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
Peter Major’s thumbs up as Glencore buys Colombian coal mine from Anglo, BHP

Peter Major’s thumbs up as Glencore buys Colombian coal mine from Anglo, BHP

Mergence Corporate Solutions veteran mining director Peter Major dissects Anglo American and BHP Billiton’s sale of its Colombian thermal coal assets to Ivan Glasenberg’s Glencore for R8.3bn. Major highlights that there are many factors at play here with Anglo and BHP disinvesting from coal assets g

  Justin Rowe-Roberts
Cryptocurrencies are more dangerous than casinos – Vitaliy Katsenelson

Cryptocurrencies are more dangerous than casinos – Vitaliy Katsenelson

CFA and CEO of IMA, Vitaliy Katsenelson shares his thoughts on cryptocurrencies, where he likens investment to gambling at a Las Vegas casino.Chartered financial analyst and chief executive of IMA – a value investing firm in Denver, Vitaliy Katsenelson shares his opinions on cryptocurrencies, with t

  Justin Rowe-Roberts
Shareholders really don’t have a say – Delphine Govender on Naspers

Shareholders really don’t have a say – Delphine Govender on Naspers

Delphine Govender gives her view of Naspers Prosus as a steward of shareholder funds. "It does feel as though management are aware that shareholders have little in terms of rights."A number of South Africa’s top asset managers recently teamed together against the complex shareholding structure and l

  Claire Badenhorst
Are we in a commodities supercycle? Michael Townshend, Piet Viljoen discuss

Are we in a commodities supercycle? Michael Townshend, Piet Viljoen discuss

Michael Townshend and Piet Viljoen discuss the previous commodities supercycle in 2005 and the demand for commodities occurring now.Michael Townshend is the portfolio manager at Foord Asset Management. Many market commentators are saying we are in a supercycle for commodities. Townshend joined the B

  Nadya Swart