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

BNC#9 | Fired for pitching an 'unlistable' idea, Afrimat CEO v Heerden built a R10bn company anyway

Fired from a small quarrying company in 2005 for pitching an idea a lawyer called "unlistable," Andries van Heerden went and built it anyway. Twenty years on, that idea is Afrimat: a R10 billion JSE-listed miner spanning iron ore, manganese, anthracite, rare earths and now cement, after last year's Lafarge…

18 Aug 8AM 25 min

BNC#9 | Sasol CEO Simon Baloyi: Turning around an SA giant through Trump, tariffs and turmoil

He started out as a bursary student from a village with no electricity or running water. Now Simon Baloyi runs one of South Africa's biggest industrial employers. In his first full year as CEO (2024) he turned a loss of nearly R70 a share into double-digit profit. Baloyi's BNC#9 keynote…

18 Aug 2AM 21 min

BN Daybreak: US-SA trade ultimatum; Baloyi on Sasol's profit pivot; Knysna's crisis; Lafarge cleanup

Wall Street dipped as investors braced for retail earnings from Home Depot, TJX and Walmart. In Knysna, Ron Weissenberg says a R70-80 million provincial intervention has barely dented entrenched corruption despite Hawks investigations. From BNC#9, Theo de Jager detail 14 Washington meetings pushing the US to link trade to farm-murder…

18 Aug 12AM 12 min

BNC#9 | '3 Amigos': Mulder, Papenfus, de Jager on a strained GNU, US-SA relations, FMD crisis + more

They've been dubbed 'the Three Amigos', and a year on from their first appearance as a trio at BNIC#2 in Hermanus, Dr Corné Mulder, Dr Theo de Jager and Gerhard Papenfus are back with an inside account of the Washington meeting that could reshape South Africa's relationship with the United…

17 Aug 11AM 39 min

Why king maker coalitions and municipal interventions fail…

With The Hawks investigating corruption at Knysna Municipality amid a failing intervention, Ron Weissenberg of The Accountability Group (TAG) tells Chris Steyn why interventions and money are not the solution. “They tend to paper over the problems and they address… emergencies on a short-term basis. However, when the money ends…

17 Aug 7AM 14 min

All episodes