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03
FEB
7am

Someone needs to pay the bill and this time it’s the growth investors – Sean Peche on mega-cap risk  

Ranmore Fund Management founder Sean Peche shares his insight on US mega tech stocks Meta (previously Facebook) and PayPal sliding more than 20% following disappointing earnings guidance and lower-than-expected growth forecasts. Peche believes the sell-off is a culmination of several macro- and micro-economic headwinds all coming together at once. Earnings season in the world’s largest economy has seen mixed results, with the likes of Apple and Alphabet outperforming while a number of the pandemic winners have seen big growth reversions and re-ratings by Mr Market. Amazon announced earnings after the bell in New York today and with the market at a tipping point, these results could sway sentiment in the weeks to come
02
FEB
10am

Valuations matter, forget the story - Corion Capital’s David Bacher

Corion Capital’s chief investment officer, David Bacher, focuses on the paradigm shift taking place in markets, the rotation from growth to value. Valuations have started to matter and many of the pandemic winners – stocks that have attractive stories but not necessarily attractive financials – have begun to suffer. Bacher is quietly optimistic about South African equities and bonds, given the lofty valuations and inflationary concerns in the world’s largest economy. Many of the out-of-favour companies of a year ago are today’s hot picks.
02
FEB
9am

Flash Briefing: Guptas centre stage in Part 2 of State Capture report; SA govt behind SOE collapse – Zondo; Solidarity

News headlines:
*The Guptas and their associate Salim Essa used a supplier, VR Laser Services, as a "vehicle" to capture state defence technology company Denel, the State Capture Commission has found.
*Acting chief justice Raymond Zondo says that South Africa’s government has proven incapable of appointing CEOs and other officials to public enterprises and recommends that a board be set up to choose the right people for the job.
*Trade union Solidarity on Wednesday served court papers seeking the annulment of the Covid-19 state of disaster, saying SA needs to return to a functioning democracy.
02
FEB
6am

BPH - David Bacher talks valuations; BizNews-inspired education innovation; CR's 2nd-term looming; Zondo's Part II

In this episode of the BizNews Power Hour our partners at the FT bring you up to date on a 20 for 1 stock split by Google's parent company Alphabet; Michael Appel unpacks some of Zondo's second report hot off the press; Linda van Tilburg talks to a BizNews-inspired Mossel Bay resident about his ambitions to fix SA's education system; Shri Pillay from the Eurasia Group ponders the certainty of a December victory for Ramaphosa at the ANC's elective conference.
02
FEB
12am

Simon Lincoln Reader on Biden, Boris’ hair, wokeness and his relation to Margaret Thatcher – no-holds-barred

Simon Lincoln Reader, known to the BizNews community as SLR, wears many hats. A regular columnist for BizNews, Reader possesses a unique ability to merge perceptive depth and satirical wizardry in his articles. In January, Reader – a London-based technology investor – visited Cape Town, which presented the perfect opportunity for a refreshingly frank, face-to-face conversation. True to form, Reader did not hold back. Not surprisingly, the entire (rather lengthy) podcast – recorded in his garden in Cape Town – is wildly entertaining, with Reader recounting details of experiences ranging from his relation to ‘Iron Lady’ Margaret Thatcher to his involvement with the ANC many years ago. Topics like Joe Biden, Boris Johnson’s hair and wokeness, among many others, were covered and his take was both hilarious and insightful.
01
FEB
12pm

BPH: John Biccard talks stocks selection; SA pulls out of Chelsea Flower Show; tamper-proofing an anti-corruption unit

In this edition of the BizNews Power Hour one of South Africa's best-performing fund managers John Biccard shares his view on the macroeconomic environment and stock selection within the NinetyOne value fund; SA's prestigious Kirstenbosch Gardens has been forced to pull out of the RHS Chelsea Flower Show; Paul Hoffman says any new anti-corruption agency must be designated a Chapter 9 institution.
01
FEB
9am

Flash Briefing: Drop PCR test travel requirement, urges FEDHASA; No more aces up Magashule's sleeve; SA's petrol price

News headlines:
*The Federated Hospitality Association of Southern Africa (Fedhasa) has urged the government to remove the compulsory PCR test required for inbound international and returning SA travellers who are fully vaccinated.
*Suspended ANC secretary-general Ace Magashule’s bid to have his ‘step-aside’ order retracted has failed, with the Supreme Court of Appeals dismissing his application.
*The Automobile Association has repeated its call for a full review of South Africa’s petrol price, following yet another significant hike for February.
01
FEB
8am

Paul Hoffman wants new 'Chapter 9' corruption-fighting agency

Accountability Now's Adv Paul Hoffman says that any truly independent and protected anti-corruption body must be designated a Chapter 9 institution if it is to survive taking on politicians and the like in South Africa. Hoffman draws attention to an error he's picked up in the first of three reports released by the State Capture Inquiry and explains why its remedy is significant.
01
FEB
7am

Keith Kirsten on SA's needless exit from Chelsea Flower Show

South Africa's prestigious Kirstenbosch National Botanical Garden has been forced to pull out of the world's premier horticultural event, the RHS Chelsea Flower Show. Ironically, the overall show in London, will this year be sponsored by SA entrepreneur Koos Bekker and his wife Karen Roos. SA gardening guru Keith Kirsten says it would only require around R1.5m for the Cape Town botanical treasure to once again bid for a gold medal, and host, as it regularly does, the British royal family.
01
FEB
7am

One day you’re cock of the walk, the next a feather duster - NinetyOne’s John Biccard

One of South Africa’s best-performing fund managers over the past 20 years, John Biccard shares his view on the macroeconomic environment and stock selection within the NinetyOne value fund, which has returned more than 17% per annum over the past two decades. Biccard’s investment philosophy is simple, he targets companies that are out of favour. As a value-oriented manager, he uses a bottom-up, fundamental approach to take advantage of opportunities. Biccard is concerned about general global valuations and has positioned the fund accordingly, taking positions in more defensive counters. Some of value fund’s largest counters, including AngloGold Ashanti, Tiger Brands, Brait and Spar are discussed at length as investment propositions. Biccard’s reputation as a fund manager is unparalleled given his immense outperformance since the beginning of the millennium and his decision-making and investment philosophy is truly unique, which makes for an interesting conversation.
31
JAN
11am

SA's anti-corruption stagnation - 'fixing the plane while needing to fly it'

In 2012, South Africa was ranked 69 out of 176 countries in Transparency International's Corruption Perception Index. Karam Singh, Executive Director of Corruption Watch, says almost a decade later and the country has dropped one place in rank to 70 out of the now 180 countries. South Africa is emerging from the so-called state capture years under former President Jacob Zuma, to the "new dawn" of Cyril Ramaphosa. A dawn that has delivered change at a tectonically slow pace.
31
JAN
10am

Inspired by BizNews to fix education with a low-cost ‘granny model' – Pieter Steenekamp

A few years ago, BizNews challenged its readers to submit stories about their dream for South Africa. There was one resident from Mossel Bay who responded with his dream of fixing South Africa’s education system. He is Pieter Steenekamp who soon realised that you can’t fix tertiary education without doing something about primary and secondary education, so he shifted his focus to that, and opened a school called the Novel Academy for all ages in Mossel Bay. Steenekamp told Linda Van Tilburg that his school is based on the principles of an Indian education scientist, Sugar Mitra known for his TED talks who supports self-teaching and its does not rely on teachers.

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