MoneywebNOW

[TOP STORY] For ten years broad global ETFs have shone in rands

The performance is ‘being driven by this kind of spectacular run in US equities and concentrated around technology, advertising and more recently the semiconductor industry’: Chris Rule, head of Client Solutions at 10X Investments.

4 Oct 2AM 7 min

Keeping an eye on inflation risk

Hedging explained and a look at Balwin's latest update.

4 Oct 1AM 20 min

[TOP STORY] China shows ‘really strong’ growth in platinum investment demand – WPIC

Research director Edward Sterck reports ‘extended-range electric vehicles’ as the current fastest growing EV segment in China.

3 Oct 3AM 7 min

'Sarb should have a growth mandate'

Lonwabo Maqubela of Perpetua Investment Managers on why the Sarb must cut rates to maintain credibility. Edward Sterck from the World Platinum Investment Council discusses future supply and demand trends. Roné Swanepoel from Morningstar SA highlights the key golden ratio for savers and investors.

3 Oct 1AM 21 min

[TOP STORY] In a slowdown companies with consistent earnings don't let you down

Attila Kadikoy from Levantine & Co stresses the importance of prioritising predictable earnings over the current AI hype.

2 Oct 2AM 5 min

Capitec share up 15x in ten years

Petri Redelinghuys from Herenya Capital Advisors discusses Capitec's results, noting a 36% rise in both Heps and dividends. Attila Kadikoy from Levantine stresses the importance of prioritising predictable earnings over the current AI hype. Gary Mockler from GTC outlines problems with the two-pot retirement system following its first month of…

2 Oct 1AM 20 min

[TOP STORY] SA's small and mid caps have been flying

Independent analyst Anthony Clark assesses the recent rally and the likelihood of it persisting.

1 Oct 3AM 6 min

Spar restructuring could be a boon for investors

Kieran Witthuhn from Anchor discusses Renergen's quarterly update and Spar’s 47-week performance ahead of their closed period. Independent analyst Anthony Clark assesses the recent rally in local small caps and whether value remains. Rudi Bodenstein from Stonehage Fleming explains the benefits of offshore trusts.

1 Oct 1AM 19 min

[TOP STORY] Why the dearth of foreign interest in SA’s equity market?

Jason Swartz from Old Mutual Investment Group shares thoughts on what needs to happen for foreign investors to start reinvesting in South Africa.

30 Sep 3AM 6 min

Excellent Momentum results as stock still cheap

Nick Kunze from Sanlam discusses Transaction Capital's exit from SA Taxi and comments on Momentum's results. Jason Swartz from Old Mutual Investment Group shares insights on what needs to happen for foreign investors to start reinvesting in South Africa. Ian Ferguson, co-head of Old Mutual Cash and Liquidity Solutions, speaks…

30 Sep 1AM 19 min

[TOP STORY] What is credit investing in terms of fixed income?

Tarryn Sanker from Stanlib explains that – unlike government debt, which is deemed to be risk-free – ‘these credit instruments present investors with a level of credit risk, as obligations to pay interest and/or repay principal may not be met’.

27 Sep 2AM 8 min

Is Meta winning the AI and augmented reality race?

Viv Govender from Rand Swiss discusses Old Mutual's move to launch another bank in the market. Tarryn Sankar from Stanlib explains the local credit market and its role within an investment portfolio. Simon explores why "cash is king" and suggests free-cash-flow per share as a key metric to measure it.

27 Sep 1AM 20 min

[TOP STORY] Is China an ‘absolute screaming buy’?

Tian Pan from Prescient China explores the latest Chinese stimulus package, examining what's different this time and whether it makes China a more attractive investment.

26 Sep 2AM 7 min

Reits are the best-performing sector this year, but is there still value?

Independent analyst Carmen Mpelwane analyses JSE Reits, assessing whether there's still value after their strong performance over the past year and highlights her top pick. Warren Wheatley, CEO of Altvest Capital, discusses their JSE IPO and the underlying preference share options. Tian Pan from Prescient China explores the latest Chinese…

26 Sep 1AM 20 min

[TOP STORY] Is a recession still on the horizon?

Sebastian Mullins from Schroders Australia examines the ‘missing recession’.

25 Sep 3AM 7 min

Can quantitative easing help boost China’s growth

Matete Thulare from RMB discusses China's decision to lower bank reserve requirements and push down the market benchmark interest rate to stimulate lending activity. Sebastian Mullins from Schroders Australia examines the "missing recession" and questions whether inflation is truly behind us. Andrew Amoils from New World Wealth reviews the 2024…

25 Sep 12AM 19 min

[TOP STORY] Why are the PGMs creating excitement?

Petri Redelinghuys from Herenya Capital points out that some auto manufacturers that committed to being ‘100% EV’ by 2030 are rethinking that pledge.

23 Sep 3AM 5 min

More rand strength expected

Wayne McCurrie from FNB Wealth and Investments analyses Investec's trading update and discusses the rand's current fair value. Petri Redelinghuys of Herenya Capital Advisors highlights key levels to watch for platinum and palladium. David Morobe from Business Partners Limited addresses how private equity and venture capital are filling the funding…

23 Sep 1AM 18 min

[TOP STORY] Discovery Bank is ‘seeing growth across the board in kind of all segments’

‘That's what's driven us towards that over a million client milestone, says CEO Hylton Kallner.

20 Sep 3AM 10 min

Remgro's corporate action costs hit profits

What to do with the extra savings now that rates are coming down and a look at Discovery Bank's FY results.

20 Sep 1AM 20 min