Sanlam Private Wealth's Nick Kunze takes a look at markets as Sibanye and Truworths trade weaker after their results. Henry Biddlecombe from Anchor Capital talks tech news and the war between Australia and Facebook/Google.
This week MoneywebNOW looked at budget expectations, new regulations affecting retirement funds, the rand, as well as preference shares, Dis-Chem and more.
The fiscal situation is ‘less horrible now, but in the end our budget deficit is probably going to be a little bit smaller’ – Wikus Furstenberg from Futuregrowth Asset Management.
Sasfin's Nesan Nair talks Truworths results and the shrinking JSE as another stock delists. Wikus Furstenberg from Futuregrowth Asset Management says it's not all doom and gloom for Finance Minister Tito Mboweni's budget speech next week. OneLogix CEO, Ian Lourens, unpacks their results and how they have diversified the company into an agri business.
Gary Booysen of Rand Swiss expresses concern as to whether the pharmacy retailer is going to need such a huge bricks-and-mortar footprint in a digital world.
Gary Booysen from Rand Swiss on the Dis-Chem update and healthcare stocks. 10X Investment's Michael Rossouw talks the real impact and costs of early retirement withdrawals. Investec’s Brian McMillan on their new SP500 structured product.
‘People who have already emigrated through the SA Reserve Bank are able to access their funds’ – Faeeza Khan, senior specialist legal marketing at Liberty.
Wayne McCurrie from FNB Wealth and Investments talks mining results, BHP and Glencore, Liberty's Faeeza Khan unpacks the retirement reforms coming March 1. Pan African Resources CEO Cobus Loots on reinventing the miner in the midst of a challenging environment.
Anchor's Deryck Janse van Rensburg talks about Shoprite being a low-value, high-margin stock which has fared well. Asset manager Piet Viljoen looks at Steinhoff's investability factor, and Keith McLachlan discusses using listed preference shares in the search for yield.
Anchor Capital estimates the finance minister has just under a R100bn more than he was expecting in the coffers. 'That buys him flexibility’ – Co-CIO Nolan Wapenaar.
Petri Redelinghuys from Herenya Capital on the top 40 trend looking up and Aspen on its channel range, Anchor Capital's Nolan Wapenaar talks markets as the rand powers stronger. FNB's Chantal Robertson on tax loop structures and relaxed regulations.
Deryck Janse van Rensburg from Anchor Capital discusses Italtile's results and the Kaap Agri update, Moneyweb's Ciaran Ryan talks Tesla putting $1.5bn into Bitcoin and ARB Holdings's Billy Neasham on strong results to end December.
