Moneyweb Radio MoneywebNOW

Reits are the best-performing sector this year, but is there still value?

Loading player...
Independent analyst Carmen Mpelwane analyses JSE Reits, assessing whether there's still value after their strong performance over the past year and highlights her top pick. Warren Wheatley, CEO of Altvest Capital, discusses their JSE IPO and the underlying preference share options. Tian Pan from Prescient China explores the latest Chinese stimulus package, examining what's different this time and whether it makes China a more attractive investment opportunity.
26 Sep 2024 1AM English South Africa Business News · Business

Other recent episodes

Do director dealings matter?

Chantal Marx from FNB Wealth & Investments unpacks directors’ dealings and whether investors should place much weight on insider buying or selling. Herman van Papendorp from Momentum asks whether the case for EM equities over DM still holds as the Iranian war rattles markets. And Robert Gwerengwe, CEO of Wesbank,…
8 Apr 1AM 21 min

Wait for peace: Then buy the rebound

Petri Redelinghuys from Herenya Capital Advisors unpacks the key trade to watch when the Iran conflict winds down. Anelmari Truter from Tax Consulting SA breaks down Sars’s intensified focus on high-wealth individuals and donation structures – what’s changing and what it means for taxpayers. Plus, Themba Sibiya from Sasria on…
7 Apr 1AM 20 min

[TOP STORY] Demystifying SA’s retail investment surge

‘Treasury has indicated that there will be consistency and certainty around how retail hedge funds are taxed in line with traditional unit trusts, which … talks well to the motif of saving in South Africa’ – Hayden Reinders, Prescient Fund Services.
2 Apr 3AM 7 min
All episodes