MoneywebNOW

Growthpoint worth a nibble?

Kea Nonyana of EA Capital provides insights into Growthpoint's challenging update and Mr Price's tough financial results. What does Fred Razak of CMTrading foresee for the rest of 2023 as big tech stocks continue to thrive? Simon talks inflation … is it now moving in a one-way direction, heading back…

22 Jun 2023 10PM 19 min

[TOP STORY] Afrimat Construction Index dips for Q1

‘But there is some light here, especially with regard to employment,’ says research economist Dr Roelof Botha.

22 Jun 2023 2AM 7 min

Local inflation data seems promising, but economy remains fragile

With local inflation at its lowest since April 2022, Lonwabo Maqubela of Perpetua offers insights on whether it's time to start looking at local retail. Exploring the NHI Bill: Gary Feldman of NMG Benefits delves into its implications for private healthcare. Research economist Dr Roelof Botha on the latest Afrimat…

21 Jun 2023 10PM 20 min

[TOP STORY] Afrimat acquires Lafarge at ‘a really good price’

The addition of cement goes hand-in-glove with the mining and materials company’s construction suite of businesses – Bruce Williamson, Integral Asset Management.

21 Jun 2023 12AM 5 min

City Lodge bounces back as occupancies rebound

FNB's Wayne McCurrie gives an analysis of updates from Standard Bank and City Lodge. Bruce Williamson of Integral Asset Management talks Afrimat's acquisition of Lafarge in a bid for increased construction sector dominance. Jackie Smith from Buyers Trust shares insights on first-time home buyers and essential tips for purchasing your…

20 Jun 2023 10PM 20 min

[TOP STORY] SA hedge funds remain a very small asset class

‘I think there are some really skilled people in the hedge-fund industry who can offer South African investors quite a lot...but they've been hamstrung by legislation for quite some time’: Luke Richardson – PPS Investments.

20 Jun 2023 12AM 5 min

Stor-Age could offer great portfolio diversification

FNB's Chantal Marx unpacks Omnia's results which seemed a little light and Stor-Age financials which reported strong local operations. Insights from Luke Richardson of PPS Investments on proposed amendments enabling hedge funds in retirement funds. Johann van Tonder of Momentum discusses a recent South African household wealth survey which reveals…

19 Jun 2023 10PM 20 min

[TOP STORY] Pepkor’s Flash business is doing ‘really, really well’

‘I think Pepkor does itself a disservice in terms of disclosure around Flash’: Keith McLachlan – Integral Asset Management.

18 Jun 2023 11PM 7 min

What happened to the expected US recession?

Nick Kunze from Sanlam Private Wealth talks US data and whether the country still faces a recession. Integral Asset Management's Keith McLachlan analyses the performance of Pepkor’s Flash division and Absa CIB's Shirley Webber offers insights on the growth of renewable energy across the African continent.

18 Jun 2023 10PM 20 min

[TOP STORY] Don’t ditch your car insurance; explore other options

‘The vast majority of what you're paying for is accidents. A very small percentage of your insurance premium is to cover thefts or hijackings’: Naked co-founder Ernest North.

15 Jun 2023 12AM 7 min

The Fed's systematic approach vs Sarb's inflation fight

Independent analyst Jimmy Moyaha unpacks the FOMC's latest rate decision. Crucial car insurance and cost-saving tips from Ernest North at Naked. Victoria Reuvers from Morningstar Investment Management SA on how to boost financial literacy for kids and teens.

14 Jun 2023 10PM 23 min

[TOP STORY] Survey shows all property sectors slowing

Remote work is a long-term challenge to office space – FNB property strategist John Loos.

13 Jun 2023 11PM 6 min

MultiChoice facing multiple uphill battles

Mia Kruger of Kruger International on the MultiChoice results as the rest of Africa sees growth but SA falters. FNB's John Loos on the FNB Commercial Property Broker Survey as all commercial property sectors see increased pressure. Sandra Beswick from Fluence Capital offers insights on managing debt as an SME…

13 Jun 2023 10PM 19 min

[TOP STORY] Value and growth as ‘different’ investing styles

Whatever your investment style, ‘remaining diversified is a key metric for long-term portfolio returns and risk mitigation’: Sean Kelly – Paragon Wealth Managers.

13 Jun 2023 12AM 6 min

Vukile's small urban and rural mall niche pays off

Independent analyst JD Klopper talks Vukile's results and Thungela's update that shows Heps under pressure. Dawie de Villiers from Alexforbes on results that show decent growth despite a tough year. Sean Kelly from Paragon Wealth Managers offers insights on value vs growth investing. Is it one or the other, or…

12 Jun 2023 9PM 20 min

[TOP STORY] Shareholder activist NGO Just Share racks up five years

‘We like to believe that we've changed the landscape of corporate accountability in South Africa’: Executive director Tracey Davies.

12 Jun 2023 12AM 7 min

Opportunities in SA retail …but patience needed

Deryck Janse van Rensburg from Anchor Securities unpacks TFG's latest results which saw good revenue growth but a modest Heps increase and a decreased dividend. As shareholder activist NGO, Just Share, turns five, Tracey Davies discusses the many highlights over that period. Amol Prabhu from Barclays looks at how wealth…

11 Jun 2023 9PM 21 min

[TOP STORY] SA returns more anaemic than in the past

‘Understand the bets you are making in a portfolio...but be careful of the rand’: Marius Oberholzer – STANLIB.

9 Jun 2023 12AM 9 min

China needs a robust global economy

Kea Nonyana from EA Capital follows up on a bullish China prediction made earlier this year and examines Renergen's $750 million debt raise to finance the second phase of the Virginia gas field. Marius Oberholzer from STANLIB discusses strategies for managing expectations of lower returns in both local and global…

8 Jun 2023 10PM 20 min

[TOP STORY] Today 64% of individual investors invest in alternative investments

If you are very senior in age with enough capital, I think you shouldn't be considering alternatives. If you are younger you can take a bit more risk: Jaltech partner Jonty Sacks.

7 Jun 2023 11PM 6 min