In today’s analysis, we explore Mark Carney’s powerful address at the World Economic Forum, where he urges middle-ground nations like South Africa to "name reality" and act together against the rivalry of global giants. We also examine why right-wing parties in France and Germany are increasingly distancing themselves from Donald…
In this episode of BizNews Daybreak, Alec Hogg breaks down the context you need to win the day: Markets in Turmoil: US tech stocks take a hit with Nvidia and Tesla down 4%, while Gold roars to a fresh record of over $4,800/oz. Trump vs. The World: Investor sentiment sours…
In this candid and hard-hitting interview, Alec Hogg speaks to Gerhard Papenfus, CEO of the National Employers’ Association of South Africa, about his open letter condemning Black Economic Empowerment. Papenfus argues that BEE has distorted markets, damaged entrepreneurship, and entrenched elitism rather than broad-based upliftment. He challenges prevailing political narratives,…
Value investor Piet Viljoen explains why South African assets are outperforming Big Tech, why US markets are over-owned, and why emerging markets may be on the brink of a long bull run.
In today's BizNews Briefing, NEASA CEO Gerard Papenfuss takes aim at mining minister Gwede Mantashe in a pointed open letter on BEE. Veteran money manager and RECM founder Piet Viljoen argues that South African assets remain undervalued relative to an overowned US market, while the bearish Magnus Heystek urges caution…
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