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Tech stocks dominating global markets

Annatjie Van Rooyen from Regenesys talks the performance of local shares. Raveen Ramlakan from Afrasia takes a look at structured investments. Nick Sproule of Trade Nation unpacks CFD trading.

2 Sep 2024 1AM 20 min

[TOP STORY] Stable electricity powers up Q2 manufacturing growth

Miyelani Maluleke from Absa CIB previews next week's local Q2 GDP data, questioning how many rate cuts the MPC might deliver.

30 Aug 2024 3AM 8 min

Implats doing its best, but PGM prices hurting

Independent analyst Odwa Magwentshu discusses Impala Platinum's results, highlighting how write-downs have pushed the company into a loss. Miyelani Maluleke from Absa CIB previews next week's local Q2 GDP data, questioning how many rate cuts the MPC might deliver. Simon shares insights on how market expectations can overshadow actual results.

30 Aug 2024 1AM 20 min

[TOP STORY] Why are multi-asset investments compelling?

‘People don't have to go through capital gains tax events ... and can sleep well at night’, explains Stanlib’s Marius Oberholzer.

29 Aug 2024 4AM 8 min

Nvidia beats expectations but share price falls

Independent analyst Jimmy Moyaha analyzes Nvidia's results released after the US market closed on Wednesday: Did they meet the high expectations? Bidcorp CFO David Cleasby discusses their results, highlighting strong profits and impressive cash generation. Stanlib's Marius Oberholzer talks about multi-asset funds, the benefits of diversification, and the opportunities he…

29 Aug 2024 1AM 23 min

[TOP STORY] A tough HY, but another good set of numbers from Master Drilling

The Digital Ventures company is ‘probably one of the greatest acquisitions that we've done to date’, and ‘well positioned now to take on some work elsewhere in the world’, says CEO Danie Pretorius.

28 Aug 2024 3AM 6 min

Boxer remains Pick n Pay's crown jewel

Independent analyst Carmen Mpelwane discusses Pick n Pay's trading update: it's still messy but are there signs of improvement? Danie Pretorius, CEO of Master Drilling, comments on their results, noting that while an impairment hit profits, a strong pipeline of orders remains promising. RMB's Brendan Grundlingh delves into the local…

28 Aug 2024 1AM 20 min

[TOP STORY] etfSA’s ‘IPO for the 21st century’

Nerina Visser goes into the nuts and bolts of the ETFSA Balanced Foundation Prescient Actively Managed ETF, which starts trading on Monday 2nd September 2024.

27 Aug 2024 2AM 7 min

Italtile gets Sasol LNG reprieve until 2027

Alex Duys from Umthombo Wealth discusses AdvTech and Stadio's results; both were well-received by the market. What caught his attention, and does he have a preference? Lance Foxcroft, CEO of Italtile, comments on their results, noting that while H2 improved, it was still a challenging trading period. Nerina Visser from…

27 Aug 2024 1AM 20 min

[TOP STORY] Quo vadis the rand/dollar?

Petri Redelinghuys of Herenya Capital Advisors shares his thoughts on our currency having broken below both its support level and its 200-day moving average.

26 Aug 2024 2AM 4 min

Top Reits for a falling rate environment

Gary Booysen of Rand Swiss weighs in on the Reits he likes best, amid expectations for interest rates to drop. Petri Redelinghuys of Herenya Capital Advisors on the rand. Can it strengthen? What's the short-term target? Zaio CEO Mvelo Hlophe shares insights on the challenges of being an entrepreneur.

26 Aug 2024 1AM 20 min

[TOP STORY] US and Chinese debt concerns create investment conundrum

‘When do policy makers start paying attention to it, and when do they start looking at the potential levers to pull?’ asks Zain Wilson from the Old Mutual Investment Group.

23 Aug 2024 3AM 8 min

September rate cut not certain, but likely

Maarten Ackerman from Citadel weighs in on the positive local CPI figures this week: Are rate cuts guaranteed for September, and could we see a 0.5% reduction? Zain Wilson from Old Mutual Investment Group examines the unsustainable debt situations in the US and Japan, offering insights on potential actions and…

23 Aug 2024 1AM 21 min

[TOP STORY] An easy way to access wine as an alternative investment

‘It's really important that South African fine wine gets traded around the world, because that's visibility’, points out Wine Cellar director Roland Peens.

22 Aug 2024 3AM 6 min

Spur and Curro delivering strong results

Chantal Marx from FNB Wealth & Investments discusses strong results from debt-free Spur. Curro CEO Cobus Loubser talks about ongoing growth and positive cash flow exceeding capex for the first time. Roland Peens, director of Wine Cellar, highlights a new actively managed wine investment certificate listed in Switzerland.

22 Aug 2024 1AM 20 min

[TOP STORY] Exploring the local inflation outlook and the timing of potential rate cuts

Ruan Yacumakis from Prescient Investment Management questions whether a 4.5% CPI number is the right number to look for.

21 Aug 2024 2AM 6 min

Aveng results show strong recovery

Independent analyst Jimmy Moyaha discusses Sasol’s results and their decision to withhold dividends. Aveng CEO Scott Cummins outlines latest results and plans to split the company into two units. Ruan Yacumakis from Prescient Investment Management explores the local inflation outlook and the timing of potential rate cuts.

21 Aug 2024 1AM 22 min

[TOP STORY] Considering buying a property when interest rates drop?

Justin Easthorpe, provincial sales manager at the ooba Group, says that purchasing a property is a long-term view with a long-term goal, and a good investment opportunity at the moment.

20 Aug 2024 2AM 6 min

MTN’s underlying results strong, but naira hurting

Independent analyst Carmen Mpelwane breaks down MTN's financials amid naira devaluation challenges. Kokkie Kooyman of Denker Capital discusses investor concerns over Absa's CEO revolving door. Justin Easthorpe from ooba Group analyses the potential impact of upcoming rate cuts on the residential property market.

20 Aug 2024 1AM 20 min

[TOP STORY] SA’s Tax and Revenue Law Amendment bills headed for change

These bills seemingly indicate foreign tax benefits for taxpayers – but still need comment and ratification: Richan Schwellnus, Tax Consulting South Africa.

19 Aug 2024 3AM 6 min