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

BN Briefing: Steven Hurwitz on Prosus turnaround; Pepkor, HCI and Zeda results

In tonight’s BizNews Briefing, we unpack why Prosus – which makes up over 10% of your equity-linked retirement savings – is turning from a value destroyer into a value creator. Results reveal critical developments in China via Tencent and in Europe through Just Eat Takeaway. Locally, Pepkor impresses despite tougher…
25 Nov 1PM 13 min

Retief Odendaal: The big battle for the Bay has begun

A big battle has begun to overcome the “coalition chaos and instability that has allowed Nelson Mandela Bay to be hijacked by criminal networks”. In this interview, Retief Odendaal, the Democratic Alliance’s mayoral candidate, tells Chris Steyn that the City has the dubious record of having the most irregular expenditure…
25 Nov 6AM 26 min

Director’s Cut: Sean Peche - “US markets are in a Wile E. Coyote free-fall”

Global fund manager Sean Peche says Wall Street isn’t defying gravity — it’s already off the cliff. The AI boom, Nvidia hype, Trump trade, and Bitcoin “hope” have pushed markets into a cartoon-style moment where investors are still running… but there’s nothing under their feet. Peche unpacks why value is…
24 Nov 11AM 29 min