BizNews Radio
Welcome to BizNews Radio where we interview top thought leaders and business people from South Africa and across the globe.
BPH: Shapiro goes big on Naspers/Prosus; Andre Cilliers on the Rand's volatility; Jeremy chats to Chris Vick and Heather
In this episode of the BizNews Power Hour, South Africa's favourite market commentator David Shapiro gives his stock picks for 2022; currency expert Andre Cilliers from TreasuryOne gives us all the insight and happenings with the local and international foreign exchange markets; Jeremy Maggs chats to Chris Vick, Chairperson of…
BizNews share shootout - Chris Logan picks Zeder and Stor-age
Opportune Investments founder Chris Logan sheds light on his investment stock picks for 2022. Given the uncertain macroeconomic environment we find ourselves in, coupled with high valuations, Logan decided to go with two low-risk South African businesses. The one is PSG-controlled Zeder, an agriculture investment holding company, which is currently…
David Williams revisits PRASA: Chaos deepens as CEO fired on flimsy grounds
BizNews founder Alec Hogg caught up with journalist, researcher and author David Williams, discussing the state of State-owned enterprise PRASA after CEO Zolani Matthews was fired over very 'questionable' dual citizenship grounds."There are a couple of issues here. [He comes] in and, from what one hears, he's trying to put…
Corion Capital's David Bacher - How sustainable is the US bull market?
The current coronavirus has disrupted the markets and created an environment where, in theory, active managers should thrive. However, rapid changes in the economic outlook and high volatility in the markets show that the performance of active managers gets much, much worse. Corion Capital CIO David Bacher unpacks the drivers…
BizNews share shootout – Piet Viljoen sides with Sasol and Rebosis
Counterpoint’s Piet Viljoen unpacks what the disastrous unemployment data means for South African-focused investments, with nearly half of the labour force without a job. Viljoen says the ruling party needs to implement urgent reforms in order for the South African economy to thrive. He also gives his two best stock…
BPH: Piet Viljoen offers a couple more twigs; David Williams revisits PRASA after CEO fired; David Bacher; Alec and Gary
In this episode of the BizNews Power Hour, ace money manager Piet Viljoen offers a couple of undervalued stocks worth adding to your bundle of stock twigs for 2022; David Williams revisits PRASA after the chaos deepened today with the firing of the recently appointed CEO Kgosie Matthews on extremely…
Magnus Heystek buys bitcoin and compliments BizNews share portfolio’s offshore focus
The hard-hitting Magnus Heystek compares the BizNews share portfolio’s performance to some of South Africa’s largest asset managers that have greatly underperformed offshore-focused funds over the past decade. Alec Hogg’s BizNews portfolio is focused on exponential companies that can grow at more than 20% per annum; the portfolio includes the…
Peter Major on Impala’s second attempt at Royal Bafokeng Platinum
Mining guru Peter Major looks at the performance of the commodity sector during 2021, where prices seesawed over the course of the year. Despite the first six months seeing record prices across the board, commodity prices have fallen off a cliff in the second half. The last few weeks have…
BizNews share portfolio performance crushes local managers - Magnus Heystek
The hard-hitting Magnus Heystek reviews the reasons for the outperformance of the BizNews share portfolio against some of South Africa's largest asset managers, as global equities leave local returns in the dust over the seven year period. Learn more about your ad choices. Visit megaphone.fm/adchoices
BPH: The case FOR (Gore) and AGAINST (Sakeliga) mandatory vaccination; Heystek invests in Bitcoin; Major's 2022 stocks
Powerful arguments both for and against mandatory vaccinations featured in this episode of the BizNews Power Hour. In one corner is Discovery CEO Adrian Gore who argues that with SA now into the Fourth Wave of the pandemic, saving lives should be the national priority and as vaccines do this,…
Sakeliga's Le Roux, Lamberti present the case AGAINST mandatory Covid-19 vaccines - "a slippery slope"
A forthright discussion on mandatory vaccines with the Sakeliga duo of CEO Piet le Roux and chief economist Russell Lamberti explaining why forcing jabs is wrong. Their argument is premised on the basis that a mandate is disproportionate to the risk and unjustified on the grounds that very few people…
Adrian Gore: The case FOR mandatory vaccinations - SA doesn't have the luxury of time
Discovery's co-founder and CEO Adrian Gore explains why his group - which relies heavily on incentivising its clients to behave in a certain manner - is at the opposiute end of the spectrum on vaccine mandates. For Gore, it's all about time - with SA now into a Fourth Wave…
Stanlib’s Kevin Lings on South Africa’s unemployment disaster
Stanlib’s chief economist Kevin Lings unpacks the latest unemployment data, which reveals a decimated South African economy. In the third quarter of 2021, 660,000 jobs were lost in the formal sector. This takes the total to 2.1 million jobs lost since the start of the pandemic. The unemployment rate rose…
Kokkie Kooyman banking stock pick for 2022: Capitec
Banking analyst Kokkie Kooyman talks about his chosen stock pick in the financial services sector for 2022, naming Capitec. Capitec has been one of the best South Africa business stories since the start of the millennium and is now the country’s third-largest bank by market capitalisation. Under the stewardship of…
BPH: Adrian Gore case for mandated vaccines; Kevin Lings on unemployment; Kooyman's banking pick; Impala landing RBH.
In this episode of the BizNews Power Hour, Discovery CEO Adrian Gore lays out the case for making Covid-19 vaccines mandatory, arguing that forcing South Africans to be jabbed will save up to 40 000 lives during the Omicron-driven Fourth Wave; Stanlib chief economist Kevin Lings unpacks SA's shocking unemployment…
Impala Platinum's Royal wedding - Abax Investment’s Anthony Sedgwick
Abax Investment’s co-founder Anthony Sedgwick sheds light on Impala Platinum’s bid to take over mid-tier miner Royal Bafokeng Platinum (RBPlats) in a deal that values the precious metals producer at R43bn. Abax, along with several other large asset managers, has sold just under 25% of the business to Impala for…
David Shapiro on Omicron’s market-moving mania
South Africa’s favourite market commentator David Shapiro sheds light on the chaos in markets following the outbreak of a new Covid-19 variant, Omicron. Discovered by South African scientists, this variant is supposedly more transmissible despite those infected only having mild symptoms. The mania sent equity markets into freefall and was…
Can your company force you to have a Covid vaccine? Legal advisor Elsabé Klinck unpacks the law
Elsabé Klinck, a former legal advisor to the SA Medical Association, picks up on a thorny issue for freedom-loving South Africans – the proposed (by business groupings) introduction of mandatory Covid-19 vaccination. The one-time senior lecturer in the Department of Constitutional Law at Free State University (and co-author of Employment…
BPH: Jakkie Cilliers talks about coalition governing - and 2024; Elsabé Klinck on Mandatory vaccines; Shapiro and PRASA
In this episode of the BizNews Power Hour the author, thought leader and political analyst Jakkie Cilliers of the ISS updates the prescient forecasts in his 2017 book Fate of the Nation - and looks ahead to the 2024 National Elections; the SA Medical Association's former legal advisor Elsabé Klinck…
Jakkie Cilliers revisits his classic book Fate of the Nation, coalition politics and SA's 2024 National Election
Scenario planner Dr Jakkie Cilliers, who heads the Institute for Security Studies, a leading African thinktank, revisits his superb 2017 treatise and finds the projections are holding up well. In this interview with BizNews.com's Alec Hogg he discusses the age of coalition politics ushered in by SA's recent Local Elections;…