MoneywebNOW, 12 May [TOP STORY] Faang stocks – to stay, to buy or exit? · Moneyweb Radio

[TOP STORY] Faang stocks – to stay, to buy or exit?

Loading player...

Facebook, Amazon, Apple, Netflix and Google: ‘You've had significant drawdowns in some great names, and this is probably the time when you want to start rotating into them’: Henry Biddlecombe of Anchor Capital.

12 May 2022 2AM English South Africa Business News · Business

[TOP STORY] Exploring structural changes in healthcare and biotech

'I think the biggest mistake investors can make is dismissing healthcare as just a defensive sector; it may become one of the most important long-term innovation stories of the next decade' – Sean Kelly, Parity Wealth Managers.

11 May 2AM 6 min

Markets brace for Powell’s final Fed meet on Friday

Nick Kunze of Sanlam Private Wealth discusses US jobs data, TFG's trading update, and AngloGold Ashanti's Q1 results. Sharon Mmitsi of National Debt Advisors weighs in on the high price of fuel – it’s not all about the war in Iran. Plus, Parity Wealth's Sean Kelly on societal shifts and…

11 May 1AM 20 min

[TOP STORY] Unpacking Sappi’s financial and operational outlook

End-March 2026 interims reflect a battle with tariffs, currency and cost surges –CEO Steve Minnie.

8 May 3AM 8 min

Gold Fields cost increases a concern

Matete Thulare of Investec weighs in on the update from Gold Fields – production up, but so are costs – should investors be concerned? Sappi CEO Steve Binnie on half-year results that saw write-down and tough trading conditions. Plus, Simon's thoughts on recent hyperscalers results that saw Remaining Performance Obligations…

8 May 1AM 19 min

[TOP STORY] SA vehicle sales zoom ahead despite bumpy 2025

'We are seeing the composition moving more towards the Chinese vehicles' – Wafeeqah Lagerdien, Futuregrowth Asset Management.

7 May 3AM 6 min