MoneywebNOW

The rand and rates, what’s the link?

Bianca Botes from Citadel Global discusses the rand and interest rates following the MPC's modest 0.25% repo rate cut. Johan Marnewick, portfolio manager of the STANLIB Khanyisa Suite of Funds, explores the role of impact investing in energy transition and climate change within developing economies. Simon shares his take on…

22 Nov 12AM 20 min

Nvidia vs China tech: A $3.6trn giant in perspective

‘I think you're looking at what's been termed a once in a generation opportunity to invest in some incredible tech companies that just happen to not be listed on the Nasdaq’: Devin Shutte, The Robert Group.

21 Nov 1AM 5 min

Africa’s growing appeal for investors

Matete Thulare from RMB shares insights on the MPC rate decision expected this afternoon. Devon Shutte from The Robert Group discusses Nvidia's market value, now more than double the size of all Chinese tech stocks combined. Jeff Gable from Absa delves into the Africa Financial Markets Index.

21 Nov 12AM 18 min

[TOP STORY] Sanlam Studios' AI coach: A judgment-free financial ally

‘You can actually go into this coach and say, I need to write to my bank to argue for an extension on a credit issue, and it actually does a pretty good job’: Peter Castleden, CEO, Sanlam Studios.

20 Nov 1AM 7 min

How will bonds react to rate cuts?

Faheema Adia from Momentum Securities reviews Coronation's results, the R35 billion in two-pot withdrawals, and where the funds are going. Hannah de Nobrega from Prescient Investment Management discusses the anticipated MPC rate cut on Thursday and its potential impact on local bonds. Peter Castleden, CEO of Sanlam Studios, talks about…

20 Nov 12AM 19 min

[TOP STORY] Astral closes the year strong with R2bn turnaround

‘We had about a R1.1 billion short-term overdraft and it's been paid off in 10 months’: Astral CEO, Chris Schutte.

19 Nov 2AM 7 min

New CEO’s got Naspers/ Prosus looking pretty

Kieran Witthuhn from Anchor discusses WeBuyCars's results and the Naspers/Prosus updates. Astral CEO Chris Schutte highlights results after paying down over R1 billion in debt. TWK CEO Andre Myburgh reports a challenging period with farmers struggling and reduced timber demand impacting industrial and mining markets.

19 Nov 12AM 20 min

[TOP STORY] How to capitalise on gold’s bounce, it’s not too late to buy

‘It will make a new all-time high, probably, and this is a nice entry point to get onto that trend’: Petri Redelinghuys, Herenya Capital Advisors.

18 Nov 2AM 7 min

What’s making EM equities the preferred global investment?

Nick Kunze of Sanlam Private Wealth discusses Barloworld's trading update and details of a potential buyout offer. Petri Redelinghuys from Herenya Capital Advisors shares his technical targets for the gold price. Michael Kruger from Morningstar Investment Management SA evaluates whether South African bonds still offer good value following their recent…

18 Nov 12AM 19 min

[TOP STORY] US bonds, rate cuts, tariffs and deportations post the election

‘We must put into perspective – however we like our South African Elon Musk – what he can do to government spending’: Atilla Kadikoy, Levantine & Co.

15 Nov 1AM 8 min

Gold's glittering future: The bull run is far from over

Schalk Louw from PSG Old Oak discusses Telkom, Gold Fields, and gold. Attila Kadikoy of Levantine & Co explains the rise in US bond yields, while Simon shares insights on crypto's hard run.

14 Nov 11PM 20 min

Have you bought second-hand tech?

Christopher Dodd, CEO of iStore South Africa posits: ‘We are offering the best price in the world at the moment in terms of trade-ins – even better than what Apple is offering overseas.’

14 Nov 2AM 7 min

Feeling poorer? It's cause you are

Independent analyst Carmen Mpelwane highlights Virgin Active's strong performance in Brait’s latest results, while DebtBusters' Benay Sager discusses how consumer income growth is failing to keep up with inflation. Meanwhile, iStore SA CEO Christopher Dodd explores shifting mindsets towards pre-owned technology.

14 Nov 12AM 20 min

[TOP STORY] Even one year of experience will make you more employable

YES's Tsholo Mogotsi addresses the issue of youth unemployment, exploring whether there are any signs of improvement in the current landscape.

13 Nov 2AM 7 min

Consumers worldwide still feeling the squeeze

Independent analyst Jimmy Moyaha weighs in on the latest Bidcorp and AVI updates, noting that both reflect continued consumer pressure. Premier Group CEO Kobus Gertenbach discusses their recent results, highlighting strong operational leverage and reduced debt. YES's Tsholo Mogotsi addresses the issue of youth unemployment, exploring whether there are any…

13 Nov 12AM 21 min

[TOP STORY] Raubex delivers ‘really strong’ H1 performance in its 50th year

Operating throughout southern Africa and Western Australia, the company has seen margin increases across its four divisions: CEO Felicia Msiza.

12 Nov 7AM 7 min

Is their value in local telcos?

Petri Redelinghuys from Herenya Capital Advisors on Vodacom’s earnings and opportunities in Vodacom vs MTN. Raubex CEO Felicia Msiza discusses strong results and margin growth in key divisions. Senzo Langa, deputy CIO at Alexforbes explores the appeal of hedge funds and tips on selecting a manager.

12 Nov 12AM 21 min

[TOP STORY] Financials having a good year, certainly in Q3

‘I think that SA equities could continue to surprise’: Reza Hendrickse from PPS Investments.

11 Nov 1AM 6 min

Has gold lost its shine?

Nick Kunze from Sanlam Private Wealth on the TFG and Richemont results and what's up (down) with gold? Nico Katzke from Satrix shares insights on their Global Balanced Fund of Funds ETF, currently in its IPO stage. Reza Hendrickse from PPS Investments explains why local bonds are outperforming equities in…

11 Nov 12AM 19 min

[TOP STORY] Sappi celebrates third consecutive year of record profits in SA

‘We closed two mills in Europe and that enabled us to take substantial fixed costs out of the business’ – CEO Steve Binnie.

8 Nov 1AM 6 min