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

--:--

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 10AM English South Africa Investing · Business News

Other recent episodes

Neil de Beer: “Incompetent” Angie, “competent” John & his “Ché Guevera” advocate…

The “incompetence” of Defence Minister Angie Motshekga and the “competence” of impeached Judge John Hlope are trending topics. In this interview, Neil De Beer, the President of the United Independent Movement, warns: “If you don't listen to what your people say, you are going to fall on your own sword…

7 Oct 8AM 14 min

De Beer: SA’s “Wrecking ball” politics

In his weekly Sunday Show with BizNews, Neil de Beer, the President of the United Independent Movement (UIM), dissects the “Wrecking Ball” politics that is currently reaching epic levels in South Africa, and talks about some of the politicians who are at the forefront of the political infighting, including Helen…

6 Oct 12PM 23 min

BNIC#1 Magnus Heystek: Foreign investment in SA and undiscovered opportunities in Japan and India

Magnus Heystek discusses global investment strategies, emphasizing cycles in markets and the need to adapt. Heystek highlights South Africa's potential recovery but notes ongoing political and economic risks. He advocates for diversifying offshore, especially in markets like India and Japan, while tactically investing in local opportunities.

4 Oct 4AM 59 min

Veteran fund manager Walter Aylett - Insights on Capitec, WeBuyCars, Tesla; plus overvalued stocks

In an insightful interview, investment expert Walter Aylett warns against the dangers of inflated tech stock valuations, spotlighting companies like Tesla. With nearly two decades in the industry, Aylett calls for a return to integrity in investing, urging investors to prioritize sustainable growth over fleeting hype. His thought-provoking insights challenge…

3 Oct 10AM 20 min

BizNews Briefing - RW Johnson; Yusuf Cassim; Don Ncube; Walter Aylett; Tesla’s production data

In this episode of the BizNews Briefing, we cover the growing discussion around the DA’s leader - and the party’s landslide victory in student elections at the Nelson Mandela University; hear from super entrepreneur Don Ncube how his two-decade obsession with onshore gas in SA is finally starting to show…

3 Oct 7AM 32 min

All episodes