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

Boardroom Talk: BN Portfolio Mag7 shine brightly in Q1

In this episode of Boardroom Talk, BizNews editor Alec Hogg unpacks a blockbuster night for global tech investors, with Alphabet, Meta and Amazon all reporting quarterly results. Held in the BizNews Ricardo US dollar portfolio, the three tech titans reveal how artificial intelligence has shifted from promise to hard infrastructure…
30 Apr 7AM 26 min