BizNews BizNews Radio

June shakes equities, but it’s time to nibble at US stocks again – Corion’s David Bacher

Loading player...
After being underweight stocks, and US shares in particular, Corion Capital’s David Bacher says investors should act like the proverbial Man From Mars and recognize the value now on offer. In reviewing the monthly Corion Report, which unpacks market and fund performance of the past month, Bacher says his firm had moved back to neutral weighting and from a focus on South Africa to offshore. Learn more about your ad choices. Visit megaphone.fm/adchoices
4 Jul 2022 11AM English South Africa Investing · Business News

Other recent episodes

Dr Kelvin Kemm: How “secure” is SA’s enriched uranium?

There are growing fears that nuclear weapons could be used in the Iran war. That has brought renewed focus on that 2007 attempted armed robbery at South Africa's nuclear research site, Pelindaba, and the “security” of the country’s large, high-quality enriched uranium stock. Chris Steyn asks Dr. Kelvin Kemm, a…
23 Mar 10AM 21 min

Helen Zille at BNC#8: “Johannesburg is collapsing like Rome” — a do-or-die warning for South Africa

Helen Zille delivered a hard-hitting BNC#8 address, drawing stark parallels between ancient Rome’s collapse and Johannesburg’s deepening crisis. She warns of failing infrastructure, entrenched corruption, and political fragmentation, arguing that only decisive governance and voter action can reverse decline. Her message is clear: Johannesburg stands at a do-or-die moment, and…
23 Mar 6AM 28 min
All episodes