MoneywebNOW

[TOP STORY] Looking at energy stocks going into 2022

‘Renergen...is one of the stocks which I think are going to capture the zeitgeist in the coming years’: Kea Nonyama from Think Markets.

13 Jan 2022 2AM 4 min

Naspers surges as China fears fade

FNB's Chantal Marx talks market movements, US inflation and Naspers. Kea Nonyana from Think Markets on his two local stock picks for 2022. Luno's Marius Reitz chats the recent crypto selloff and the merits of Bitcoin vs altcoins

12 Jan 2022 11PM 19 min

[TOP STORY] In 2021 the ETP industry’s assets under management were up 22.5%, topping R136 billion.

Satrix and Sygnia have managed to overtake former leader Absa and have a much broader band and range of ETFs to offer to the public: etfSA MD Mike Brown.

12 Jan 2022 2AM 5 min

Listed property improving but still tough

Independent analyst Jimmy Moyaha talks Sea Harvest as it expands further into Australia despite disappointing fishing stocks. FNB's John Loos on property trends he expects to see in 2022. Mike Brown from ETFsa on 2021's growth in the local ETF market, which is dominated by Satrix, Sygnia and Absa.

12 Jan 2022 12AM 21 min

[TOP STORY] Outlook on the retail sector for 2022

Evan Walker from 36ONE Asset Management says ‘it's going to be a tough, tough year; I think the likes of Shoprite will probably still do well, but we are very nervous’.

11 Jan 2022 1AM 7 min

Why you need to be prepared for a shocking US inflation number

FNB's Wayne McCurrie talks US inflation data due this week and Steinhoff's decision to list Mattress Firm. Evan Walker of 36One on local retail stocks heading into 2022. Bianca Botes from Citadel Global unpacks the importance of exchange controls.

11 Jan 2022 12AM 21 min

[TOP STORY] Tourism Business Council reflects on a less than prosperous festive season

‘We didn't see a lot of foreign visitors coming into South Africa during this season...What we need to work on now is our brand as a country that has been punished by many, many different things’: CEO Tshifhiwa Tshivhengwa.

10 Jan 2022 1AM 6 min

The investment case for uranium

Petri Redelinghuys of Herenya Capital Advisors on the investment case for uranium as its price spikes on violence in Kazakhstan. Fernando Durrell, portfolio manager of the SIM Inflation Plus Fund, talks absolute returns. Tourism Business Council CEO Tshifhiwa Tshivhengwa on local tourism activity during December.

10 Jan 2022 12AM 21 min

Will supply chains return to normal in 2022?

Alex Duys of Umthombo Wealth on the year that was 2021. Mohammed Nalla of Moe-Knows.com on the year’s supply chain crisis.

23 Dec 2021 11PM 19 min

What makes China an attractive investment destination?

Gary Booysen of Rand Swiss talks his stock pick for 2022 and what stands out about 2021 for him. Henry Biddlecombe from Anchor Capital on the US tech sector in 2021.

22 Dec 2021 11PM 22 min

ETFs becoming all about investment themes

FNB’s Chantal Marx chats her top moments from 2021. Nerina Visser of ETFsa on why the year was a great one for passive investors.

21 Dec 2021 11PM 23 min

Are telcos becoming the new bankers?

Independent analyst Jimmy Moyaha talks his favourite investments trends of 2021. Christie Viljoen, economist at PWC, looks ahead to 2022. What will the February budget and interest rates look like?

20 Dec 2021 11PM 19 min

Why inflation will be the risk to watch in 2022

Nick Kunze of Sanlam Private Wealth on markets as we wrap up a good year for investors. Sean Sanders, founder of Revix, talks cryptos and the rise of altcoins.

19 Dec 2021 11PM 21 min

China flexes its influence on local and global markets

Dr Martyn Davies from Deloitte as China stamps all over global markets, will 2022 be any better? CherryFlava's Jonathon Cherry on future societal trends as we move out of the pandemic.

16 Dec 2021 10PM 23 min

[TOP STORY] Key findings of JP Morgan Asset Management’s latest Long-Term Capital Market Assumptions

‘Despite some of the near-term noise we may see around tapering, we actually think that the environment continues to be very supportive’: MD John Bilton.

15 Dec 2021 1AM 8 min

Stanlib - Long-term capital market assumptions.

John Bilton - JP Morgan Asset Management

15 Dec 2021 12AM 8 min

Sarb expected to be slow in raising rates in 2022

Absa's Carmen Mpelwane talks the Adcock update and MTN Nigeria's successful bid for one of two 3.5GHz spectrum licences. Wikus Furstenberg from Futuregrowth on what to expect from interest rates and inflation in 2022. John Bilton of JP Morgan Asset Management talks long-term capital market assumptions.

14 Dec 2021 11PM 21 min

[TOP STORY] The implications of Afrimat’s Glenover acquisition

What was originally a phosphate mine has a by-product of rare earths, together with a few other minerals and vermiculite: CEO Andries van Heerden.

14 Dec 2021 2AM 6 min

Leisure stock selloff remains a buying opportunity

Deryck Janse van Rensburg from Anchor Capital looks back on a great year for smaller stocks. Andries van Heerden, CEO Afrimat, chats the Glenover Phosphate acquisition. Lindsay Dutton from Entersekt gives us insights into this year’s Black Friday sales trends.

14 Dec 2021 12AM 20 min

[TOP STORY] How SA Banks’ performed in 2021

Kokkie Kooyman from Denker Capital considers FirstRand, Investec, Absa, Standard Bank, Capitec and Nedbank, together with insurers Sanlam, Santam and Discovery.

13 Dec 2021 1AM 7 min