MoneywebNOW

Wayne McCurrie from FNB Wealth and Investments discusses the rand post-elections, Zeda's results and Woolies's disappointing update. Old Mutual Investment Group's Sehrish Khan on why inflation will be higher for longer. Simon shares his views on why attempting to time moving rands offshore is a mug's game.

Rand Swiss’s Viv Govender points out that the whole of China cannot compare with what Nvidia is doing right now.

Shaun Dendere from Trive South Africa talks about Pepkor results as fintech, and Brazil do well, and margins expand. Rand Swiss's Viv Govender discusses the Nvidia results, is there value here? Debra Slabber from Morningstar South Africa on expectations post elections and foreigners buying local bonds.

Rhandzo Mukansi of Futuregrowth explains that while central banks are likely keen to cut interest rates, sticky inflation remains a risk.

Alex Duys of Umthombo Wealth on Tiger Brands results as it sees profit growth. Tharisa's Phoevos Pouroulis unpacks recent results and discusses the boom in chrome prices. Rhandzo Mukansi from Futuregrowth Asset Management highlights that starting with the MPC on Thursday, five central banks will announce rate decisions in the next three weeks. Will any cut?

Group CEO Alan Dickson says the company’s strong cash flow enables the payment of good dividends.

Faheema Adia from Momentum Securities discusses Quantum Food Group's results: Heps surged, but the stock is pricey. Alan Dickson, Group CEO of Reunert, analyzes the company's strong performance across all segments except one. Chris Vorster, Stadio's CEO, explains Stadio's approach to rewarding staff and students and how distance learning can help address youth unemployment

Andy Pfaff, CEO at Coherent Capital Management, on their Coherent Global Commodity Investment portfolio.

Schalk Louw from PSG Old Oak discusses Investec's strong results and Bidcorp's positive update, which has been bolstered by bolt-on acquisitions and lower food inflation. Andy Pfaff, CEO of Coherent Capital Management, discusses their commodity AMC, explaining its mechanics and highlighting current trends. He also introduces their new AMC, which is linked to the local fuel price. Simon offers his thoughts on the misleading glamour and glitz of FX trading.

The Liberty Life building transfer to Capitec takes place ‘later this week and effectively will push up our hedge ratio closer to 60%’ – CEO Quintin Rossi.

Odwa Magwentshu from Trive South Africa discusses Southern Sun's results and maiden dividend and the market-loving Pick n Pay update. Bradley Elliott from RelyComply offers insights on the new compliance deadlines to combat money laundering. Spear Reit's Quintin Rossi unpacks the company's strong results.

The big story in the interim results was the contamination of woodchip stockpiles by a neighbouring fire: MD Andre Myburgh.

Kieran Witthuhn from Anchor on what’s driving PGM prices higher and whether it is sustainable. Andre Myburgh from TWK Agri discusses challenging results due to woodchip contamination caused by a fire in a nearby facility. Dany Mawas of Finalto South Africa discusses the use of an ODP licence by another party and how a company can comply with FSCA requirements.

After a tough year CEO Chris Schutte looks forward to possible vaccination permits, less load shedding, an improved maize harvest and higher margins in time.

Independent analyst Carmen Mpelwane discusses tough Balwin and Famous Brands results, which saw revenue up but profits down as costs hurt. Chris Schutte, CEO of Astral Foods, discusses the company's latest results. Profit is roaring back as avian influenza is largely gone. Bianca Botes, Citadel Global, offers insights on what drives moves in the rand.

Petri Redelinghuys of Herenya Capital Advisors tells South Africans how they can get some exposure to ‘Dr Copper’.

Nick Kunze from Sanlam Private Wealth discusses Richemont's results and new CEO. Many global indices are at or near all-time highs … is it a bull market? Petri Redelinghuys from Herenya Capital Advisors discusses opportunities for exposure as copper surges to all-time highs. FNB Commercial's Paul Makube talks emerging trends in agriculture machinery and what they can tell us about the months and years ahead.

CEO Andries van Heerden looks forward to ‘fixing up’ Lafarge while Nkomati continues ramping up strongly.

Chantal Marx, FNB Wealth & Investments, dissects Barloworld's weak trading update and Sanlam's strong one. Andries van Heerden, CEO of Afrimat, discusses the company's robust latest set of results, as construction materials and Nkomati Anthracite both show very strong numbers. Simon's thoughts on attending AGMs and your rights when you do

Ninety One’s Paul Hutchinson notes that the Dalbar QAIB study ‘reconfirms that investor behaviour – the way they buy, sell, or switch into or out of unit trust funds – costs them’.

