MoneywebNOW

Higher inflation: This is where you should be investing

Sanlam's Nick Kunze on strong Richemont results and investing with inflation. Steve Binnie, Sappi CEO, unpacks the company's strong results as dissolving pulp prices boom. FNB's Chantal Marx talks how to make money off record petrol prices.

15 Nov 2021 12AM 19 min

Year-end numbers for Purple Capital

"We've got the lowest cost of acquisition in the country. We haven't seen anyone who has got it lower" – Charles Savage – Purple Group, CEO

12 Nov 2021 2AM 8 min

Hospital stocks recovery accelerating

Matete Thulare of RMB talks Mediclinic and Foschini Group results. Charles Savage CEO Purple Group unpacks results as EasyEquities hits 737k clients and profit rises 400%.

12 Nov 2021 12AM 21 min

Thoughts on US inflation, Vodacom and MTN

While the Vodacom deal is value-accretive, it is a ‘convoluted transaction’ which ‘will increase Vodafone's holding in Vodacom to about 65.1%’: Carmen Mpelwane – Absa Asset Management.

11 Nov 2021 1AM 5 min

Where to next for the crypto market?

Absa's Carmen Mpelwane on markets as US inflation comes in at the highest since 1991. Revix's Sean Saunders talks cryptos and Bitcoin bursting through R1m. Citadel's Maarten Ackerman on what government may do with its R160bn tax windfall.

11 Nov 2021 12AM 20 min

Talking alternative investments post Section 12J

Alternatives generally are unlisted, illiquid and portfolio diversifiers for clients which can be more tax efficient, and often give ‘a bit of an asymmetric return’ relative to the amount of risk taken: Dino Zuccollo from Westbrooke Alternative Asset Management.

10 Nov 2021 1AM 5 min

Northam taking long-term view on RBPlats

Analyst Jimmy Moyaha on markets as Northam scopes RBPlat from Implats. Deloitte's Dr Martyn Davies gives his thoughts on the up-coming MTBPS. Dino Zuccollo of Westbrooke Alternative Asset Management talks using uncorrelated alternative assets to beat high priced equities.

10 Nov 2021 12AM 21 min

[TOP STORY] Raubex returns to profit and pays a dividend

Raubex CEO Rudolf Fourie discusses the company's financials as interim results show a strong return to profit.

9 Nov 2021 5AM 6 min

Sirius posts strong results as UK expansion takes shape

Alex Duys of Umthombo Wealth unpacks Sirius's results and talks Omnia's strong update. Rudolf Fourie, CEO Raubex, chats the company's financials as results show a strong return to profit. Redefine CEO Andrew König talks results and the company's offer to buyout and delist EPP.

9 Nov 2021 12AM 20 min

Variable interest entity structures in China

‘As with anything, you really should be focusing on companies where the value that you're getting actually exceeds the price that you're going to pay’: Anil Jugmohan from Nedgroup Investments.

8 Nov 2021 1AM 6 min

US small-cap index finally making new highs

Petri Redelinghuys of Herenya Capital Advisors talks markets as the US hits new all-time highs. Nedgroup Investment's Anil Jugmohan on China and the VIE (such as Tencent) risks. Jason Lightfoot from Future Growth unpacks the low gross fixed capital formation in South Africa.

8 Nov 2021 12AM 20 min

Concerns continue over rising agricultural input costs

‘It's been one of those best years in South Africa’s agriculture’: Wandile Sihlobo – chief economist at Agricultural Business Chamber.

5 Nov 2021 2AM 8 min

MTN cheap even as political risk always possible

FNB's Chantal Marx talks Afrimat results and the MTN update. Wandile Sihlobo, chief economist of Agbiz gives an update on the agriculture sector as we head into the summer season. Simon's thoughts on the FOMC tapering and the latest retailer results and updates.

5 Nov 2021 1AM 20 min

Renergen ‘off to the races’ with reserve and resource update

‘The real money maker here is helium,’ says Anthony Clark of Small Talk Daily.

4 Nov 2021 3AM 6 min

US Fed tapering begins

FNB's Wayne McCurrie talks the Fed's tapering decision overnight. Rui Morais, Dis-Chem CFO, unpacks the company's strong results as it starts paying dividends again. Anthony Clark of Small Talk Daily on Renergen as it announces a six-fold increase in helium reserves.

4 Nov 2021 1AM 20 min

PGMs continue under pressure

‘There's less that can go wrong with Northam than some of the others’: Mining analyst Bruce Williamson.

3 Nov 2021 2AM 5 min

Massmart turnaround kicking into gear

Mia Kruger from Kruger International unpacks the Massmart update. Jeffrey Wapnick, MD Octodec, talks results as student accommodation struggles. Bruce Williamson Integral Asset Management on the investment case for PGMs and his preferred PGM miner.

3 Nov 2021 1AM 20 min

Stellar interims from Santova

The company ‘has come into its own in the last year or so. We've made significant use of technology’: CEO Glen Gerber.

2 Nov 2021 4AM 6 min

All eyes on Fed meeting this week

Sanlam's Nick Kunze talks markets as SA shares have some catching up to do after a green Monday globally. Santova CEO Glen Gerber unpacks results as profits doubled and the stock trades at all-time highs. Citadel's CIO George Herman on the trends to watch for 2022, including inflation and rate…

2 Nov 2021 12AM 19 min

Updates on EOH, AB InBev, Royal Bafokeng, Sibanye, Implats, ARM and Amplats

Stephen van Coller making progress at EOH and the platinum all abuzz – Nesan Nair from Sasfin Securities.

29 Oct 2021 2AM 6 min