MoneywebNOW Podcast
1) [TOP STORY] Can SA’s mining sector adapt to the Just Energy Transition?
‘Tomorrow's mines depend on exploration today, and that hasn't been happening’ – KPMG Lead Economist Frank Blackmore.
2) Silver: How much higher can it go?
Petri Redelinghuys of Herenya Capital Advisors unpacks silver’s sharp rally – what’s driving it, and whether investors are better off owning the metal or the miners. KPMG SA’s Frank Blackmore on the u...Show More
3) [TOP STORY] Operation Vulindela: Challenges and triumphs
'At the end of the day, what we want to do is create employment and ensure that South Africans have a better place to live’ – Rudi Dicks, Presidency’s Project Management Office.
4) Cell C needs to prove its business model
Independent analyst Jimmy Moyaha on Cell C – with the IPO a success and Allan Gray taking a meaningful stake, is there value emerging? Ian Anderson from Merchant West Investments on why 2025 could out...Show More
5) [TOP STORY] Trump actions ironically good for SA
‘I think you have to be very careful with the US as an investment destination; other markets are becoming much more interesting’ – Herman van Papendorp, Momentum Investments Head of Asset Allocation.
6) Finding stellar returns beyond just tech
Sithembile Bopela from FNB Wealth and Investments unpacks whether Aspen’s plan to sell its APAC (ex-China) assets sharpens the investment case. Herman van Papendorp from Momentum Investments explores ...Show More
7) [TOP STORY] The importance of central bank independence
Infringing on central bank independence is ‘really doing the opposite of investing in your future; you're investing in now at the expense of the future’ – Future Forex CEO Harry Scherzer.
8) Global property EFT offering good dividend yield
Faheema Adia of Momentum Securities on the Mr Price German deal announced late last year. The market hates it, but is it all bad? Future Forex CEO Harry Scherzer weighs in on the importance of central...Show More
9) [TOP STORY] Is SA's consumer credit health really improving?
Jaco van Jaarsveldt of Experian explains the surprising consumer indebtedness data point.
10) Commodities looks set for another strong year
Nick Kunze of Sanlam Private Wealth weighs in on commidity market records over the holidays and into the new year. ETFsa's Mike Brown on the growth in the listed ETF, AMC and Actively Managed ETF sec...Show More