[TOP STORY] The Chinese slowdown could be a positive
MoneywebNOW
by Simon Brown
9h ago
The socialist market economy’s stocks will never reach the valuations you see in US tech stocks: Simon Fillmore – CIO, Independent Securities ..read more
Visit website
ASML: The shovel seller of the AI boom
MoneywebNOW
by Simon Brown
9h ago
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 ..read more
Visit website
Strong results from PSG despite tough market
MoneywebNOW
by Simon Brown
2d ago
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 ..read more
Visit website
[TOP STORY] What went wrong at Ellies?
MoneywebNOW
by Simon Brown
4d ago
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 ..read more
Visit website
Local telcos are a horror show … but there's still value there
MoneywebNOW
by Simon Brown
4d ago
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 ..read more
Visit website
[TOP STORY] Bitcoin halving imminent
MoneywebNOW
by Simon Brown
5d ago
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 ..read more
Visit website
Consumers resilient even as debt piles up
MoneywebNOW
by Simon Brown
5d ago
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 ..read more
Visit website
[TOP STORY] Purple Group interims show costs down, revenue and clients up
MoneywebNOW
by Simon Brown
6d ago
CEO Charles Savage enjoys reporting that in February the group posted an all-time one-month deposits record of over R1bn ..read more
Visit website
Transaction Capital's unbundling now under water
MoneywebNOW
by Simon Brown
6d ago
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 ..read more
Visit website
[TOP STORY] Are you questioning your fixed-income fund?
MoneywebNOW
by Simon Brown
1w ago
‘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 ..read more
Visit website

Follow MoneywebNOW on FeedSpot

Continue with Google
Continue with Apple
OR