BizNews Radio

In the follow-up to his BNC#5 presentation Piet Viljoen delves into what he thinks will happen in 2024 if either an ANC/EFF coalition or the Rainbow coalition assumes power and what it could mean for investment performance. He also offers his thoughts on Bitcoin and its place in today’s turbulent society.

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In this BNC#5 presentation, portfolio manager, Piet Viljoen, delves into his portfolio of undervalued securities and warns that each security is like a brittle twig that can easily break. He clarifies that the job is not to pick individual stocks, but to manage the portfolio using a sensible investment process. Viljoen also expands on low-risk investment opportunities in South Africa that have generated strong returns in recent years, emphasising the importance of considering valuations when investing in Africa. Viljoen notes that while South Africa may be perceived as a tough place to invest, valuation is the only reason to invest in the country, he encourages investors to take advantage of valuations but to also be mindful of the risks associated with investing in South Africa.

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Pressure is growing from the West on the South African government, because of its close relationship with Russia. President Cyril Ramaphosa is said to be sending an envoy to the US to discuss its relationship with Russia. Foreign Policy Analyst Peter Fabricius told BizNews that the South African government is concerned about losing the benefits of its inclusion in the African Growth and Opportunity Act (AGOA). AGOA allows Sub-Saharan countries to export products to the United States without tariffs. South Africa contributes the majority of AGOA exports at 56%. Fabricius says South Africa and the Russian leader are likely to wriggle out of the sticky situation of being forced to arrest Putin if he sets foot on South African soil for the BRICS summit. The International Criminal Court has issued an arrest warrant for the Russian President for war crimes in Ukraine.

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Always wanted to play the share market but never known how to? Fantasy Fund Manager a new game which borrows from its wildly popular Sports equivalents, is a fun and free introduction to investing in equities - and easy as pie to participate. In this interview Corion's Garreth Montano tells Alec Hogg of BizNews what the game is about, where the idea came from, how it works and the prizes on offer. Sign up now, challenge your pals and have fun while you get to learn about the share market, the greatest game on earth.

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Stafford Masie, technology entrepreneur, former Google Africa Chief and advocate for emerging technologies, discusses the rapid growth of ChatGPT and its potential to transform businesses and society, stressing the implications of AI and the necessity for businesses to be focused on these areas for future planning. Masie also shares his concern for South Africa’s lack of focus on artificial intelligence compared to other countries, which could lead to irrelevance in the tech industry. Finally advocating for Bitcoin as an undervalued asset class, which he believes will predictably grow over the next 20-30 years, comparing it to gold.

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One of the success stories of land that was transferred back to the community is Makhoba Farms, a 10,000-hectare farm at the foothills of the Maluti Mountains. Makhoba Farms, assisted by Nestlé, is currently producing four and a half million litres of milk for the country every year. To equip the young people in the area with agricultural skills, Nyosi Empowerment has been offering training to 100 youths every year. The training spans agripreneurship tasks including alien clearing, feed production, vegetable production, fencing, security, construction, ICT, and first aid. Nyosi CEO Evan Jones told BizNews that 400 Youth Employment Services (YES) interns have so far successfully graduated from the course. Jones said 24% of the interns in 2022 were employed by Makhoba farms and the majority of the remaining graduates found jobs elsewhere due to their enhanced skills training and experience.

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At the fifth BizNews Conference in March, BizNews founder Alec Hoff facilitated a COVID panel discussion between consultant cardiologist and public health advocate Dr Aseem Malhotra, world-renowned sports scientist Professor Tim Noakes and PANDA (Pandemics ~ Data & Analysis) Chairman and co-founder Nick Hudson. Neither of these prolific individuals is a stranger to the near-aggressive condemnation they've been subjected to for standing up and fighting against the establishment and the frightening list of false narratives it has deployed at the expense of human health. In Part 1 of their panel discussion on COVID, and the pervading censorship, cancellation, and propaganda ushered in during the COVID era, they relay their respective backgrounds and how these armed them to bravely go head to head with governments and corrupt institutions in the unprecedented and distorted reality imposed upon the public during COVID.

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Nelson Mandela Bay's 10-party coalition is now seven months old and, according to executive mayor Retief Odendaal, has already notched up some remarkable wins. Apart from keeping all partners onside in reputably the largest governing coalition on earth; focused maintenance and fast-tracking of existing projects has removed the very real threat of the city's taps running dry. Although the Democratic Alliance, with 48 seats, dwarves the next most prominent coalition member's three seats, Odendaal says a partnership approach was adopted from the get-go and is reaping dividends. This is a template which may be applied to address instability elsewhere, especially Gauteng, where smaller members of coalitions complain about not being adequately respected. Odendaal spoke to Alec Hogg of BizNews.

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SA/Russia expert Prof Irina Filatova sees many parallels in the way people in the two countries are disconnected from economic reality by outdated ideology. The Russian-born and educated historian, academic and author says this fact, along with possible support from Moscow, will ensure the ANC retains political power after SA’s 2024 National Election. In her sobering interview with Alec Hogg of BizNews, she also throws a proverbial bucket of icy Siberian water on hopes for Western Cape independence, warning that Pretoria’s support of the supposed multi-polar world is a fantasy - the future is unipolar and SA is taking a huge economic risk by aligning with China against the West. Brilliant analysis of the dark and too often ignored consequences of South Africa's alignment with the Putin Regime.

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In Part Two of today's early morning interview, Patriotic Alliance leader Gayton McKenzie offers his insights on critical by-election results in South Africa, including the key message from the Swellendam vote where the PA/DA split vote opened the door for an unlikely ANC win, despite a 20% drop in its support compared with 2021. He also shares insights about his friendship with Rob Hersov, the outspoken businessman/activist who has been standing up for him through all the recent controversy generated by what McKenzie brands as disinformation. The PA leader spoke to Alec Hogg of BizNews.

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