BizNews Radio

UK-based global money manager Sean Peche returned to his homeland last week to offer his thoughts on the European Banking panic (which isn't a crisis) and the stalling of support for SA's Rainbow Coalition (which is). Peche, whose fund is currently among the top 1% performers in its category, applies his rational mind to both challenges. The proposed solutions appear to be both rational and workable. He spoke to Alec Hogg in the BizNews Cape Town studio at the Latitude Aparthotel in Sea Point.

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During BNC#5, Ranmore founder Sean Peche was quizzed on a variety of topics, starting off with how he intends keeping his fund among the top 1% performers globally. He was in conversation with Alec Hogg and members of the BizNews tribe.

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In this recording of his keynote to the 5th BizNews Conference, a global investment specialist poses a question that's quickly answered but rarely acted upon. With a few notable exceptions, financial advisors tend to steer their clients towards the 'safety' of portfolios managed by big management houses - but as Peche argues here, that security is primarily for the advisor themselves. As the world's most quoted investor Warren Buffett continuously reminds us, the size of a portfolio is an anchor to its growth. In this excellent presentation, Peche uses rationality and data to argue why Buffett is right, explaining why better returns will flow from re-assessing.

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Freedom under law has expressed deep concern about the killing of well-known insolvency practitioner Cloete Murray and his son Thomas. Board member, Judge Johann Krieger said the apparent assassination of the Bosasa liquidator poses a threat to the rule of law and to South Africa’s constitutional democracy. The former Constitutional Court Judge weighs in on whether South Africa has become a mafia state and he does not mince his words for the Legal Practice Council that he calls "feckless" for failing to act against Adv Dali Mpofu. Judge Kriegler also offers solutions to the Stalingrad delaying tactics employed in the defences of former President Jacob Zuma, Judge John Hlope and suspended Public Protector, Busisiwe Mkhwebane which is costing the taxpayer millions.

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Since global entrepreneur Rob Hersov spoke out at BNC#2 in September 2021, only a trickle of business leaders have joined him in openly questioning the ANC misrule of South Africa. The public, however, has been overwhelmingly supportive - taking a lead from someone who had the courage to call out SA’s naked emperors. In this typically candid interview with BizNews founder Alec Hogg, Hersov addresses how to break the logjam that’s stalled the Rainbow Coalition - and why he’ll be fully behind Cape Independence should an ANC/EFF alliance rule SA after the 2024 election.

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In the past four years, 21-year-old independent airline Cemair has trebled in size to now sit snugly in SA’s number three spot behind Safair and Airlink - a position that is comfortable for founder and CEO Miles vd Molen. In this update on the SA aviation sector, vd Molen shares his insights into the best (and worst) days for price-conscious flyers; retaining the culture in a fast-growing business; and how Cemair is coping in SA’s turbulent sector where global players Swissport and Air BP are in the process of divesting.

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University of Pretoria's Vukosi Marivate, the holder of the ABSA Chair of Data Science, has been chosen for the 2023 World Economic Forum's Young Global Leaders Programme. Prof Maravati wears many hats, including heading a Data Science for Social Impact research group focusing on Artificial Intelligence and languages, especially African languages. He is the Chief Technology Officer at Lelapa.ai, a start-up with Big Tech investors. Prof Marivate also helped launch the Deep Learning Indaba that brings the African AI community together. He has received recognition for his Covid-19 ZA Dashboard, which is still the only source of aggregated data on Covid-19 in South Africa. He told BizNews why he moved back to South Africa from the US and how he wants to solve some of the African continent's significant challenges with machine learning. 

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The latest polling data from the Social Research Foundation, shared here by chair Dr Frans Cronje, shows that SA’s opposition political parties wasted a golden opportunity to punish the ruling ANC when it was most vulnerable. With the notable exception of the IFP (especially in KZN) Cronje says the ANC’s other competitors dropped the ball when the tryline beckoned. Biggest loser, research shows, is the radical EFF whose share of the vote has almost halved to a modest 6% in recent months. Cronje believes the ANC’s fortunes will be further boosted ahead of the 2024 National Election by a virtual end to loadshedding as long-term plans start to have an impact. He spoke to Alec Hogg of BizNews.

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Transaction Capital's position as South Africa's second-best wealth creator for shareholders (behind Capitec) over the past decade fell in a heap this month as the share price collapsed from R30 to under R10. A pre-results profit warning last Monday (13 March) triggered selling that accelerated as rumours took hold, resulting in the shares falling precipitously to a low of R8 on Thursday. The fact that CEO David Hurwitz sold a large chunk of his shareholding in December fuelled Mr Market's righteous indignation. In this candid interview with BizNews founder Alec Hogg, the embattled company's bruised CEO cuts to the chase, providing context and explaining why the company has aborted a significant stock issue (to buy more of WeBuyCars) because it believes the shares have fallen too far.

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Half an hour of Magnus Heystek being quizzed at BNC#5 by members of the BizNews community. Here’s his response to the curveballs, penetrating and tough questions on the hot financial topics of the moment.

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