Piet Viljoen - Chinese stocks up 20% in a fortnight, long overdue rebound, no need to take profits

--:--

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 10AM English South Africa Investing · Business News

Other recent episodes

BNIC#1 Magnus Heystek: Foreign investment in SA and undiscovered opportunities in Japan and India

Magnus Heystek discusses global investment strategies, emphasizing cycles in markets and the need to adapt. Heystek highlights South Africa's potential recovery but notes ongoing political and economic risks. He advocates for diversifying offshore, especially in markets like India and Japan, while tactically investing in local opportunities.

4 Oct 4AM 59 min

Veteran fund manager Walter Aylett - Insights on Capitec, WeBuyCars, Tesla; plus overvalued stocks

In an insightful interview, investment expert Walter Aylett warns against the dangers of inflated tech stock valuations, spotlighting companies like Tesla. With nearly two decades in the industry, Aylett calls for a return to integrity in investing, urging investors to prioritize sustainable growth over fleeting hype. His thought-provoking insights challenge…

3 Oct 10AM 20 min

BizNews Briefing - RW Johnson; Yusuf Cassim; Don Ncube; Walter Aylett; Tesla’s production data

In this episode of the BizNews Briefing, we cover the growing discussion around the DA’s leader - and the party’s landslide victory in student elections at the Nelson Mandela University; hear from super entrepreneur Don Ncube how his two-decade obsession with onshore gas in SA is finally starting to show…

3 Oct 7AM 32 min

Cushioning World War 3 rhetoric: Exiled Israel ambassador thinks common sense will prevail

With fears of the war in the Middle East escalating into World War 3, BizNews speaks to Israel’s Ambassador to South Africa, Eli Belotsercovsky. He says: “…we have to fight back. And we will. And particularly after this attack, which endangered the lives of many, many Israelis, we will have…

3 Oct 7AM 18 min

Campus politics hot up as DA ousts EFF in landslide SRC election victory

In a dramatic shift in campus politics, the Economic Freedom Fighters (EFF) Student Command has lost control of Nelson Mandela University SRC to the Democratic Alliance Students Organisation (DOSA). In this interview with BizNews, Yusuf Cassim, the Democratic Alliance chairperson in the Eastern Cape, says: “We've seen our institutions of…

3 Oct 9AM 9 min

All episodes