show episodes
 
Smoke Screen: Love, bribes and spies in the tobacco industry. Victoria Hollingsworth tells the true story of corrupt practices behind the scenes at British American Tobacco. We hear from the very people who were caught up in this world as we sink deep into the dirty underbelly of the tobacco industry in South Africa. BAT says its actions were simply to combat the illicit trade in tobacco products. The UK's Serious Fraud Office investigated matters and found there was insufficient evidence fo ...
 
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show series
 
In this episode of the BizNews Power Hour, whistle-blower Athol Williams, who fled South Africa after going public about Bain & Co's strategic destruction of SARS in collaboration with former President Zuma and former SARS Commissioner Tom Moyane, on what has to happen now; fund manager Piet Viljoen shares his thesis on energy stocks from which he’…
 
News headlines:*National Treasury is setting its sights on the e-cigarette and vaping market, with a discussion paper on the intended taxation of electronic nicotine and non-nicotine delivery systems.*Corruption-accused Jacob Zuma is hammering every legal nail he has to keep his corruption trial at bay.*Amnesty International says that politicians n…
 
Counterpoint value fund manager Piet Viljoen shared his thesis on energy stocks, from which he’s been profiting handsomely in recent months. Environmental, social and governance (ESG) considerations have become increasingly prominent, especially environmental concerns, as investors look ahead to the green economy. However, according to Viljoen, the…
 
In this no-holds-barred interview with Bain & Co whistle-blower, Athol WIlliams, he explains how the global consultancy firm assisted a local cast of characters, including Jacob Zuma and Tom Moyane, in eviscerating SARS. Williams fled South Africa in November 2021 fearing for his life after blowing the whistle on his former employer, Bain & Co, in …
 
PMB's organised business CEO Melanie Veness explains why her chamber, in partnership with its NMB counterpart, has drawn a very distinct line in the sand on electricity prices. The chambers are tackling the National Energy Regulator in court in an attempt to force it to rein in profilate municipalities. By getting the courts to forcing the regulato…
 
It may still be early in the year, but the temperature is already rising in the build-up towards the ANC’s elective conference that is taking place in December 2022. It appears that Tourism Minister, Lindiwe Sisulu has thrown her hat in the ring with her public attack on the judiciary and theconstitution. The Eurasia Group’s African Director, Shri …
 
News headlines:*SARS whistleblower Johann van Loggerenberg’s house was burgled this week – marking the second state capture witness to have their home invaded in a week.*US biotech billionaire Patrick Soon-Shiong on Wednesday launched a plant that will produce a billion Covid-19 vaccine doses in Cape Town by 2025, fulfilling a longtime plan to help…
 
In this episode of the BizNews Power Hour, PMB's organised business CEO Melanie Veness explains why her chamber, in partnership with its NMB counterpart, has drawn a very distinct line in the sand on electricity prices. The chambers are tackling the National Energy Regulator in court in an attempt to force it to rein in profilate municipalities. Bi…
 
Analyst and whistleblower Dave Woollam has once again questioned the need for Tongaat’s highly dilutive capital raise. The main issue surrounds the underwriter, Magister, whose investments and past business dealings are largely unknown. Magister – which is tied to Zimbabweans, the Rudland family – will underwrite R2bn of the R4bn rights issue, mean…
 
UK-based fund manager Sean Peche shares his views on two very topical investment themes; the growth to value rotation and China as an investment destination. The growth to value rotation seems to be in full swing, with a 7% differential between the MSCI Value Index compared to the MSCI Growth Index in the first two trading weeks of 2022. Peche puts…
 
This episode of the BizNews Power Hour features an in-depth interview with ANC insider turned outsider Themba Maseko, one of the key whistleblowers at the Zondo Commission. Maseko was frozen out because he refused to agree to President Zuma's directive to turn over government's R600m advertising spend to the Guptas. His struggles continue, with Mas…
 
News headlines:*Jacob Zuma has launched yet another legal challenge against the State Capture Commission, attacking acting chief justice Raymond Zondo’s appointment.*The multiparty coalition governing the City of Johannesburg has decried the behaviour of ANC and EFF councillors in the municipality, after they collapsed council and brawled, resultin…
 
When former GCIS chief executive Themba Maseko, as the holder of the purse strings of government's significant advertising budget, refused to bow to the demands of the Gupta brothers, he was tossed into the political wilderness. Former President Zuma had Maseko fired after his refusal to abide by his instruction to assist the Guptas access R600m in…
 