Lonwabo Maqubela from Perpetua Investment Managers on healthcare stocks on the JSE in the wake of the NHI Bill being signed into law. Zak Calisto, CEO of Karooooo, unpacks their full-year results. Ninety One's Paul Hutchinson discusses the 2023 Quantitative Analysis of Investor Behaviour (QAIB) study, which shows that we’re our own worst enemy.

An exciting project for the Reit ‘is something we call Yethu, which is a residential conversion. We recognise in South Africa that people need cheap accommodation’ – MD Jeffrey Wapnick.

Independent analyst Jimmy Moyaha discusses the latest developments around Anglo American. The miner wants to spin out Anglo Platinum and De Beers to create value. Could De Beers return to the JSE after delisting in 2001? Octodec MD Jeffrey Wapnick discusses the company's interim results. Sanan Pillay from Sanlam Investments on navigating alternative investments and finding the right fund manager.

‘This year we sold to the open market. We didn't have any bulk student housing, social housing, fully subsidised housing’: CEO Wikus Lategan.

Kea Molefe from Trive South Africa on maiden results from WeBuyCars as it gains market share and Vodacom results see revenue rise (thanks Egypt) but profits fall. Wikus Lategan, CEO of Calgro M3, on results as it shifts strategy and pays its first-ever dividend. Raubex CEO Felicia Msiza discusses strong results across all divisions, especially Materials Handling and Mining, with profits up 246%.

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

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 their tax-free savings accounts.

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

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.

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.

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 gap across the rest of the continent.

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.

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 driving the return of local office demand.

‘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.

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.

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

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 and the rule of 72.

‘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.

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 nearing all-time highs.

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.

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 will see the rental market boom.

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.

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 strong investment returns, even in a tough economy.

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

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

‘We expect a lot more competition and we think customers are now going to go to the innovative banks that give them the better deals, not just the big ones’: Michael Jordaan, co-founder and chairman of Bank Zero.

Mia Kriegler from Kruger International on Clicks's latest results and BHP's proposed takeover of Anglo American. Michael Jordaan, co-founder and chair of Bank Zero, unpacks the recently introduced deposit insurance in SA and how this could shake up local banking. Simon offers his thoughts on share price volatility in the US as earnings are released.

Africa's economy is starting to grow and of interest to revenue authorities is how to tax digital transactions: Matthew Besanko from PwC SA.

RMB's Matete Thulare asks how low the rand could go in the month ahead of the elections. Careen Mckinon from ooba Home Loans discusses the growing popularity of multi-generational living. Matthew Besanko from PwC South Africa on taxing e-commerce transactions across the continent.

Luigi Marinus of PPS Investments offers perspectives on a delayed Fed rate cut, big tech, outperforming DMs, financials under pressure, bonds’ day in the sun and opportunities in China.

Kea Molefe from Trive South Africa on the Capitec results the market loved and the Sasol update which it hated. PPS Investments's Luigi Marinus talks trends from the first quarter and whether he expects them to continue in 2024. Dany Mawas, CEO of Finalto South Africa, stresses the necessity of exclusively opting for derivative trading options provided by FSCA-registered entities.

The socialist market economy’s stocks will never reach the valuations you see in US tech stocks: Simon Fillmore – CIO, Independent Securities.

Anchor's Keiran Witthuhn on US reporting season; Netflix and ASML, the shovel sellers in the AI race. Simon Fillmore from Independent Securities makes the case for Chinese investments. KPMG's Auguste Claude-Nguetsop unpacks their inaugural Southern Africa Banking Survey.

The Sarb’s argument has been that our biggest constraint on economic growth is on the supply side, not the demand side: Investment strategist Izak Odendaal from Old Mutual Wealth.

Carmen Mpelwane, independent analyst, on strong results from PSG Financial Services. Old Mutual Wealth's Izak Odendaal dissects Fed cycles and whether other central banks can cut ahead of them. Bianca Botes from Citadel Global on the changing role of treasury functions.

In business ‘taking the risk of innovating is not a matter of luxury, it's a matter of survival’. Jon Cherry of Cherryflava discusses the marketing brilliance of Checkers Sixty60 and Elon Musk’s Powerwall batteries.

Schalk Louw from PSG Old Oak is asking whether the sharp decline in prices for MTN and Vodacom represents an opportunity or if it's better to avoid them altogether. Jon Cherry of Cherry Flava discusses how Ellies's downfall can be attributed to a branding misstep and emphasises the importance for companies to prioritise innovation. Simon offers his thoughts on living locally but earning foreign currency.

For South Africans the Bitcoin high reached in March was R1.3 million, largely driven by the ETFs being approved: Luno country manager Christo de Wit.

