The Japanese market offers value – Magnus Heystek

The Japanese market offers value – Magnus Heystek

Brenthurst Wealth Management founder Magnus Heystek joins Bronwyn Nielsen to discuss a variety of topical investment themes playing out in the markets. The Evergrande saga turned sentiment negatively with global markets hitting a speed bump. Heystek advocates for the healthcare industry as an invest

  Justin Rowe-Roberts
The softer side of value investing – Vitaliy Katsenelson

The softer side of value investing – Vitaliy Katsenelson

Investment Management Associates (IMA) chief executive Vitaliy Katsenelson puts pen to paper on the value of culture and human capital in a business. Despite fund management being a relatively simple business model, where analysts attempt to use models and analysis to find undervalued securities – K

  Justin Rowe-Roberts
‘The investment industry is not a gentleman’s game’ – Magnus Heystek

‘The investment industry is not a gentleman’s game’ – Magnus Heystek

Hard-hitting Magnus Heystek joins BizNews founder Alec Hogg to talk about the hidden agendas that plague the investment industry. Magnus has been adamant on having offshore exposure for the better part of the last decade for two reasons, firstly because diversification is the only free lunch you’re

  Justin Rowe-Roberts
Chinese shares rally as Tencent and Cathie Wood’s buying acts as catalyst

Chinese shares rally as Tencent and Cathie Wood’s buying acts as catalyst

After a five-week rout in Chinese stocks after ominous intentions from the government and regulatory authorities shook the market, some of the country’s largest tech companies have rebounded strongly this week. Tuesday’s gains, led by internet giants Tencent, Alibaba and the JD Group will be come as

  Justin Rowe-Roberts
Naspers/Prosus share buybacks: More than R20bn of shareholder value destroyed

Naspers/Prosus share buybacks: More than R20bn of shareholder value destroyed

The Naspers/Prosus share buyback programme was initiated at the latter end of 2020 with the intention of returning value to shareholders.The Naspers/Prosus (‘Naspers stable’) share buyback programme was initiated at the latter end of 2020 with the intention of returning value to shareholders. Unfort

  Justin Rowe-Roberts
Gazetted Green Paper proposes taking a further 12% tax for state-managed fund

Gazetted Green Paper proposes taking a further 12% tax for state-managed fund

A Green Paper gazetted on Wednesday proposed the introduction of a National Social Security Fund - a centrally managed public fund.In the third contribution by BizNews columnist Niemöller, the heavy tax burden that South Africans bear was addressed. Niemöller stated that they added up all the tax th

  Nadya Swart
Piet Viljoen talks stocks – Aveng, WBHO, Standard Bank and Naspers stable

Piet Viljoen talks stocks – Aveng, WBHO, Standard Bank and Naspers stable

Counterpoint Value Fund manager Piet Viljoen joins BizNews founder Alec Hogg with a wide variety of talking points on the agenda. BizNews portfolio constituent Wilson Bayly Holmes released an upbeat earnings guidance to the market with Viljoen confirming that the outlook for the construction counter

  Justin Rowe-Roberts
Sasol: It was cheap at R20 and it’s still cheap at R200 – analysis

Sasol: It was cheap at R20 and it’s still cheap at R200 – analysis

The darling of the local bourse over the past twelve to eighteen months and one of South Africa’s most intensely followed companies, Sasol released its results for its financial year-end to 30 June 2021. Rewind a year or so back and this was a company on the brink of financial collapse. The current

  Justin Rowe-Roberts
Sean Peche rings the alarm bells on China – yet again!

Sean Peche rings the alarm bells on China – yet again!

Sean Peche has given fair warning on the risks inherent in investing in China and he's here with Alec Hogg to unpack it for us once more.Ranmore Fund Management founder Sean Peche gave fair warning on the risks inherent in investing in Chinese companies on the BizNews Power Hour a few weeks ago. Sin

  Justin Rowe-Roberts
Cryptocurrency regulations to hit South African shores after scandals erupt

Cryptocurrency regulations to hit South African shores after scandals erupt

MTI and the Africrypt scandals has prompted regulators to move faster in its attempt to regulate a currently unregulated industry.Cryptocurrencies has been one of most hotly debated topics of conversion in 2021. The rise and fall of the premier digital currency, Bitcoin, has sparked interest from al

  Justin Rowe-Roberts
Question marks surround ESG assets as valuations rise to unexplainable levels

Question marks surround ESG assets as valuations rise to unexplainable levels

Environmental, social and governance (ESG) assets and funds have become trendy in the last few years in a cry for a more sustainable planet. The likes of electric vehicles and more sustainable methods of producing electricity, namely solar and wind plants, have led the charge in this respect. Phenom

  Justin Rowe-Roberts