MoneywebNOW

[TOP STORY] How geopolitics could shape – or shatter – SA’s ESG trajectory

‘What's really going to change the game for Africa is to build some of these road and infrastructure networks across the continent’ – Sanisha Packirisamy from Momentum.

19 Jun 11PM 9 min

Stadio gets a boost from flailing public sector

Kieran Witthuhn from Anchor covers Stadio's strong update and the continued pressure on the iron ore price this year. Sanisha Packirisamy from Momentum unpacks how geopolitics could shape – or shatter – South Africa’s ESG trajectory. Simon shares thoughts on oil: while the future is uncertain, a higher price remains…

19 Jun 10PM 22 min

[TOP STORY] Where the rand and local bonds are headed

STANLIB’s Sylvester Kobo points out that SA ‘won't default. We'll always just print money, if it gets to that, to pay down our debt.’

19 Jun 12AM 6 min

Why the time to revisit SA's inflation target is now

Analyst Jimmy Moyaha unpacks Vukile Property Fund's results and the added strain oil poses to already fragile global growth. Prescient’s Hannah de Nobrega weighs in on inflation targeting — is now a good time for a rethink, and what would that mean? STANLIB’s Sylvester Kobo shares insights on where the…

18 Jun 10PM 21 min

[TOP STORY] Why local retailers are turning to beauty for its higher margins

Businesses can use what they already know about their consumers and ‘drive that into their private-label, especially with unique ingredients like Rooibos, which identifies with the South African consumer’: Tasneem Samodien of Old Mutual Private Wealth.

17 Jun 11PM 6 min

Oil market remains in supply glut

Kea Nonyana of Scope Prime talks oil as Middle East tensions persist. Tasneem Samodien of Old Mutual Private Wealth on why local retailers are turning to beauty for its higher margins. David Lloyd of King Alexander Investments believes retail investors are driving a quiet overhaul.

17 Jun 10PM 19 min

[TOP STORY] SA a dumping ground for ‘AAA grade’ fake luxury goods

Tarina Vlok of Elite Risk stresses the importance of purchase invoices and authorised dealers, highlighting the links between counterfeits and organised crime.

16 Jun 11PM 5 min

FOMC expected to hold US rates

RMB’s Matete Thulare questions whether the Fed is likely to cut rates at Wednesday’s FOMC meeting, with oil prices high and inflation still sticky. Ziad Saad from NMG Benefits unpacks the most common mistakes first-time investors make – and how to sidestep them. Tarina Vlok of Elite Risk warns of…

16 Jun 10PM 20 min

[TOP STORY] How are under-35s spending today?

Tshiamo Molanda from Standard Bank describes surprising youthful funeral cover allocation, savings, credit card use, payment behaviour and home purchases.

12 Jun 11PM 6 min

PGMs are shining … and the rally isn't over

Schalk Louw from PSG Old Oak weighs in on Karooooo CEO's massive $75 million share sale — what does it signal for investors? Tshiamo Molanda from Standard Bank breaks down their latest Youth Barometer: where is SA's youth putting their money? Simon’s take: Why all-time highs shouldn't scare smart investors…

12 Jun 10PM 19 min

[TOP STORY] Santova results ‘really spectacular’ despite modest appearance

The Seabourne Group acquisition is conceptually a really clever deal – Keith McLachlan, Element Investment Managers.

12 Jun 12AM 6 min

Looking for a CFD broker? Here’s how to pick one

Gary Booysen from Rand Swiss on choosing a CFD broker amid a major broker's exit from SA. Keith McLachlan of Element Investment Managers discusses Santova’s results and acquisitions. Zikona Poswayo from Standard Bank introduces two new structured products focused on China and gold miners.

11 Jun 10PM 20 min

[TOP STORY] The need for early, active engagement with retirement savings

'It is the saddest thing when you chat to someone at 65 or 60 and all they have is R100 000’, says 10X Client Relationship Manager Khwezi Jackson.

10 Jun 11PM 7 min

Telcos: Essentially utilities that are ex-growth

Kea Nonyana from Scope Prime unpacks Telkom’s latest results and weighs in on the broader outlook for the local telco sector. Kobus Gertenbach, CEO of Premier Group, on solid results, tighter operational efficiency, and easing input costs boosting performance. Khwezi Jackson from 10X Investments on taking responsibility for your own retirement.

10 Jun 10PM 20 min

[TOP STORY] Quantamental investing: A ‘blending of man and machine’

Aiman Shanks from Schroders talks through this ‘new investment era where previously held assumptions no longer hold water’.

10 Jun 12AM 7 min

Eastern Europe still strong for local Reits

Independent analyst Carmen Mpelwane breaks down Omnia’s performance: mining surges, agri holds firm, but chemicals drag. Aiman Shanks from Schroders dives into quantamental investing. Fortress CEO Steven Brown on their pre-close update – vacancies at just 0.9%? Which is basically fully let.

9 Jun 10PM 20 min

[TOP STORY] Strong 2024 SA Reit performance suggests positive 2025

Ian Anderson of Merchant West Investments considers the impact of lower interest rates, attractive dividend yields, reduced vacancies, and ongoing value in Reit valuations.

9 Jun 12AM 6 min

A stronger rand coming? It’s looking that way

Matete Thulare of RMB weighs in on the rand – can the currency’s newfound muscle keep flexing? Ian Anderson at Merchant West Investments reviews May’s Reit run – are there still bargains in the sector? Petri Redelinghuys from Herenya Capital Advisors: What alt-coins catch his eye apart from Bitcoin?

8 Jun 10PM 19 min

[TOP STORY] Will the current scourge of avian flu benefit our chicken producers?

Smalltalkdaily’s Anthony Clark ponders the situation of Astral Foods and Rainbow Chicken, reflects on Nampak’s stellar turnaround and applauds CMH’s strong performance with its rising sales in Suzuki.

6 Jun 12AM 8 min

Renergen ASP Isotopes deal is offering great opportunity

Kieran Witthuhn from Anchor on Discovery hitting all-time highs – is there still value to unlock? Equity analyst Anthony Clark weighs in: Could Brazil’s avian flu outbreak give local poultry producers a leg up? Simon on the stock market selloff: Don’t panic – this is when smart money buys, not…

5 Jun 10PM 20 min