BizNews Radio

In this episode of the BizNews Briefing, host Alec Hogg talks live with Bitcoin maximalist Stafford Masie and shares Dr Frans Cronjé’s suggestions on how SA can win big from the Trump presidency (and avoid even bigger losses) - and no, it’s not about AGOA. Plus all the key business news of the day…..

Evan Walker of 36One unpacks the upcoming Boxer listing, detailing its strong growth trajectory, Pick n Pay’s decision to sell, and why Boxer’s straightforward, value-focused approach makes it a compelling investment in South Africa’s retail sector.

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The seventh BizNews Conference, BNC#7, is to be held in Hermanus from March 11 to 13, 2025. The 2025 BizNews Conference is designed to provide an excellent opportunity for members of the BizNews community to interact directly with the keynote speakers, old (and new) friends from previous BNC events – and to interact with members of the BizNews team. Register for BNC#7 here.

An in-depth discussion with political scientist Dr Frans Cronjé who shares well-researched insights on why Donald Trump had the US election tied up long before November 5; what the sweeping Republican victory tells us how the world’s biggest economy will operate in the global arena in the next four years (at least); how SA can use a unique asset to extract benefits from the transactional US president; and some very real threats to the sustainability of its Government of National Unity. Cronjé spoke to BizNews editor Alec Hogg.

In this episode of the BizNews Briefing, which is now aired live at 6pm every night, host Alec Hogg talks to top SA retail investor 36ONE’s Evan Walker about his lunchtime meeting with the team at Boxer, the spinoff from Pick n Pay which will list on 28 November and “should be in everyone’s portfolio”. Also, in this programme, a visual insight into Elon Musk’s ascension into a powerful White House role.

In a recent interview, former JSE CEO and Stellenbosch University Council chair Nicky Newton-King discussed transforming Stellenbosch amid controversy, promoting inclusive leadership, and balancing her international board roles. She emphasised active listening and values-based leadership as essential for navigating complex changes in both academia and the global business landscape.

Donald Trump’s re-election as US President is expected to accelerate the US economy, boost confidence, and benefit the commercial real estate market. That is according to Justin Clarke, the Director of Operations at OrbVest, a company that invests in medical commercial real estate across the USA. Clarke said a good economy boosts confidence, leading to more companies signing long-term leases, unlike the post-COVID era marked by uncertainty. In an interview with BizNews, Clarke highlighted the burdensome regulations in the US real estate, which cause delays and increased costs, and expressed the hope that the new administration might streamline these regulations to enhance efficiency. The influence of Elon Musk, who has become a close confidant of Trump, could lead to a push for the US government to deregulate, he says. Commenting on some of OrbVest’s medical real estate buildings that have not performed as expected, Clarke said that COVID led to tenants walking away from office spaces, and rising interest rates have caused challenges. However, he said, “the wind is starting to blow behind us.” Added to a changing economy is an ageing US population with increasing healthcare costs, which he said ultimately means more tenants and more money flowing around in the healthcare space. And here is an interesting titbit he shared: the US government has so far been OrbVest’s worst tenant.- Linda van Tilburg

In today’s BizNews Briefing, Bronwyn Nielsen delves into South Africa’s equity landscape with Charl de Villiers from Ashburton, who shares the strategic shift toward local equities and the untapped value in mid-caps. The discussion extends to Nicky Newton-King, former JSE CEO and Stellenbosch University Council chair, as she addresses challenges at Wilgenhof, her views on navigating change, and reflections on the broader economic sentiment in South Africa.

Today on BizNews Newswrap, Lucienne Ferreira dives into Bitcoin’s explosive new heights, fresh shifts in U.S. politics, and Johan Rupert’s bold efforts to strengthen South Africa’s trade ties. With insights on local corruption concerns, the BELA Bill controversy, and top moves in the SA stock market, this wrap has everything you need to stay ahead. Don’t miss it!

With Trump’s influence making waves in the U.S. economy, David Shapiro from Sasfin Wealth joins Alec Hogg to dissect how market dynamics are being reshaped. From deregulation benefits and small-cap growth to the electric vehicle slowdown, Shapiro explains the impact of Trump’s policies and the forces behind key stocks like Tesla and Palantir

Jason Welz, Head of Digital Assets at Jaltech, discusses Bitcoin's recent surge, attributing it partly to Trump’s re-election, which may lead to relaxed crypto regulations. Institutional interest is also driving Bitcoin’s appeal as a “trustless” asset. While optimistic, Welz advises cautious investment, suggesting a portfolio allocation of 2–5% for average investors.