MoneywebNOW

Local banks still cheap, even at all-time highs

Nick Kunze from Sanlam Private Wealth discusses Standard Bank’s latest results: modest Heps growth but improving impairments. Richan Schwellnus from Tax Consulting SA: Are foreign tax credits a welcome relief or a trap for wealthy South Africans? Savca CEO Tshepiso Kobile unveils insights from their latest private equity survey.

19 Aug 2024 1AM 20 min

[TOP STORY] SA still has significantly more jobless women than men

Leanne Emery Hunter from Yes discusses tackling SA's unemployment crisis, with a focus on bridging the gender gap.

16 Aug 2024 2AM 8 min

Exxaro looking to diversify away from coal

Matete Thulare from RMB on Exxaro's results which saw a decrease in profits as coal demand and prices fell. Leanne Emery Hunter from the Youth Employment Service discusses tackling SA's unemployment crisis, with a focus on bridging the gender gap. Simon's take on just how much we could save when…

16 Aug 2024 1AM 20 min

[TOP STORY] The long-term bullish outlook for gold

Philip Short of Flagship Asset Management discusses central banks’ distancing themselves from US Treasuries.

15 Aug 2024 2AM 6 min

Education stocks poised for profit growth

Kieran Witthuhn from Anchor delves into ADvTech's solid trading update. Philip Short of Flagship Asset Management discusses the long-term bullish outlook for gold as central banks distance themselves from US Treasuries. Paul Wilson of Sanlam Investments Multi-Manager highlights the trillions of dollars that millennials and Gen Z will inherit over…

15 Aug 2024 12AM 20 min

[TOP STORY] The rand: Why stability trumps strength

‘When you have a volatile currency, it's very difficult to pinpoint your price’ – Attila Kadikoy of Levantine & Co.

14 Aug 2024 2AM 7 min

Insurance remains defensive as Santam has strong update

Independent analyst Kea Molefe breaks down Santam's trading update – are there opportunities in the sector? Attila Kadikoy of Levantine & Co discusses why South Africa needs currency stability over strength. Plus, DBSA CFO Zodwa Mbele on the latest results as profits dip by 11%.

14 Aug 2024 12AM 22 min

[TOP STORY] Why you should increase your car insurance co-payment

Ernest North, co-founder of Naked Insurance, explains the advantages of opting for higher car insurance excesses.

13 Aug 2024 2AM 6 min

Tough Super Group update offers opportunity

Chantal Marx from FNB Wealth & Investments discusses the trading updates for Super Group and Sasol. Ernest North, co-founder of Naked Insurance, explains the advantages of opting for higher car insurance excesses. RMB's Sam Singh-Jami shares insights from their research report on the top investment destinations in Africa.

13 Aug 2024 1AM 20 min

[TOP STORY] Global fintech investment declines in H1

KPMG SA's Pierre Fourie analyses the flow of investor money into tech-type solutions.

12 Aug 2024 3AM 7 min

Gold Fields update disappoints as management stumbles

Nick Kunze from Sanlam Private Wealth discusses Gold Fields's disappointing update and MTN's latest performance. Steve Binnie, CEO of Sappi, on how dissolving pulp is driving profits amid a global shortage. KPMG SA's Pierre Fourie analyses the decline in global fintech investment to $51.9 billion.

12 Aug 2024 1AM 21 min

[TOP STORY] Are you buying into cheaper US small caps, thinking US Tech is over?

‘In a normal cycle developed markets, and particularly US small caps, rally first, and emerging market small caps rally last’ – Keith McLachlan of Integral Asset Management.

8 Aug 2024 2AM 8 min

Sarb’s crypto oversight is improving

Anchor's Kieran Witthuhn discusses the JSE's results and potential value amid rising trade. Keith McLachlan from Integral Asset Management examines the rotation of US small caps. Wiehann Olivier from Forvis Mazars addresses the shortcomings of the Sarb's crypto oversight and proposed solutions.

8 Aug 2024 1AM 23 min

[TOP STORY] Dissecting the ‘long India, short China’ approach

Ninety One's Varun Laijawalla compares trade with the two countries and emphasises the importance of active management in emerging markets.

7 Aug 2024 2AM 6 min

Active ETF boom coming to the JSE

Gary Booysen from Rand Swiss discusses Nedbank's solid results despite rising costs and asks whether the Japan market worries are over. Ninety One's Varun Laijawalla compares India vs China and emphasises the importance of active management in emerging markets. Kim Gibb, CEO of Prescient Management Company, talks about the growing…

7 Aug 2024 1AM 20 min

[TOP STORY] Could you double your money in five years?

Schalk Louw from PSG Old Oak reflects back on Magda Wierzycka ‘betting’ Allan Gray that Sygnia’s S&P 500 ETF would beat the Orbis Global Equity Fund over five years.

6 Aug 2024 3AM 6 min

Japanese ‘flash crash’ could already be over

Chantal Marx from FNB Wealth & Investments looks at whether the markets are experiencing a crash or a correction. Mpact CEO Bruce Strong discusses the company's recent results, including a one-third drop in profits and its entry into the water storage sector. Schalk Louw from PSG Old Oak analyses the…

6 Aug 2024 1AM 20 min

[TOP STORY] Navigating life insurance in uncertain times

Personal insurance extends beyond income protection to leaving a legacy, covering debts, protecting assets and looking after one’s family in the future.

5 Aug 2024 3AM 7 min

What’s behind the Nikkei and yen collapse?

Nick Kunze from Sanlam Private Wealth discusses the implications of weaker US unemployment data on potential rate cuts in September, the decline in Brent oil prices, and recent developments in Japanese markets. Clyde Parsons from BrightRock delves into the intricacies of life insurance policies and what you need to know…

5 Aug 2024 1AM 21 min

[TOP STORY] How equity investors and olympic fencers share winning moves

Stanlib’s Rademeyer Vermaak likens the business of investing to nuances in the sport of fencing – either very attacking, very aggressive, or very passive and sort of stepping back.

2 Aug 2024 3AM 8 min