MoneywebNOW

US inflation soars, but markets ignore the risks

Sanlam's Nick Kunze talks markets as US inflation hits 40 years highs. Kokkie Kooyman of Denker Capital takes a look at listed banks and insurers. Kevin Brady, CEO A2X Markets, as volumes on the new exchange surge.

12 Dec 2021 11PM 20 min

Spotting company turnarounds and whether they’re working

‘The best turnarounds don't need dilution, and that's always the sign that their core is right’: Keith McLachlan from Integral Asset Management.

10 Dec 2021 3AM 8 min

Commodities set to rally again next year

Viv Govender of Rand Swiss on commodities, is the super cycle over? Keith McLachlan from Integral Asset Management on company turnarounds and how to spot the winners early. Simon’s thoughts on 2021’s market returns.

9 Dec 2021 11PM 19 min

Why the weekend seesaw in the Bitcoin price?

‘Remember that cryptos are really leveraged. There's a ton of debt in the space. People take out incredible amounts of debt to buy crypto’: Revix founder Sean Sanders.

9 Dec 2021 1AM 4 min

Rand seasonal effect comes into play next week

RMB's Matete Thulare on whether there's a seasonal effect on the rand over the yearend holidays? Anton Loubser, CEO of Afine, talks the specialist Reit in the petrol service station space's listing today. Sean Sanders from Revix takes a look at most the recent crypto collapse.

9 Dec 2021 12AM 20 min

GDP shows six of 10 sectors going backwards, so broad based

‘There are free economic lunches...Arguably the most obvious is going for quick [easily implementable] policy reforms that have no cost to Treasury’: Adrian Saville from Genera Capital.

8 Dec 2021 1AM 6 min

Global markets flying higher

Independent analyst Jimmy Moyaha talks the latest market movements and Sygnia's results. Nico Katzke of Satrix on crypto as part of an investment portfolio. Investment specialist Adrian Saville takes a look at the latest local GDP data.

8 Dec 2021 12AM 21 min

[TOP STORY] Management shows true quality only over time

‘It's very important not to fall in love with businesses straight away. I think you need a long courtship if you're going to buy something or understand a business’: David Shapiro – chief global equity strategist, Sasfin Wealth.

7 Dec 2021 1AM 5 min

Thungela sees strong profits as coal prices hold

FNB's Chantal Marx talks the trading updates from Grindrod and Thungela Resources. Nampak CEO, Erik Smuts, on results as the company moves back into profit. David Shapiro from Sasfin on 50 years in the stock market, do managers matter and do equities really create wealth?

7 Dec 2021 12AM 20 min

[TOP STORY] Tharisa benefits from PGM prices and mining improvements

The 50% extension to the open-pit mine’s life gives it another 20 years at no additional capital cost, which ‘allows us to transition to the underground mining in a phased approach,’ explains CEO Phoevos Pouroulis.

6 Dec 2021 1AM 9 min

The importance of emotional resilience when investing

Herenya's Petri Redelinghuys talks the art of trading through the holidays as volumes drop off. Tharisa CEO Phoevos Pouroulis on results and the short-term outlook for PGMs. Ralph Thomas of the SIM Balanced Fund takes a look at post-pandemic growth

6 Dec 2021 12AM 21 min

[TOP STORY] Adjusting your portfolio in the light of higher inflation

‘As a bond investor you're more likely to get a bit more confident around your inflation-beating returns going forward’: Lyle Sankar from PSG Asset Management.

3 Dec 2021 1AM 8 min

Opec+ prefers oil in the $60s to stave off EV adoption

FNB's Wayne McCurrie talks BHP's unification plan and the latest developments in the Implats/ RBPlats deal. Lyle Sankar of PSG Asset Management on the impact of inflation on one's investment approach. Simon's thoughts on leisure stocks and what he bought.

2 Dec 2021 11PM 20 min

[TOP STORY] Looking at residential rentals for Q3

‘Where we thought we had seen the bottom of the vacancies...we're starting to see those vacancy rates start to edge up again’: Michelle Dickens, CEO of TPN Credit Bureau

2 Dec 2021 1AM 6 min

Bidcorp benefits from pandemic

Absa's Carmen Mpelwane on the strong Bidcorp update and weak office update from Emira Property Fund. Michelle Dickens, CEO TPN Credit Bureau, talks their latest vacancy survey showing continued stress in the residential market. Tanya van Lill, Savca CEO, looks at how venture capital can grow the SA economy and…

1 Dec 2021 11PM 20 min

[TOP STORY] How the markets are adjusting to the pandemic; and Twitter versus Google

‘We have really doubled down on Google...and it really has been the right lead’: Gary Booysen from Rand Swiss.

1 Dec 2021 1AM 7 min

Capital Appreciation at all-time highs on strong results

Gary Booysen of Rand Swiss talks the current volatile markets and Jack Dorsey stepping down as CEO of Twitter, is the social media company an investment? Capital Appreciation CFO Alan Salomon on results that show improved margins and strong cash flow.

1 Dec 2021 12AM 20 min

[TOP STORY] The performance and drivers of emerging markets vs developed markets

‘There are all sorts of reasons why we can't see emerging markets starting to outperform next year’: Peter van der Ross – Stanlib Multi-Strategy.

30 Nov 2021 4AM 7 min

Aspen’s vaccine manufacturing could be blue sky

Alex Duys of Umthombo Wealth on Implats's followup offer for RBPlats. Andrew Skudder, RIB CCS CEO, on how the construction industry can benefit SA. Stanlib's Peter van der Ross talks emerging markets and why they haven't structurally outperformed developed markets

30 Nov 2021 12AM 21 min

[TOP STORY] The place of endowments within financial planning

For flexibility and optionality in terms of properly diversifying offshore, one needs to know the capacity and the rules: Roenica Tyson – investment product manager at Glacier by Sanlam.

29 Nov 2021 1AM 4 min