BizNews Radio
Welcome to BizNews Radio where we interview top thought leaders and business people from South Africa and across the globe.
Get as much money offshore as you can, now, to diversify: currency strategist Andre Cilliers, TreasuryONE
The rand is strong - and quite possibly as strong as it is likely to be for some time - which makes it a great time to diversify investments outside South Africa. Andre Cilliers, currency strategist at TreasuryONE, says you may be disappointed if you wait for further rand strength…
David Shapiro on Thungela, Mkhize and FirstRand's booming update
In this podcast, South Africa's favourite market watcher David Shapiro provides perspective on the three big stories of the moment - drawing on the wisdom earned through decades of experience in the markets. Learn more about your ad choices. Visit megaphone.fm/adchoices
Thungela CEO attacks research report claiming new JSE listing is "drowning in liabilities."
This morning's debut by new JSE listing, coal mining group Thungela Resources, was tarnished by a research report claiming the company has massively understated liabilities and is essentially worth zero. Tungela's share price lost 10% from early trading levels. The parade-rainer came in the form of a 39-page research report…
Digital Vibes scandal: Cyril's three options for health minister Zweli Mkhize
News agency Bloomberg quotes two reliable sources that SA's health minister Zweli Mkhize has been given three options by his boss: resign; step aside while the corruption probe continues; or be fired in the next reshuffle. In this podcast, political commentator and Medical Brief editor William Sanderson-Meyer provides background to…
Dawie Roodt gee klas oor monetêre en fiskale beleid
Dawie Roodt, bekende markkommentator en hoof ekonoom van die Efficient Group verduidelik vir Charl Botha wat monetêre en fiskale beleid behels en hoe dit werk. Luister gerus, Dawie ken sy storie. Learn more about your ad choices. Visit megaphone.fm/adchoices
Flash Briefing: Mantashe denies corruption; Mkhize considers resigning; Facebook; NHI
In today's headlines: *Mantashe denies that he was involved in the evaluation of the bids for emergency power, the lion’s share of which went to Karpowership. *The European Union and the U.K. opened formal antitrust investigations into Facebook Inc.’s classified-ads service Marketplace, ramping up regulatory scrutiny for the company in…
BizNews Power Hour - Festive Friday 4th June 2021 with Carrie Adams talking wine, Helena Conradie and Grace Harding
In this episode of the BizNews Power Hour, Jackie Cameron is joined by Satrix CEO Helena Conradie who is stepping down after 8 years at the helm, Grace Harding CEO of Ocean Basket, while wine guru Carrie Adams chats to Woolworths specialist wine buyer Rebecca Constable and James Diack who…
Who should detect corporate fraud scandals, like Steinhoff? Not only the auditors, says world authority
Auditors in South Africa and elsewhere are under the spotlight for failing to expose corporate frauds. South African multinational Steinhoff teetered on the brink of collapse after German authorities revealed they were investigating irregularities in late 2017 - yet well-established elaborate schemes underpinned the financial jiggery-pokery. And, SA taxpayers have…
GroundWork's Robby Mokgalaka on High Court ruling on the Khanyisa coal power station
groundWork's Robby Mokgalaka, represented by the Centre for Environmental Rights, unpacks the High Court ruling against the Khanyisa coal power station. Learn more about your ad choices. Visit megaphone.fm/adchoices
Currency analyst Andre Cilliers unpacks what's driving the strength in the rand
TreasuryOne currency analyst Andre Cilliers breaks down the driving forces behind the rand's momentum since the beginning of the year. The commodity super cycle has played an integral role in that and if the commodity boom can continue, the rand has legs to drive even stronger. Learn more about your…
PANDA co-founder Nick Hudson on Dr. Fauci leaked emails
Pandemics analytics and data (PANDA) co-founder Nick Hudson was the flagship guest of last night's BizNews Power Hour, outlining the hidden agendas that have been at play within governments and institutions since the advent of the coronavirus pandemic. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Market Report - 3 June 2021
Local and offshore market movements and recap for the day. Learn more about your ad choices. Visit megaphone.fm/adchoices
BizNews Power Hour - 3 June. Piet Viljoen; Nick Hudson on Dr. Fauci; Andre Cilliers on the rand; Khanyisa coal station
In this episode of the BizNews Power Hour, Alec Hogg is joined by co-host Piet Viljoen, PANDA co-founder Nick Hudson on the leaked Dr. Fauci emails, Andre Cilliers from TreasuryOne on rand strength and where to from here and Robby Mokgalaka from groundWork on the high court level regarding the…
Flash Briefing: SA asks Interpol to bring back the Guptas; ANC lacks support for EWC; UK vaccines for SA variant
* The ANC plans to change the constitution to make it easier to seize land without paying but this week hit a stumbling block, reports Bloomberg. * S&P Global has affirmed SA's rating, three notches below investment grade. * The UK Government has requested extra doses of the AstraZeneca Covid…
Without Tencent, Naspers and Prosus are poor performers: Graphs reveal true story – Ted Black
Ted Black - an independent thinker and author of "Who Moved My Share Price?" - joined the BizNews Power Hour for a discussion with BizNews founder Alec Hogg. Black, who is regularly published on BizNews, discussed his latest article which tackled the relationship between Prosus, Naspers and Tencent. Learn more…
Corion Capital CIO David Bacher on its monthly asset class and fund performance report
Corion Capital (ex-Brait multi-management) releases a monthly report which includes asset class and fund performance returns. The detailed report is a great high-level summary of performance. David Bacher, the CIO of Corion Capital, formed part of last night's BizNews Power Hour to discuss the winners and the losers for the…
Purple Group's Mark Barnes on selling R200m stake
Purple Group founder Mark Barnes is selling his 17.5% share in the company. Barnes unpacks the deal for the BizNews Power Hour, telling host Alec Hogg that he will remain a significant investor in Purple Group. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Market Report - 2 June 2021
Local and offshore market movements and recap for the day. Learn more about your ad choices. Visit megaphone.fm/adchoices
BizNews Pour Hour - 2 June. Magnus Heystek; Mark Barnes on the Purple Group; David Bacher on fund performance; Ted Black
In this episode of the BizNews Power Hour, Alec Hogg is joined by co-host Magnus Heystek, Purple Group major shareholder Mark Barnes, David Bacher chief investment officer of Corion Capital and Ted Black, as he discusses the value destruction in PPC and the poor capital allocation decisions of the Naspers…
Flash Briefing: Sanral spends billions to recover e-tolls motorists won't pay; Gold Fields big solar project; Eskom
* The South African National Roads Agency, Sanral, has spent an estimated R5.3 billion on trying to recover e-tolls from motorists who are unwilling and unlikely to pay, reports MyBroadband.co.za. * Cash-strapped power utility Eskom declared a dispute with three unions on Wednesday after wage talks reached an impasse. *…