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

Payroll tech company Allwage tackles wage pain points: Ghost workers, fraud – loan sharks next

In South Africa, countless businesses still rely on outdated systems—like paper timesheets and manual tracking—for wage management. Yet millions of workers carry smartphones in their pockets, unlocking a prime opportunity for innovation. Enter Allwage: harnessing mobile tech to streamline payroll, boost accountability, and revolutionise wage-earner oversight. Co-founder Cilliers Geldenhuys explains…
12 Dec 6AM 14 min

Director’s Cut: Piet Viljoen - Why Mr Price’s R10bn Germany gamble could blow up

Value investor Piet Viljoen breaks down Mr Price’s German gamble, Spar’s costly EU exit, Famous Brands’ offshore stumble, and why HCI’s buybacks make far more sense than chasing “expensive fairy tales” abroad. From Eskom’s industrial rescue talks to Transnet’s slow turnaround and the ANC’s political bluster, Viljoen gives Alec Hogg…
10 Dec 9PM 29 min
All episodes