MoneywebNOW

Here comes Black Friday ... ready or not

Independent analyst Jimmy Moyaha on Famous Brands's results with revenue up and Heps down. Nikki Quinn from GfK, an NIQ company, on the potential risks and rewards for retailers and customers this Black Friday. The FSCA is reporting increased irregularities … Solomon Gounden from Finalto asks 'Is your broker compliant?'.

25 Oct 2023 1AM 21 min

[TOP STORY] Regulatory uncertainty impedes long-range investment

The role of capital markets is not to revive economic growth or improve investment sentiment: Olga Constantatos – Futuregrowth Asset Management.

24 Oct 2023 2AM 6 min

Sasol extremely cheap … but risks abound

Keiran Witthuhn from Anchor talks Sasol as load shedding, inflation and volatility continue to trouble the business. Citadel's Maarten Ackerman on next week's MTBPS and the tough choices facing the finance minister. Olga Constantatos from Futuregrowth Asset Management on the importance, impact and shortfall of capital markets locally.

24 Oct 2023 1AM 21 min

[TOP STORY] Two-pot retirement system not ready for March deadline

The two-pot system could be quite an elegant solution. One of the biggest challenges for many people is to leave the money in their pension fund untouched: Richard Carter – Allan Gray.

23 Oct 2023 2AM 6 min

Investment winners: Stocks benefiting from higher-for-longer inflation

FNB's Chantal Marx on another sudden CEO resignation … this time at Tiger Brands. Kyle Wales from Flagship Asset Management on stocks and sectors that do well in a higher-for-longer inflation environment. Richard Carter from Allan Gray talks challenges and opportunities within SA’s retirement fund system.

23 Oct 2023 1AM 19 min

[TOP STORY] Airbnb’s impact on the SA economy

‘South Africans are using Airbnb as a more accessible, more affordable option to travel, and using it to explore the nooks and crannies of our country’: Velma Corcoran, regional lead Middle East Africa at Airbnb.

20 Oct 2023 2AM 7 min

Rising risks increasing rand volatility … again

RMB's Matete Thulare on whether the rand is being more volatile than usual albeit within a wide range. And how much attention does he pay to director dealings?Velma Corcoran from Airbnb on the economic impact of the property-sharing platform. Simon offers his thoughts on the Renergen saga.

20 Oct 2023 1AM 20 min

[TOP STORY] Quant investing and its implementation

Momentum Investments CIO Mike Adsetts sketches the types and styles of this quantitative approach.

19 Oct 2023 2AM 6 min

Pick n Pay still has a few tough years ahead

FNB's Sithembile Bopela on the Pick n Pay results, is there any value here, or is it a stock best left alone? Mike Adsetts from Momentum Investments on quant investing and managing offshore and local. Craig Newborn from PayJustNow talks the safety of buy now pay later (BNPL) when shopping…

19 Oct 2023 1AM 21 min

[TOP STORY] Mid-East conflict ups ante on oil prices, inflation, rates

Iran entering the Israel-Hamas war would wreak havoc on Europe, the US and even SA – Isaah Mhlanga, RMB.

18 Oct 2023 3AM 5 min

Share-backed loans: How they work

Faheema Adia from Momentum Investments talks Zeder results … and whether there are any other agri options worth a look. RMB's Isaah Mhlanga on the economic risks caused by the war in the Middle East. Adishan Naidoo from Standard Bank Equities on investment-backed lending. What is it, and how does…

18 Oct 2023 1AM 19 min

[TOP STORY] Meetings matter, but they must make sense

Advaita Naidoo from Jack Hammer Global looks into the waste of time and Adam Grant’s four basic reasons to meet – to learn, collaborate, decide or do.

17 Oct 2023 3AM 7 min

Calgro M3 results see continued demand for housing

Anchor's Deryck Janse van Rensburg unpacks the latest update from Cashbuild and talks the generally struggling local small-cap sector. Calgro M3 CEO Wikus Lategan on results as Heps grow strongly even as it sells fewer units. Advaita Naidoo from Jack Hammer Global on the impact and cost of meetings …

17 Oct 2023 1AM 21 min

[TOP STORY] Expectations for rate cuts in the US, UK and Europe

Most central banks that started cutting rates continue to do so: David Reese, senior emerging markets economist at Schroders.

16 Oct 2023 5AM 6 min

Jamie Dimon: 'This is the most dangerous time in decades'

Nick Kunze from Sanlam Private Wealth on US banking results and the risk on trade in oil and gold. David Rees from Schroders talks global economics as they cut Chinese GDP for next year and expect no US recession. Citadel's Bianca Botes on a Brics currency and how the collection…

16 Oct 2023 12AM 20 min

[TOP STORY] Trading is ‘the hardest, easiest thing’

This is stressed by author Rob van Eyden in his recent book – Badass Trader: How to Trade Your Way to Riches.

13 Oct 2023 2AM 7 min

Strong dollar hurts commodities

Mia Kriegler from Kruger International on how they’re positioning themselves in the commodity space. Rob van Eyden discusses his book on the realities and struggles of becoming a successful trader. Simon offers his thoughts on how bonds work, yield up = price down.

13 Oct 2023 1AM 20 min

[TOP STORY] Forget de-dollarisation

There has to be a middleman single currency. It doesn't have to be the dollar, but the point is it is the dollar: Izak Odendaal – Old Mutual Wealth.

12 Oct 2023 2AM 6 min

It's looking up for hospital groups

Lonwabo Maqubela from Perpetua on local healthcare stocks. With only two remaining listed – Netcare and Life Healthcare – do either offer value? Old Mutual Wealth's Izak Odendaal on the dollar still reigning supreme. Zak Calisto from Karooooo on the latest quarterly results.

12 Oct 2023 1AM 20 min

[TOP STORY] Seeking long-term returns offshore? Listen to this

Longer term we still think China's a compelling opportunity; but pay very careful attention to sizing those positions correctly: Debra Slabber – Morningstar SA

11 Oct 2023 1AM 6 min