BizNews Radio

The value versus growth debate has been a common theme across the Fantasy Fund Manager podcast, hosted by BizNews’ Stuart Lowman. Corion Capital’s Garreth Montani and Cuan Sauter from Moneybetter look behind the lens at the psychology and personality traits driving a value or growth investor. And on the subject of growth, Richemont is put under the microscope, a share that recently went through consolidation but continues to shine despite the cost-of-living crisis. There's also a tough match-up for June’s top spot, as 0.27% separates the top two (at the time of the podcast recording). Remember to make your picks each week by the market open on Monday to have a chance to win any of the prizes up for grabs, be sure to have those picks in to take part in July's competition. And invite your friends. Register at www.fantasyfundmanager.co.za—thanks to our platinum sponsors Sharenet, Terebinth Capital, ClucasGray Asset Management, and Money Better. Remember to subscribe to the podcast so you don't miss an episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Despite a recent ratcheting up of “negative campaigning” by its detractors, the Patriotic Alliance is shaping up as a potent force in South African politics - evidenced by yesterday’s comfortable victory over the ANC incumbent in a well contested by-election in Johannesburg. Co-founder Charles Cilliers explains how the victory was crafted, and how it will send a message to the other free enterprise-supporting political parties. Especially the Official opposition, the Democratic Alliance, which also performed well in yesterday’s by-elections, retaining four wards, growing its share of the vote by well into double figures in two of them. Voters are pointing towards a clear path to victory in 2024 for opposition parties - but only if they start behaving in a manner that reflects the enormity of what is at stake for the country. He spoke to Alec Hogg of BizNews. Learn more about your ad choices. Visit megaphone.fm/adchoices

South Africa’s estimated 13 million unregistered voters hold the power to change South Africa's future as the kingmakers in next year’s watershed national elections. This emerges from an interview with Werner Horn, the Democratic Alliance’s (DA’s) member on the Party Liaison Committee of the Independent Electoral Commission (IEC). He tells BizNews why the votes of new voters are needed by “coalition” parties to surge past an estimated 40% of the vote to build a strong post-election pact for an “alternative” government. Horn also speaks about the “massive instability” that has been created by coalitions-gone-wrong in big Metros - and says the DA and the ANC are in agreement that strict coalition, management, legislation and institutions are needed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Irina Filatova is a Russian history and political science professor who moved to SA in 1992 to take up a post at the University of KZN - but remains closely in touch with her homeland and fellow Moscow University faculty and students. Author of half a dozen books, including acclaimed The Hidden Thread: Russia and SA in the Soviet Era (with Apollon Davidson), she is our go-to expert on all things Russian. Once again she delivers a rivetting interview here, providing superb context on the ructions in Russia and what impact the weakening of Putin will have on his South African acolytes in the ANC, EFF and SACP. After the interview, the Prof noted that had she said any of this in her former motherland, she'd have broken many laws and probably been jailed. She spoke to Alec Hogg of BizNews. Learn more about your ad choices. Visit megaphone.fm/adchoices

President Cyril Ramaphosa has been challenged to visit Clarens in the Eastern Free State to be given advice on the implementation of poverty-relief programmes. The invitation comes from Garth Brook - an implementing agent for the past 16 years - who says: “And what we'll do is we'll explain very carefully to Mr. Ramaphosa what it is we need in order for his poverty relief projects to work. It's not difficult and it's very easy work.” Brook’s public appeal to the President comes after threats to blacklist him if he spoke out about his latest battles with officialdom. “They have told me that if I talk to you and I report this to you on your programme, I will be blacklisted.” According to Brook, the poorest of the poor are left even poorer by non-payment for projects; interference by municipal officials in projects funded by national government; and exploitation of workers by greedy implementers. Learn more about your ad choices. Visit megaphone.fm/adchoices

South Africa needs a professional diplomatic service to mitigate the damage caused by its foreign policy based on the ideological world view of the ruling African National Congress (ANC). That is the view of Terence Corrigan of the South African Institute of Race Relations (SAIRR) who speaks to BizNews about the ANC’s pro-Russia stance; the diplomatic debacle in Poland; President Cyril Ramaphosa’s “pathetic” performance in Paris; and the lingering questions over allegations that arms and ammunition were supplied to Russia in defiance of sanctions; as well as the “self-delusion” of BRICS. Learn more about your ad choices. Visit megaphone.fm/adchoices

In a rational world, the Democratic Alliance would be a shoo-in at South Africa’s National election next year. The only province where it has a majority, the Western Cape, proves the benefits of clean and efficient governance: crime is lower, property prices much higher, 98% of SA’s new jobs are created there - and public structures work in a country where big chunks are increasingly taking on the look of a failed state. But unseating SA’s Party of Liberation is no easy task. In this interview, DA leader John Steenhuisen explains how the DA expects to prevail. He spoke to Alec Hogg of BizNews. Learn more about your ad choices. Visit megaphone.fm/adchoices

BizNews spoke to Dr Susan Wadia-Ells, author of Busting Breast Cancer, Five Simple Steps to Keep Breast Cancer Out of Your Body to discuss various factors contributing to breast cancer and shed light on the controversial practices and regulations surrounding its prevention and treatment. A fascinating discussion on mammograms, metabolic therapies and other critical issues related to the cancer industry. Learn more about your ad choices. Visit megaphone.fm/adchoices

Electoral reform is crucial in transforming South Africa’s democracy. Former member of the Independent Electoral Commission, Terry Tselane, and Senior lecturer at University of Pretoria, Dr. Sithembile Mbete participated in a panel discussion focused on the recent electoral reforms and their implications, specifically the inclusion of independent candidates in the closed list proportional representation system. Tselane emphasized the long-standing efforts to establish a fair electoral system, while Mbete expressed concerns about the Electoral Amendment Act potentially benefiting political parties. Despite the complexity of the reform process, Tselane and Dr. Mbete remained hopeful for broader electoral reforms in the future elections.Part 2 of the 6-part series with Kagiso Trust.Sponsored by:Kagiso Trust - https://bit.ly/3N4FZ9e Learn more about your ad choices. Visit megaphone.fm/adchoices

South Africa is betting on a losing horse with its backing of Russia - and will face consequences for a foreign policy that “accommodates Moscow and other rogue regimes”. This warning comes from Dr. Colin P. Clarke, the Director of Research at the Soufan Group, a global intelligence and security consultancy based in New York. He speaks to BizNews about the likely consequences of a continued SA-Russia “alliance”; the African National Congress (ANC) government’s failure to combat terror financing on its soil; a possible threat of misinformation leading to violence around next year’s national elections; and the “commercial and monetary” advantages of repairing its relationship with the US.Your early morning brew of the BizNews Insider keeps you up to speed with the content that matters. The newsletter will land in your inbox at 5:30am weekdays. Register here - https://bit.ly/3lfVRYP. Learn more about your ad choices. Visit megaphone.fm/adchoices