MoneywebNOW

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

QSR stock battle: Famous Brands vs Spur

Alex Duys from Umthombo Wealth looking at QSR stocks after a modest Famous Brands update compared to recent good-looking Spur numbers. Herenya Capital Advisors's Petri Redelinghuys talks oil and the case for Sasol as it’s lagged the rand/Brent price. Debra Slabber from Morningstar SA on where investors should be looking…

11 Oct 2023 12AM 19 min

[TOP STORY] Living annuity drawdown: When a little bit means a lot

‘Any bit you can afford to draw down less really has a big impact on the sustainability of your retirement income’: Bjorn Ladewig – Just SA.

10 Oct 2023 3AM 5 min

US on track for golden soft landing … but risks remain

Matete Thulare from RMB on US economics. Jobs data came out strong and wage inflation was only +0.2% … is the US engineering the perfect soft landing? FNB's Sifiso Nkosi on stokvels showing resilience despite a very tough economy. Bjorn Ladewig from Just SA on drawdown rates and the impact…

10 Oct 2023 12AM 20 min

[TOP STORY] Fortress plans simplified share class structure

Fortress plans simplified share class structure ‘I think it allows us to get back to Reit status in the future more easily’: CEO Steven Brown.

9 Oct 2023 3AM 5 min

Pref shares are a tax efficient way to get yield

Reko Nare from Anchor on what individual components have been driving the local inflation basket. Keith McLachlan from Integral Asset Management talks preference shares as an alternative to cash for better tax treatment in the search for yield. Fortress's Steven Brown unpacks the Reit's plan to collapse the A and…

9 Oct 2023 1AM 20 min

[TOP STORY] Keen on wine? How about investing in it?

‘Very much like a company would be valued according to its assets and future cash flows, wine is exactly the same. When you pick stocks or wines there are very much the same principles’: Roland Peens – Wine Cellar.

6 Oct 2023 4AM 8 min

Politicians adding to market risks

Viv Govender from Rand Swiss on the effects of political conflict in the US and the upcoming debt ceiling on markets. Roland Peens from Wine Cellar on investing in wine as an alternative asset. Simon offers his thoughts on imposters on X/Twitter offering you vast riches by the weekend. No…

6 Oct 2023 1AM 20 min

[TOP STORY] Mining has become ‘really, really tough’

But it's not all doom and gloom for the South African mining industries: Vuyiswa Khutlang – PwC SA energy, utilities and resources partner.

5 Oct 2023 2AM 6 min

Now’s the time to be looking for value

Independent analyst Jimmy Moyaha on the orderly succession at FirstRand and where he’s investing right now. PwC's Vuyiswa Khutlang talks the state of local mining as the sector feels the pressure from logistics problems and price collapses. Can the industry thrive? Luno's Christo de Wit talks crypto and tax. What…

5 Oct 2023 1AM 21 min

[TOP STORY] The theory of (ETF) evolution

‘The fantastic thing about the ETF is that it's accessible. It's at a low cost, it's liquid, it's diverse, it's less confusing because you know what you're holding’: Satrix CEO Fikile Mbhokota.

4 Oct 2023 2AM 6 min

Here’s how to spot opportunity in a depressed market

FNB's Wayne McCurrie on opportunities in the locally listed retail space as consumers continue to be squeezed. Fikile Mbhokota from Satrix on 30 years of ETFs in the US and 23 locally. Joshua Alexandre from InfoDocs on new requirements for all companies to submit beneficial ownership information to the CIPC.

4 Oct 2023 12AM 20 min

[TOP STORY] Diversification of both stocks and strategy

Independent Securities has put together a cross selection of stocks called Stocks for all Seasons: Chief investment officer Simon Fillmore.

3 Oct 2023 3AM 6 min

Manufacturing sector keeps fighting the fight

Alex Duys from Umthombo Wealth on the horror Pick n Pay update as the retailer replaces its CEO with Sean Summers, who led the company from 1999 to 2007. Simon Fillmore of Independent Securities talks five local and offshore stocks for all investors. Absa CIB's Sello Sekele on the September…

3 Oct 2023 1AM 21 min

[TOP STORY] Listed SA Reits having a ‘really tough time'

‘SA Reits has been quite an unloved asset class, with sector flows drying up over the past few years’: Shane Packman – Morningstar SA.

2 Oct 2023 3AM 6 min

The power of economic data for investors

Citadel's Bianca Botes on the macro data she’s watching most closely and concerns for the rand as we started the year around R17/US$. Shane Packman from Morningstar SA on the investment case (and risks) for locally listed Reits. Kavi Pather of EY Africa on their CEO Survey showing two thirds…

2 Oct 2023 1AM 20 min

[TOP STORY] The impact of liquidity shortage on many African countries

The continent’s reduced ability to raise dollars has strained its ability to drive exports: Bohani Hlungwane – Absa CIB.

29 Sep 2023 3AM 8 min

Shoprite vs Spar: 'Better to pay more for quality'

Gary Booysen of Rand Swiss on Capitec's decent results, but high valuation, and Spar's Poland exit and trading update. Absa CIB's Bohani Hlungwane shares insights on the crisis of foreign currency liquidity shortages in many African countries. And, Simon's thoughts on getting exposure to high yielding US government bonds.

29 Sep 2023 12AM 20 min

[TOP STORY] A look at the newly listed AnBro World's Biggest Brands Portfolio

‘We are...starting off with the top 100 brands as the portfolio universe’: Craig Antonie – AnBro Capital Investments.

28 Sep 2023 3AM 7 min