MoneywebNOW

[TOP STORY] OMIG joins Net-Zero Asset Managers Initiative

‘The carbon intensity of our Capped Swix is six times higher than where we should be in terms of what the world is aligning to’: Rob Lewenson – Old Mutual Investment Group.

31 Mar 2022 3AM 8 min

Banks have strong first quarter returns

Sithembile Bopela of FNB Wealth and Investments on Famous Brands taking a 51% stake in a vegan eatery and a good quarter for banking stocks .Brian McMillan of Investec on structured products as a part of your portfolio.Rob Lewenson, head of responsible investment at Old Mutual Investment Group, on its…

31 Mar 2022 12AM 24 min

[TOP STORY] What is an ODP licence, and why is it important?

‘It gives FSPs legitimate authority to market and to contract with South African residents on a derivative product’: Solomon Gounden – MD, Markets.com

30 Mar 2022 2AM 5 min

Potential Avis listing great addition to the JSE

FNB's Chantal Marx talks Absa's new CEO appointment. Solomon Gounden of Markets.com on the FSCA ODP licence requirement for CFD providers in SA. PwC's Lullu Krugel takes a look at local impacts from disruption in central and eastern Europe.

30 Mar 2022 12AM 20 min

[TOP STORY] Renergen receives R1 billion from Central Energy Fund

‘This needs to signal the start of South Africa's gas economy’: CEO Stefano Marani.

29 Mar 2022 2AM 5 min

Rand strength a good time to offshore money

RMB's Matete Thulare unpacks Hulamin results and takes a look at a target for the ZAR.Roy Douglas, AdvTech CEO, talks results as student enrolments continues to grow.Stefano Marani, Renergen CEO, chats the company's R1 billion deal with the Central Energy Fund.

28 Mar 2022 11PM 21 min

[TOP STORY] Diamonds – investors’ best friends?

‘You really need to understand your investment strategy and which diamond to invest in, compared to buying a diamond at a jewellery shop’: Yair Shimansky – CEO of Shimansky.

28 Mar 2022 2AM 5 min

Ukraine war still boosting markets

Sanlam's Nick Kunze talks markets as global indices are positive since the onset of the war. Bongile James from Future Growth on the prospects of nuclear power for SA via a public–private partnership. Yair Shimansky, CEO of Shimansky, unpacks the war's impact on diamond supply and the stones' merits as…

28 Mar 2022 12AM 20 min

[TOP STORY] What is stagflation and is it rearing its head?

‘When stagflation shows its teeth, it can bite and it can hang on for a long time... it embeds itself, it entrenches itself, and it becomes systemic’: Adrian Saville of Genera Capital.

25 Mar 2022 3AM 11 min

Remgro offers opportunity via restructuring

Alex Duys of Umthombo Wealth on the Clicks update. Dr Adrian Saville of Genera Capital: what is stagflation and is it rearing its head? Simon's thoughts on the rate increase.

25 Mar 2022 1AM 21 min

[TOP STORY] OUTsurance listing a great addition to the JSE

Re RMI, ‘I think it's becoming more and more difficult for management teams to justify the holdco structure' – Victor Mupunga of Old Mutual Wealth Private Client Securities.

24 Mar 2022 3AM 6 min

Oil remains volatile even with plenty of supply

Wayne McCurrie on the Tencent results and what he expects from the MPC.Victor Mupunga, Senior Analyst at Old Mutual Wealth on RMI results and the OUTsurance listing. Sean Sanders, Revix on the surge in DeFi crypto investments and products.

24 Mar 2022 12AM 21 min

[TOP STORY] Spectrum auction a R14 billion leg-up for government

‘A big spend for telcos, which means we're not going to see cheaper prices, but we are going to be seeing better quality 4G, 5G coming’: Dobek Pater of Africa Analysis.

23 Mar 2022 2AM 4 min

Diversified Anglo American preferred commodity stock

Preston Nairasamy of Nedbank Private Wealth on Thungela results and its 1 800c maiden dividend.Attacq CFO Raj Nana on results as debt drops 15.4%. Dobek Pater of Africa Analysis on the spectrum auctions and what it means for consumers.

23 Mar 2022 12AM 21 min

[TOP STORY] RSA Retail Savings Top Up Bond coming April 1

‘Investors may start the investments with as little as R500, and every time that they have R100 they can add it to the investment...[and] receive interest quarterly’: Janet Brewis from National Treasury.

22 Mar 2022 2AM 5 min

Investment case for gold remains strong

Petri Redelinghuys of Herenya Capital Advisors on the S&P500: has it bottomed?Janet Brewis from Retail Savings Bonds on National Treasury launching a new facility in its retail savings bond.Keith McLachlan of Integral Asset Management on the investment case for gold, with war and inflation.

22 Mar 2022 12AM 20 min

Oil and agri prices heading much higher in 2022

Viv Govender of Rand Swiss on commodity prices during war and whether China's coming around to being investor friendly. Jacques Conradie, CEO of Peregrine Capital, on its hedge fund - the first in SA to return 100x.Simon's thoughts on the importance of an investment plan.

18 Mar 2022 1AM 21 min

[TOP STORY] Are holdcos done?

‘I want to see Naspers just disappear. With all due respect, there's no reason why Naspers should still be holding Prosus’: says Schalk Louw from PSG Old Oak

17 Mar 2022 2AM 5 min

Can we trust China tech regulators?

Independent analyst Jimmy Moyaha chats the FOMC rate decision and China making peace with big tech. Hannes Boonzaaier, Afrocentric CFO, on results as the vaccine rollout costs the company money. PSG Old Oak's Schalk Louw talks the holdco concept and whether its dying.

17 Mar 2022 1AM 21 min

[TOP STORY] PwC report reflects SA big banks’ good 2021 performance

‘I think our banking sector remains strong and stable...with the resumption of dividends to shareholders’: Francois Prinsloo, PwC Banking and Capital Markets industry leader.

16 Mar 2022 2AM 5 min