MoneywebNOW

[TOP STORY] Consumer spending: Needs trump wants

‘Spend is [is now more] aligned to when people actually have money in their accounts versus having a credit card’: PayJustNow CEO Craig Newborn.

14 Feb 2024 1AM 6 min

WeBuyCars sees strong growth

Odwa Magwentshu from Trive South Africa on the WeBuyCars listing … does he see value unlock here? Craig Newborn from PayJustNow on retail trends they’re seeing via their BNPL system. Cliffe Dekker Hofmeyr's Tendai Jangara talks the use of digital forensics to help combat and prosecute fraud and corruption.

14 Feb 2024 12AM 20 min

[TOP STORY] Is SA’s gold and foreign exchange contingency reserve account up for grabs?

Viv Govender from Rand Swiss explores arguments for and against dipping into this cache.

13 Feb 2024 2AM 5 min

Magnificent 7: Is Tesla still part of the club?

Keiran Witthuhn from Anchor on the recent Tesla results as the stock is down around 50% from its 2021 highs. Rand Swiss's Viv Govender talks the Gold and Foreign Exchange Contingency Reserve Account. What is it, and can government use the R450 billion found therein? Francis Marais from Morningstar South…

13 Feb 2024 12AM 20 min

[TOP STORY] China's past growth engines have begun to stutter

It's becoming increasingly clear that China's structural policy trends are really beginning to cloud its medium-term growth prospects: Casey Sprake – Anchor Capital.

12 Feb 2024 2AM 6 min

Education stocks offer strong potential

Independent analyst Carmen Mpelwane unpacks Sasol's six-month trading update. Keith Mclachlan from Integral Asset Management on local education stocks; AdvTech, Curro and Stadio. What’s the Curro write down about, and which is his preferred? Anchor's Casey Sprake on slowing growth in China: is the economy at a crossroads?

12 Feb 2024 12AM 20 min

[TOP STORY] Demystifying structured products – What you need to know

These allow you to invest in complex markets and give you access to complex investment instruments – but in a controlled fashion: Samukelo Zwane at FNB Wealth and Investments.

9 Feb 2024 2AM 8 min

'Canal+ must make mandatory offer; bypass MultiChoice board'

Nick Kunze from Sanlam Private Wealth unpacks the latest updates from British American Tobacco, Anglo, Kumba and Amplats. Samukelo Zwane from FNB Wealth and Investments does some myth-busting around structured products. Simon's thoughts on MultiChoice and Canal+, mandatory offers and possible changes to the Electronic Communications Act of 2005.

9 Feb 2024 12AM 20 min

[TOP STORY] Hopes for the Mining Indaba

The engagement provides a crucial opportunity for all stakeholders together to charter a course towards a more inclusive and sustainable mining industry: Jaco Meyer – Cliffe Dekker Hofmeyr.

8 Feb 2024 2AM 5 min

Disney vs Netflix

Gary Booysen from Rand Swiss unpacks Disney's results … is Netflix the better alternative? Cliffe Dekker Hofmeyr's Jaco Meyer on 30 years of the Mining Indaba and the hopes for this year's event. Johann Els from Old Mutual talks Sona, will we see detailed plans to repair electricity and logistic challenges?

7 Feb 2024 11PM 19 min

[TOP STORY] Making use of Section 18A of the donations tax code

Aspirant donors need to get smart around the ramifications of making donations of R100 000 and more.

7 Feb 2024 2AM 8 min

Get great dividends from these Reits

Faheema Adia from Momentum Securities talks Fortress as the Reit is finally set to remove the dual share structure. What’s the change and is there value here? Neill Hobbs from Hobbs Sinclair Advisory on how donations to schools or other PBOs can offer tax relief under Section 18A.

7 Feb 2024 12AM 16 min

[TOP STORY] The Cristal Challenge is on for 2024

David Shapiro of Sasfin explains that 364 entrants have so far individually selected the five stocks they expect to outperform over the next 10 months.

6 Feb 2024 2AM 5 min

Exploring the world of global lithium mining ETFs

Aside from uranium, where else is Petri Redelinghuys of Herenya Capital Advisors finding opportunities in the mining sector as the Mining Indaba begins in Cape Town? David Shapiro from Sasfin talks the Cristal Challenge. What have been the most popular stocks selected by contestants? Craig Ivy of Futuregrowth highlights last…

5 Feb 2024 11PM 20 min

[TOP STORY] Navigating frontier market investing

Allan Gray's Rory Kutisker-Jacobson weighs up their returns and how to spot a winning stock.

5 Feb 2024 2AM 7 min

Hudaco delivers despite tough conditions

Chantal Marx from FNB Wealth and Investments unpacks a solid set of results from Hudaco. Kingsley Williams from Satrix on a new ETF they’re listing that will use global free-float metrics, offering higher exposure to dual-listed companies. Allan Gray's Rory Kutisker-Jacobson on returns from frontier markets and how to spot…

5 Feb 2024 12AM 22 min

[TOP STORY] Forecasting is hard, as perhaps evidenced by 2023

Flagship Asset Management’s Kyle Wales notes that in the US over the past year ‘we saw very strong economic growth but the markets rallied far ahead of that’.

2 Feb 2024 2AM 7 min

In IMF growth forecasts SA loses while the rest win

Schalk Louw from PSG Old Oak offers his views on the Canal+ offer for MultiChoice. Kyle Wales from Flagship Asset Management talks his offshore sector and stock picks for the challenging year ahead. Simon offers his thoughts on income investing … great yields, but is there more we should know?

2 Feb 2024 12AM 20 min

[TOP STORY] Cash no longer king?

Yoco's Yusuf Shaikh reflects on the trend of going cashless, as well as the benefits and possible drawbacks for small businesses.

1 Feb 2024 2AM 5 min

Hyprop reports strong festive season sales

RMB's Matete Thulare talks Hyprop's trading update which shows a strong festive season of trading. Yoco's Yusuf Shaikh on the trend of going cashless and the debate around stores that are cash-only. Denys Hobson from Investec on South Africa’s trade outlook for 2024 in a world of stagnant growth.

1 Feb 2024 12AM 20 min