MoneywebNOW

[TOP STORY] Is Tesla overpriced relative to other car companies?

‘If Tesla gets self-driving right, I think that is something that could justify this kind of price,’ reckons Viv Govender of Rand Swiss.

26 Jan 2021 11PM 6 min

27 Jan - Tencent's new listing and Reddit takes on Wall Street

Viv Govender of Rand Swiss looks ahead to Tesla results and the impact of Reddit Wall Street bets. Henry Biddlecombe of Anchor Capital talks Tencent's $60bn listing of its TikTok competitor. Luno's Marius Reitz on potential crypto regulation and could Facebook launch Libra this year?

26 Jan 2021 8PM 20 min

[TOP STORY] Will debt-laden Ascendis have to sell its crown jewel?

‘Blantyre and L1 Health have just added to the cocktail of what Ascendis could potentially become in the next 12 to 18 months’: Small-cap analyst Anthony Clarke.

25 Jan 2021 11PM 7 min

26 Jan - Is Redefine's Reit status under threat?

Garreth Elston of Reitway Global talks Redefine not paying a dividend. Small-caps analyst Anthony Clark on Blantyre's stake in Ascendis's debt and Anchor's Deryck Janse van Rensburg on markets surging.

25 Jan 2021 8PM 20 min

[TOP STORY] Is the retail party over?

‘We've underestimated...over the last six months...the amount of stimulus that's gone into the SA environment,’ says Evan Walker from 36ONE.

24 Jan 2021 10PM 7 min

25 Jan - Stimulus boosts retail, but it's short-lived

Nick Kunze of Sanlam Private Wealth on the latest US GDP data and upcoming Fed update. 36One's Evan Walker gives his take on the most recent retailer updates and Martin Freeman of Orbvest talks the US's new president and its vaccine rollout programme.

24 Jan 2021 9PM 22 min

[TOP STORY] Tesla versus Exxaro and investor decisions

Investing in new, exciting tech stocks versus old ‘boring’ SA stalwarts: Lee Cairns from Anchor Capital.

21 Jan 2021 10PM 7 min

22 Jan - Exxaro vs Tesla and the latest shopping trends

FNB's Chantal Marx on bank stocks lagging the rest of the market. Lee Cairns of Anchor Capital on why he prefers Exxaro to Tesla. Teljoy's Jonathan Hurvitz talks online shopping's continued growth story.

21 Jan 2021 8PM 21 min

[TOP STORY] Looking at dollar direction, commodity prices, interest rates and valuations

Could 2021 bring a change in the view of South Africa as a perennial underperformer? – Izak Odendaal, from Old Mutual Wealth.

20 Jan 2021 11PM 5 min

21 Jan - Will the repo rate remain unchanged?

FNB's Wayne McCurrie discusses his expectations ahead of the MPC announcement. Izak Odendaal from Old Mutual Wealth on dollar weakness and the tech bubble. Peter Sand of BIMCO looks at dry bulk shipping rates surging.

20 Jan 2021 8PM 22 min

[TOP STORY] How will Janet Yellen approach her new role as US treasury secretary?

She ‘steps into an environment which is overspending, over-indebted and under-funded’: Cannon Asset Management CEO Adrian Saville.

20 Jan 2021 12AM 6 min

20 Jan - Retail rallies and public vs private markets

Cannon's Adrian Saville takes a look the US's new Treasury Secretary, Janet Yellen. Kruger International's Mia Kruger talks retail updates, while Alexander Forbes' David Moore weighs the difference between public and private markets as investment options.

19 Jan 2021 9PM 20 min

[TOP STORY] Mirror Trader International investors may lose everything

‘Bitcoin...does lend itself to...illegal activity, simply because the money can disappear’ - Brandon Topham, FSCA divisional executive of enforcement.

18 Jan 2021 10PM 5 min

19 Jan - MTI investors liable for paying back the money

The FSCA's Brandon Topham on the latest in the MTI saga. Liam Hechter from Anchor talks macroeconomic drivers boosting resource stocks and Nesan Nair on foreign investors pouring some R14bn into the JSE and bond markets.

18 Jan 2021 8PM 20 min

[TOP STORY] Where we are with Section 12J at the moment

‘Investors are still able to take advantage of the tax break’: Dino Zuccollo, 12J Association of SA chairman.

17 Jan 2021 10PM 6 min

18 Jan - Don't let Fomo drive your investments

Petri Redelinghuys of Herenya Capital on expected price action in the markets. 12J Association of SA's Dino Zuccollo on S12J: the sunset clause and red flags to look for. AlphaWealth's Greg Strachan on considering asset objectively.

17 Jan 2021 9PM 19 min

[TOP STORY] How we view money

Mohammed Nalla, founder and strategist of moe-knows.com, on whether bitcoin is the glass bead or seashell of our time.

14 Jan 2021 11PM 13 min

15 Jan - PnP's CEO retires and the nature of money

Anchor Capital's Deryck Janse van Rensburg on Curro's latest acquisition and PnP's new boss. Strategist Mohammed Nalla on whether we can trust money in its current form.

14 Jan 2021 9PM 21 min

[TOP STORY] Looking at resources and property stocks for 2021

‘Both are on my buy list at the moment, but in very different ways,’ notes Chantal Marx from FNB

13 Jan 2021 10PM 5 min

14 Jan - All you need to know about local CFDs and ETF redemptions

Chantal Marx of FNB on stocks as resource shares hit 12-year highs. Petri Redelinghuys of Herenya Capital on the different types of CFDs available locally. Confused by ETF redemptions? Standard Bank's Johann Erasmus unpacks the topic.

13 Jan 2021 8PM 21 min