MoneywebNOW

[TOP STORY] Leisure stocks, Reits, logistics, MTN and Thungela

‘I would be very, very cautious about the [leisure stocks]. They have been the hardest hit over the pandemic, I think’: Carmen Mpelwane – Absa Asset Management.

8 Apr 2022 2AM 6 min

Pandemic spurs boom in SA Semigration

Absa's Carmen Mpelwane talks leisure stocks and whether there is value to be found in Reits. Gus van der Spek, developer at Wytham Estate, on the trend for semigration within SA. Simon's thoughts on a recession in the US.

8 Apr 2022 12AM 21 min

[TOP STORY] Pick n Pay update pleases; MTN looks to a more stable Nigeria

‘I think people are buying into the turnaround strategy that Pick n Pay is going to deliver,’ and MTN in Nigeria acts against users without SIM-registered IDs: Gary Booysen of Rand Swiss.

7 Apr 2022 2AM 6 min

Johnson & Johnson top stock pick to hedge high inflation and rates

Rand Swiss's Gary Booysen on MTN's Nigerian woes and the Pick n Pay update. Sylvester Kobo from STANLIB takes a look at bond markets during high inflation and rising rates. Scott Cooper from Marriott talks the art of building defensive offshore portfolios.

7 Apr 2022 1AM 20 min

Stanlib - Bond markets during high inflation and rising rates

Sylvester Kobo - Fund Manager, Stanlib

7 Apr 2022 1AM 6 min

[TOP STORY] JSE working to add active ETFs to its suite of products

‘A lot of [market] participants have been waiting for us to move on this,’ says Valdene Reddy at the JSE.

6 Apr 2022 2AM 4 min

Why Sibanye-Stillwater is a top long-term investment

Mia Kruger of Kruger International on Woolies possibly exiting Australia. JSE's Valdene Reddy as it looks to introduce active ETFs. Keith Lockwood unpacks the Altron Fintech Short-term Credit Impact Index Report.

6 Apr 2022 12AM 21 min

[TOP STORY] Are farmers and agri producers still doing well in terms of prices?

‘Now the tide has turned. The farmers are making all the money’: Anthony Clark of Small Talk Daily.

5 Apr 2022 2AM 6 min

Global ETFs benefiting from agri price boom

Petri Redelinghuys of Herenya Capital Advisors talks global agriculture stocks. Analyst Anthony Clark on agri stocks, prices are rising but so are inputs. Is there value? Keith McLachlan of Integral Asset Managers explains Ebitda and how to use it.

5 Apr 2022 12AM 21 min

[TOP STORY] Talking tech and opportunity: keeping a cool head

‘Growth and tech stocks are out of vogue at the moment, but the future is I think where they're at, and we are...looking forward to a strong future’: Craig Antonie – AnBro Capital.

4 Apr 2022 3AM 7 min

Zeder's Kaap Agri unbundling to unlock further value

Lonwabo Maqubela of Perpetua Investment Managers talks Moody's upgrade of SA's credit rating. Tharisa's Ilja Graulich on the company's acquisition of a controlling interest in Zimbabwe's Karo Mining. Craig Antonie of AnBro Capital gives his tips for investing in tech stocks.

4 Apr 2022 1AM 22 min

[TOP STORY] Looking back at the Fifth South African Listed Tracker Awards, the Saltas

‘[T]he awareness that people even know about these things and that they like them and use them [is] really, for me again, a sign of a strong and thriving industry’ – Nerina Visser of etfSA.

1 Apr 2022 3AM 8 min

Looking for investment opportunities? Check out SA Inc stocks

Rand Swiss's Gary Booysen takes a look at the strong Northam Platinum results. Nerina Visser of etfSA talks the SA Listed Tracker Awards. What impressed her and who came out tops? Simon gives his thoughts on the release of oil from the U.S strategic Petroleum Reserve.

1 Apr 2022 1AM 21 min

[TOP STORY] OMIG joins Net-Zero Asset Managers Initiative

‘The carbon intensity of our Capped Swix is six times higher than where we should be in terms of what the world is aligning to’: Rob Lewenson – Old Mutual Investment Group.

31 Mar 2022 3AM 8 min

Banks have strong first quarter returns

Sithembile Bopela of FNB Wealth and Investments on Famous Brands taking a 51% stake in a vegan eatery and a good quarter for banking stocks .Brian McMillan of Investec on structured products as a part of your portfolio.Rob Lewenson, head of responsible investment at Old Mutual Investment Group, on its…

31 Mar 2022 12AM 24 min

[TOP STORY] What is an ODP licence, and why is it important?

‘It gives FSPs legitimate authority to market and to contract with South African residents on a derivative product’: Solomon Gounden – MD, Markets.com

30 Mar 2022 2AM 5 min

Potential Avis listing great addition to the JSE

FNB's Chantal Marx talks Absa's new CEO appointment. Solomon Gounden of Markets.com on the FSCA ODP licence requirement for CFD providers in SA. PwC's Lullu Krugel takes a look at local impacts from disruption in central and eastern Europe.

30 Mar 2022 12AM 20 min

[TOP STORY] Renergen receives R1 billion from Central Energy Fund

‘This needs to signal the start of South Africa's gas economy’: CEO Stefano Marani.

29 Mar 2022 2AM 5 min

Rand strength a good time to offshore money

RMB's Matete Thulare unpacks Hulamin results and takes a look at a target for the ZAR.Roy Douglas, AdvTech CEO, talks results as student enrolments continues to grow.Stefano Marani, Renergen CEO, chats the company's R1 billion deal with the Central Energy Fund.

28 Mar 2022 11PM 21 min

[TOP STORY] Diamonds – investors’ best friends?

‘You really need to understand your investment strategy and which diamond to invest in, compared to buying a diamond at a jewellery shop’: Yair Shimansky – CEO of Shimansky.

28 Mar 2022 2AM 5 min