MoneywebNOW

[TOP STORY] Tax-free savings and the importance of cultivating the saving habit

‘Appreciate that money takes a long time to accumulate,’ but with discipline it will grow: Caroline Naylor-Renn, 10X Investments.

13 May 2024 3AM 5 min

Costs prove a problem at this stage of the commodity cycle

Schalk Louw from PSG Old Oak on the Sibanye-Stillwater update: Earnings fall ±R6 billion, and debt covenants are at risk. Sean Walsh, CEO of KAL Group, unpacks results as revenue slips slightly, but earnings increase 7%. Caroline Naylor-Renn, COO of 10X Investments, discusses strategies for saving for children and leveraging…

13 May 2024 1AM 20 min

[TOP STORY] What happens to money that leaves the financial system?

Hawken McEwan, director of compliance at DocFox, explains the tracking of funds following suspicious financial transactions.

10 May 2024 3AM 8 min

Sappi and KAL doing their best despite tough conditions

Mia Kriegler from Kruger International talks results from Sappi and KAL, both of which saw cost savings boosting earnings. Hawken McEwan of Compliance DocFox discusses the importance and benefits of Fica in a regulated world. Simon offers his thoughts on what it would take to get SA Inc stocks rallying.

10 May 2024 12AM 20 min

[TOP STORY] CMH delivers 14% dividend yield despite a challenging year

European vehicles are almost priced out of the market, and China and India are making quality vehicles often at really attractive prices: CEO Jebb McIntosh.

9 May 2024 3AM 5 min

AB InBev sees strong operational leverage

Matete Thulare from RMB comments on the unexpectedly robust Q1 2024 results of Anheuser-Busch InBev, which were positively received by the market. Jebb McIntosh, CEO of CMH, discusses the results from a challenging period but highlights a substantial dividend yield. Brian Irvine from Investec talks about addressing the infrastructure funding…

9 May 2024 12AM 20 min

[TOP STORY] There is a surprising comeback in SA’s office sector

John Jack of Galetti Corporate Real Estate discusses office rental reversions, the demand for non-premium space, corporate semigration and industrial investment in solar power.

8 May 2024 4AM 7 min

Gold Fields’s costs soar as production collapses

Independent analyst Jimmy Moyaha on the Gold Fields trading update, which saw costs soaring while production fell. Sebastian Pillay of FNB introduces the launch of new ETNs on the JSE, tracking Nvidia, Eli Lilly, Palo Alto, and Booking Holdings. John Jack, CEO of Galetti Corporate Real Estate, on four factors…

8 May 2024 1AM 20 min

[TOP STORY] The local Bond Index has performed slightly better than equities

‘I think the concept of bonds is misunderstood at times, which is quite unfortunate. They're a very important asset class’: Siyabulela Nomoyi – quantitative portfolio manager, Satrix.

7 May 2024 3AM 6 min

Redefine seeing green shoots in some office regions

Independent analyst Carmen Mpelwane talks the local Reit sector as it struggles with vacancies, high rates and inflation. Andrew König, Redefine CEO, on results as interest costs rise 14.1% and office continues to struggle. Satrix's Siyabulela Nomoyi discusses bonds, with the Namibian Bond ETF in the spotlight.

7 May 2024 1AM 20 min

[TOP STORY] Legalities around landlords, tenants and rental agreements

The increasing trend towards rental may be for reasons of cost, but sometimes just for flexibility: Alex de Wet – Cliffe Dekker Hofmeyr

6 May 2024 2AM 6 min

Weaker US jobs data boosts rate cut expectations

Nick Kunze from Sanlam Private Wealth unpacks Netcare's trading update and the disappointing US jobs data. Is this good news for rate cuts? Alex de Wet of Cliffe Dekker Hofmeyr offers tips for protecting yourself in the booming rental market. Morningstar SA's Roné Swanepoel on the insane power of compounding…

6 May 2024 1AM 20 min

[TOP STORY] Decarbonisation, energy security and AI

‘Dirty’ energy isn't something that is going to be eliminated over five or 10 years. It will take 20, 30, 40, 50 years: Alex Monk from Schroders.

3 May 2024 3AM 8 min

Looking through election rhetoric as investors

Gary Booysen of Rand Swiss discusses adjusting his domestic portfolio given robust April PMI figures and the implications of Sasol's CFO's brief tenure. Schroders's Alex Monk on energy security and the implications for the energy sector. Simon shares his thoughts on RSA Retail Savings Bonds rates for May, which are…

3 May 2024 12AM 20 min

[TOP STORY] Sygnia ETF changes: What investors need to know

Holders of The Fourth Industrial Revolution and the Faang AI ETFs need to ‘look under the hood’ to fully understand the impending differences and implications.

2 May 2024 4AM 8 min

US markets not at the bottom yet

Petri Redelinghuys from Herenya Capital Advisors discusses charts of the Nasdaq and S&P 500. Is he bearish or bullish? etfSA's Nerina Visser discusses Sygnia's changes to the terms of two of its tech ETFs, examining the implications and required actions. Andrew Fulton of Eighty20 asks if the unchanged interest rate…

2 May 2024 1AM 21 min

[TOP STORY] Another strong quarter for gold demand

John Reade, chief market strategist for the World Gold Council, says the metal’s strength despite record high prices in pretty much every currency tells you a lot about its underlying health.

30 Apr 2024 2AM 7 min

Finding excellent returns in a tough economy

Reko Nare from Anchor analyses the recent macroeconomic data out of the US and how markets have responded. World Gold Council's John Reade on the Q1 report which shows that central banks are still buying the yellow metal. Mikhail Motala from PSG Asset Management offers guidance on how to create…

30 Apr 2024 12AM 21 min

[TOP STORY] Understanding US Treasury bonds

Casey Sprake of Anchor Capital sheds light on frequently used terms such as ‘the 10-year’, ‘coupon’, ‘yield inversion’ and ‘zero coupon’.

29 Apr 2024 3AM 5 min

More suitors for Anglo American?

Nick Kunze from Sanlam Private Wealth on Anglo snubbing BHP Group, what next? A higher offer, or maybe Rio Tinto enters the fray? Anchor's Casey Sprake helps us understand US ten-year bonds

29 Apr 2024 1AM 14 min