FNB's Wayne McCurrie talks OPEC+ production cuts and the latest on Standard Bank payment holidays. Stephan Engelbrecht of Anchor Capital on their Q4 asset allocation report and Rael Levitt, CEO of Inospace Properties, talks dark kitchens and stores changing the face of delivery.
Preston Narainsamy of Nedbank Private Wealth on the Murray and Roberts JV. Steve Brooks, CEO of Balwin, talks results and paying a dividend through tough economic times. Shaw Mabuto of SPEAR Capital on ESG standardisation.
This week we looked at new JSE-listed ETNs that track hot US stocks, SA's zinc potential, how to try to improve yield without increasing risk, reviving JSE listings, why this tech rally is different, and more.
Deryck Janse van Rensburg of Anchor Capital talks the Spur update and PSG Konsult results. FNB's Bheki Mkhize on launching JSE-listed fractional ETNs tracking hot US tech and consumer stocks. Andrew Dawson, MD at MACmobile, on adapting the supply chain to the Covid-19 reality.
FNB's Chantal Marx on the Pick n Pay update - who’s losing market share? And the possible Tsogo Sun Hotels/ Hospitality deal. Cannon's Samantha Steyn talks money market funds. Morningstar's Eugene Visagie on how SA must overcome its slow economic growth.
FNB's Wayne McCurrie on AB InBev and Fed chairman Jerome Powell's latest comments. Simon Norton of the International Zinc Association on harnessing SA's zinc resources to reboot the economy. Schroders Stephen Kam talks China as it starts a new growth phase.
Nesan Nair of Sasfin Securities on markets as Canal+ takes a 6.5% stake in MultiChoice. AlphaWealth's Keith McLachlan on his ideas to boost JSE listings with research, JDRs and more. Claudia Smith of Orange Ink on saying no thanks to the new normal and charting your own disruption.
Petri Redelinghuys of Herenya Capital takes us through the key charts for the week ahead. York Timber CEO, Pieter van Zyl talks results. Victor Mupunga from Old Mutual on why this tech rally is different to the 1999 bubble.
This week MoneywebNOW looked at activity levels at Yoco and Sun International, Alviva benefitting from the work-from-home trend, L’Oréal as a defensive stock, Thankyou's conscious capitalism, extending income protection cover, and more.
Viv Govender of Rand Swiss on US GDP data; Disney and American Airlines layoffs. Sun International's Graham Wood on occupancy levels at their resorts and whether conferencing is returning. David Seinker, The Business Exchange CEO, on the serendipity that comes from having workers in the office.
Mia Kruger of Kruger International on luxury markets, the Palantir listing and Ascendis results. Alviva CEO, Pierre Spies talks the company's financials and the shift into services. Hilary Dudley of Citadel Fiduciary on the ins and outs of wills.
Anchor Capital's Deryck Janse van Rensburg on banks and property stocks flying and Remgro's results. Daniel Flynn of Australian company Thankyou talks conscious capitalism and the art of doing good. FMI's Nic Smit on assessing risks in order to extend cover.
Nick Kunze of Sanlam Private Wealth on market volatility and the potential impact of the US elections. Charles Savage, CEO of Purple Group, explains the conversion to shares with no par value. Matthew Brownell from Yoco on economic activity from its customers as the economy opens up.