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

Corion’s Bacher decodes 2023 - why the predicted “terrible” year for investors wasn’t

Loading player...

With few exceptions, high-profile investment pundits called 2023 wrongly by predicting a tough year for US equities (especially big tech); a rough ride for Bitcoin; and outperformance by SA share prices. Corion Capital’s David Bacher explains what happened in the “annus horribilis” that wasn’t, and sticks out his neck for 2024. He spoke to Alec Hogg, editor of BizNews.

16 Jan 2024 9AM English South Africa Investing · Business News

Other recent episodes

BN Daybreak: Pistorius 'big lie'; Hamas crypto wallets; Comp Com overreach; EE quotas; Wall St up

Retired senior advocate Chris Marnewick spent six years on the Pistorius trial record and tells Alec Hogg the conviction should have been culpable homicide, not murder, blaming social media groupthink for a "big lie" of gender-based violence. Analyst Jasmine Opperman reveals 14 active bitcoin wallets in South Africa channelling funds…

13 Sep 11PM 15 min

Jasmine Opperman: Hamas-SA: 14 Bitcoin wallets

In this week’s NdB Sunday Show, intelligence analyst Jasmine Opperman of Fulcrum Analytics, reveals to Chris Steyn that there are 14 active cryptocurrency wallets linked to Hamas in South Africa. “We know that Hamas has offices in South Africa. We know that they allowed freedom to move…And that there are…

13 Sep 7AM 18 min

BNC#9 | Wrap-up panel: Joburg, Zuma, AI, JSE v S&P, gold, small caps, and conference highlights

At the close of BNC#9, Alec Hogg sat down with David Shapiro and Piet Viljoen to unpack the conference. Viljoen made the numbers case for South Africa: bar the two big banks, every stock in his portfolio trades at a discount of thirty percent or more to what he thinks…

11 Sep 9AM 32 min

SA's Competition Commission has become a handbrake on the economy: Rob Rose

Bryan Brownrigg was never a currency trader. He sold foreign exchange to Standard Bank's institutional clients for 23 years. But when the Competition Commission decided that 28 banks had run a single conspiracy to rig the rand, his name went into the complaint anyway, and it took a decade and…

11 Sep 7AM 20 min

BNC#9 | Le Roux Q&A: Sakeliga's 2026 scorecard, BEE and FMD wins, SARB next in line

Piet le Roux runs the organisation that has taken on the South African state more than any other business group this year, and he came to BNC#9 to explain why. Sakeliga beat the government on foot and mouth disease vaccines, international airline licensing and estate agents' BEE certificates in 2026…

11 Sep 7AM 32 min

All episodes