MoneywebNOW

28 April - Is there light at the end of the tunnel for SA's economy?

Rand Swiss's Viv Govender talks markets for the short week ahead. A look at renewable energy company Revego, ahead of its Thursday listing. Bernard Drotschie, CIO of Melville Douglas on the glimmers of hope for SA.

27 Apr 2021 10PM 20 min

[TOP STORY] How does structural inflation become baked into the system?

‘I'm not in the camp...of believing that this inflation bump-up is going to be...sustained over the longer time. I believe it could prove transient’: Mohammed Nalla of Moe-Knows.com.

26 Apr 2021 12AM 11 min

26 April - Sabvest and the holding company discount mystery

Keith McLachlan of Integral Asset Management on Sabvest and the holding company discounts offering an opportunity? Strategist Mohammed Nalla on digging into structural inflation, productivity gains and the all-important PCE

25 Apr 2021 9PM 23 min

[TOP STORY] Will ‘rapid ageing’ of whisky become generally acceptable?

‘Ageing is where the components that are absorbed from the barrel...mature or change over time,’ explains Hendre’ Barnard from Distillique.

22 Apr 2021 11PM 6 min

23 April - 'Clicks has the best management team on the JSE' - Mia Kruger

Mia Kruger of Kruger International on Clicks results. Wealth Migrate CEO Scott Picken on obtaining a license for crowdfunding investments. Hendre Barnard from Distillique on 'instantly' aging whisky.

22 Apr 2021 10PM 20 min

[TOP STORY] Karooooo – formerly Cartrack – resurfaces on the JSE as a secondary listing

‘We needed a broader spectrum of shareholders and funds, which the Nasdaq allows us’: CEO Zak Calisto.

22 Apr 2021 12AM 6 min

22 April - Listed property still struggling ...

FNB Wealth and Investment's Wayne McCurrie talks PnP as liquor and tobacco ban weighed on results. Karooooo CEO Zak Calisto chats the company's relisting on the JSE. Residential Reit Octodec's CEO Jeffrey Wapnick on results.

21 Apr 2021 9PM 20 min

[TOP STORY] Old Mutual to rate all its unit trusts in terms of ESG scoring

‘What we are seeing more and more from investors is a complete consciousness about the environment,’ says Elize Botha, MD of Old Mutual Unit Trusts.

20 Apr 2021 11PM 5 min

21 April - Finding an optimal offshore allocation

Chantal Marx of FNB Wealth and Investment on PSG buying back its preference shares. Elize Botha, MD of Old Mutual Unit Trusts, on the new ESG rating for their funds. Is this something you look at when buying a fund or stock? John Anderson of Alexander Forbes talks the optimal…

20 Apr 2021 10PM 20 min

[TOP STORY] Is there opportunity in the bumper agricultural crops this year?

‘For me the opportunity really is going to be in the raw material producers,’ says Gary Booysen from Rand Swiss.

19 Apr 2021 11PM 5 min

20 April - Are SA insurance stocks offering opportunity?

Rand Swiss's Gary Booysen discusses ideas on how to benefit from a bumper agri crop this year. Anchor's Nolan Wapenaar talks money market funds: the beginning of the end? Stanlib's Herman van Velze on his preferred local sectors.

19 Apr 2021 10PM 20 min

[TOP STORY] The global breakdown of citizens’ expectations from government

Andrew Bradley of Fiscal outlines how many countries are increasingly losing the tax income they need to be able to provide necessary services.

19 Apr 2021 12AM 9 min

19 April - Time for gold stocks to run again

Nick Kunze of Sanlam Private Wealth on the week ahead for markets. Spot Money CEO Andre Hugo talks about the company's new shared accounts. Andrew Bradley, CEO of Fiscal, on the implications of a broken social contract.

18 Apr 2021 10PM 22 min

[TOP STORY] Shopping malls need to figure out how to move forward

Trend-Forward founder Dave Nemeth says bricks-and-mortar retailers are losing tenants and need to do longer-term planning and start doing ‘things never done before’.

16 Apr 2021 1AM 6 min

16 April - Consumer spending on home deliveries and entertainment surges

Viv Govender of Rand Swiss on Coinbase listing and rand strength. Dave Nemeth, founder of Trend Forward, on rethinking the role of the mall. Chris Labuschagne, CEO of FNB Card, unpacks consumer spending trends during lockdown.

15 Apr 2021 10PM 20 min

[TOP STORY] Cash is lekker, but it turns out cash is not king

‘You've got to go a long way with cash to catch up with equities’ – Chris Rule from CoreShares.

15 Apr 2021 1AM 10 min

15 April - Luxury market booms during the pandemic

Mia Kruger of Kruger International unpacks the EOH and LVMH results. CoreShares's Chris Rule on why cash is not king.

14 Apr 2021 9PM 18 min

[TOP STORY] Tharisa production on target for Q2 2021

‘These PGM prices are proving to be resilient and, on the back of fairly significant supply deficit forecasts, I think sustainable’: CEO Phoevos Pouroulis.

14 Apr 2021 12AM 5 min

14 April - Working from home? Here's what you can claim from Sars

Martin Smith from Anchor Capital on Capitec results. Elani van der Westhuizen from TaxTim on the tax implications of WFH. Phoevos Pouroulis of Tharisa on the company's production update as rains hamper production.

13 Apr 2021 9PM 19 min

[TOP STORY] Wild action in US 10-year treasuries in February/March

Wikus Furstenberg - Head: Interest Rate Process, Futuregrowth

13 Apr 2021 12AM 7 min