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BizNews Radio

South Africa, unspun. Since its launch in 2013, BizNews has covered the issues and asked the questions others tiptoe around.

Every week the team led by Alec Hogg sit down with the people who actually move markets and shape policy: CEOs, investors, economists, constitutional lawyers and the politicians brave enough to take a straight question. We cover the JSE, global markets, corporate governance, the rule of law and the political economy that ties it all together.

No spin. No jargon. No hour-long preamble. Just sharp conversations with people who know what they’re talking about and are given the space to communicate it properly - with follow-up questions when they don’t.

Is South Africa fixable? Where’s the smart money going? Who’s really making the decisions on key issues that impact our lives? Pull up a chair.

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Daily English South Africa Investing · Business News
7,439 Episodes
3640 – 3660

Piet Viljoen on Sasol's windy sails; PPC's insider selling

Counterpoint value fund manager Piet Viljoen unpacks the reasoning behind inflation widening global wealth inequality. Primarily owing to economic policy and supply side issues, inflation has been driven to its highest levels in decades, leaving the poor helpless. The rich can shield themselves by investing in assets that will perform…
27 Jan 2022 6AM 5 min

SA's 'cheap' R11.4bn World Bank loan - Treasury DG on the Ts & Cs

South Africa is cash-strapped and the economy is not firing on all cylinders. National Treasury DG Dondo Mogajane gives a breakdown of South Africa's latest R11.4bn loan from the World Bank. This comes on the heels of a R70bn loan from the IMF in 2020. Learn more about your ad…
25 Jan 2022 11AM 12 min

The worst is yet to come – Sean Peche rings the alarm bells 

UK-based value fund manager Sean Peche gave words of warning as the market continues its volatile year. The tech-focused Nasdaq has been the worst affected; growth company valuations are being reconsidered given inflationary pressures and an imminent interest rate hike cycle. Market volatility has been elevated for some time now,…
25 Jan 2022 10AM 9 min

Employment quotas: Malema's PR stunt forcing government's hand

Julius Malema, pitching up at a restaurant last week demanding to know the ratio of foreigners employed compared to locals, was widely condemned as thuggish and intimidatory. But, as Hospitality Leadership founder Randolf Jorberg explains, you don't have to like Malema's PR stunt to accept that the industry has a…
24 Jan 2022 9AM 13 min

How SA restaurateur Neleen Strauss managed to 'byt vas' while giants fell

On the banks of the Thames river in London there is a well-known restaurant among the business sector of the area called 'High Timber'. The owner and manager is Neleen Strauss, originally from Bloemfontein who have managed to survive the lockdowns in London despite scores of restaurants closing down. It…
24 Jan 2022 8AM 11 min

Currency expert Andre Cilliers on the red hot Rand - where to from here?

TreasuryOne's Andre Cilliers shares his insight on the driving factors behind the Rand's outperformance thus far in 2021. The Rand was been the second best performing currency in the world relative to the dollar during the first three trading weeks, with a number of tailwinds aiding performance. Learn more about…
24 Jan 2022 7AM 13 min

Hot Stocks from Down Under

In this episode Mark Tobin, founder of Coffee Microcaps, shares two Australian stock ideas which he thinks may become 10-baggers. Learn more about your ad choices. Visit megaphone.fm/adchoices
21 Jan 2022 10AM 26 min

Your ESG mandate is my alpha – Piet Viljoen on his bullish energy thesis 

Counterpoint value fund manager Piet Viljoen shared his thesis on energy stocks, from which he’s been profiting handsomely in recent months. Environmental, social and governance (ESG) considerations have become increasingly prominent, especially environmental concerns, as investors look ahead to the green economy. However, according to Viljoen, these concerns have been…
20 Jan 2022 8AM 9 min

Whistle-blower Athol Williams on Bain & Co's strategic ransacking of SARS

In this no-holds-barred interview with Bain & Co whistle-blower, Athol WIlliams, he explains how the global consultancy firm assisted a local cast of characters, including Jacob Zuma and Tom Moyane, in eviscerating SARS. Williams fled South Africa in November 2021 fearing for his life after blowing the whistle on his…
20 Jan 2022 6AM 29 min
3640 – 3660