MoneywebNOW

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

13 April - Is the MPC likely to raise rates later this year?

Wayne McCurrie of FNB Wealth and Investment talks markets after another red day. Anchor Stockbrokers' Josiah Rudolph on switching back from value to momentum. Wikus Furstenburg of Futuregrowth on the bond bears showing their face.

12 Apr 2021 10PM 21 min

[TOP STORY] Purple Group results to end-February

‘The past 12 months have been spectacular for the group, specifically for EasyEquities’: CEO Charles Savage.

11 Apr 2021 11PM 7 min

12 April - Sygnia's global ESG ETF lists

Petri Redelinghuys of Herenya Capital on the markets for the week ahead. Sygnia's Iva Madjarova on the new Sygnia ESG global ETF. Purple Group CEO Charles Savage on Purple Group reporting strong interims.

11 Apr 2021 10PM 19 min

[TOP STORY] Shifting the furniture for coal production?

‘To take mines from the company and give them to somebody else doesn't make any difference to the environment,’ quotes Xavier Prévost from XMP Consulting.

8 Apr 2021 11PM 6 min

9 April - Top food retailer on the JSE

Xavier Prévost from XMP consulting on the prospects for soon-to-be-listed coal miner Thungela Resources. Moneyweb's Ciaran Ryan on the two local crypto bundles; the risks and differences. Gary Booysen of Rand Swiss talks the Pick n Pay update and JSE food retailers in general, along with his preferred retailer.

8 Apr 2021 9PM 19 min

[TOP STORY] How active SA managers stack up against the industry they're benchmarked against

‘The longer a time period, the worse the performance tends to be for active managers’: Len Jordaan, S&P Dow Jones Global.

8 Apr 2021 12AM 6 min

8 April - Prosus raises R200bn and a look at TWK Agri results

RMB's Matete Thulare talks Prosus and the Tencent share sale. Len Jordaan of S&P Dow Jones Indices on the latest active vs passive performance results for South Africa. TWK Agri CFO Eddie Fivaz chats interim revenue.

7 Apr 2021 10PM 21 min

[TOP STORY] Is there opportunity in construction?

‘From my quick calculations, I've identified about 30 companies that could benefit directly from infrastructure rollout’: Chantal Marx from FNB Wealth and Investment.’

6 Apr 2021 11PM 5 min

07 April - How do we change to a better world?

FNB's Chantal Marx talks construction boom investment opportunities. Futurist Jonathan Cherry on why we ignore long-term warning signs. Henry van Deventer from Liberty on customers' response to virtual financial advice and how they've had to adapt.

6 Apr 2021 9PM 21 min

[TOP STORY] SA Inc results, the risk-on environment and possible interest-rate rises

‘The world is bouncing back a lot quicker than people expected from a developed world perspective, and in the US in particular’: Deryck Janse van Rensburg, Anchor Capital.

6 Apr 2021 2AM 9 min