MoneywebNOW

Ukraine war still boosting markets

Sanlam's Nick Kunze talks markets as global indices are positive since the onset of the war. Bongile James from Future Growth on the prospects of nuclear power for SA via a public–private partnership. Yair Shimansky, CEO of Shimansky, unpacks the war's impact on diamond supply and the stones' merits as…

28 Mar 2022 12AM 20 min

[TOP STORY] What is stagflation and is it rearing its head?

‘When stagflation shows its teeth, it can bite and it can hang on for a long time... it embeds itself, it entrenches itself, and it becomes systemic’: Adrian Saville of Genera Capital.

25 Mar 2022 3AM 11 min

Remgro offers opportunity via restructuring

Alex Duys of Umthombo Wealth on the Clicks update. Dr Adrian Saville of Genera Capital: what is stagflation and is it rearing its head? Simon's thoughts on the rate increase.

25 Mar 2022 1AM 21 min

[TOP STORY] OUTsurance listing a great addition to the JSE

Re RMI, ‘I think it's becoming more and more difficult for management teams to justify the holdco structure' – Victor Mupunga of Old Mutual Wealth Private Client Securities.

24 Mar 2022 3AM 6 min

Oil remains volatile even with plenty of supply

Wayne McCurrie on the Tencent results and what he expects from the MPC.Victor Mupunga, Senior Analyst at Old Mutual Wealth on RMI results and the OUTsurance listing. Sean Sanders, Revix on the surge in DeFi crypto investments and products.

24 Mar 2022 12AM 21 min

[TOP STORY] Spectrum auction a R14 billion leg-up for government

‘A big spend for telcos, which means we're not going to see cheaper prices, but we are going to be seeing better quality 4G, 5G coming’: Dobek Pater of Africa Analysis.

23 Mar 2022 2AM 4 min

Diversified Anglo American preferred commodity stock

Preston Nairasamy of Nedbank Private Wealth on Thungela results and its 1 800c maiden dividend.Attacq CFO Raj Nana on results as debt drops 15.4%. Dobek Pater of Africa Analysis on the spectrum auctions and what it means for consumers.

23 Mar 2022 12AM 21 min

[TOP STORY] RSA Retail Savings Top Up Bond coming April 1

‘Investors may start the investments with as little as R500, and every time that they have R100 they can add it to the investment...[and] receive interest quarterly’: Janet Brewis from National Treasury.

22 Mar 2022 2AM 5 min

Investment case for gold remains strong

Petri Redelinghuys of Herenya Capital Advisors on the S&P500: has it bottomed?Janet Brewis from Retail Savings Bonds on National Treasury launching a new facility in its retail savings bond.Keith McLachlan of Integral Asset Management on the investment case for gold, with war and inflation.

22 Mar 2022 12AM 20 min

Oil and agri prices heading much higher in 2022

Viv Govender of Rand Swiss on commodity prices during war and whether China's coming around to being investor friendly. Jacques Conradie, CEO of Peregrine Capital, on its hedge fund - the first in SA to return 100x.Simon's thoughts on the importance of an investment plan.

18 Mar 2022 1AM 21 min

[TOP STORY] Are holdcos done?

‘I want to see Naspers just disappear. With all due respect, there's no reason why Naspers should still be holding Prosus’: says Schalk Louw from PSG Old Oak

17 Mar 2022 2AM 5 min

Can we trust China tech regulators?

Independent analyst Jimmy Moyaha chats the FOMC rate decision and China making peace with big tech. Hannes Boonzaaier, Afrocentric CFO, on results as the vaccine rollout costs the company money. PSG Old Oak's Schalk Louw talks the holdco concept and whether its dying.

17 Mar 2022 1AM 21 min

[TOP STORY] PwC report reflects SA big banks’ good 2021 performance

‘I think our banking sector remains strong and stable...with the resumption of dividends to shareholders’: Francois Prinsloo, PwC Banking and Capital Markets industry leader.

16 Mar 2022 2AM 5 min

Sun International positive about the future

Anchor's Deryck Janse van Rensburg unpacks Old Mutual results and talks collapsing markets. Graham Wood, COO of Sun International, takes a look at the state of the hospitality industry. PwC's Francois Prinsloo discusses the firm's Major Banks Analysis.

15 Mar 2022 11PM 20 min

[TOP STORY] Fortress Reit half-year results

‘The big retailers ... are suddenly looking to buffer their supply chains and looking at bigger distribution centres and maybe a just-in-case model rather than a just-in-time’: Fortress CEO Steven Brown.

15 Mar 2022 2AM 7 min

Stadio reports strong results and a maiden dividend

Absa's Carmen Mpelwane talks Stadio results. Steven Brown, CEO of Fortress, on results as vacancies and debt improve. Tim Holden of Caxton unpacks results as profits surge

15 Mar 2022 1AM 23 min

[TOP STORY] Grindrod’s Maputo shipping throughput booming

‘As the private sector...we understand that the customer has an offtake and we know the producer has a stockpile, and we look to tie them in’: CEO Andrew Waller.

14 Mar 2022 3AM 9 min

Local bank results strong, growth potential helping

Nick Kunze Sanlam on markets, commodities and Fortress results. Andrew Waller, CEO Grindrod on the Maputo port activity and the state of Transnet.

14 Mar 2022 1AM 20 min

[TOP STORY] Index changes make benchmarking meaningless

BHP's weighting in the JSE Top 40 will drop from ±13% to ±2% on 18 March. Graeme Körner of Körner Perspective digs into this trend, that makes using the index as a benchmark largely meaningless.

11 Mar 2022 3AM 10 min

MultiChoice and Nigeria make peace over tax claims

Chantal Marx of FNB talks MultiChoice finding middle ground with Nigeria. Graeme Korner of Korner Perspective on the fallacy of benchmarking. Simon's thoughts on continued market volatility.

10 Mar 2022 11PM 18 min