Chantal Marx from FNB Wealth and Investments on whether we still buying the Richemont dips. Luno's Christo de Wit talks crypto as the Bitcoin halving is expected on Friday evening. Dr Roelof Botha unpacks the Altron FinTech Household Resilience Index.

CEO Charles Savage enjoys reporting that in February the group posted an all-time one-month deposits record of over R1bn.

Independent analyst Jimmy Moyaha on the Afrimat update and a red wave sweeping markets. Purple Group CEO Charles Savage shares insights on the company's robust performance and return to profitability. Zeph Nhleko from DBSA sheds light on the debut of their African Journal of Infrastructure Development.

‘We think there are growing risks of losses...if you are focused on the highest yield at the lowest possible volatility’: Lyle Sankar – head of fixed income, PSG Asset Management.

As the LME bans Russian-origin metals, aluminium, copper, and nickel are set for gains. But where should you invest? South32, BHP Group, or an ETF? Petri Redelinghuys of Herenya Capital Advisors shares insights. Lyle Sankar from PSG Asset Management explains why the definition of risk matters for fixed-income investors. Momentum Investments's Sanisha Pakirisamy on how the outcome of the local elections could shift growth in SA

Global renewables analyst Alex Monk suspects coal usage will need to be partnered with carbon capture as regulatory environments change.

Nick Kunze from Sanlam Private Wealth talks gold as it rallied hard late last week. Alex Monk of Schroders delves into the significant investment projected for energy transition infrastructure, which is expected to surpass $100 trillion by 2050. Explore the implications of UK non-domiciled tax reforms for South Africans with Rupert Clarey from Stonehage Fleming.

Poland and Romania are the largest beneficiaries of foreign investment, which is attracted by an influx of labour at half the EU average cost: Fortress Europe MD Maciej Tuszyński.

Faheema Adia of Momentum Securities on WeBuyCars's potential value and remaining investment opportunities in Transaction Capital. Fortress's Reits Maciej Tuszynski talks logistics and growth prospects in Eastern Europe. Simon's thoughts on the history of Ellies as the stock goes into liquidation after once trading above R10.

Mia Kriegler from Kruger International points to this as a great example of what good management – even in a tough economic environment – can do in a business.

Mia Kriegler from Kruger International on the latest company news as Afrimat confirms the Lafarge deal is now unconditional. Wandile Sihlobo of the Agricultural Business Chamber of South Africa offers insights into the country's drought. What’s the impact? Naked Insurance's Sumarie Greybe offers tips for managing insurance in a crisis.

‘I think there is a common misperception that [we as] passive managers simply follow our rule book and there's nothing much to it. But I guess there is a lot of skill involved’: Daniel dos Passos, portfolio manager with FNB ETFs.

Independent analyst Carmen Mpelwane talks PGMs as they move higher and the stocks boom. Was Neal Froneman right? Have we seen a bottom? Which would be the preferred stock? Victor Mupunga Old Mutual Wealth on economic cycles and how to manage a portfolio in this inexact science. FNB's Daniel dos Passos talks ETFs and how being passive is still active.

Many employers tend to want people back at the office for more of the time, and employees tend more towards hybrid or work from home: John Loos – FNB Commercial Property Finance.

Kea Molefe from Trive South Africa on company news: Sasol wins its Secunda appeal, and Canal+ and MultiChoice agree to work together on the R125 per share buyout offer. Ian Anderson from Merchant West Investments offers insights on SA Reits' performance so far this year. John Loos from FNB raises the question: Will office space demand become more cyclical in the future compared to historical trends?

‘It's important that underlying fund managers price credit risk appropriately in their portfolios’: Michael Kruger from Morningstar SA.

Schalk Louw from PSG Old Oak talks gold as miners in the US lag the gold price, who’s right? Hylton Kallner, Discovery Bank CEO, on the SpendTrend23 report and what it reveals about our spending habits. Morningstar SA's Michael Kruger discusses Bridge Taxi Finance and the Mi-Plan Fund and the importance of exercising caution in SA’s fixed-income universe.

The shift to smaller, more nimble and majority black-owned managers ‘just hasn't happened’: Janina Slawski – head of Investment Consulting.

Viv Govender from Rand Swiss on what oil and gold are telling us … is inflation not over? Janina Slawski from Alexforbes shares insights on what their Retirement Fund Survey for 2024 revealed. Simon's thoughts on the process of unbundling and listing a stock ahead of WeBuyCars's unbundling from Transaction Capital.

‘In the past...there weren't any checks and balances on any of these companies providing crypto products or crypto services’: Jaltech co-founder Gaurav Nair.

