MoneywebNOW

Manufacturing sector keeps fighting the fight

Alex Duys from Umthombo Wealth on the horror Pick n Pay update as the retailer replaces its CEO with Sean Summers, who led the company from 1999 to 2007. Simon Fillmore of Independent Securities talks five local and offshore stocks for all investors. Absa CIB's Sello Sekele on the September…

2 Oct 2023 10PM 21 min

[TOP STORY] Listed SA Reits having a ‘really tough time'

‘SA Reits has been quite an unloved asset class, with sector flows drying up over the past few years’: Shane Packman – Morningstar SA.

2 Oct 2023 12AM 6 min

The power of economic data for investors

Citadel's Bianca Botes on the macro data she’s watching most closely and concerns for the rand as we started the year around R17/US$. Shane Packman from Morningstar SA on the investment case (and risks) for locally listed Reits. Kavi Pather of EY Africa on their CEO Survey showing two thirds…

1 Oct 2023 10PM 20 min

[TOP STORY] The impact of liquidity shortage on many African countries

The continent’s reduced ability to raise dollars has strained its ability to drive exports: Bohani Hlungwane – Absa CIB.

29 Sep 2023 12AM 8 min

Shoprite vs Spar: 'Better to pay more for quality'

Gary Booysen of Rand Swiss on Capitec's decent results, but high valuation, and Spar's Poland exit and trading update. Absa CIB's Bohani Hlungwane shares insights on the crisis of foreign currency liquidity shortages in many African countries. And, Simon's thoughts on getting exposure to high yielding US government bonds.

28 Sep 2023 9PM 20 min

[TOP STORY] A look at the newly listed AnBro World's Biggest Brands Portfolio

‘We are...starting off with the top 100 brands as the portfolio universe’: Craig Antonie – AnBro Capital Investments.

28 Sep 2023 12AM 7 min

Prime rate could drop 1% next year

Lonwabo Maqubela of Perpetua Investment Managers shares insights on Old Mutual's results, as the group ups its dividend by a quarter despite seeing net client cash outflows of over R7bn. Craig Antonie from AnBro Capital Investments on the investment case for the world's biggest brands. Independent economist Elize Kruger speaks…

27 Sep 2023 9PM 21 min

[TOP STORY] Do we stay in the money market now?

Bonds will typically outperform in a rate-cutting cycle so longer bonds could start to outperform money-market deals: Lyle Sanker – PSG Asset Management.

27 Sep 2023 12AM 6 min

JSE is now negative for the year

Nick Kunze of Sanlam Private Wealth on AngloGold Ashanti moving its primary listing to the NYSE, Richemont's plunge of another 5%, and Nampak's rights offer fully taken up.PSG Asset Management's Lyle Sankar talking money market returns and DM vs EM government debt. Gary Feldman of NMG Benefits speaking about medical…

26 Sep 2023 10PM 21 min

[TOP STORY] Is the AI story priced for perfection?

‘The lessons of 2022...are particularly important to pay attention to at this point in the financial cycle’: Sean Neethling – Morningstar South Africa.

26 Sep 2023 12AM 6 min

US 10-year yield highest since 2007

Wayne McCurrie of FNB Wealth and Investments looks at Quantum Foods expecting a loss due to avian flu, and the risks to equity valuations with higher rates. Sean Neethling, head of Investments at Morningstar South Africa, talks about being underweight in high-flying US tech stocks. FNB's senior economist Siphamandla Mkhwanazi…

25 Sep 2023 10PM 19 min

[TOP STORY] The impact of inflation on our investments

Investors must protect the purchasing power of their portfolios – Equilibrium portfolio manager Thami Khoza.

21 Sep 2023 11PM 7 min

Remgro discount adds to attraction

Independent analyst Jimmy Moyaha talks Astral's horror update and Discovery's results as it brings back the dividend. Thami Khoza from Equilibrium on managing inflation in your portfolio. Simon offers his thoughts on the perils of deep-value stocks … what gets them moving higher?

21 Sep 2023 9PM 20 min

[TOP STORY] Moving away from cash benefits both consumer and business

In 2017, 57% of retail sales involved physical cash. Today it’s in the 30%, 35% zone: Thabo Makoko – Absa CIB.

20 Sep 2023 11PM 6 min

Leisure remains a booming sector

Wayne McCurrie from FNB Wealth & Investments on the Fed and Sarb rate decisions and updates from PPC and Southern Sun. Absa CIB's Thabo Makoko talks the rise in cash transactions, indicating consumers are spending … especially on more discretionary items. Christo de Wit from Luno on the rise of…

20 Sep 2023 10PM 19 min

[TOP STORY] Unintended consequences of Reg 28 increased offshore limits

‘The result has been that it has definitely helped weaken the rand, and across the board that is negative for South Africans’: Nick van Rensburg – All Weather Capital.

20 Sep 2023 12AM 6 min

Central banks: End of the hiking road (for now)?

Matete Thulare from RMB talks the risks to the rand as government tries to reign in spending ahead of rate announcements from numerous central banks. Nick van Rensburg from All Weather Capital on why increased Reg 28 offshore allowances are bad for the country. Galetti Commercial Real Estate's John Jack…

19 Sep 2023 9PM 20 min

[TOP STORY] AMCs are ‘kind of like fancy unit trusts, but listed’

Physical commodities represent a great source of diversification in a traditional portfolio: Nerina Visser – etfSA.

19 Sep 2023 12AM 7 min

Mondi finally free of Russia

Keiran Witthuhn from Anchor on company news as Mondi finally sells the last Russian assets and Bob van Dijk quits as Naspers/Prosus CEO. Nerina Visser from etfSA on actively managed certificates (AMCs) and the Coherent Capital Global Commodity AMC.PwC's Francois Prinsloo talks the local banking sector after another set of…

18 Sep 2023 10PM 22 min

[TOP STORY] Financial repression policy: What's the Sarb's stance?

South Africa has ‘prioritised current expenditure and marginalised investments in the economy’: Rhandzo Mukansi – Futuregrowth Asset Management.

18 Sep 2023 12AM 7 min