MoneywebNOW

There's still room for Growthpoint to rise

Gary Booysen of Rand Swiss on Astral's record loss and Growthpoint being dropped from MSCI's Emerging Markets Index. Cement maker PPC's CEO Roland van Wijnen on higher revenue. Investec's Denys Hobson on the Durban port crisis and its economic impact ahead of the festive season.

21 Nov 2023 12AM 20 min

[TOP STORY] US debt becoming a concern

‘Some of the signals that we are seeing at the moment are pointing to a hard landing’: Philip Short – Flagship Asset Management.

20 Nov 2023 2AM 5 min

Sasol needs to make changes on its dirty reality

Sanlam's Nick Kunze on Sasol's disrupted AGM and new CEO, plus his market expectations for the week ahead. Peter Armitage of Anchor Capital talks about the big Credo Wealth deal to create a R230bn business. Flagship Asset Management's Philip Short shares insights on whether we're in for a soft landing…

20 Nov 2023 12AM 18 min

[TOP STORY] ‘We need more nurses and we need them fast’

Access to sufficient skills and specialised skills is critical in healthcare and has to be taken seriously: Peter Wharton-Hood – Life Healthcare.

17 Nov 2023 2AM 7 min

Have central banks engineered a soft landing?

Matete Thulare RMB, after good US and UK CPI data this week, can we now confirm a soft landing and a stronger ZAR for 2024? Peter Wharton-Hood CEO fridayealthcare on results as paid patient days increases and Life Molecular Imaging remans loss making as it ramps up Simon thoughts on…

17 Nov 2023 12AM 19 min

[TOP STORY] Mixed results for TWK August year-end

First half was driven by strong timber demand, but serious headwinds knocked the fertiliser business: CEO Eddie Fivaz.

16 Nov 2023 2AM 6 min

MultiChoice: Challenges, greens shoots and yield

Mia Kriegler from Kruger International on the MultiChoice results … lots of moving parts, but it is still a strong brand with sport as the cornerstone. Eddie Fivaz of TWK unpacks the company's latest results. Temenos's Eric Mellor talks the changing digital aspect of wealth management.

15 Nov 2023 11PM 21 min

[TOP STORY] Understanding and dealing with money guilt

Never underestimate the power of a plan and seeking professional advice in addressing financial folly – Therèse Havenga from Momentum Investor.

15 Nov 2023 2AM 7 min

Stor-Age: A diverse portfolio addition

Gary Booysen from Rand Swiss talks the decent Stor-Age results and strong Bidcorp update. Therèse Havenga, Head of Business Transformation at Momentum Investo delves into the different types of money guilt and how to deal with them. Saica's Thando Myoli on how digital transformation is reshaping auditing.

15 Nov 2023 12AM 20 min

[TOP STORY] Delivery-bike investment drives returns and jobs

‘At SV Capital we want to encourage conscious investing, ensuring that wherever you put your money there is a positive social impact that comes from that’: Co-founder Ayanda Majola.

14 Nov 2023 2AM 5 min

Don’t bet against the Shoprite juggernaut

Alex Duys from Umthombo Wealth on the Shoprite and Alexforbes updates. Felicia Msiza, CEO of Raubex, on a strong set of results as diversification pays off. Ayanda Majola of SV Capital on delivery bike investing.

14 Nov 2023 12AM 21 min

[TOP STORY] Intergenerational wealth: Mastering the art of transfer

‘If you've assets across different jurisdictions, part of your estate-planning process has to take that into account.’ Navin Ramparsad – Absa Private Wealth Banking.

13 Nov 2023 2AM 6 min

Richemont: Excellent long-term investment opportunity

Chantal Marx of FNB Wealth & Investments comments on Richemont's results as the stock sees a nearly one-third decline from its peak. Absa's Navin Ramparsad discusses crucial factors for ensuring effective inter-generational wealth transfer. Kim Gibb from Prescient on their new platform enabling active and passive ETF listings.

13 Nov 2023 12AM 20 min

[TOP STORY] Sappi CEO: We are 'much more comfortable' with current debt levels

Less demand for graphic paper has led to increased production of dissolving pulp for textiles and clothing, as well as ‘green’ paper packaging to replace plastic: CEO Steve Binnie.

10 Nov 2023 2AM 7 min

Is Tesla a tech stock? The market thinks so

Viv Govender Rand Swiss on Tesla, is he still a fan of the EV maker? Steve Binnie CEO Sappi on a tough set of results but with record SA earnngs Simon thoughts on the asymmetrical returns from individual shares and why this helps drive returns over the long-term

9 Nov 2023 11PM 20 min

[TOP STORY] The oil price, Sibanye-Stillwater and platinum demand

Petri Redelinghuys of Herenya Capital Advisors looks forward to when everybody decides to sell their Sibanye shares and a lot of volume will suddenly come to the market.

9 Nov 2023 1AM 5 min

A2X eyes more individual investors

Petri Redelinghuys from Herenya Capital Advisors on Brent weakness and whether it could get back into the lower $70. A2X CEO Kevin Brady on six years of an alternative exchange and the money saved for investors. Balwin's CEO, Steven Brooks, talks the launch of a new product that allows Balwin…

9 Nov 2023 12AM 20 min

[TOP STORY] Tactical asset allocation as a short-term market view

‘Betting everything on one outcome generally is not a well-diversified approach’: Chris Eddy – 10X Investments.

8 Nov 2023 1AM 5 min

Global small caps a giant market

Independent analyst Jimmy Moyaha talks the weak updates from both Omnia and MTN. Keith McLachlan of Integral Asset Management on his JSE-listed offshore small cap AMC (actively managed certificate). 10X Investments's Chris Eddy talks the pitfalls of tactical asset allocation in the short term.

8 Nov 2023 12AM 20 min

[TOP STORY] Making an office your home

Greg Blend and his Africrest team have been converting office buildings to apartments since 2016.

7 Nov 2023 1AM 6 min