BizNews Radio

In this episode of the BizNews Power Hour, Alec Hogg is joined by co-host David Shapiro; Sean Peche rings the Chinese alarm bells on Prosus and Naspers; TreasuryONE's Andre Cilliers with this week's currency focus; Tekkie Town's Bernard Mostert on Steinhoff's judgement day and the BizNews Power Hour Team.

In this episode of the BizNews Power Hour, Alec Hogg is joined by co-host David Shapiro; Sean Peche rings the Chinese alarm bells on Prosus and Naspers; TreasuryONE's Andre Cilliers with this week's currency focus; Tekkie Town's Bernard Mostert on Steinhoff's judgement day and the BizNews Power Hour Team.

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Founder and chief executive of Ranmore Fund Management Sean Peche joins Alec Hogg in this riveting, yet concerning interview on the Chinese governments interference with business in the east. Over the past twelve months or so, Chinese regulators have significantly clamped down on big tech and emerging global giants, which in many cases have dual listings in the States. Of significant concern to South African investors is the lopsided weighting carried by the Naspers stable. Sean tells the tale of a Russian oil company, Yukos, which he was invested in. The brutal Russian regime 'ripped its guts out and left shareholders with nothing'. Could the same happen to Naspers?

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Founder and chief executive of Ranmore Fund Management Sean Peche joins Alec Hogg in this riveting, yet concerning interview on the Chinese governments interference with business in the east. Over the past twelve months or so, Chinese regulators have significantly clamped down on big tech and emerging global giants, which in many cases have dual listings in the States. Of significant concern to South African investors is the lopsided weighting carried by the Naspers stable. Sean tells the tale of a Russian oil company, Yukos, which he was invested in. The brutal Russian regime 'ripped its guts out and left shareholders with nothing'. Could the same happen to Naspers?

Andre Cilliers, currency strategist and director at TreasuryONE, joins Alec Hogg for a discussion on currency markets. After the second quarter results (the three months to the end of June) emerging market currencies (which includes the rand) had their best three months against the US dollar in seven years. Cilliers notes that this tells us how well emerging markets have done during this period.

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Andre Cilliers, currency strategist and director at TreasuryONE, joins Alec Hogg for a discussion on currency markets. After the second quarter results (the three months to the end of June) emerging market currencies (which includes the rand) had their best three months against the US dollar in seven years. Cilliers notes that this tells us how well emerging markets have done during this period.

In die potgooi gesels ek (Charl Botha) met Gustav Schulenburg - mede-bestuurder van die PSG equity fund - oor Discovery. In die volgende paar weke gaan die fokus van die potgooi bietjie verskuif na in diepte gesprekke met kenners oor spesifieke aandele. My idee is dat luisteraars 'n goeie idee kry van hoe professionele portefeulje bestuurders en aandele analiste besighede en aandele analiseer.

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In die potgooi gesels ek (Charl Botha) met Gustav Schulenburg - mede-bestuurder van die PSG equity fund - oor Discovery. In die volgende paar weke gaan die fokus van die potgooi bietjie verskuif na in diepte gesprekke met kenners oor spesifieke aandele. My idee is dat luisteraars 'n goeie idee kry van hoe professionele portefeulje bestuurders en aandele analiste besighede en aandele analiseer.

In die potgooi het ek met Charles de Kock - portefeulje bestuurder by Coronation - gesels oor ons geneigtheid om ons eie grootste vyande te wees as dit kom by die bou van langtermyn welvaart. Hy deel ook sy sieninge rondom wat dit verg om 'n goeie portefeulje bestuurder te wees en hoe om oor die algemeen beter finansiële besluite te neem.

In die potgooi het ek met Charles de Kock - portefeulje bestuurder by Coronation - gesels oor ons geneigtheid om ons eie grootste vyande te wees as dit kom by die bou van langtermyn welvaart. Hy deel ook sy sieninge rondom wat dit verg om 'n goeie portefeulje bestuurder te wees en hoe om oor die algemeen beter finansiële besluite te neem.

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