[TOP STORY] Navigating the fund jungle with Morningstar's Medalist Ratings
‘It's an exciting time for us at Morningstar South Africa, as we've initiated analyst coverage on a few South African funds for the first time' – Michael Dodd, Senior Fund Analyst, Morningstar Investment Management.
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7:11
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7:11
Is Gold Fields's dividend policy stingy or prudent?
Shaun Dendere, independent analyst, on Woolworths’s latest update, Gold Fields’s refreshed dividend policy and the rand’s boost after the shift in SA's inflation target. Michael Dodd from Morningstar Investment Management on how new South African asset managers fare under the Morningstar Medalist Rating.
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17:44
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17:44
[TOP STORY] The ‘Mag 70’ phenomenon
'When you buy one of these stocks, you're not just buying a single company; you're buying an entire ecosystem of other companies' – Sean Kelly, Parity Wealth Managers.
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8:04
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8:04
Death, divorce and disaster serve Stor-Age well
Chantal Marx from FNB Wealth & Investment on Stor-Age’s results, trading around NAV with a somewhat underwhelming performance. Kobus Gertenbach, CEO of Premier Group, on a strong set of numbers driven by meaningful operational efficiencies. Sean Kelly from Parity Wealth Managers on the shift from Mag7 to Mag70 – and what this ever-expanding list is telling us.
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21:40
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21:40
[TOP STORY] SA Reits on fire: Another excellent year
Ian Anderson from Merchant West Investments notes: ‘A lot of it is driven by declining interest rates and lower borrowing costs.’
Moneyweb brings you the latest in business and financial news in our new morning podcast: MoneywebNOW with Simon Brown.
The show will offer the latest in business, trading and company news to best prepare listeners for the day ahead. It will be live-streamed via the Moneyweb website and mobile app between 06:30 and 06:50.
South Africa