MoneywebNOW

[TOP STORY] Does economic data matter at all in the current market?

Jameel Ahmad from GTCFX notes: ‘This is the first year I’ve known where headlines have driven the market’.

26 Aug 2AM 5 min

Gold Fields has a Ghanaian headache

Analysis of improving business debt conditions in SA, and whether economic data still matters in today’s markets.

26 Aug 1AM 20 min

[TOP STORY] What really drives returns on the JSE?

‘I think genuine diversification really comes from holding different sources of return, not simply focusing on sector labels’ – Chetan Ramlall, portfolio manager, STANLIB Asset Management.

25 Aug 2AM 7 min

MTN: Is a R6bn share buyback the best use of cash?

Analysis of MTN’s results and R6bn share repurchase and what really drives returns on the JSE.

25 Aug 1AM 21 min

[TOP STORY] Direct sales and jewellery focus reshape Richemont’s future

‘I think it absolutely the right action to increase the contribution from jewellery … and decrease exposure to the overall luxury watch category’ – Tasneem Samodien from Private Clients by Old Mutual.

24 Aug 2AM 6 min

Cell C results: Is the value proposition compelling?

Analysis of Cell C’s latest results as the stock trades just below its November IPO price, and a look at how a tough decision taken by Richemont a decade ago is paying dividends in today’s share price.

24 Aug 1AM 22 min

[TOP STORY] Preferring active over passive in the current environment?

Luigi Marinus of PPS Investments cautions that chasing hot stocks might burn your passive portfolio.

21 Aug 2AM 6 min

Spur with a taste for dividends

Analysis of Spur’s strong results against a tougher performance from Exxaro and the opportunities that shifting market regimes are creating for active investors.

21 Aug 1AM 19 min

[TOP STORY] The complex forces behind July’s inflation drop

Investec’s Tertia Jacobs breaks down July inflation, which came in below expectations, and considers the fuel price rollercoaster.

20 Aug 2AM 5 min

DRDGold’s margin focus pays off

Analysis of DRDGold’s results as earnings surge, and a look at Merchant West’s R5bn asset-backed note programme.

20 Aug 1AM 20 min

[TOP STORY] Lessons SA can take from Spain’s turnaround

Izak Odendaal from Old Mutual Wealth Investment explores how the best-performing big economy in Europe bounced back from a devastating economic crisis in the early 2010s.

19 Aug 2AM 6 min

Absa delivers – and still looks cheap

Analysis of Spain’s economic turnaround and the lessons SA can take from its recovery, plus a look at why medical savings accounts run out so quickly.

19 Aug 1AM 20 min

[TOP STORY] Gold moving with shares rather than the reverse

‘We still want to own gold, but just at a much smaller position size' – Tim Acker, portfolio manager, Allan Gray Equity Fund.

18 Aug 2AM 4 min

Changing face of retail hurts Spar

Analysis of why gold shares are behaving more like risk assets than a traditional safe haven, and the impact of rising WhatsApp fees on businesses.

18 Aug 1AM 20 min

[TOP STORY] Rising share issuances shrink US equity market expectations

Sahil Mahtani from the Ninety One Investment Institute looks at US returns as mega IPOs and reduced buybacks expand the investment pool.

17 Aug 2AM 6 min

Global bond yields a threat to markets

Analysis of US market returns as mega IPOs and reduced share buybacks expand the investment pool. Plus, why traders need to look beyond interest rate decisions when assessing market opportunities.

17 Aug 1AM 20 min

[TOP STORY] Balancing AI efficiency with human expertise in asset management

‘I'm a big, big fan of what AI brings to the party, but just a good old-fashioned expert is the right person to give you advice’ – Andile Jonas, head of marketing at Momentum Savings.

14 Aug 2AM 8 min

When your emerging-market ETF goes all wrong

Standard Bank delivers a standout set of results, while DRD Gold expects earnings to double. Independent analyst Jimmy Moyaha unpacks the numbers. Andile Jonas from Momentum Savings asks whether AI could ever replace your financial advisor, and Simon looks at what happens when the emerging-market ETF trade goes badly wrong.

14 Aug 1AM 21 min

[TOP STORY] Today’s leading home, land and business buyers

Liza Nolte from AfriGIS uncovers the data revealing women’s growing ownership in South Africa.

13 Aug 3AM 4 min

Shoprite's other bets continue to boom

Faheema Adia from Momentum Securities unpacks Shoprite’s strong update, with Sixty60 now accounting for 10% of revenue. Weaver Fintech CEO Sean Wibberley discusses results that delivered good revenue growth despite a slip in Heps. Plus, AfriGIS’s Liza Nolte looks at the data, revealing the true economic position of women in…

13 Aug 1AM 19 min