MoneywebNOW

[TOP STORY] Looking at the US and its markets in 2025

‘Across the board for many high-quality businesses ... having to pay PE ratios north of 35 seems a little high at this stage. So we're just taking a fairly defensive stance on US equities’– Independent Securities CIO Simon Fillmore.

17 Jan 2AM 7 min

Despite stock jump Richemont still isn’t pricey

Alex Duys from Umthombo Wealth discusses Richemont’s strong update, which drove the stock to all-time highs, and PPC’s new R3 billion cement plant in the Western Cape. Simon Fillmore of Independent Securities shares his market outlook for 2025 and adjacent AI ideas. Simon shares his thoughts on fees – the…

17 Jan 12AM 19 min

[TOP STORY] Reits in focus: 2025 prospects, growth potential, and investor opportunities

‘I think the average South African investor is still very underweight property; yet it plays a very important role in any portfolio’ – Ian Anderson from Merchant West Investments.

16 Jan 3AM 7 min

2025: Why PGM stocks are a buy

Zak Calisto, CEO of Karooooo, reflects on results that showcased another quarter of strong growth, particularly in Southeast Asia. Meanwhile, Ian Anderson from Merchant West Investments examines the strong performance of Reits in 2024 and shares insights on their prospects for the year ahead. Independent analyst Jimmy Moyaha discusses whether,…

16 Jan 12AM 22 min

[TOP STORY] Time for ETF dividends – less the dividend-withholding tax

Nerina Visser explains the intricacies of ETF taxation and fees and helps investors understand the nuances.

15 Jan 2AM 9 min

US proposes banning AI chip exports to all but 18 countries

Viv Govender of Rand Swiss shares insights on the Biden administration's updated export rule for AI chips, which has knocked Nvidia and ETFsa's Nerina Visser on understanding the distribution Sens announcements from ETFs. Ruan Maré of the Competition Commission on the fresh produce market inquiry that has far-reaching implications for…

14 Jan 11PM 24 min

[TOP STORY] Exploring the changing face of emerging markets

‘We really like the Middle East… They know the age of oil is coming to an end in the next few decades, and they’re investing to diversify their economies’ – Archie Hart from Ninety One.

14 Jan 2AM 7 min

Rising oil price could still go higher

Kea Nonyana of Scope Prime on Life Healthcare exiting another business (Life Molecular Imaging), and what’s driving oil higher? Ninety One's Archie Hart shares insights on opportunities in emerging markets; and, Agricultural Business Chamber chief economist Wandile Sihlobo weighs in on what’s driving the rise in cocoa prices.

14 Jan 12AM 20 min

[TOP STORY] 'Bigger appetite for purchasing homes' in 2025

Waldo Marcus, director at TPN, shares his property expectations for the new year.

13 Jan 1AM 8 min

Sasol and Pick n Pay top stock picks for 2025

Independent analyst Carmen Mpelwane weighs in on whether further US rate cuts are on hold after strong US jobs data; and, Petri Redelinghuys of Herenya Capital Advisors on his trade of the year. Plus, TPN director Waldo Marcus shares insight on the impact of city management and water on residential…

13 Jan 12AM 20 min

US equity returns: A decade of caution  ahead

Chris Eddie of 10X Investments on potentially very poor US equity returns over the next decade as the recent massive run higher has sent valuations skyrocketing. Plus, Simon's thoughts on when your medical aid rejects your valid claim.

9 Jan 11PM 20 min

Being an investigative journalist on your investments

Ryk van Niekerk, editor at Moneyweb, on his career as a financial journalist and how we can all become our own investigative journalists on our investments.

9 Jan 12AM 18 min

Small cap offshore beating Nasdaq

Keith McLachlan from Integral Investment Management shares insights on offshore investing, evaluating executive performance, and uncovering value.

8 Jan 12AM 20 min

Why don’t we make iPhones in Africa?

Andile Ngcaba from Convergence Partners discusses the expansion of Ctrack and questions why iPhones aren’t made in Africa.

7 Jan 12AM 19 min

What are the key themes continuing into the new year?

Chantal Marx from FNB Wealth & Investments reflects on the key themes that contributed to a successful 2024 for investors and explores how these insights can guide us in 2025.

6 Jan 12AM 18 min

[TOP STORY] Inflation and rate cuts: What 2025 could hold

‘I think market volatility will be the name of the game next year’ – Old Mutual Group Chief Economist Johann Els.

20 Dec 2024 2AM 8 min

US tech: Overpriced or ready to soar?

Kea Nonyana from Scope Prime discusses key market movements in 2024, focusing on gold, Sasol, and commodities. He also reflects on his standout moments of the year and ponders whether the US tech rally can continue into 2025. Johann Els from Old Mutual shares his insights on the inflation outlook…

20 Dec 2024 12AM 19 min

[TOP STORY] Agri insights: Challenges, wins, and outlook for SA farming

‘We are expecting to get the La Niña rains. Ultimately we are optimistic and thinking that we may have a season of recovery – but we need that rain badly’: Wandile Sihlobo from the Agricultural Business Chamber of SA.

19 Dec 2024 2AM 8 min

What’s really driving the rand?

RMB’s Matete Thulare explores the factors driving the rand, examining whether it's more influenced by SA’s economy or the US dollar, and compares the rand's performance against other emerging market currencies this year. Wandile Sihlobo from the Agricultural Business Chamber of SA takes a deep dive into the impact of…

19 Dec 2024 12AM 18 min

[TOP STORY] We are being swept along inexorably by the AI boom

‘We are about to get to a point where we can no longer trust video. We can't trust photos any more’: Viv Govender from Rand Swiss.

18 Dec 2024 2AM 9 min