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

BN Daybreak: Mashile on the ANC’s terminal decline; Hersov on SA’s investability; Nvidia $500B plan

Loading player...

In today's BizNews Daybreak, Prince Mashele predicts the ANC's terminal decline by 2034, while Rob Hersov warns South Africa is uninvestable due to a massive illicit economy. Globally, subdued US inflation eases Fed pressure, and Nvidia unveils a $500 billion AI infrastructure plan. Plus, we hear Bernard Mostert's inside story on Steinhoff's red flags, Cisco's AI-driven earnings, and further updates on geopolitical tensions in the Strait of Hormuz.

13 Aug 12AM English South Africa Investing · Business News

Other recent episodes

BNC#9: Prince Mashele - ANC is finished; Zille for Jozi; where his new movement will show its hand

Prince Mashele doesn't do polite predictions. At BNC#9 in the Drakensberg, the political analyst and author of The Fall of the ANC lays out exactly how he believes South Africa's governing party ends: not with a bang, but a slow bleed to zero seats within two elections. He explains why…

12 Aug 7AM 22 min

BNC#9: GHL - Four months into the job, the new DA leader's plan to get 50 + 1%

Four months after taking over as DA federal leader, Geordin Hill-Lewis used his first BNC address to lay out exactly how he plans to close the gap on the ANC, why Cape Town's gun conviction numbers should worry everyone, and what one ANC mayor told him in private that he…

12 Aug 1AM 28 min

BNC#9: Duduzane Zuma - Why the country should be grateful for JZ, and a stark choice for SA business

He once said he wouldn't join his father's party. Now he's its second-in-command. Barely a week into the job, Duduzane Zuma used the BNC#9 stage to tell South Africa's business leaders exactly what he thinks they've got wrong, about land, about the Reserve Bank, and about the "masses" he says…

11 Aug 4PM 17 min

BN Daybreak: Hill-Lewis on DA's future; Duduzane Zuma on MKP; Wiese on Jooste betrayal

In today's episode, Christo Wiese discusses Markus Jooste's betrayal and his fight for restitution. We also cover the DA's optimistic vision to reverse South Africa's decline and Duduzane Zuma's call for big business cooperation. Globally, signs emerge of a potential US-Iran arrangement over the Strait of Hormuz, while the US…

11 Aug 11PM 14 min

BN Daybreak: Oil rallies; Anthropic deal; Intel $20B sale; Berkshire buybacks

Today's BizNews Daybreak covers Donald Trump’s stance on Iran and rising oil prices driving Brent crude past $87. Tech highlights include Anthropic’s $9.1 billion data center deal with Riot Platforms, Intel raising $20 billion through share sales, and security risks of rogue AI models. Plus, Berkshire Hathaway accelerates share buybacks…

10 Aug 11PM 11 min

All episodes