BizNews Radio
Welcome to BizNews Radio where we interview top thought leaders and business people from South Africa and across the globe.
David Shapiro on swapping out data for company insights; the China way
As is customary for a Monday, Sasfin Securities David Shapiro brings us up to speed with the financial markets. Bloomberg published data showing foreigners are net sellers of South African equity so far in 2022, despite the JSE All Share Index climbing 3% in the first two trading weeks of…
Recent SCA judgment a nexus of privacy, freedom of speech, animal rights - Martin Welz with the lowdown
What has a dead porcupine and baboon got to do with an Eastern Cape farmer's right to privacy and an animal rights activists' right to freedom of speech? BizNews Investigations Editor Martin Welz breaks down a recent Supreme Court of Appeal ruling that has potentially profound implications for engagement on…
In gesprek met Jean Pierre Verster oor Verskansings fondse en die huidige mark
Ek gesels met Jean Pierre Verster van Protea Capital Management oor wat Verskansings fondse is, sy benadering tot besluitneming, en die huidige mark. Learn more about your ad choices. Visit megaphone.fm/adchoices
Marius Strydom on the key drivers behind the JSE delisting trend
Marius Strydom outlines the two key driving factors behind the mass exodus of businesses leaving the local bourse. Although the delisting trend is not completely unique to South Africa, the pace of delistings are. Marius puts this down to a decreasing number of foreign shareholders in local businesses, indicative of…
SA’s best performing fund manager Piet Viljoen on what’s hot and what’s not in 2022
Piet Viljoen’s Counterpoint value fund has been the best performing local fund over the last five years, managing to achieve a compound annual return of a shade under 15%. This is a phenomenal achievement, especially against a backdrop that hasn’t always been conducive to his investment style, which is value…
BizNews Power Hour: Calls for Boris's head; Activists attack PR firms; Half hour with Helen Zille
This episode of the BizNews Power Hour features a powerful interview with the DA's federal chair Helen Zille who looks back on the aftermath of November's Local Elections; discusses the dynamite expose of ANC cadre deployment into the judiciary; looks ahead to a probable change in SA's national government in…
MUST LISTEN: Helen Zille attacks "criminal enterprise" ANC and deployed judges - looks ahead to new government in 2024
The federal chairperson of the Democratic Alliance has never been a shrinking violet. But in this powerful interview, Helen Zille surpasses her own direct approach by launching a bare knuckled attack on South Africa's ruling political party whose "cadre deployment" strategy exposes it as the true architect of State Capture…
The rise and fall of Tongaat Hulett – analyst and whistle-blower David Woollam
Tongaat analyst and whistle-blower David Woollam shares the grave details about the rise and fall of one of KZN’s most treasured businesses, Tongaat Hulett. Tongaat was the subject of accounting irregularities when its former management was responsible for cooking the books. Now the company is coming after those executives to…
BPH: Global view on tech stocks; Woollam blows Tongaat whistle - again; uMngeni Mayor Pappas; Zondo's amnesic fraudster
In this episode of the BizNews Power Hour, "Doctor of Uncertainty" Dr Richard Smith offers his insights into volatile US tech stocks; we meet the surprise of November's Local elections, 30 year old uMngeni mayor Chris Pappas; Tongaat whistleblower Dave Woollam explains why he's horrified at recent developments at the…
Dot-com bubble 2.0? Dr Richard Smith, chairman for the Study of Cycles
US-based investor Dr Richard Smith unpacks the implications of a persistently higher inflationary environment and rising interest rates on the financial markets, with a particular focus on US equities. A Goldilocks era for equity markets seems to be coming to an end. The Fed is taking a more hawkish stance…
South Africa has to come together and rebuild in 2022 – 10X Investments founder Steven Nathan
BizNews regular contributor and passive management pioneer, Steven Nathan, reflects on a restful festive period and looks ahead to what lies ahead for the financial markets in 2022. South Africa has grossly underperformed the returns experienced by global markets over the past decade. This underperformance has been driven primarily by…
Meet Chris Pappas (30), Mayor of uMngeni, new face of SA politics - "sacrifice, not status"
One of the biggest shocks of South Africa's Local Elections in November was the victory by the Democratic Alliance in the 67% Zulu-speaking, previously ANC-supporting uMngeni municipality. The surprise victory, the DA's first in KZN, owes much to the efforts of multilingual Chris Pappas, who although only 30 is already…
Corion Capital's David Bacher - 2021 asset class and fund performance review
Corion Capital publishes an informative summary of asset class and fund performance returns every month. David Bacher, Corion Capital's chief investment officer, reviews the winners and losers for the month of December. Learn more about your ad choices. Visit megaphone.fm/adchoices
Paul Hoffman runs the rule through the State Capture Commission part 1 - controversial business breakfasts, SAA and SARS
Director of Accountability Now, Paul Hoffman, unpacks the findings and implications of the State Capture Commission Part 1, which was handed over by Acting Chief Justice Raymond Zondo to President Cyril Ramaphosa last week. The full report will be released in three tranches, with the second and third tranches expected…
BPH - Clem Sunter mulls World War Three flags; Steven Nathan, David Bacher and John Endres.
In this episode of the BizNews Power Hour, scenario planner Clem Sunter unpacks the big risks of 2022 including flagging the possibility of World War Three; Free thinking Steven Nathan explains why he is optimistic about 2022; Corion's David Bacher talks tech stocks and share performances; and the IRR's John…
Clem on the record - In-depth interview on five flags to watch in 2022 (incl. WW3)
Clem Sunter's article on the five key issues we need to pay attention to in the coming 12 months was extremely popular among the BizNews community, with more than 25 000 having read the piece within 48 hours of being published. In this in-depth interview with BizNews editor Alec Hogg,…
Steven Nathan explains why he's optimistic about 2022, wonders about Prosus CEO's huge bet
Steven Nathan, founder of 10X and former top rated JSE investment analyst, shares his insights into what awaits investors in 2022. In discussion with BizNews editor Alec Hogg, Nathan offers a rational perspective on topical items ranging from mandatory vaccines and Clem Sunter's concerns at growing risks around WW3 through…
IRR's John Endres on Zondo: Ball now in ANC court - will they hit cadres?
John Endres, Director at the Centre for Risk Analysis, warns South Africans to temper their expectations in the wake of the release of the first instalment of findings by the State Capture Inquiry. While the quest for greater accountability grows, South Africa's National Prosecuting Authority is struggling under the burden…
TreasuryOne's Andre Cilliers on the Rand's Santa rally
Currency expert Andre Cilliers gets us up to speed with the driving forces behind the Rand's outperformance over the festive period and his expectations for the currency heading into 2022. Learn more about your ad choices. Visit megaphone.fm/adchoices
David Shapiro on the value vs growth argument for 2022
South Africa’s favourite market commentator David Shapiro provides insight into a host of interesting developments that unfolded in the markets over the festive period. The US Federal Reserve’s December minutes spooked investors as the world’s most prominent central banker took a more hawkish stance on the accommodative policies that have…