MoneywebNOW

9 Mar - What can we expect from today's GDP data?

Mia Kruger of Kruger International as results continue to pour in. Inves Capital's Simon Dingle on non-fungible tokens (NFTs). RMB's Mpho Molopyane on 2020 local GDP data due later Tuesda.

8 Mar 2021 11PM 20 min

[TOP STORY] Insights into Warren Buffett’s annual letter

The CEO of Berkshire Hathaway’s theme, ‘buy the good stuff at the good price and in an ideal world hold it forever’, seems to have wobbled a bit over the past year: Schalk Louw from PSG Old Oak.

8 Mar 2021 2AM 8 min

8 Mar - How long until China overtakes the US?

Nick Kunze of Sanlam Private Wealth on the Nasdaq being red year to date. Johann Els, Old Mutual Investment Group, on China's ‘promise’ to grow GDP 6% in 2021. PSG's Schalk Louw talks his top takeaways from Warren Buffet's annual shareholder letter.

8 Mar 2021 12AM 22 min

[TOP STORY] Not a bad year for Grindrod

CEO Andrew Waller reports that 60% of the company’s revenue is now from outside South Africa, in Africa, with considerable exposure in Northern Mozambique.

5 Mar 2021 2AM 5 min

5 March - Grindrod reports solid annual results, and the key to wealth creation

Matete Thulare of RMB on markets, as we see more red locally. Grindrod CEO Andrew Waller on results and how commodity and citrus demand helped. Pravesh Sunker of RMB Private Bank on leveraging assets to grow wealth.

5 Mar 2021 12AM 19 min

[TOP STORY] Standard Bank delivers pithy update

‘Pockets of value start in Tokyo’: Gary Booysen – portfolio manager at Rand Swiss

4 Mar 2021 2AM 5 min

4 March - Housing demand remains strong and M&R reports loss

Gary Booysen of Rand Swiss on markets as the JSE hits another record close. Murray & Roberts CEO Henry Laas on results as they swing into a pandemic-induced loss. Calgro M3 CEO Wikus Lategan unpacks business and prospects for the housing construction sector.

4 Mar 2021 12AM 22 min

[TOP STORY] A cunningly alternative way to put away that tax-free R36 000

ETFs ‘are going to give me very good and strong capital gains over the long term, because that's where and how I'm going to be saving the most tax’: Nerina Visser – director, etfSA.

3 Mar 2021 1AM 7 min

3 March - New-look Spur well placed even with continued lockdown risk

Deryck Janse van Rensburg talks Cashbuild and Spur results. Sean Sanders from Revix unpacks how crypto can be regulated. Nerina Visser talks all things TFSAs: What she’s buying and lump sum versus monthly contributions

3 Mar 2021 12AM 20 min

[TOP STORY] Sea Harvest weathers the pandemic storm to show annual revenue up 10%

‘We are in food and probably very fortunate that we sell to so many countries around the world’: CEO Felix Ratheb.

2 Mar 2021 2AM 7 min

2 March - Cleaned up Bidvest operationally strong

Alex Duys of Umthombo Wealth on sweet RCL Foods results being good news for Tongaat. Morne Wilken, CEO of Hyprop, as loan-to-value improves to below 40%. Felix Ratheb, Sea Harvest CEO, unpacks results as aquaculture struggles.

2 Mar 2021 12AM 20 min

[TOP STORY] The hard question of the week: modern monetary theory

MMT in effect says if countries ‘can control their own money supply, effectively print their own currencies, why shouldn't they do that?’ – Mohammed Nalla

1 Mar 2021 2AM 12 min

1 Mar - Gold price under pressure and Modern Monetary Theory

Petri Redelinghuys of Herenya Capital talks markets with the US and gold both suffering a red week and strategist Mohammed Nalla on understanding Modern Monetary Theory.

28 Feb 2021 11PM 20 min

[TOP STORY] Impala Platinum out with ‘staggering’ interims

‘We think that there is a very strong market for our metals for the next decade’: CEO Nico Muller.

26 Feb 2021 1AM 6 min

26 Feb - Are we heading into a commodity supercycle?

Nesan Nair of Sasfin Securities on resource stocks continuing their run. Nico Muller, Implats CEO, unpacks the company's record dividend and expansion plans. Martin Freeman, Orbvest CEO, talks investing offshore post the budget speech.

26 Feb 2021 12AM 23 min

[TOP STORY] AECI annual results. Commodity prices starting to come back

‘If we could remove the Covid process...it would have been a satisfactory year’: CEO Mark Dytor.

25 Feb 2021 1AM 6 min

25 Feb - Lower flu infections put pressure on Adcock Ingram's profit

Viv Govender of Rand Swiss on the market's reaction to the budget. AECI CEO Mark Dytor unpacks their results as geographic diversification pays off and Adcock Ingram's CEO, Andy Hall, talks results showing healthcare continues to struggle under the pandemic.

25 Feb 2021 12AM 20 min

[TOP STORY] Do winners and losers follow momentum?

‘If we've bought something...and it fits the strategy and the market runs with it, there's no need for us to sell it’: Mia Kruger from Kruger International.

24 Feb 2021 1AM 5 min

24 Feb - Motus keeps vehicle sales steady despite lockdown

Mia Kruger of Kruger International on selling when valuations get stretched. Motus CEO, Osman Arbee, talks vehicle sales during lockdown and Bernard Berson of Bidcorp unpacks the company's results as Australasia and EMs return to normal.

24 Feb 2021 12AM 21 min

[TOP STORY] Those ‘once-in-a-lifetime’ market opportunities

Junior miner Jubilee Metals Group’s share has surged from 50c to R3.46 in a few months: Petri Redelinghuys, founder Herenya Capital Advisors.

23 Feb 2021 3AM 4 min