BizNews BizNews Radio

BNC#6: Sean Peche Q&A - Value, buybacks, China, AI and the risks facing passive investors

Loading player...
During his Q&A session at BNC#6 in Hermanus, Sean Peche emphasised the importance of investing in growing businesses without overpaying, focusing on quality rather than deep value alone. He discussed European banks like ABN Amro and Barclays as attractive investments due to low valuations and dividends. Peche also mentioned his preference for Hong Kong-listed Chinese stocks like Alibaba and Baidu over US-listed ones due to regulatory risks. Despite political uncertainties, he remains focused on fundamentals rather than making investment decisions based on election outcomes.
17 Apr 2024 7AM 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