MoneywebNOW

Kea Molefe from Trive South Africa on the Capitec results the market loved and the Sasol update which it hated. PPS Investments's Luigi Marinus talks trends from the first quarter and whether he expects them to continue in 2024. Dany Mawas, CEO of Finalto South Africa, stresses the necessity of exclusively opting for derivative trading options provided by FSCA-registered entities.

The socialist market economy’s stocks will never reach the valuations you see in US tech stocks: Simon Fillmore – CIO, Independent Securities.

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.

The Sarb’s argument has been that our biggest constraint on economic growth is on the supply side, not the demand side: Investment strategist Izak Odendaal from Old Mutual Wealth.

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.

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.

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.

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.

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.

CEO Charles Savage enjoys reporting that in February the group posted an all-time one-month deposits record of over R1bn.

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.

‘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.

As the LME bans Russian-origin metals, aluminium, copper, and nickel are set for gains. But where should you invest? South32, BHP Group, or an ETF? Petri Redelinghuys of Herenya Capital Advisors shares insights. Lyle Sankar from PSG Asset Management explains why the definition of risk matters for fixed-income investors. Momentum Investments's Sanisha Pakirisamy on how the outcome of the local elections could shift growth in SA

Global renewables analyst Alex Monk suspects coal usage will need to be partnered with carbon capture as regulatory environments change.

Nick Kunze from Sanlam Private Wealth talks gold as it rallied hard late last week. Alex Monk of Schroders delves into the significant investment projected for energy transition infrastructure, which is expected to surpass $100 trillion by 2050. Explore the implications of UK non-domiciled tax reforms for South Africans with Rupert Clarey from Stonehage Fleming.

Poland and Romania are the largest beneficiaries of foreign investment, which is attracted by an influx of labour at half the EU average cost: Fortress Europe MD Maciej Tuszyński.

Faheema Adia of Momentum Securities on WeBuyCars's potential value and remaining investment opportunities in Transaction Capital. Fortress's Reits Maciej Tuszynski talks logistics and growth prospects in Eastern Europe. Simon's thoughts on the history of Ellies as the stock goes into liquidation after once trading above R10.

Mia Kriegler from Kruger International points to this as a great example of what good management – even in a tough economic environment – can do in a business.

Mia Kriegler from Kruger International on the latest company news as Afrimat confirms the Lafarge deal is now unconditional. Wandile Sihlobo of the Agricultural Business Chamber of South Africa offers insights into the country's drought. What’s the impact? Naked Insurance's Sumarie Greybe offers tips for managing insurance in a crisis.

‘I think there is a common misperception that [we as] passive managers simply follow our rule book and there's nothing much to it. But I guess there is a lot of skill involved’: Daniel dos Passos, portfolio manager with FNB ETFs.