BizNews Radio
Welcome to BizNews Radio where we interview top thought leaders and business people from South Africa and across the globe.
'It's bizarre how a public protector's interference with Phumelela could lead to its demise' - ex-CEO Rian du Plessis
The horse racing industry in South Africa recently celebrated a victory when the Public Protector report of Busisiwe Mkhwebane, which ordered wide-ranging changes to the horse racing industry, was set aside by the North Gauteng High Court. Mkhwebane’s report, which was released in 2019, recommended that the Gauteng Gambling Board…
BizNews Power Hour - 06 Sep. Shapiro co-host; CPT stock exchange; Steinhoff's settlement; Helen Zille
In this episode of the BizNews Power Hour, Alec Hogg is joined by David Shapiro as co-host; Helen Zille on ConCourt's ruling on election date; 4AX CEO Eugene Booysen on the launch of the Cape Town Stock Exchange; Bernard Mostert provides an update on the Steinhoff settlement and the BizNews…
'Mandatory vaccination presents a constitutional issue' - David Shapiro
As is customary for a Monday, David Shapiro shares his pearls of wisdom on all things topical in the investment world, with the veteran analyst having recently returned from a month-long trip to the US. David emphasises the need for all South African's to think out-the-box and encourage critical thinking,…
Flash Briefing: Ramaphosa prepares ANC for Zondo report criticism; ConCourt rules 2021 elections to proceed
News headlines: *President Cyril Ramaphosa has moved to prepare the ANC for anticipated criticism in the Zondo Commission report – to be published in October – and ‘to engage with and prepare ourselves for implementation of the recommendations’. *South African consumer confidence ticked up in the third quarter as the…
'Founder-led businesses tend to take risks established businesses can't or won't' - Steven Nathan
10x founder Steven Nathan joined the BizNews team to discuss an array of financial results as reporting season draws to a close. JSE heavyweights Aspen, Impala Platinum and Discovery results were all on the agenda, with the medical insurer turned conglomerate the hardest hit after announcing plans to raise R1.5bn…
Dirk Van Vlaanderen of Kagiso Asset Management on Libstar
In our second conversation, Dirk explains the inns and outs of Libstar, a company that is increasingly making waves in the private label and branded fast moving consumer goods space in SA. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dirk Van Vlaanderen of Kagiso Asset Management on Omnia
In this episode, Charl Botha speaks to Dirk Van Vlaanderen of Kagiso Asset Management about Omnia. They like what they have seen recently and their view is that there is more of the same to come. Learn more about your ad choices. Visit megaphone.fm/adchoices
BizNews Power Hour - 02 Sep. Nathan discusses Aspen, Discovery, Impala results; GG Alcock; Mmusi Maimane
In this episode of the BizNews Power Hour, Steven Nathan joins as our co-host again, discussing the results of Aspen Pharmacare, Discovery, Impala Platinum and more. Two clips from the BizNews Investment Conference gives listeners a taste of the myriad rational perspectives shared, with snippets from GG Alcock and Mmusi…
The hustlers; those are the guys we need to invest in - GG Alcock on informal sector; KZN looting
Author, speaker, and businessman GG Alcock was raised in a mud hut in one of the most poverty-stricken and violent parts of KwaZulu-Natal - Msinga. Brought up in a Zulu community with no running water, electricity, or modern conveniences, Alcock is fluent in Zulu and has an intimate knowledge of…
Mmusi Maimane: Zambia's new president, changes to the electoral act
The BizNews Investment Conference is currently in full swing, with myriad delegates and conference goers converging on the Drakensberg for thought-provoking speeches and conversation from esteemed guests. One such person is Mmusi Maimane. The former leader of the opposition spoke with BizNews founder Alec Hogg about a number of topics,…
'It's going to take a lot more than a virus to kill New York' - David Shapiro on his return to South Africa
South Africa's favourite market commentator David Shapiro joins the BizNews team hours after his return to South Africa after a month-long trip to the US. David shares his experiences of the US, having visited the cities of Boston and New York. On a more investment focused front, David delves into…
BizNews Power Hour - 1 Sep. Shapiro on Naspers/Prosus and Tencent; Advtech and Stadio; Certificate of Need
In this episode of the BizNews Power Hour, David Shapiro joins as our Wednesday co-host, discussing Naspers, Prosus Tencent and other tech-centric related businesses all over the world. Chris Bateman chats to Henru Kruger about the Certificate of Need - and whether this will lead to the expropriation of private…
Anthony Clark on private education counters Advtech and Stadio
Small and mid-cap JSE analyst Anthony Clark joins the BizNews team on a day when two private education providers, Advtech and Stadio, released upbeat financials. Advtech and Stadio both operate predominately in the tertiary education space which has seen a boost in profitability as the shift to a more blended,…
Steven Nathan dissects Naspers/Prosus acquisition of BillDesk for R70bn
As is customary for a Tuesday, 10X Investments founder Steven Nathan talks all things company related on a busy day for JSE-listed counters. Heavyweights Naspers and Prosus announced the acquisition of Indian payments Gateway firm BillDesk for R70bn. To put the acquisition into perspective, a company of that size would…
There will be large-scale loss of businesses if Sasria can't pay claims on time - Stuart Pringle
The social unrest in South Africa in July caused extensive damage to 161 malls and shopping centres, as well as 11 warehouses, eight factories, and 161 liquor outlets and distributors. Clothing retailer Mr Price Group Ltd. saw 109 stores entirely cleaned out and hundreds more closed. As Bloomberg reported, while…
Rand's stability should continue for the rest of 2021 - TreasuryONE's Andre Cilliers
In this week's Currency Focus podcast, TreasuryONE currency expert Andre Cilliers gives us the lowdown on the rand's movements. According to Cilliers, while further lockdowns and rioting could pose a risk to the economy (and investor confidence), the rand is mainly affected by what happens in the US and China…
BizNews Power Hour - 31 Aug. Nathan dissects Naspers R70bn deal; SASRIA claims; BritBox SA launch
In this episode of the BizNews Power Hour, Steven Natha joins as our Tuesday co-host dissecting Naspers R70bn acquisition of Indian Payments Gateway firm BillDesk; CEO of BritBox Reemah Sakaan joins on the arrival of the streaming on demand platform to SA; risk transfer consultant Stuart Pringle on SASRIA claims…
BizNews Power Hour - 30 Aug. Verster co-host; Discovery results; Dr Rust Theron; Neal Froneman; Rand
In this episode of the BizNews Power Hour, Jean Pierre Verster joins as our Monday co-host; all your vaccine facts and options with Dr Rust; Denker Capital's Kokkie Kooyman on Discovery's financial results; Neal Froneman unpacks Sibanye's results and the BizNews Power Hour Team. Learn more about your ad choices…
Kokkie Kooyman unpacks Discovery Trading Update
The go-to man when it comes to anything in the financial services industry, Denker Capital's Kokkie Kooyman dissects Discovery's trading update. The medical insurer turned conglomerate has been one of the hype stocks of the last few weeks, with news that 2020's rockstar fund manager Cathie Wood recently bought R650m…
Jean-Pierre Verster on Fed Jay Powell, Hospitality, Property and Tencent
With David Shapiro travelling back to local shores, hedge fund guru Jean-Pierre Verster took the reins as Monday's BizNews Power Hour co-host. Discussion centred around US Federal Reserve's speech at the Jackson Hole Summit on Friday, as well as focusing on hospitality and property sectors as investment propositions. Jean-Pierre said…