Director’s Cut: Piet Viljoen – Why SA shares are beating the MAG7 and the US party won’t last

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,…

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…

In his latest interview with BizNews, MKP Founder Jabulani Khumalo warns that former President Jacob Zuma could be trying to build his own military wing. He spoke to Chris Steyn about a leaked letter purportedly written by Zuma to the Russian Defence Minister in which he stated that the 18…

In today’s Editor's Desk, Alec Hogg dives into the shifting tides at the World Economic Forum, where entrepreneur Fabricio Bloisi is redefining the Naspers/Prosus playbook. As the group pivots from selling Tencent shares to offloading underperforming assets, Alec asks the pointed question: is the South African media portfolio next on…

In this edition of BizNews Daybreak, Alec Hogg unpacks the global and local stories moving the markets this morning: Diplomatic Friction: Tensions between the US and the EU escalate while South Africa's own relationship with Washington deteriorates over Iranian participation in naval exercises. Retired US intelligence analyst Col. Chris Wyatt…