MoneywebNOW

[TOP STORY] What went wrong at Ellies?

In business ‘taking the risk of innovating is not a matter of luxury, it's a matter of survival’. Jon Cherry of Cherryflava discusses the marketing brilliance of Checkers Sixty60 and Elon Musk’s Powerwall batteries.

19 Apr 3AM 7 min

Local telcos are a horror show … but there's still value there

Schalk Louw from PSG Old Oak is asking whether the sharp decline in prices for MTN and Vodacom represents an opportunity or if it's better to avoid them altogether. Jon Cherry of Cherry Flava discusses how Ellies's downfall can be attributed to a branding misstep and emphasises the importance for…

19 Apr 12AM 20 min

[TOP STORY] Bitcoin halving imminent

For South Africans the Bitcoin high reached in March was R1.3 million, largely driven by the ETFs being approved: Luno country manager Christo de Wit.

18 Apr 3AM 6 min

Consumers resilient even as debt piles up

Chantal Marx from FNB Wealth and Investments on whether we still buying the Richemont dips. Luno's Christo de Wit talks crypto as the Bitcoin halving is expected on Friday evening. Dr Roelof Botha unpacks the Altron FinTech Household Resilience Index.

18 Apr 1AM 21 min

[TOP STORY] Purple Group interims show costs down, revenue and clients up

CEO Charles Savage enjoys reporting that in February the group posted an all-time one-month deposits record of over R1bn.

17 Apr 3AM 9 min

Transaction Capital's unbundling now under water

Independent analyst Jimmy Moyaha on the Afrimat update and a red wave sweeping markets. Purple Group CEO Charles Savage shares insights on the company's robust performance and return to profitability. Zeph Nhleko from DBSA sheds light on the debut of their African Journal of Infrastructure Development.

17 Apr 1AM 23 min

[TOP STORY] Are you questioning your fixed-income fund?

‘We think there are growing risks of losses...if you are focused on the highest yield at the lowest possible volatility’: Lyle Sankar – head of fixed income, PSG Asset Management.

16 Apr 3AM 5 min

BRICs fast growth a boon for commodities

As the LME bans Russian-origin metals, aluminium, copper, and nickel are set for gains. But where should you invest? South32, BHP Group, or an ETF? Petri Redelinghuys of Herenya Capital Advisors shares insights. Lyle Sankar from PSG Asset Management explains why the definition of risk matters for fixed-income investors. Momentum…

16 Apr 1AM 20 min

[TOP STORY] Looking at energy infrastructure decades ahead

Global renewables analyst Alex Monk suspects coal usage will need to be partnered with carbon capture as regulatory environments change.

15 Apr 3AM 7 min

Local banks still looking cheap

Nick Kunze from Sanlam Private Wealth talks gold as it rallied hard late last week. Alex Monk of Schroders delves into the significant investment projected for energy transition infrastructure, which is expected to surpass $100 trillion by 2050. Explore the implications of UK non-domiciled tax reforms for South Africans with…

15 Apr 1AM 20 min

Ukraine war not bad news for all European economies

Poland and Romania are the largest beneficiaries of foreign investment, which is attracted by an influx of labour at half the EU average cost: Fortress Europe MD Maciej Tuszyński.

12 Apr 3AM 7 min

Ellies: The story of its boom ... and bust

Faheema Adia of Momentum Securities on WeBuyCars's potential value and remaining investment opportunities in Transaction Capital. Fortress's Reits Maciej Tuszynski talks logistics and growth prospects in Eastern Europe. Simon's thoughts on the history of Ellies as the stock goes into liquidation after once trading above R10.

12 Apr 1AM 21 min

[TOP STORY] The acquisition of Lafarge ‘a wonderful deal’ for Afrimat

Mia Kriegler from Kruger International points to this as a great example of what good management – even in a tough economic environment – can do in a business.

11 Apr 3AM 4 min

Subpar maize harvest: No major risk to food price hikes

Mia Kriegler from Kruger International on the latest company news as Afrimat confirms the Lafarge deal is now unconditional. Wandile Sihlobo of the Agricultural Business Chamber of South Africa offers insights into the country's drought. What’s the impact? Naked Insurance's Sumarie Greybe offers tips for managing insurance in a crisis.

11 Apr 1AM 20 min

[TOP STORY] Unlocking the complexity: The nuances of passive investing

‘I think there is a common misperception that [we as] passive managers simply follow our rule book and there's nothing much to it. But I guess there is a lot of skill involved’: Daniel dos Passos, portfolio manager with FNB ETFs.

10 Apr 4AM 6 min

PGMs miners: Is this the start of the bull run?

Independent analyst Carmen Mpelwane talks PGMs as they move higher and the stocks boom. Was Neal Froneman right? Have we seen a bottom? Which would be the preferred stock? Victor Mupunga Old Mutual Wealth on economic cycles and how to manage a portfolio in this inexact science. FNB's Daniel dos…

10 Apr 1AM 21 min

[TOP STORY] Would you take a salary cut to WFH?

Many employers tend to want people back at the office for more of the time, and employees tend more towards hybrid or work from home: John Loos – FNB Commercial Property Finance.

9 Apr 3AM 6 min

MultiChoice takeover could see Canal+ listing on the JSE

Kea Molefe from Trive South Africa on company news: Sasol wins its Secunda appeal, and Canal+ and MultiChoice agree to work together on the R125 per share buyout offer. Ian Anderson from Merchant West Investments offers insights on SA Reits' performance so far this year. John Loos from FNB raises…

9 Apr 1AM 21 min

[TOP STORY] Those going into an income fund might think their capital safe

‘It's important that underlying fund managers price credit risk appropriately in their portfolios’: Michael Kruger from Morningstar SA.

8 Apr 3AM 5 min

SA SpendTrend23 report shows consumer resilience

Schalk Louw from PSG Old Oak talks gold as miners in the US lag the gold price, who’s right? Hylton Kallner, Discovery Bank CEO, on the SpendTrend23 report and what it reveals about our spending habits. Morningstar SA's Michael Kruger discusses Bridge Taxi Finance and the Mi-Plan Fund and the…

8 Apr 1AM 21 min