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

Wine came south, now South Africans are introducing ‘le braai’ and ‘can-do’ spirit to France – Carel Nolte

Centuries ago, the French Huguenots sowed the seeds of winemaking in South Africa. Now, the tables have turned—South Africans are bringing a taste of their own culture back to French soil. One of them is South African businessman Christo Lindeque, who, along with his wife Elbe, breathed new life into…

11 Jul 11AM 15 min

US dollar's 14-year run hits 'immovable' Trump - structural shift underway

Ninety One, managing £130.8bn, released a white paper, “The Unstoppable Dollar Meets the Immovable Mr Trump,” predicting the end of a 14-year US dollar upcycle. Sahil Mahtani, Head of Macro Research, told BizNews the dollar faces an inflection point driven by geopolitics, interest rates, investment trends, and currency interventions. He…

10 Jul 9AM 13 min

Lamberti on Sakeliga/Neasa interdicting employee race quotas: An attempt to head off more ANC lunacy

The pot-boiling strategy of destructive ANC economic policies is typified in its approach to employment equity, a quota-based employment system that SA businesses are obliged to implement from September. Sakeliga executive director Russell Lamberti explains why his organisation and Neasa are approaching the courts to block the ANC’s most granular…

10 Jul 8AM 31 min

South Africa’s R5 trillion loss: Investec’s Mazwai calls for urgent 3–5% growth to close global gap

South Africa’s sluggish economic growth since 2010 has left its citizens 40% poorer than the global average. Osagyefo Mazwai, investment strategist at Investec Wealth & Investment International told BizNews in an interview that the country’s GDP per capita decoupled from global peers in 2010, with growth averaging just 1% annually…

10 Jul 8AM 13 min

Wayne Sussman: Mkhwanazi demolition, Mamelodi assassination - and the latest by-elections

In his latest interview with BizNews, Elections Analyst Wayne Sussman explains why KZN Police Commissioner Nhlanhla Mkhwanazi’s Press Conference was “absolutely devastating”. He says the General’s claims “go to the heart of the challenge of the ANC, that President Ramaphosa was going to reform the ANC and course correct after…

10 Jul 8AM 18 min

All episodes