Govender from Rand Swiss.

12 Dec 2023 2AM 7 min

Investing in the world's largest uranium mine

FNB's Wayne McCurrie on the Itatile update and Spar's appointment of an IT expert to the board after the SAP rollout disaster. Viv Govender from Rand Swiss on the launch of Google Gemini, their response to ChatGPT (with a launch video they admit was faked). Varshan Maharaj of the Allan…

12 Dec 2023 12AM 21 min

[TOP STORY] Equity-like returns without the equity-type risk

‘Fixed income is suddenly a place where there is more risk than a lot of people have become used to within the developed world’: Albert Botha – Ashburton Investments.

11 Dec 2023 2AM 6 min

Absa update falls short

Sanlam's Nick Kunze on the US jobs data … what’s it telling us about rates in 2024? Gavin Reubenson from Paycorp talks SA crypto users and turning your bitcoin into fiat at an ATM. Albert Botha from Ashburton Investments talks about the wild ride in fixed income over the last…

11 Dec 2023 12AM 20 min

[TOP STORY] Banks find promise in index-based farming insurance

Climate change is having a severe impact on the sustainability of food production on the African continent: Zhann Meyer – Nedbank CIB.

8 Dec 2023 2AM 7 min

Is BAT still a defensive stock?

Independent analyst Jimmy Moyaha on Spur's small Doppio Group acquisition and British American Tobacco sees £25 billion go up in smoke via write-downs. Is it really a defensive stock? Nedbank CIB's Zhann Meyer on COP28 and how farmers can be assisted in the fight against climate change. Simon's thoughts on…

8 Dec 2023 12AM 20 min

[TOP STORY] Afrimat Q3 Construction Index highest since Q4 of 2016

Dr Roelof Botha considers the interest rate increases ‘unwarranted’ as a result of the Reserve Bank’s emphasis on the inflation expectation survey.

7 Dec 2023 3AM 5 min

Rand weakness is from own goals

Matete Thulare from RMB talks SA's local currency. The dollar is down, EMs currencies are strengthening, yet the rand is weakening. Why? Dr Roelof Botha on the Afrimat Construction Index … have the green shoots of previous updates continued to grow? Careen McKinon from ooba Home Loans on some options…

7 Dec 2023 12AM 19 min

[TOP STORY] Is Q3 GDP a harbinger of a technical recession?

Old Mutual Group chief economist Johann Els takes heart from what he has termed ‘privatisation by stealth’.

6 Dec 2023 2AM 6 min

2023: Maybe not as bad as it feels

Reko Nare from Anchor Capital on where he’s looking for value on the JSE into 2024. Keith McLachlan Integral Asset Management on Transaction Capital results as they shift strategy. Old Mutual’s Johann Els on negative Q3 GDP data, are we on track for a technical recession?

6 Dec 2023 12AM 20 min

[TOP STORY] Capital Appreciation interims show strong growth in annuity income

The products and services that the group provides are all mission-critical, not only for current but for future trading activity, explains CFO Alan Solomon.

5 Dec 2023 2AM 7 min