David Shapiro - Stark contrast between Evergrande disaster and sublime ASML

Loading player...
South Africa’s favourite stockbroker, David Shapiro, is in full flight here, providing context on the two big investment stories of the week - liquidation of China’s gigantic property developer Evergrande and continued rise of the world’s chipmaking colossus ASML. The discussion with BizNews editor Alec Hogg shows the stark contrasts between the corporations, something that can be expanded to the economic systems where they operate - the disaster of central control and sublime delivery of free enterprise.
31 Jan 2024 11AM English South Africa Investing · Business News

Other recent episodes

BNC#9 | Viljoen Q&A: The investment advice most fund managers won't give you

Piet Viljoen doesn't read the news, doesn't watch the Fed, and thinks most of what the investment industry sells you is jargon designed to make simple things sound complicated. In his Q&A at BNC#9, he went after executive pay, looked at private equity's real return profile, explained why he avoids…
9 Sep 10AM 32 min

Sam Montsi: Keep “crazy” people out of power!

In this interview with Chris Steyn, business icon and author Sam Montsi, gives his take on revelations at the Madlanga Commission of Inquiry, as well as the worldwide impact of US President Donald Trump’s actions. On political and police capture by crime cartels, he says: “It's frightening what has happened…
9 Sep 5AM 17 min