MoneywebNOW

[TOP STORY] Consumers must be cracking or on the verge of cracking

Despite load shedding, Spar now ‘looks quite appealing to us on a valuation basis’, says Evan Walker from 36ONE.

31 Mar 3AM 9 min

Are central banks governors influencing other committee members?

Kea Nonyana of EA Capital Markets on Metair's results and Nampak's update. Evan Walker of 36One Asset Management discusses the state of the local consumer. Have they finally buckled under the weight of high inflation and interest rates and never-ending load shedding? Simon offers his thoughts on the pitfalls of…

31 Mar 1AM 20 min

[TOP STORY] CoreShares by 10X basks in Morningstar Fund House Award

The award is for how a whole range of larger funds has done within an organisation, as MD Gareth Stobie explains.

30 Mar 3AM 6 min

When will the MPC pause rate hikes?

Bianca Botes from Citadel Global on MPC expectations ... Another 0.25% increase or holding unchanged? CoreShares's Gareth Stobie talks investing as a passive fund wins the Morningstar Fund House Award for the third year in a row. Has the active versus passive debate been won ?Dino Zuccollo from Westbrooke Alternative…

30 Mar 12AM 20 min

[TOP STORY] Banking crises now all the rage

Confidence is ‘massively important, not only in banking but in the whole financial industry’: Lehan Kruger – Glacier Invest.

29 Mar 3AM 7 min

Chinese regulators shift to assisting big tech

Mia Kruger of Kruger International talks about the update from specialist Reit Stor-Age and offers her thoughts on Alibaba's plans to split into six units, is China back as a tech investment destination? Danie Pretorius from Master Drilling unpacks results as it shifts towards becoming a specialised mining contractor. Glacier…

29 Mar 1AM 24 min

[TOP STORY] Three equity-investing metrics to watch

PE ratio, revenue growth and net debt to Ebitda are the important valuations when investing: Kyle Wales – Flagship Asset management.

28 Mar 3AM 6 min

Thungela dividend disappoints as Transnet woes continue

FNB's Wayne McCurrie unpacks results from Thungela and takes a look at Woolies's conclusion of the David Jones sale. Roy Douglas from AdvTech on the company's strong year-end results and improving margins. Kyle Wales from Flagship Asset Management talks the three equity investing metrics to keep an eye on.

28 Mar 1AM 22 min

Tax-free savings accounts differ from tax-free savings investments

What taxpayers can do to save a little more and earn more in retirement: Stian de Witt from NMG Benefits.

27 Mar 3AM 6 min

Is Nasdaq- and JSE-listed Montauk Renewables worth a look?

Deryck Janse van Rensburg of Anchor Capital on Montauk Renewables as it expands in the US, and whether Life Healthcare or Netcare offer value as Mediclinic's delisting is approved. Stian de Witt from NMG Benefits on using tax incentives to save and earn more. Debtsource's Frank Knight on changes to…

27 Mar 1AM 21 min

[TOP STORY] What's continuing to push our inflation sharply higher?

Load shedding and fuel-price increases are major drivers, but ‘your inflation is not the same as my inflation’, notes John Manyike, head of financial education at Old Mutual.

24 Mar 3AM 8 min

Gold rising in response to investor concerns

Nick Kunze of Sanlam Private Wealth on Remgro results, MPC next week and if he is buying Transaction Capital. John Manyike, head Financial Education at Old Mutual, on inflation and food prices continuing to rise so sharply. Simon's thoughts on Steinhoff. What now?

24 Mar 1AM 21 min

[TOP STORY] Afrimat Q4 Construction Index disappoints

The private and public sectors’ combined capital formation as a percentage of GDP in SA is more or less half the global average, which is frightening: Research economist Dr Roelof Botha.

23 Mar 4AM 7 min

When investing, macro data trend is what matters

Carmen Mpelwane, investment analyst at Sanlam Investments, on local inflation creeping higher to 7% and the FOMC's rate decision last night. How much does she consider these data points in analysing investments? Sithembile Bopela, investment research analyst at FNB Wealth & Investments, on strong numbers in OUTsurance's results, even as…

23 Mar 1AM 21 min

[TOP STORY] Caxton interims show commercial printing is far from dead

‘There's always a silver lining to load shedding, and I think one is the QSR market’: MD Tim Holden.

22 Mar 4AM 6 min

Fed likely to stick to 0.25% rate increase

Chantal Marx, investment research head at FNB Wealth & Investments, on Transaction Capital and whether the US Federal Open Market Committee will announce a 0.25% increase tonight. Tim Holden, MD at Caxton and CTP Publishers and Printers, on results that saw Heps up over a third as it manages to…

22 Mar 1AM 21 min

[TOP STORY] The old days of open-outcry trading

Sasfin’s David Shapiro remembers the chaos that was ‘very antiquated, very quaint, lots of fun, but very inefficient’.

20 Mar 3AM 9 min

Local market is cheap even as it trades just off all-time highs

David Shapiro from Sasfin chats about the old open outcry trading floor, how did the chaos work? Debra Slabber of Morningstar Investment Management SA explains how the local market can be cheap if it is just off all-time highs.

20 Mar 1AM 21 min

[TOP STORY] The odds of a Credit Suisse default

‘We must remember that the banking system is very interrelated, so everybody holds everybody's paper’: Anthea Gardner – Cartesian Capital.

17 Mar 4AM 6 min

Is Transaction Capital worth a punt below R10?

Independent analyst Jimmy Moyaha talks results from Exxaro as it reduces the dividend. Anthea Gardner from Cartesian Capital unpacks the numbers around Credit Suisse and the risk of collapse. Simon offers his thoughts on whether your money is safe in SA banks.

17 Mar 1AM 20 min