BizNews Radio
Welcome to BizNews Radio where we interview top thought leaders and business people from South Africa and across the globe.
Your ESG mandate is my alpha – Piet Viljoen on his bullish energy thesis
Counterpoint value fund manager Piet Viljoen shared his thesis on energy stocks, from which he’s been profiting handsomely in recent months. Environmental, social and governance (ESG) considerations have become increasingly prominent, especially environmental concerns, as investors look ahead to the green economy. However, according to Viljoen, these concerns have been…
Whistle-blower Athol Williams on Bain & Co's strategic ransacking of SARS
In this no-holds-barred interview with Bain & Co whistle-blower, Athol WIlliams, he explains how the global consultancy firm assisted a local cast of characters, including Jacob Zuma and Tom Moyane, in eviscerating SARS. Williams fled South Africa in November 2021 fearing for his life after blowing the whistle on his…
Nick Hudson: The Project Veritas 'smoking gun' letter; Kennedy's book on Fauci, Boris's moves - and more
This in-depth interview with PANDA founder and chairman Nick Hudson provides a comprehensive update on the Covid-19 story moving from Boris Johnson's actions supporting the view that Omicron signals the pandemic’s end through to Robert Kennedy's highly critical bestseller on "The Real" Anthony Fauci. He also discusses the astonishing DARPA…
PMBCB's Melanie Veness: Approaching courts to end municipal corruption by capping their electricity price increases
PMB's organised business CEO Melanie Veness explains why her chamber, in partnership with its NMB counterpart, has drawn a very distinct line in the sand on electricity prices. The chambers are tackling the National Energy Regulator in court in an attempt to force it to rein in profilate municipalities. By…
Ramaphosa likely to retain ANC leadership as race commences - Eurasia Group’s Shri Pillay
It may still be early in the year, but the temperature is already rising in the build-up towards the ANC’s elective conference that is taking place in December 2022. It appears that Tourism Minister, Lindiwe Sisulu has thrown her hat in the ring with her public attack on the judiciary…
BPH: Electricity price line in sand for PMB; Baboon abuse trial to ConCourt; Back story to surge in JSE's delistings
In this episode of the BizNews Power Hour, PMB's organised business CEO Melanie Veness explains why her chamber, in partnership with its NMB counterpart, has drawn a very distinct line in the sand on electricity prices. The chambers are tackling the National Energy Regulator in court in an attempt to…
Tongaat rights issue to go ahead – whistleblower Dave Woollam questions everything
Analyst and whistleblower Dave Woollam has once again questioned the need for Tongaat’s highly dilutive capital raise. The main issue surrounds the underwriter, Magister, whose investments and past business dealings are largely unknown. Magister – which is tied to Zimbabweans, the Rudland family – will underwrite R2bn of the R4bn…
There’s a paradigm shift happening in the markets; position accordingly – Sean Peche
UK-based fund manager Sean Peche shares his views on two very topical investment themes; the growth to value rotation and China as an investment destination. The growth to value rotation seems to be in full swing, with a 7% differential between the MSCI Value Index compared to the MSCI Growth…
BPH: Meet Zondo's key whistleblower Themba Maseko; Unimpressed Woollam on today's Tongaat EGM
This episode of the BizNews Power Hour features an in-depth interview with ANC insider turned outsider Themba Maseko, one of the key whistleblowers at the Zondo Commission. Maseko was frozen out because he refused to agree to President Zuma's directive to turn over government's R600m advertising spend to the Guptas…
Gupta whistleblower Themba Maseko on being 'enemy of the state'; factionalism destroying ANC
When former GCIS chief executive Themba Maseko, as the holder of the purse strings of government's significant advertising budget, refused to bow to the demands of the Gupta brothers, he was tossed into the political wilderness. Former President Zuma had Maseko fired after his refusal to abide by his instruction…
Neutral on commodities in 2022, here’s why – mining guru Peter Major
Mergence Corporate Solutions mining director Peter Major shared his insight on the broad commodity rally over the festive period. Major – who is neither bullish nor bearish on commodities in 2022 – says that despite elevated prices across the board, mining companies are trading at relatively cheap historic multiples, making…
BPH: Bain's role in State Capture hits global headlines; SA's top fund manager; Cadre deployment and the Judiciary.
In tonight's episode of the BizNews Power Hour, we follow up on last week's explosive disclosures of the ANC's Deployment Committee's involvement in the appointment of SA's judges. The DA's Dr Leon Schreiber explains why he has been "like a dog with a bone" on the issue; and in the…
DA guns for Cyril on perjury charge
The DA wants President Cyril Ramaphosa charged with perjury for allegedly lying under oath while testifying at the State Capture Inquiry. Dr Leon Schreiber, DA Shadow Minister of Public Service and Administration, says Ramaphosa was less than candid about the level of influence and involvement of the ANC's Cadre Deployment…
Developing a tech solution in South Africa to convert the world’s plastic into energy – Scarabtech’s Jeffrey Barbee
Single-use plastic has become the key environmental issue of our time. The Ellen MacArthur Foundation has predicted that there could be more plastic in the sea than fish by 2050. That figure may be disputed because fish are hard to count, but it is undeniably a massive problem. A company…
David Shapiro on swapping out data for company insights; the China way
As is customary for a Monday, Sasfin Securities David Shapiro brings us up to speed with the financial markets. Bloomberg published data showing foreigners are net sellers of South African equity so far in 2022, despite the JSE All Share Index climbing 3% in the first two trading weeks of…
Recent SCA judgment a nexus of privacy, freedom of speech, animal rights - Martin Welz with the lowdown
What has a dead porcupine and baboon got to do with an Eastern Cape farmer's right to privacy and an animal rights activists' right to freedom of speech? BizNews Investigations Editor Martin Welz breaks down a recent Supreme Court of Appeal ruling that has potentially profound implications for engagement on…
In gesprek met Jean Pierre Verster oor Verskansings fondse en die huidige mark
Ek gesels met Jean Pierre Verster van Protea Capital Management oor wat Verskansings fondse is, sy benadering tot besluitneming, en die huidige mark. Learn more about your ad choices. Visit megaphone.fm/adchoices
Marius Strydom on the key drivers behind the JSE delisting trend
Marius Strydom outlines the two key driving factors behind the mass exodus of businesses leaving the local bourse. Although the delisting trend is not completely unique to South Africa, the pace of delistings are. Marius puts this down to a decreasing number of foreign shareholders in local businesses, indicative of…
SA’s best performing fund manager Piet Viljoen on what’s hot and what’s not in 2022
Piet Viljoen’s Counterpoint value fund has been the best performing local fund over the last five years, managing to achieve a compound annual return of a shade under 15%. This is a phenomenal achievement, especially against a backdrop that hasn’t always been conducive to his investment style, which is value…
BizNews Power Hour: Calls for Boris's head; Activists attack PR firms; Half hour with Helen Zille
This episode of the BizNews Power Hour features a powerful interview with the DA's federal chair Helen Zille who looks back on the aftermath of November's Local Elections; discusses the dynamite expose of ANC cadre deployment into the judiciary; looks ahead to a probable change in SA's national government in…