This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Piet Viljoen - Chinese stocks up 20% in a fortnight, long overdue rebound, no need to take profits

Loading player...

Piet Viljoen’s “cockroach” fund, where he invests in bombproof opportunities, has enjoyed benefits from buying into Chinese equities ahead of the latest surge. He explains why the rebound is long overdue, and assesses the present value. Also, in this interview with BizNews editor Alec Hogg, Re:CM’s founder talks about the impact for investors of the latest GNU ructions and today’s news from PPC, York Timber and Renergen.

30 Sep 2024 10AM English South Africa Investing · Business News

Other recent episodes

BN Briefing: Oil outlook; BHP’s SA pick; Mashele’s reset plan; Cy Jacobs on navigating volatility

In today’s BizNews Briefing, Cy Jacobs explains why easing Middle East tensions could calm oil markets and lift investor sentiment. We also cover BHP’s appointment of South African veteran Brandon Craig as CEO, strong updates from Vukile, Astral and PPC, Prince Mashele’s call for a new black-white political compact, and…

18 Mar 8AM 13 min

BNC#8: Cy Jacobs shoots from the hip – war, markets, and the bold bets shaping your money next

BNC#8 keynote speaker Cy Jacobs delivered a no-notes, high-conviction masterclass on navigating chaos – from geopolitical shocks to shifting market cycles. Backing South African commodities, questioning Europe, and eyeing fresh opportunity in beaten-down US tech, Jacobs reveals how smart money reads fear, predicts turning points, and positions ahead of the…

18 Mar 10AM 23 min

Prince Mashele BNC#8: South Africa has one last political option - and everything depends on it

Political scientist Prince Mashele delivers a provocative take on South Africa’s political past, present, and future. He argues the country has exhausted “white,” “black,” and fragmented coalition politics - and now faces a final choice: true joint governance. With bold, controversial proposals, he outlines a ten-point plan to rebuild institutions,…

18 Mar 5AM 21 min

BN Daybreak Wed 18 Mar - Oil spikes on Iran's strikes; Mulder on coalitions; US missile defences falling fast

Welcome to BizNews Daybreak with Alec Hogg for Wednesday, March 18, 2026. In today’s episode, we dive into the shifting tectonic plates of global geopolitics, escalating tensions in the Middle East, and the hard realities of coalition governance in South Africa. Today's Top Stories: Middle East Tensions & Market Impact:…

18 Mar 12AM 23 min

Andy Mashaile: Assassin’s arrest - accountability awaits officials & politicians

With the arrest of the first suspect in the murder of Witness D, Security Strategist Andy Mashaile talks to Chris Steyn about the likely consequences facing both officials and politicians when the Madlanga Commission of Inquiry and Parliament's Ad Hoc Committee hearings conclude with reccommendations. “..there will be prosecutions -…

17 Mar 10AM 16 min

All episodes