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The investment case for 4IR metals

Kea Nonyana from EA Capital takes a look at opportunities in the commodity space. Irba's Imre Nagy on new fine limits for offenders raised to R25 million and restrictions on the board's jurisdiction as it no longer oversees chartered accountants. Navigating portfolio rebalancing: Simon's insights on the process and risks.

6 Jul 2023 10PM 20 min

[TOP STORY] National Treasury is under severe strain

Fiscal officials are being overburdened with work that ordinarily should be handled by SA’s provinces, municipalities and SOEs, notes Isaah Mhlanga from RMB.

6 Jul 2023 12AM 5 min

Markets looking bullish despite skittish investors

Kieran Witthuhn from Anchor Securities on EU, UK and China PMI for June … all above 50 but slowing. Simon Fillmore from Independent Securities talks the bull case for equities even as investors climb the proverbial wall of worry. RMB's Isaah Mhlanga on National Treasury reputing concerns that there is…

5 Jul 2023 9PM 20 min

[TOP STORY] The ‘big scare’ about using ChatGPT

PJ Veldhuizen of Gillan and Veldhuizen Inc points to possible legal and ethical security issues that might arise from trusting the AI facility.

5 Jul 2023 12AM 6 min

Asset allocation still requires knowing your funds

Independent analyst Jimmy Moyaha on markets as MultiChoice sees a 12% fall following a downgrade from JP Morgan … is there value here? PJ Veldhuizen from Gillan and Veldhuizen Inc on the need for AI policies in business. Laurette Ndzanga from PPS Investments on well-diversified portfolios translating into consistent returns.

4 Jul 2023 10PM 20 min

[TOP STORY] Are we going green in the manufacturing space?

‘I do think...we're going to see more and more [renewable energy] components being manufactured here’: Justin Schmidt – Absa Relationship Banking.

4 Jul 2023 3AM 5 min

Pep offering consumer credit to protect sales

FNB's Wayne McCurrie talks markets as Pep introduces credit services for its customers and Mondi sells two Russian businesses. Justin Schmidt from Absa talks manufacturing and renewable energy. Roelie van Reenen from Beefmaster Group offers insights on the collapse of SA's small towns and the resultant threat to food production.

3 Jul 2023 9PM 19 min

[TOP STORY] EU again raises issues with SA’s oranges

The tremendous amount of rain in the Western Cape has also drowned various orchards out and washed away infrastructure – Citrus Growers Association president Justin Chadwick.

3 Jul 2023 1AM 4 min

Narrow tech rally sees Nasdaq's best H1 since the eighties

Sanlam's Nick Kunze talks markets we hit the half-year mark … the Nasdaq had the best start to a year ever while local was a mixed bag. Justin Chadwick from the Citrus Growers Association discusses the EU's latest restrictions on orange imports.

2 Jul 2023 9PM 18 min

[TOP STORY] What has happened to the expected US recession?

Dr Adrian Saville of Genera Capital expects ‘at least one more hike, if not two’ in US interest rates. That's going to add pain.

30 Jun 2023 1AM 7 min

PGM stocks having a horrid year, is it time to buy?

Alex Duys of  Umthombo Wealth talks PGM stocks as, aside from Tharisa, they trade down over a third year-to-date. Is this an opportunity, or is the PGM boom over for now? Dr Adrian Saville Genera Capital asks what's happened to the expected US recession. All the late 2022 talk was…

29 Jun 2023 10PM 19 min

[TOP STORY] The emotional investment rollercoaster

Paul Nixon of Momentum Investments discusses the application of predictive analytics and AI to help investors get to grips with what they are costing themselves.

29 Jun 2023 12AM 6 min

SA Reits offer value … but no rush to buy

Gary Booysen from Rand Swiss talks Hyprop's operational update … is he seeing value in local or global Reits? Paul Nixon of Momentum Investments on avoiding the behaviour tax as it's revealed that clients lost R600m during the pandemic due to emotional decisions. Futuregrowth's Lindani Vezi offers insights on the…

28 Jun 2023 10PM 19 min

[TOP STORY] Shareholders powerless when voting on directors' remuneration

Steven Beattie from Steven Beattie Tuition shares his thoughts around possibly disproportionate executive pay and bonuses.

28 Jun 2023 12AM 5 min

Mastering tax management in your golden years

Independent analyst Jimmy Moyaha unpacks the Naspers and Prosus plan to untangle their cross-holding web after just four years. Steven Beattie, independent analyst, on shareholder rights around executive remuneration. Kenny Meiring of SFP Wealth talks efficiently managing taxes at the start of retirement

27 Jun 2023 10PM 19 min

[TOP STORY] Invicta's non-SA businesses drive 60% of year-end profits

While Asian subsidiary Kian Ann had a ‘really, really good year’, supply chain and inflationary pressures persist: CEO Steven Joffe.

27 Jun 2023 1AM 6 min

Renergen secures funding but springs a leak

Reko Nare from Anchor talks the latest news from Renergen as it gets the US/IDC loan. Steven Joffe from Invicta unpacks the company's strong results as mining continues to boom. Dennis Jedburgh of DoshFX on the QZ Asset Management crypto scam offering 400% a year.

26 Jun 2023 10PM 20 min

[TOP STORY] Is there still value in the SA general equity market?

During a ‘flight to quality’ a quality strategy typically performs well: Rademeyer Vermaak – STANLIB.

26 Jun 2023 12AM 6 min

Transaction Capital can't escape the negative sentiment

Sithembile Bopela FNB talks Transaction Capital. After announcing a funding deal for Gomo the share has slipped even further, now trading below 600c. Value or value trap? STANLIB's Rademeyer Vermaak offers insights on value in the local market and takes a look at different investment strategies. Martin Soderberg from Spear…

25 Jun 2023 9PM 19 min

[TOP STORY] A phenomenal year for tech stocks so far

‘AI has lots of applications. Which ones are marketable is going to be another story’: Fred Razak – chief trading strategist, CMTrading.

23 Jun 2023 1AM 8 min