MoneywebNOW

US earnings season strong so far

Sanlam's Nick Kunze talks the upcoming Opec+ meeting ... will production be increased? Economist Dr Chris Harmse on whether markets are currently in the anticipated correction. Vukile CEO Laurence Rapp chats the company's Spanish expansion.

30 Jan 2022 8PM 20 min

[TOP STORY] Wine industry: It'll be a long haul to recovery

Illicit trade is absolutely out of control at the moment: Rico Basson – executive director of VinPro.

28 Jan 2022 1AM 8 min

Shoprite winning the food retail wars

Anchor Capital's Deryck Janse van Rensburg talks the Shoprite and Pepkor updates and managing the current market volatility. Rico Basson from Vinpro takes a look at trends in the wine industry as we come out of the pandemic. Simon chats his thoughts on the Fed's signal to end asset purchases…

27 Jan 2022 9PM 21 min

[TOP STORY] Counterintuitively, the pandemic property market has come out all right

The Eastern Cape and Western Cape have had more property transactions than Gauteng: Hayley Ivins Downes from Lightstone Property.

26 Jan 2022 10PM 5 min

Some of the pandemic tech trends reversing

Viv Govender from Rand Swiss talks markets. Is the selling over? Anchor's Seleho Tsatsi on the year in tech. Hayley Ivins Downes of Lightstone Property takes a look at residential property trends.

26 Jan 2022 9PM 20 min

[TOP STORY] Where will inflation go in 2022?

‘I think the key thing is to just be able to know where the spread is and how good and how bad it could be when you're planning yourself as a business, for example’: PwC economist Dr Christie Viljoen.

25 Jan 2022 10PM 6 min

Top local and global stocks for 2022

RMB's Matete Thulare on markets as they bounce. FNB's Chantal Marx talks her stock picks for 2022. Dr Christie Viljoen from PwC on the economic outlook for 2022.

25 Jan 2022 9PM 21 min

[TOP STORY] South African bonds relative to their peers offer opportunity

‘We are generally quite overweight South African bonds, but we're also quite sensitive to the risk involved’: Daniel King, head of fixed income at Counterpoint Asset Management.

24 Jan 2022 10PM 5 min

Is the selloff over?

Petri Redelinghuys from Herenya Capital Advisors talks markets. Counterpoint Asset Management's Daniel King talks value in local bonds and why vigilance is required. Linda Trim from Giant Leap on how business needs to adapt to get staff back to the office.

24 Jan 2022 8PM 20 min

[TOP STORY] Another year of supply-chain frustrations ahead

‘We could see some kind of stabilisation late in the year, and there are pockets of improvements that we do see from time to time’: Investec for Business logistics and pricing analyst Denys Hobson.

23 Jan 2022 10PM 5 min

PGM miners set for another strong year

Alex Duys of Umthombo Wealth chats the latest updates from TFG and Mr Price. Bruce Williamson of Integral Asset Management talks PGMs: after a good start to the year, what could 2022 hold for the metals? Investec's Denys Hobson takes a look at the current state of supply chains.

23 Jan 2022 9PM 20 min

[TOP STORY] Expectations for crypto in 2022

The fact that ‘governments and central banks around the world are ... really worried about this new digital-currency asset class ... [is] essentially validation in many respects’ Revix CEO and founder Sean Sanders.

20 Jan 2022 10PM 7 min

Commodity stocks getting ahead of spot prices

FNB's Wayne McCurrie unpacks the Woolies and Distell updates. Sean Sanders of Revix on what the growth of the metaverse, NFTs space and online gaming have in common. Simon talks BHP Group changing its dual listing structure and why this will trigger a CGT event for shareholders.

20 Jan 2022 8PM 21 min

[TOP STORY] A look at 2022 market trends and forecasts from large investment houses

‘I would encourage all the listeners to go and look at some of these value ETFs, value fund managers and value stocks if you manage your own equity portfolio’: Schalk Louw – PSG Old Oak.

19 Jan 2022 10PM 5 min

Richemont delights while Aspen disappoints

Preston Narainsamy of Nedbank Private Wealth takes a look at the Richemont update. Zak Calisto, CEO of Karooooo, talks results as costs surge. Schalk Louw from PSG Old Oak on what the experts are expecting this year.

19 Jan 2022 9PM 20 min

[TOP STORY] Prospects for Tongaat post the rights issue

Are you willing to ride this wave out for another two to three years before they figure it out? –Independent analyst Jimmy Moyaha

18 Jan 2022 10PM 5 min

How to capitalise on a weaker rand

Independent analyst Jimmy Moyaha talks Tongaat as shareholders approve a rights issue. Gary Booysen from Rand Swiss on trading the rand around the key 15.50 level. Jonathan Hurvitz, CEO Teljoy, chats retail in a post Covid-19 world.

18 Jan 2022 8PM 20 min

[TOP STORY] Trying to find the perfect investment strategy

‘If what you're doing in the market keeps you awake at night, change it’: Keith McLachlan from Integral Asset Management.

17 Jan 2022 10PM 6 min

African fintech startups booming

Absa's Carmen Mpelwane on where she’s looking for value this year. Keith McLachlan of Integral Asset Management talks investment strategies: is there a perfect approach? Rand Merchant Investments's Dominique Collett chats FinTech predictions for 2022.

17 Jan 2022 8PM 18 min

[TOP STORY] The Indian economy is the sixth-largest in the world, and growing rapidly

‘We make money in all the sectors that we try to invest in,’ says Deepak Ramaraju – principal advisor for the India Opportunities Fund at Sanlam International Investment.

16 Jan 2022 10PM 6 min