Director’s Cut: Piet Viljoen – Why SA shares are beating the MAG7 and the US party won’t last

Loading player...
Value investor Piet Viljoen explains why South African assets are outperforming Big Tech, why US markets are over-owned, and why emerging markets may be on the brink of a long bull run.
20 Jan 6AM English South Africa Investing · Business News

Other recent episodes

BN Daybreak - Fri 12 June 2026: Trump halts Iran strikes; SA's overlooked gold fortune; PA surge; World Cup fees

In today's BizNews Daybreak: Global markets rallied after President Trump halted planned military strikes against Iran. In South Africa, the Patriotic Alliance clinched a major by-election victory in Malmesbury, weakening established parties. Meanwhile, Alec Hogg unpacked South Africa’s overlooked multi-billion rand gold mining fortune. Finally, we highlight Adobe’s executive shakeup…
11 Jun 11PM 15 min

The Daily Edge: Gold at $4,100 and SA is sitting on a fortune it can't see

Alec Hogg opens with a thesis from Merrill Lynch veteran Dr. Duarte de Silva: South Africa's abandoned gold mines and tailings dumps — written off at $300–$800/oz — are generating margins above $3,000 per ounce at today's prices. The Witwatersrand Basin still holds as much gold as has ever been…
11 Jun 7AM 19 min