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4 Aug 2021 /  Simon Brown  
Wayne McCurrie of FNB Wealth and Investments on Murray and Roberts winning contracts worth R1.2bn. Integral Asset Management's Keith McLachlan talks Levi Strauss and the part it plays in his offshore portfolio. Craig Antonie, CIO at AnBro Capital, unpacks his standout tech stocks so far this earnings season.

Cloud Africa lists new hard-currency ETF

3 Aug 2021 /  Simon Brown   1
SA investors sitting on cash now have an opportunity to diversify away from rand-based earnings to dollar-based earnings: Cloud Atlas CEO Maurice Madiba.

MTN vs Vodacom

3 Aug 2021 /  Simon Brown  
RandSwiss's Gary Booysen talks the MTN update. Steven Brown, Fortress CEO, on property investing in Central and Eastern Europe. Maurice Madiba of Cloud Atlas chat their new African Government Bond ETF.

Bitcoin: hold, buy more or take profits?

2 Aug 2021 /  Simon Brown   3
‘If my thesis is correct,’ says Petri Redelinghys from Herenya Capital Advisors, ‘you're going to want to be a seller...closer to the end of the year. I'm bullish’.

How to adjust term structure to up cash yield

2 Aug 2021 /  Simon Brown  
Petri Redelinghuys of Herenya Capital Advisors takes a look at the markets. Mabule Setoaba of Investec talks the risks in the search for cash yield. Derrick Msibi, CEO of Stanlib on asset managers' role in a secure South Africa.

Simon’s weekly wrap: Record dividends, retail rental and US inflation

30 Jul 2021 /  Simon Brown   
This week MoneywebNOW looked at results from the Anglo stable, the economic impact of the July riots, L2D on shopping centre rentals, decade-high US inflation, using the current Naspers/Prosus sentiment to top up, and more.

How long can this PGM bull market last?

30 Jul 2021 /  Simon Brown  
Bruce Williamson from Integral Asset Management discusses the shifting global demand for rhodium, platinum and palladium.

Naspers/Prosus pose definite opportunity

30 Jul 2021 /  Simon Brown  
FNB's Chantal Marx talks the latest market movements. Kobus Verster, CEO of ArcelorMittal South Africa, unpacks its strongest half-year results in a decade. Bruce Williamson, CIO of Integral Asset Management, on PGM opportunities after the run-up.

Recent impacts on GDP, inflation, credit ratings and the like

29 Jul 2021 /  Simon Brown   1
Bumper tax revenues from high commodity prices may support the economy in the short term, but won’t meaningfully address the long term: Carmen Nel from Matrix Fund Managers.

Value to be found all over the JSE

29 Jul 2021 /  Simon Brown   2
Martin Smith of Anchor on dividends and share buy-backs and whether the Naspers/Prosus selling is over. AECI CEO Mark Dytor unpacks results. Carmen Nel of Matrix Fund Managers on the real impact of looting on SA's economy.

‘Keep close to the door in terms of commodity prices’

28 Jul 2021 /  Simon Brown   1
Deryk Janse van Rensburg from Anchor Capital suggests using the somewhat negative Naspers/Prosus sentiment as an opportunity to gradually top up over the next couple of days.

WFH needs a Goldilocks model benefiting all

28 Jul 2021 /  Simon Brown  
Deryck Janse van Rensburg of Anchor Capital on Naspers/Prosus taking another beating. Emda Fourie of Momentum Corporate on the disconnect between employees and employers on future work models. Yolande Tabo of Convergence Partners on digital access for the African continent.

Looking at Amplats, Tiger Brands and Liberty Two Degrees

27 Jul 2021 /  Simon Brown  
Nesan Nair from Sasfin Securities considers the good and bad news out from the three South African companies.

Why Tesla is no longer a startup

27 Jul 2021 /  Simon Brown  
Sasfin's Nesan Nair talks Amplats's giant dividend and the Tiger Brands tinned food recall. Liberty Two Degrees's interims: strong in retail as office still struggles. Kea Nonyana of ThinkMarkets on Tesla results and this week's Federal Open Market Committee meeting

How likely are we to see persistent, higher US inflation?

26 Jul 2021 /  Simon Brown  
‘The stuff that's causing it to spike now is not the stuff that's going to ultimately cause us long-term structural inflation problems’: Anchor Capital fund manager Peter Little.

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