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

The Business Show: Attacq CEO Jackie van Niekerk on Waterfall City’s 25% surge amid SA chaos

Attacq CEO Jackie van Niekerk tells BizNews why Waterfall City is defying South Africa’s property gloom. With distributable income surging 25%, Mall of Africa nearly full, and new logistics hubs breaking ground, Attacq is building where municipalities fail. Van Niekerk says global brands see Waterfall as the safe bet for…

16 Sep 12PM 20 min

BNIC#2 Sarupen Q&A: Pragmatism over ideology - time for SA to “Burn the coal, build the grid, and fix the law”

At BNIC#2 in Hermanus, Deputy Finance Minister Ashor Sarupen laid out a candid roadmap for South Africa’s recovery. He stressed energy pragmatism - burn coal while building new transmission infrastructure and plugging in cheap renewables - alongside the urgency of restoring the rule of law. Sarupen argued that functional coalitions,…

16 Sep 11AM 36 min

The Business Show: Hyprop boss Wilken on soaring Western Cape, sinking Gauteng, and big Europe Play

From Cape Town’s booming Table Bay Mall to Johannesburg’s struggling Hyde Park, Hyprop boss Morné Wilken tells BizNews why well-governed cities are pulling ahead — and why his company is betting big on the Western Cape and Eastern Europe. With R1.6bn cash ready for deals, solar and water backup in…

16 Sep 11AM 15 min

Fear tactics, intimidation, victimisation at Fort Hare

The once-illustrious University of Fort Hare has been in the headlines for Capture by a Corruption Mafia. But despite a spate of arrests, there has been no return to normality at the institution with governance being "almost non-existent". In this interview with BizNews, Grant Abbott, the General Secretary of the…

16 Sep 10AM 22 min

BN Briefing: SA property giants shine; warnings for SA from Gen Z revolts abroad; debt and municipal crises deepen

In today’s BizNews Briefing, Alec Hogg unpacks results from Hyprop and Attacq, the property giants behind Rosebank Mall and Mall of Africa, both showing resilience despite governance headwinds. He highlights a stark warning for South Africa’s corrupt politicians as youth-led revolutions sweep across Asia. Clips from the BizNews Investment Conference…

16 Sep 7AM 28 min

All episodes