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

War, oil, and mining: How Middle East instability is redrawing the commodity map

In this episode of Mining Weekly, investment master Peter Major joins Alec Hogg to dissect a volatile resources landscape. Major argues that while geopolitical strikes rattle markets, gold’s strength stems from central bank demand rather than just conflict. He offers a "stock picker’s" perspective on the PGM recovery, copper’s overvaluation,…
4 Mar 10AM 26 min

Juanita du Preez: SA’s criminal justice system scores 4 out 100

Action Society’ first Criminal Justice Trust Indicator shows that public confidence in justice has collapsed to 4 out 100. In this interview with Chris Steyn, Action Society's National Spokesperson, Juanita Du Preez says the score of four out of 100 should be such a wake up call for the whole…
4 Mar 8AM 15 min