MoneywebNOW

[TOP STORY] SA a dumping ground for ‘AAA grade’ fake luxury goods

Tarina Vlok of Elite Risk stresses the importance of purchase invoices and authorised dealers, highlighting the links between counterfeits and organised crime.

17 Jun 2AM 5 min

FOMC expected to hold US rates

RMB’s Matete Thulare questions whether the Fed is likely to cut rates at Wednesday’s FOMC meeting, with oil prices high and inflation still sticky. Ziad Saad from NMG Benefits unpacks the most common mistakes first-time investors make – and how to sidestep them. Tarina Vlok of Elite Risk warns of…

17 Jun 1AM 20 min

[TOP STORY] How are under-35s spending today?

Tshiamo Molanda from Standard Bank describes surprising youthful funeral cover allocation, savings, credit card use, payment behaviour and home purchases.

13 Jun 2AM 6 min

PGMs are shining … and the rally isn't over

Schalk Louw from PSG Old Oak weighs in on Karooooo CEO's massive $75 million share sale — what does it signal for investors? Tshiamo Molanda from Standard Bank breaks down their latest Youth Barometer: where is SA's youth putting their money? Simon’s take: Why all-time highs shouldn't scare smart investors…

13 Jun 1AM 19 min

[TOP STORY] Santova results ‘really spectacular’ despite modest appearance

The Seabourne Group acquisition is conceptually a really clever deal – Keith McLachlan, Element Investment Managers.

12 Jun 3AM 6 min

Looking for a CFD broker? Here’s how to pick one

Gary Booysen from Rand Swiss on choosing a CFD broker amid a major broker's exit from SA. Keith McLachlan of Element Investment Managers discusses Santova’s results and acquisitions. Zikona Poswayo from Standard Bank introduces two new structured products focused on China and gold miners.

12 Jun 1AM 20 min

[TOP STORY] The need for early, active engagement with retirement savings

'It is the saddest thing when you chat to someone at 65 or 60 and all they have is R100 000’, says 10X Client Relationship Manager Khwezi Jackson.

11 Jun 2AM 7 min

Telcos: Essentially utilities that are ex-growth

Kea Nonyana from Scope Prime unpacks Telkom’s latest results and weighs in on the broader outlook for the local telco sector. Kobus Gertenbach, CEO of Premier Group, on solid results, tighter operational efficiency, and easing input costs boosting performance. Khwezi Jackson from 10X Investments on taking responsibility for your own retirement.

11 Jun 1AM 20 min

[TOP STORY] Quantamental investing: A ‘blending of man and machine’

Aiman Shanks from Schroders talks through this ‘new investment era where previously held assumptions no longer hold water’.

10 Jun 3AM 7 min

Eastern Europe still strong for local Reits

Independent analyst Carmen Mpelwane breaks down Omnia’s performance: mining surges, agri holds firm, but chemicals drag. Aiman Shanks from Schroders dives into quantamental investing. Fortress CEO Steven Brown on their pre-close update – vacancies at just 0.9%? Which is basically fully let.

10 Jun 1AM 20 min

[TOP STORY] Strong 2024 SA Reit performance suggests positive 2025

Ian Anderson of Merchant West Investments considers the impact of lower interest rates, attractive dividend yields, reduced vacancies, and ongoing value in Reit valuations.

9 Jun 3AM 6 min

A stronger rand coming? It’s looking that way

Matete Thulare of RMB weighs in on the rand – can the currency’s newfound muscle keep flexing? Ian Anderson at Merchant West Investments reviews May’s Reit run – are there still bargains in the sector? Petri Redelinghuys from Herenya Capital Advisors: What alt-coins catch his eye apart from Bitcoin?

9 Jun 1AM 19 min

[TOP STORY] Will the current scourge of avian flu benefit our chicken producers?

Smalltalkdaily’s Anthony Clark ponders the situation of Astral Foods and Rainbow Chicken, reflects on Nampak’s stellar turnaround and applauds CMH’s strong performance with its rising sales in Suzuki.

6 Jun 3AM 8 min

Renergen ASP Isotopes deal is offering great opportunity

Kieran Witthuhn from Anchor on Discovery hitting all-time highs – is there still value to unlock? Equity analyst Anthony Clark weighs in: Could Brazil’s avian flu outbreak give local poultry producers a leg up? Simon on the stock market selloff: Don’t panic – this is when smart money buys, not…

6 Jun 1AM 20 min

[TOP STORY] SA's corporate pay shake-up: What new disclosure rules mean for workers and CEOs

Leila Ebrahimi from PwC breaks down how companies must now reveal information about their highest and lowest earners.

5 Jun 2AM 7 min

Spar turn around still a work in progress

Chantal Marx from FNB Wealth and Investments unpacks Spar's results – has the retailer turned a corner, and should Shoprite be looking over its shoulder? Leila Ebrahimi from PwC breaks down new pay gap rules and how companies must now reveal information about their highest and lowest earners. Steven Amey…

5 Jun 1AM 21 min

[TOP STORY] May new vehicle sales up 22% y/y

The commercial vehicle sector performed exceptionally well in the month and potentially signals renewed confidence in the broader economy – Nada vice-chair Thembinkosi Pantsi.

4 Jun 2AM 7 min

Gold shines bright with strong tailwinds

Kea Nonyana from Scope Prime weighs in on whether local asset managers like Coronation, Ninety One, and Sygnia stand to benefit from rising markets. Harris Gore of Grovepoint Investment Management breaks down the state of US private credit and whether it's holding up. Plus, Thembinkosi Pantsi from the National Automotive…

4 Jun 1AM 20 min

[TOP STORY] Amazing exchange-traded investment opportunities lurk on the JSE

Nerina Visser from etfSA helps explain how ETNs differ from ETFs, their uses and benefits.

3 Jun 3AM 7 min

US markets set for new all-time highs

Petri Redelinghuys from Herenya Capital Advisors: With US markets brushing up against all-time highs, is it time to lean long – or start thinking short? Simon's uncovered a batch of IBS ETNs, each tracking surprisingly quirky and niche indices. Nerina Visser from ETFsa helps explain the story. Stacy Rouchos of…

3 Jun 1AM 21 min