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

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

Tony Leon on SA's new political map after the local elections

The ballots were barely a quarter counted when Tony Leon sat down with Alec Hogg, and he had already seen enough. The former DA leader, who helped negotiate the GNU two years ago, explained why a battered ANC still had cards to play, but none it could play for free…
5 Nov 7AM 31 min

Sean McLaughlan: SA’s Blue Wave?

With millions of South Africans having already voted in today’s Local Government Elections 2026 in the wake of a “Blue Wave” striking the United States after its Midterm Elections, Chris Steyn asks Norsira’s Sean McLaughlin what colour wave he thinks might hit the country once the votes have been counted…
4 Nov 11AM 16 min
All episodes