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

Preloved boots give Eastern Cape township rugby a boost

Across the Eastern Cape, boys and girls run onto rugby fields in their school shoes or a pair of tekkies. Lincoln Mali, founder of the Mzwandile Mali Schools Rugby Champions League, tells BizNews how a visit by businessman Paul Gardiner to Kwanobuhle township led to Boots for Boys and Girls,…
6 Nov 7AM 15 min

Solly Moeng: Mashaba and Zille, MK's rise, FF Plus, Malema

One day after the Local Government Elections in South Africa, in this interview with Chris Steyn - just after four o'clock and with 43% of the results in - political commentator Solly Moeng says Action SA leader Herman Mashaba and his party leadership need to listen to calls from voters…
5 Nov 11AM 26 min

BizNews Ricardo Portfolio update: Palantir, Uber, Lesaka, and Exemplar

Four companies BizNews owns reported in the same week, so Alec Hogg went back to his own valuations to see whether they still held. Palantir nearly doubled its revenue and its chief executive declared his intent to take "the entire market", yet one number nagged at Alec. Uber delivered a…
5 Nov 10AM 41 min