Jimmy Moyaha, an independent analyst, shares insights on Invicta's acquisition of the Nationwide Bearing Company in the UK, and confirmation of the upcoming listing for WeBuyCars scheduled for next Thursday. Gaurav Nair, co-founder of Jaltech, talks about FSCA crypto asset service provider (CASP) licenses, as they are one of the first to obtain one. Guy Krige from ESCROWSURE on new IT risk regulations for SA's financial sector in 2024.

Port and shipping issues have forced the company to increase inventories significantly and grow manufacturing capacity in the northern hemisphere: CEO Ashley Bell.

Alex Duys of Umthombo Wealth analyses the long-awaited Gold Fields mine, emphasising its low cost and 13-year development journey. Ashley Bell, CEO of Bell Equipment, discusses the latest financial results, highlighting significant increases in inventories and receivables. Quintin Rossi, CEO of Spear Reit, shares insights into their recent acquisition of assets from Emira Property Fund.

A dramatic, quick-changing momentum is happening in what we call fit-for-purpose skills – Salesforce program manager Ursula Fear.

Petri Redelinghuys from Herenya Capital Advisors on potential implications of rising Brent crude oil prices on energy/oil stocks and ETFs. Absa CIB's Adam Reeves offers insights on managing portoflio rebalancing without tax implications. Ursula Fear from Salesforce on fostering local talent and AI expertise.

Borrowers ‘increasingly turn to direct lenders instead of banks because banks are taking longer to make lending decisions’: Harris Gorre from Grovepoint Investments.

Mia Kriegler of Kruger International discusses Old Mutual's robust performance amidst challenging conditions. Harris Gorre from GrovePoint Investment on the booming private credit market. Simon's thoughts on local inflation: is it really dead?

‘It's been one of those years where you are very glad you diversified into so many different countries and different commodities’ – CFO Andre van Deventer

Odwa Magwentshu from Trive South Africa on EOH results, is there any value here? André van Deventer, Master Drilling's CFO, offers insights on a resilient set of financials. Mesh.trade's Connie Bloem talks their first listed tokenised private bond issue.

Mpumi Tyikwe looks back over claims emanating from civil unrest in SA since 1976, riots’ common denominator, and security cluster preparedness for the upcoming general election.

Keiran Witthuhn from Anchor Capital talks MTN results as Heps fall over 70% on the back of a much weaker Naira. Roy Douglas, former CEO of AdvTech, on results that saw strong operating leverage and profits. Mpumi Tyikwe, CEO of Sasria, on the risks facing the economy ahead of the election.

‘We've certainly seen strong cost management with...the combined cost-to-income ratio’: Francois Prinsloo – PwC.

Gary Booysen from Rand Swiss talks Discovery's results. Good, but is the stock expensive? PwC's Francois Prinsloo analyses major local bank results … the good and bad. Busisiwe Mahlaba from Ipsos gives insights on SA's massive stokvel sector – is business missing a trick?

One of the key reasons that alternatives have become so popular is that the listed markets are shrinking – Dino Zuccollo of Westbrooke Alternative Asset Management.

Viv Govender of Rand Swiss weighs in on whether the JSE is investable or should the focus rather be offshore. Dino Zuccollo of Westbrooke Alternative Asset Management shares insights on alternative investments and the benefits and risks. Simon's thoughts on Bank of Japan moving rates to zero. Did Abeconomics work?

OUTsurance CEO Marthinus Visser discusses climate change risks and urbanisation – and some features of cover in Australia and imminently in Ireland.

Independent analyst Carmen Mpelwane discusses Remgro's results as earnings plunge. OUTsurance CEO Marthinus Visser shares insights on the short-term insurance sector as it adjusts to changing risks from climate change. Fairtree Group CEO Kobus Nel on what it takes to be the country’s top fund manager and managing local volatility.

As he shares insights on the latest Afrimat Construction Index.

Wayne McCurrie of FNB on latest results from Sun International, the JSE, and OUTsurance. Dr Roelof Botha shares insights into the Afrimat Construction Index, and whether we are still seeing green shoots? Megan Fraser, tax manager at Allan Gray, discusses residency tax. Who pays and when do you pay?

‘The economy remains some distance [in] my personal opinion from a soft landing’: Attila Kadikoy of Levantine & Co.

Independent analyst Jimmy Moyaha talks economics ahead of local CPI data and rate decisions from BoE, BoJ and the Fed. Attila Kadikoy from Levantine & Co on a soft vs hard landing. How should investors position their portfolios? Kagiso Tloubatla of SV Capital on inspiring the youth to invest.