MoneywebNOW

27 Nov - Retailers gear up for Black Friday and investing in unicorns

Mia Kruger of Kruger International on the Firstrand update and decent (considering) results from Pepkor and Mr Price. Justiné Brophy of AnBro Capital on their unicorn USD listed portfolio focusing on technology and healthcare. Kaap Agri CEO Sean Walsh talks results.

26 Nov 2020 8PM 20 min

26 Nov - Revego's renewable energy fund and a look at business rescue in 2020

Umthombo Wealth's Alex Duys on talks Lewis Group. Michael Meeser of Revego Fund Managers on their renewable energy fund coming to market in 2021. Werksman's Dr Eric Levenstein on business rescue in 2020.

25 Nov 2020 9PM 20 min

25 Nov - Is now the time to buy gold?

Gary Booysen of Rand Swiss talks financials and where he sees value. Sanlam's Greg Katzenellenbogen on what's driving the gold price drop. A buying opportunity for the metal or the miners? Zukile Nchukane of Mianzo Asset Management on two new unit trusts with passive-style fees.

24 Nov 2020 8PM 19 min

24 Nov - How to combat fear when investing and Prosus share buybacks

AlphaWealth's Greg Strachan on balancing your portfolio. Anchor Capital's Deryck Janse van Rensburg talks Prosus and its share buyback strategy - has it worked?KAP CEO, Gary Chaplin, on their R2bn PG Bison plant expansion.

23 Nov 2020 8PM 21 min

23 Nov - SA's latest downgrades unpacked, where to find value in small caps and changing shopping trends

Sanlam's Nick Kunze talks SA moving further into junk, will this hurt the banks? TigerBrands CEO Noel Doyle on shrinking margins and the lockdown's effect on shopping trends. Alpha Asset Management's Keith McLachlan gives tips on how to find value in small caps.

22 Nov 2020 9PM 21 min

20 Nov - Offshore medical property investments and have exchange controls really been eased?

Matete Thulare of RMB on the rattlesnake rand. etfSA's Nerina Visser on the latest changes to exchange control restrictions and offshore investing. Orbvest CEO Martin Freeman talks living locally but earning offshore with its US property offering.

19 Nov 2020 8PM 21 min

19 Nov - Renergen's zero-emission solutions and can we expect another repo rate cut?

FNB's Chantal Marx on the upcoming MPC decision, Spar still struggling in Poland and Brait's NAV - do we believe it? Renergen CEO Stefano Marani on their zero-emission solution for the cold chain logistics industry and Ninety One's Sangeeth Sewnath on FNZ's Silica acquisition.

18 Nov 2020 8PM 20 min

18 November - Investing in emerging markets vs foreign aid and Ninety One's results unpacked

FNB's Wayne McCurrie on WBHO and Ninety One results. Stor-Age GM Chris Oosthuizen talks the effects of lockdown on the business. Philani Sangweni, director at E4E Africa, discusses investing into emerging markets as an alternative to foreign aid.

17 Nov 2020 8PM 20 min

17 November - Markets react to another vaccine announcement and a look at Tsogo Sun Hotels's results

Kruger International's Mia Kruger talks markets as the Moderna vaccine is announced. Tsogo Sun Hotels CEO Marcel von Aulock on results after six months of lockdown. Octodec MD Jeffrey Wapnick discusses their full year results and its deferred dividend.

16 Nov 2020 8PM 20 min

16 November - Gold stocks, China regulatory risks and La Niña conditions

Petri Redelinghuys of Herenya Capital talks charts of interest as US markets head for new highs. Rand Swiss's Viv Govender on the regulatory risks coming out of China and potential impact on Tencent. Wandile Sihlobo of Agbiz on La Niña and concerns over rising unemployment in the WC agri sector.

15 Nov 2020 8PM 19 min

13 November: Stefanutti Stocks cuts some losses and the rise of telemedicine

Deryck Janse van Rensburg of Anchor Capital on MultiChoice results and Stefanutti Stocks issuing a disposal programme to sell some operations. PwC's James Mackay on the acceleration Covid-19 has had on the pace of energy transitions. Marc Knowles of Ollie Health talks their telemedicine app.

12 Nov 2020 8PM 20 min

12 November: Asset allocation vs stock picking and how to combat Fogo

Gary Booysen from Rand Swiss talks Growthpoint raising R4 billion and Nedbank share price up 45% in eight days. Prescient's Bastian Teichgreeber on the importance of asset allocation vs stock picking and relationship expert Paula Quinsee talks Fogo, the fear of going out, and how friends and businesses can help…

11 Nov 2020 8PM 20 min

11 November - Retail rebounds and SA's new airline ready for lift off

Preston Narainsamy of Nedbank Private Wealth talks Telkom results, Sun International's update and banks breaking higher. SAFlyer's Guy Leitch on Comair and SA's new airline, Lift. Anchor Capital's Stephán Engelbrecht on better than expected retail updates.

10 Nov 2020 9PM 20 min

10 November - Vaccine news lifts markets, Raubex results and business confidence

FNB's Chantal Marx on the market response to the BioNTech and Pfizer vaccine news. Raubex CEO, Rudolf Fourie, talks results, dividends and tender activity. Murtaza Moulvi of Standard Chartered on the importance of building business confidence.

9 Nov 2020 8PM 20 min

09 November - Stormy week on the JSE, Biden the winner and renting vs buying

Nick Kunze of Sanlam Private Wealth looks at markets as the US declares a winner and good jobs numbers. Petri Redelinghuys of Herenya Capital talks tax returns and trading. Jonathan Hurvitz, CEO of Teljoy on renting vs buying.

8 Nov 2020 8PM 20 min

6 November - Rand volatility and is Dis-Chem catching up to Clicks?

Mia Kruger of Kruger International on Dis-Chem and TFG results. Andre Cilliers of Treasury One on the rand as it breaks through 16 to the dollar. Citadel's Riaan Campbell on preventing financial disaster in retirement.

5 Nov 2020 8PM 21 min

5 November - Trump vs Biden continues and the latest on the Ant Group IPO

Nesan Nair of Sasfin Securities talks market volatility and the Mr Price update. Anchor Capital's Henry Biddlecombe on the Ant Group, who is this company and what's happened to the IPO? Andrew Hoseck of In2IT Technologies talks the ins and outs of digital transformation.

4 Nov 2020 9PM 20 min

4 November - Trump vs Biden - Markets react and launching a new airline mid-pandemic

Anchor Capital's Deryck Janse van Rensburg on the Telkom update and the latest in US election results. The JSE's Valdene Reddy on changes to exchange controls. Dean of Henley Business School, Jon Foster-Pedley, talks launching an airline during Covid-19.

3 Nov 2020 9PM 21 min

3 November - AngloGold doubles dividend and the Aspen Covid vaccine deal

Gary Booysen of Rand Swiss on the Aspen vaccine announcement, AngloGold doubling its dividend and the US election. Glen Gerber, Santova CEO, talks their strong results and global supply chains returning to normal. Taurus Capital founder Simon Kuper on launching an R80m litigation fund.

2 Nov 2020 8PM 20 min

2 November - Bitcoin targets $16k and Standard Bank's exposure to climate risks

Petri Redelinghuys of Herenya Capital talks the Nasdaq and Sasol. Standard Bank's Wendy Dobson reports on climate risks to the bank's operations and lending book. Ciaran Ryan on the newly-launched Moneyweb Crypto.

1 Nov 2020 9PM 19 min