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

Roger Solomons: Fighting to make Cape Town affordable again…

In this interview with Chris Steyn, Build One South Africa (BOSA) mayoral candidate for the City of Cape Town, Roger Solomons, describes how unaffordable it has become for ordinary citizens to live and do business in the Mother City. “I've crisscrossed the city, not just during this campaign trail, but…
27 Aug 8AM 11 min

BN Daybreak: SA's new mining bill; Offshore gas rulings; State corruption inquiry; Nvidia Earnings

Today’s episode covers South Africa’s new illegal mining bill, which introduces R100 million fines and 30-year sentences to target criminal syndicates. Niall Kramer discusses recent Constitutional Court judgments regarding offshore gas drilling and public consultation processes. We also examine nepotism allegations surrounding Gayton McKenzie and the ANC's deployment tactics. Finally,…
26 Aug 11PM 13 min