BizNews BizNews Radio

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

Loading player...
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 2024 10AM English South Africa Investing · Business News

Other recent episodes

CEO Marek Masojada on Boxer's balance sheet and the battle for shoppers

Boxer's shoppers fill their pantries in grant week and run short by mid-month. Diesel has pushed up taxi fares, rice is selling for a fifth less than a year ago, and like-for-like sales barely moved. Yet the discounter sold nearly 4% more goods, opened its 600th store and cleared its…
12 Oct 10AM 24 min

The NdB Sunday Show: Pre-election instability could spread beyond government control

In this interview with Chris Steyn, Independent Intelligence Analyst Jasmine Opperman warns that an expansion of instability in South Africa in the lead-up to the Local Government Elections would likely be beyond the government's capability to control. “We have never seen the ANC in a crisis situation, political power-wise, as…
11 Oct 6AM 36 min
All episodes