This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

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

Rob Rose on corporate arrogance, the ProNutro debacle, and retail supplier squeezes

Are multinational giants and massive local retailers losing touch with the South African market?. In this episode, Alec Hogg sit down with Rob Rose, Editor-in-Chief of the FM Group, to explore the harsh realities of corporate bullying and executive arrogance. They dissect the recent ProNutro public relations disaster, the devastating…

4 May 11AM 18 min

(Ret.) Col Chris Wyatt: War news, fuel price hike — and the ANC facing its worst ever election

In his latest interview with Chris Steyn, US intelligence analyst Retired Colonel Chris Wyatt responds to breaking news developments in the Iran war, with claims that a US ship has been hit by missiles for approaching the Straits of Hormuz to escort out trapped ships while ground battles are breaking…

4 May 9AM 23 min

Boardroom Talk: Berkshire after Buffett, the $373bn cash pile, and refusing to chase AI hype

For the first time in six decades, Warren Buffett is no longer leading the charge at the "Woodstock for Capitalists". Alec Hogg reflects on Greg Abel's first AGM as CEO, exploring Berkshire Hathaway's impressive $11.3 billion in operating earnings and their staunch refusal to deploy capital into sub-par opportunities. This…

4 May 6AM 19 min

BN Daybreak - Mon 4 May 2026: Deepfake scams, Big Tech’s AI boom, and US intervention in the Persian Gulf

In today's BizNews Daybreak: A sobering first-hand account of a deepfake investment scam that cost a BizNews community member over R24 000. We also analyse the latest earnings from Google, Meta, and Amazon, where artificial intelligence is driving both massive revenue growth and a historic surge in infrastructure spending. Finally,…

4 May 12AM 18 min

BizNews tribe member duped by deepfake Alec Hogg on 'Carte Blanche' loses R24,000 in AI-powered scam

This interview tells the cautionary story of a South African victim who lost over R24,000 after being drawn into a sophisticated online trading scam run through a platform called FXSI. What began with a convincing video advert and seemingly professional “account managers” quickly turned into a high-pressure scheme, with the…

1 May 5AM 15 min

All episodes