BizNews BizNews Radio

BNC#6 Cy Jacobs - Huge investment opportunities in South Africa and China

Loading player...
In an impromptu keynote speech at BNC#6 in Hermanus, Cy Jacobs highlighted challenges in beating passive indices and his optimism for investing in South Africa's political climate. He emphasised the need for active management to outperform indices consistently. Jacobs also expressed positivity regarding the US election outcome and bullishness on Chinese tech companies due to valuation disparities and regulatory shifts. He identified potential opportunities in quality South African assets like Grindrod and Zeta.
2 Apr 2024 5AM English South Africa Investing · Business News

Other recent episodes

Warren Wheatley breaks his silence on his FSCA debarment

Three trades, R301 in total, and a 20-year ban from the financial sector. Warren Wheatley, the chartered accountant who helped put together the Capitec empowerment deal and went on to found Altvest, now Africa Bitcoin Corporation, broke his silence to Alec Hogg days after resigning as CEO. The FSCA says…
23 Sep 12PM 54 min

Brent Bozell on the US-South Africa breakdown

Six months after warning a Hermanus room full of business leaders that Washington's patience was wearing thin, US Ambassador Brent Bozell returned to BizNews to explain what happened next. Five asks, a 15-day deadline and a six-page reply that, in his words, answered none of them. The result: visa bans…
23 Sep 10AM 40 min

Mchunu, Mrs Matlala, Maumela, Mudzinganyama - and Meyer…

In their weekly chat, Chris Steyn and political commentator Solly Moeng talk about the second seizure of of electronic devices belonging to Special Leave Police Minister Senzo Mchunu; the arrest of tenderpreneur Cat Matlala’s wife, Tskanane; the rape case against suspended Deputy National Commissioner Shadrack Sibiya; the latest testimony at…
23 Sep 6AM 24 min
All episodes