Mergence Corporate Solutions mining director Peter Major shared his insight on the broad commodity rally over the festive period. Major – who is neither bullish nor bearish on commodities in 2022 – says that despite elevated prices across the board, mining companies are trading at relatively cheap historic multiples, making him neutral on resources…
 
In tonight's episode of the BizNews Power Hour, we follow up on last week's explosive disclosures of the ANC's Deployment Committee's involvement in the appointment of SA's judges. The DA's Dr Leon Schreiber explains why he has been "like a dog with a bone" on the issue; and in the first of weekly discussions on the practical effects of SA's Consti…
 
The DA wants President Cyril Ramaphosa charged with perjury for allegedly lying under oath while testifying at the State Capture Inquiry. Dr Leon Schreiber, DA Shadow Minister of Public Service and Administration, says Ramaphosa was less than candid about the level of influence and involvement of the ANC's Cadre Deployment Committee in the appointm…
 
Single-use plastic has become the key environmental issue of our time. The Ellen MacArthur Foundation has predicted that there could be more plastic in the sea than fish by 2050. That figure may be disputed because fish are hard to count, but it is undeniably a massive problem. A company that is doing something about it is Scarabtech, a technology …
 
News headlines:*The Commission for Gender Equality (CGE) has warned companies against introducing mandatory vaccination policies, which it says risks infringing the Constitutional rights of workers.*Business chambers and even provincial governments are heading the way of legal action against Eskom’s plans to hike electricity prices by 20.5% this ye…
 
As is customary for a Monday, Sasfin Securities David Shapiro brings us up to speed with the financial markets. Bloomberg published data showing foreigners are net sellers of South African equity so far in 2022, despite the JSE All Share Index climbing 3% in the first two trading weeks of the new year. Foreigners selling South African assets has be…
 
What has a dead porcupine and baboon got to do with an Eastern Cape farmer's right to privacy and an animal rights activists' right to freedom of speech? BizNews Investigations Editor Martin Welz breaks down a recent Supreme Court of Appeal ruling that has potentially profound implications for engagement on social media. Also, the SCA hammers home …
 
Marius Strydom outlines the two key driving factors behind the mass exodus of businesses leaving the local bourse. Although the delisting trend is not completely unique to South Africa, the pace of delistings are. Marius puts this down to a decreasing number of foreign shareholders in local businesses, indicative of the negative sentiment towards J…
 
Piet Viljoen’s Counterpoint value fund has been the best performing local fund over the last five years, managing to achieve a compound annual return of a shade under 15%. This is a phenomenal achievement, especially against a backdrop that hasn’t always been conducive to his investment style, which is value focused. The interview concentrates on t…
 
This episode of the BizNews Power Hour features a powerful interview with the DA's federal chair Helen Zille who looks back on the aftermath of November's Local Elections; discusses the dynamite expose of ANC cadre deployment into the judiciary; looks ahead to a probable change in SA's national government in 2024 - and shares how her party has mana…
 
The federal chairperson of the Democratic Alliance has never been a shrinking violet. But in this powerful interview, Helen Zille surpasses her own direct approach by launching a bare knuckled attack on South Africa's ruling political party whose "cadre deployment" strategy exposes it as the true architect of State Capture. Zille believes recent ex…
 
News headlines:*Acting Chief Justice Raymond Zondo has heavily criticised tourism minister Lindiwe Sisulu’s recent opinion piece where she challenged the effectiveness of South Africa’s Constitution*The Pretoria High Court has found that South Africa’s Administrative Adjudication of Road Traffic Offences (Aarto) Act and the Aarto Amendment Act are …
 
Tongaat analyst and whistle-blower David Woollam shares the grave details about the rise and fall of one of KZN’s most treasured businesses, Tongaat Hulett. Tongaat was the subject of accounting irregularities when its former management was responsible for cooking the books. Now the company is coming after those executives to the value of R450m, a …
 
In this episode of the BizNews Power Hour, "Doctor of Uncertainty" Dr Richard Smith offers his insights into volatile US tech stocks; we meet the surprise of November's Local elections, 30 year old uMngeni mayor Chris Pappas; Tongaat whistleblower Dave Woollam explains why he's horrified at recent developments at the company - including the shadowy…
 
News headlines:*With the end of the fourth wave of Covid-19 on the horizon in SA and the end of the current national state of disaster due in a few days, scientists and politicians have made calls for President Cyril Ramaphosa to allow it to lapse as it is no longer considered necessary and undermines democracy.*Mineral Resources and Energy Ministe…
 
