MoneywebNOW

[TOP STORY] An exciting week for monetary nerds

Old Mutual Group chief economist Johann Els gives a reasoned prognostication of US and SA interest-rate cuts for the remainder of 2024.

18 Sep 3AM 6 min

The benefits of a shrinking JSE

Independent analyst Carmen Mpelwane on OUTsurance's results, special dividend, and strong earnings. Johann Els from Old Mutual Group on central banks beginning the rate-cutting cycle. Eugene Botha from Momentum Investments on concerns over a shrinking JSE.

18 Sep 12AM 19 min

[TOP STORY] The importance of the US consumer for global and SA investors

‘We talk about job growth, but of course [US] unemployment is at 4.3%, with some fairly significant revisions downwards’ – JD Hayward from Flagship Asset Management.

17 Sep 2AM 5 min

How much will rate cuts help consumers?

Kieran Witthuhn from Anchor on Adobe's 8% stock drop despite strong earnings. FNB CEO Harry Kellan on results, consumer health, and the impact of rate cuts on household finances. JD Hayward from Flagship Asset Management on why the US consumer is crucial for SA investors.

17 Sep 1AM 20 min

[TOP STORY] Wine master Tim Atkin enthuses about SA’s wine scene

SA wines are as good as those of any country in the world, ‘and possibly better value, actually’ – says the co-chair of the International Wine Challenge.

16 Sep 3AM 6 min

How will markets respond to rate cuts?

Nick Kunze from Sanlam Private Wealth discusses a critical week ahead with the FOMC, MPC, and BoJ meetings, Barloworld's challenges, and excitement in the PGM sector. Rivaan Roopnarain of PwC South Africa highlights key insights from the H1 2024 banking report. Tim Atkin, co-chair of the International Wine Challenge, weighs…

16 Sep 1AM 22 min

[TOP STORY] The evolving future of financial advice in a digital era

‘Making sure that we have specialists in their field who are helping clients achieve their goals’ can’t have anything other than a good outcome, reckons James Rainbow at Schroders UK.

13 Sep 3AM 5 min

Do not be short PGM stocks

Schalk Louw from PSG Old Oak shares his view on Discovery’s trading update and whether it's the right time to invest in PGM miners or to hold off. James Rainbow of Schroders UK explores the evolving future of financial advice in a digital era. Simon reflects on his experience taking…

13 Sep 1AM 20 min

[TOP STORY] Pan African Resources’ Barberton mines still delivering after 140 years

CEO Cobus Loots reports higher gold production, with low-cost mines helping manage expenses.

12 Sep 2AM 6 min

Super Group struggles in tough trading conditions

Chantal Marx from FNB highlights Super Group's revenue growth despite profit declines due to tough trading conditions. Pan African Resources CEO Cobus Loots reports higher production, with low-cost mines helping manage expenses. Economist Maarten Ackerman from Citadel discusses the rand's strength compared to other emerging market currencies and provides an…

12 Sep 1AM 21 min

[TOP STORY] The perils of performance-chasing

‘Buy low, sell high’ is the golden rule to investing, but very difficult to do in practice because behavioural biases kick in: Roné Swanepoel – Morningstar SA.

11 Sep 2AM 6 min

Why AngloGold opted for equity over cash in latest deal

Independent analyst Jimmy Moyaha comments on AngloGold Ashanti's acquisition of an Egyptian gold mine, primarily funded through equity. Attacq CEO Jackie van Niekerk discusses the company's strong results, with a 19% increase in FY dividends. Roné Swanepoel from Morningstar SA highlights data showing that chasing returns often results in lower…

11 Sep 1AM 20 min

[TOP STORY] Do local retail valuations still look promising?

Evan Walker from 36ONE Asset Management offers his reflections on Shoprite, Woolies, Clicks and Dis-Chem, as well as Truworths, Foschini and Mr Price.

10 Sep 2AM 6 min

AVI results benefit from margin focus

Matete Thulare from RMB discusses AVI's strong results despite I&J's underperformance. Evan Walker from 36One Asset Management provides updates on retail stocks, while Sean Kelly of Parity Wealth Managers questions whether the S&P 493 can outperform the Magnificent 7.

10 Sep 1AM 19 min

[TOP STORY] Despite challenges, Agoa presents massive opportunities

‘It's estimated by the World Bank that by 2035 we’ll have job increases of 35%, and that's significant in the context of Africa’: Noor Kapdi from Dentons Africa.

9 Sep 3AM 9 min

Fears around global market weakness ahead

Nick Kunze from Sanlam Private Wealth discusses City Lodge's recovery and strong results from Sun International, despite global market volatility. Noor Kapdi from Dentons highlights South Africa's role as a key gateway for trade treaties in Africa. Andrew Amoils from New World Wealth unpacks the rise in crypto millionaires.

9 Sep 1AM 22 min

[TOP STORY] Alternative assets on the ascent: Investing outside the box

Peter Armitage of Anchor Capital sheds some light on the pros and cons of venturing into assets other than typical ‘vanilla’ equities and bonds.

6 Sep 2AM 6 min

Chinese cars making a big splash locally

The Finance Ghost analyses the retail sector's performance, Peter Armitage from Anchor unpacks the basics of alternative assets and why they have become one of the world's fastest-growing investment classes, and Sanan Pillay from Sanlam Investments: Multi-Manager discusses how to include alternatives in a diversified investment portfolio.

6 Sep 1AM 21 min

[TOP STORY] How the ISO management standards benefit business

The greatest challenge for enterprises is access to experts and resources to maintain well-functioning systems: Kasturi Naidoo from AB Design and Development.

5 Sep 3AM 6 min

No recession expected for SA despite sluggish growth

Tom Gale from Standard Bank breaks down the latest market news, Percy Thaver of Miles Africa dives into AI's impact on the BFSI sector across the continent, and Kasturi Naidoo from AB Design & Development highlights why ESG monitoring matters more than ever.

5 Sep 1AM 20 min