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#8 Keynote: Dr Iraj Abedian explains Iran’s crisis, the fall of a regime and what comes next

In a powerful and deeply personal keynote at BizNews Conference #8, economist Iraj Abedian unpacks the historical roots of the crisis unfolding in Iran, arguing that the conflict is not merely geopolitical but the culmination of decades of repression by the Islamic regime. Drawing on his own experience of Iran…

15 Mar 12PM 45 min

BNC#8: Dawie Roodt warns SA’s “parasitic state” is choking growth and bankrupting taxpayers

At BizNews Conference BNC#8 in Hermanus, Efficient Group chief economist Dawie Roodt delivers a blunt assessment of South Africa’s economy - warning that a bloated state, runaway debt, and failing institutions like Eskom are suffocating growth. While financial markets briefly showed optimism after policy shifts such as a lower inflation…

15 Mar 9AM 23 min

The NdB Sunday Show: Helen Zille - Debating the shadow of Kenny Kunene

For today’s NdB Sunday Show, Chris Steyn invited the Democratic Alliance's Helen Zille and the Patriotic Alliance's Kenny Kunene to debate. Only Zille made the show. She outlined her five commitments over five years should she be elected Joburg’s next Mayor. She also responded to previously reported attacks on her…

15 Mar 6AM 20 min

False Bay missing great whites: Chris Fallows blames nets, longlines & Aussie “flake and chips,” not orcas

The great white sharks of False Bay – once so abundant that film crews from around the world came to document them, have all but vanished. Wildlife photographer and conservationist Chris Fallows says we’re looking for blame in the wrong place. In this interview with BizNews Fallows, famous for capturing…

12 Mar 7AM 26 min

BN Daybreak: Abedian on US-Iran conflict; Mashele’s SA reset plan; Endres warns growth still weak

The Trump administration has launched a second 301 tariff investigation. The probe will look to determine whether certain acts, policies and practices are unreasonable or discriminatory, and burden or restrict US commerce. From BNC#8, Prince Mashele calls for a new black–white political pact to rebuild South Africa, Iraj Abedian argues…

13 Mar 1AM 20 min

All episodes