BizNews Radio
Welcome to BizNews Radio where we interview top thought leaders and business people from South Africa and across the globe.
Global v/s local investing: Why Byron Lotter, Vestact are staying bullish on US stocks despite SA’s rally
In this interview, Byron Lotter of Vestact discusses why the firm remains focused on U.S. stocks despite a strong rally in South Africa. He highlights the U.S. market’s innovation, growth potential, and resilience, while also addressing Nvidia, Tesla, China’s economy, and the impact of political factors like the U.S. election…
Piet Viljoen: Opportunities and risks in SA’s rebounding market
In this interview, Piet Viljoen, portfolio manager at Merchant West Investment Management, discusses the recent surge in South African stocks following the election, highlighting their continued undervaluation and under-ownership. He explores opportunities in local property and second-tier consumer stocks while cautioning against offshore investments. Viljoen emphasizes the importance of a…
I know I am going to be killed by the police - SAPS Whistleblower
Veteran SAPS whistleblower Patricia Morgan-Mashale is once again unable to leave a safe house that she has been using over the past two years. This after she received information that there had been a meeting between former Police Minister Bheki Cele, two Crime Intelligence generals, some people whose corruption she…
BizNews Briefing - Magnus Heystek; Neil de Beer; Don Ncube; Walter Aylett and more...
Magnus Heystek talks all things markets in today’s Biznews Briefing. The impact of Friday’s positive US jobs data, geopolitics, the Rand and he looks at gold as a safe haven amidst rising Middle East tensions. Today's briefing also has Neil de Beer on SA's "wrecking ball" GNU, Don Ncube on…
Heystek: Global markets surge amid US optimism, but Middle East tensions loom
Investment strategist Magnus Heystek discusses the bullish US markets and their global ripple effect, with South Africa benefiting. He cautions that Middle East tensions could derail this growth. Heystek also shares insights on the rand, property investments, and why he’s bullish on Tesla despite valuation concerns. Heystek spoke to Nielsen…
Neil de Beer: “Incompetent” Angie, “competent” John & his “Ché Guevera” advocate…
The “incompetence” of Defence Minister Angie Motshekga and the “competence” of impeached Judge John Hlope are trending topics. In this interview, Neil De Beer, the President of the United Independent Movement, warns: “If you don't listen to what your people say, you are going to fall on your own sword…
De Beer: SA’s “Wrecking ball” politics
In his weekly Sunday Show with BizNews, Neil de Beer, the President of the United Independent Movement (UIM), dissects the “Wrecking Ball” politics that is currently reaching epic levels in South Africa, and talks about some of the politicians who are at the forefront of the political infighting, including Helen…
BNIC#1 Magnus Heystek: Foreign investment in SA and undiscovered opportunities in Japan and India
Magnus Heystek discusses global investment strategies, emphasizing cycles in markets and the need to adapt. Heystek highlights South Africa's potential recovery but notes ongoing political and economic risks. He advocates for diversifying offshore, especially in markets like India and Japan, while tactically investing in local opportunities.
Veteran fund manager Walter Aylett - Insights on Capitec, WeBuyCars, Tesla; plus overvalued stocks
In an insightful interview, investment expert Walter Aylett warns against the dangers of inflated tech stock valuations, spotlighting companies like Tesla. With nearly two decades in the industry, Aylett calls for a return to integrity in investing, urging investors to prioritize sustainable growth over fleeting hype. His thought-provoking insights challenge…
Campus politics hot up as DA ousts EFF in landslide SRC election victory
In a dramatic shift in campus politics, the Economic Freedom Fighters (EFF) Student Command has lost control of Nelson Mandela University SRC to the Democratic Alliance Students Organisation (DOSA). In this interview with BizNews, Yusuf Cassim, the Democratic Alliance chairperson in the Eastern Cape, says: “We've seen our institutions of…
Cushioning World War 3 rhetoric: Exiled Israel ambassador thinks common sense will prevail
With fears of the war in the Middle East escalating into World War 3, BizNews speaks to Israel’s Ambassador to South Africa, Eli Belotsercovsky. He says: “…we have to fight back. And we will. And particularly after this attack, which endangered the lives of many, many Israelis, we will have…
BizNews Briefing - RW Johnson; Yusuf Cassim; Don Ncube; Walter Aylett; Tesla’s production data
In this episode of the BizNews Briefing, we cover the growing discussion around the DA’s leader - and the party’s landslide victory in student elections at the Nelson Mandela University; hear from super entrepreneur Don Ncube how his two-decade obsession with onshore gas in SA is finally starting to show…
BNIC#1 Don Ncube: SA's gas treasure, a game-changer for energy and economy
Don Ncube reflects on South Africa's untapped gas potential, discovered in Mpumalanga, KZN, and Free State. This resource could address load shedding and transform the energy sector. Environmentally conscious extraction methods and strategic partnerships aim to boost jobs, economic growth, and energy security for the nation.
RW Johnson: What’s next for DA leadership; Local government and the Middle East.
Long time Oxford University political science professor RW Johnson shares his insights on what may be next for SA’s official opposition - including naming the likely next leader - local government and the Middle East. Epitomises second-level thinking. Brilliant insights. Sign up for your early morning brew of the BizNews…
BizNews Briefing - Metro coalitions; Geopolitical jitters; Markets in October, and more
This episode of the BizNews Briefing stars former Oxford Don RW Johnson who shares his insights on the ructions in South African local governments and the Middle East. Epitomises second level thinking. Also, latest in the Israel/Iran standoff; what investors can expect in October - and a top money manager…
Mayhem in the Metros
South African ratepayers are in despair as mayoral musical chairs and coalition dramas have led to chaotic governance in many a metro. In this interview with BizNews, Marius Roodt of the Institute of Race Relations (IRR) says it is time for governance in the metros to be taken seriously. He…
Corion's Bacher on September surge: SA investments thrive as global markets recover
In this interview with David Bacher, the Chief Investment Officer of Corion Capital discussed the impressive performance of South African investments in September. Highlighting strong gains in equities and bonds, Bacher attributed much of this success to a recovery in the Chinese market following significant stimulus measures. He expressed concerns…
CEO Fourie on 36% HEPS surge - Capitec secret in a word: ecosystem
Details accompanying the Capitec results released today shows the one-time challenger to what used to be SA’s ‘Big Five’ now banks over half South Africans aged between 20 and 60. And with yet another set of breakout earnings in the half year to end August, Capitec continues vigorous expansion at…
BizNews Briefing - Capitec; BHI; GNU; Chinese business threat; Luxury gyms.
In this episode of the BizNews Briefing, Capitec CEO Gerrie Fourie shares some of the group’s secret sauce (another stonking set of numbers released today); Magnus Heystek on a 30-year ban for the duo who owned large brokerage Local & Global, facilitators of the BHI ponzi; the FT on how…
Makone Maja: Action SA’s Tshwane miscalculation - Gauteng’s voters are gatvol
In this interview, a rising star among political analysts, IRR campaign manager Makone Maja, unpacks the latest developments in the ‘spectator sport’ that is SA politics. She reckons ActionSA’s leader Herman Mashaba’s approach reflects an inability to appreciate how tired Gauteng voters are of the governance instability wracking their Metros…