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BizNews Radio

South Africa, unspun. Since its launch in 2013, BizNews has covered the issues and asked the questions others tiptoe around.

Every week the team led by Alec Hogg sit down with the people who actually move markets and shape policy: CEOs, investors, economists, constitutional lawyers and the politicians brave enough to take a straight question. We cover the JSE, global markets, corporate governance, the rule of law and the political economy that ties it all together.

No spin. No jargon. No hour-long preamble. Just sharp conversations with people who know what they’re talking about and are given the space to communicate it properly - with follow-up questions when they don’t.

Is South Africa fixable? Where’s the smart money going? Who’s really making the decisions on key issues that impact our lives? Pull up a chair.

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Daily English South Africa Investing · Business News
7,444 Episodes
3660 – 3680

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…
20 Jan 2022 8AM 9 min

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…
20 Jan 2022 6AM 29 min

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…
18 Jan 2022 10AM 15 min

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…
18 Jan 2022 4AM 11 min

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…
17 Jan 2022 9AM 20 min

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…
17 Jan 2022 7AM 9 min

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…
14 Jan 2022 8AM 13 min
3660 – 3680