BizNews BizNews Radio

Piet Viljoen on Foschini's financial results, Sasol and hedging strategy

Loading player...
Counterpoint value fund manager Piet Viljoen joined BizNews founder for a discussion on the markets. His insight, once again, proved invaluable as he drew from both his rational perspective and wealth of knowledge. Of particular interest in the discussion were Foschini’s financial results, released today - and Sasol’s announcement on its hedging strategy. When it comes to hedging, Viljoen believes that one should ‘rather not do it or do it all of the time and just take the guesswork out of it.’   Learn more about your ad choices. Visit megaphone.fm/adchoices
10 Jun 2021 10AM English South Africa Investing · Business News

Other recent episodes

George Glynos - The Rand's Reckoning

The South African rand looks resilient - but George Glynos warns that appearances are dangerously deceiving. In this interview with Irakli, ETM Analytics Co-Founder and Head of Research lays out exactly why the risks are building asymmetrically against the rand - and why complacency could prove costly. On the scale…
20 May 10AM 11 min

Accretiv doubles down on US industrial property | Webinar

Martin Freeman and Justin Clarke unpack why US industrial real estate — particularly “shallow bay” facilities linked to manufacturing and logistics — is emerging as a standout opportunity. They discuss the impact of AI-driven data centre investment, America’s onshoring push, interest rate dynamics, and Accretiv’s latest Alabama acquisition tied to…
20 May 10AM 42 min

Ray Hartley - BRICS loses its clout

BRICS is suffering an identity crisis — and its foreign ministers' gathering in New Delhi has done nothing to resolve it. In this interview with Irakli, Platform for African Democrats custodian Ray Hartley asks the defining question: "What is the point of BRICS?" He warns that the bloc has become…
20 May 8AM 7 min

SA businesses battered by infrastructure instability - Muhammad Ali

Infrastructure failure has become a core business risk in South Africa. In this interview with Chris Steyn, international ISO standards and systems implementation specialist Muhammad Ali warns: “...infrastructure is not just decaying, it's going down the drain to its limit’. He notes that while systems and standards exist, “it's just…
20 May 5AM 14 min
All episodes