BizNews Radio
Welcome to BizNews Radio where we interview top thought leaders and business people from South Africa and across the globe.
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…
MUST LISTEN: Helen Zille attacks "criminal enterprise" ANC and deployed judges - looks ahead to new government in 2024
The federal chairperson of the Democratic Alliance has never been a shrinking violet. But in this powerful interview, Helen Zille surpasses her own direct approach by launching a bare knuckled attack on South Africa's ruling political party whose "cadre deployment" strategy exposes it as the true architect of State Capture…
The rise and fall of Tongaat Hulett – analyst and whistle-blower David Woollam
Tongaat analyst and whistle-blower David Woollam shares the grave details about the rise and fall of one of KZN’s most treasured businesses, Tongaat Hulett. Tongaat was the subject of accounting irregularities when its former management was responsible for cooking the books. Now the company is coming after those executives to…
BPH: Global view on tech stocks; Woollam blows Tongaat whistle - again; uMngeni Mayor Pappas; Zondo's amnesic fraudster
In this episode of the BizNews Power Hour, "Doctor of Uncertainty" Dr Richard Smith offers his insights into volatile US tech stocks; we meet the surprise of November's Local elections, 30 year old uMngeni mayor Chris Pappas; Tongaat whistleblower Dave Woollam explains why he's horrified at recent developments at the…
Dot-com bubble 2.0? Dr Richard Smith, chairman for the Study of Cycles
US-based investor Dr Richard Smith unpacks the implications of a persistently higher inflationary environment and rising interest rates on the financial markets, with a particular focus on US equities. A Goldilocks era for equity markets seems to be coming to an end. The Fed is taking a more hawkish stance…
South Africa has to come together and rebuild in 2022 – 10X Investments founder Steven Nathan
BizNews regular contributor and passive management pioneer, Steven Nathan, reflects on a restful festive period and looks ahead to what lies ahead for the financial markets in 2022. South Africa has grossly underperformed the returns experienced by global markets over the past decade. This underperformance has been driven primarily by…
Meet Chris Pappas (30), Mayor of uMngeni, new face of SA politics - "sacrifice, not status"
One of the biggest shocks of South Africa's Local Elections in November was the victory by the Democratic Alliance in the 67% Zulu-speaking, previously ANC-supporting uMngeni municipality. The surprise victory, the DA's first in KZN, owes much to the efforts of multilingual Chris Pappas, who although only 30 is already…
Corion Capital's David Bacher - 2021 asset class and fund performance review
Corion Capital publishes an informative summary of asset class and fund performance returns every month. David Bacher, Corion Capital's chief investment officer, reviews the winners and losers for the month of December. Learn more about your ad choices. Visit megaphone.fm/adchoices