US-based investor Dr Richard Smith unpacks the implications of a persistently higher inflationary environment and rising interest rates on the financial markets, with a particular focus on US equities. A Goldilocks era for equity markets seems to be coming to an end. The Fed is taking a more hawkish stance as the economic indicators have been flash…
 
BizNews regular contributor and passive management pioneer, Steven Nathan, reflects on a restful festive period and looks ahead to what lies ahead for the financial markets in 2022. South Africa has grossly underperformed the returns experienced by global markets over the past decade. This underperformance has been driven primarily by an incompeten…
 
One of the biggest shocks of South Africa's Local Elections in November was the victory by the Democratic Alliance in the 67% Zulu-speaking, previously ANC-supporting uMngeni municipality. The surprise victory, the DA's first in KZN, owes much to the efforts of multilingual Chris Pappas, who although only 30 is already something of a veteran at the…
 
Director of Accountability Now, Paul Hoffman, unpacks the findings and implications of the State Capture Commission Part 1, which was handed over by Acting Chief Justice Raymond Zondo to President Cyril Ramaphosa last week. The full report will be released in three tranches, with the second and third tranches expected to be released at the end of J…
 
In this episode of the BizNews Power Hour, scenario planner Clem Sunter unpacks the big risks of 2022 including flagging the possibility of World War Three; Free thinking Steven Nathan explains why he is optimistic about 2022; Corion's David Bacher talks tech stocks and share performances; and the IRR's John Endres offers insights into the first vo…
 
News headlines:*A South African court has charged a man suspected of starting a devastating fire that gutted South Africa’s parliament with “terrorism”, adding to robbery and arson accusations, as he made his second appearance in court on Tuesday.*After the State of the Nation Address next month, parliament will continue sitting in the parliamentar…
 
Clem Sunter's article on the five key issues we need to pay attention to in the coming 12 months was extremely popular among the BizNews community, with more than 25 000 having read the piece within 48 hours of being published. In this in-depth interview with BizNews editor Alec Hogg, SA's top scenatio planner Sunter goes into greater detail on the…
 
Steven Nathan, founder of 10X and former top rated JSE investment analyst, shares his insights into what awaits investors in 2022. In discussion with BizNews editor Alec Hogg, Nathan offers a rational perspective on topical items ranging from mandatory vaccines and Clem Sunter's concerns at growing risks around WW3 through to Bob van Dijk's giganti…
 
John Endres, Director at the Centre for Risk Analysis, warns South Africans to temper their expectations in the wake of the release of the first instalment of findings by the State Capture Inquiry. While the quest for greater accountability grows, South Africa's National Prosecuting Authority is struggling under the burden of dwindling resources an…
 
South Africa’s favourite market commentator David Shapiro provides insight into a host of interesting developments that unfolded in the markets over the festive period. The US Federal Reserve’s December minutes spooked investors as the world’s most prominent central banker took a more hawkish stance on the accommodative policies that have been the …
 
In this episode of the BizNews Power Hour, latest addition to our team, well known broadcaster Michael Appel, looks into the story of a Zimbabwean "prophet" who splurged R1.4m on a boozy celebration at a Pretoria nightclub on Saturday night (no, it wasn't ANC-related); OUTA's Wayne Duvenage shares the back story to SA's driver's licence debacle whe…
 
News headlines:*President Cyril Ramaphosa says the ruling ANC will push forward on the issue of land expropriation without compensation in 2022.*Mandatory vaccination policies have taken centre stage in the tertiary education sector as thousands of pupils and staff at these institutions prepare for the start of the 2022 academic year.*The interim b…
 
After complaints from many OUTA members, Wayne Duvenage's organisation took a close look at the reasons for the delay in the issuing of an estimated half a million driver's licences. The investigation exposed a money-making racket at a government department whose officials are more interested in raking in cash than serving the public - with disastr…
 
For much of the Zondo Commission's three year public hearings, experienced journalist Michael Appel watched from inside the arena, reporting daily for news channel eNCA. Now part of Team BizNews, in this podcast Appel gives us an overview of the 800+ page first volume of Zondo's conclusions. This is an introduction to the coming week's comprehensiv…
 
Once one of the richest men in South Africa, Christo Wiese lost a large chunk of his fortune following the corporate fraud at Steinhoff. The company was a hugely popular stock with investors, with thousands (including Wiese) losing out. Wiese joined the BizNews Power Hour for a special 30 minute segment, with the SA business mogul spewing nuggets o…
 
In August, Dr Herman Edeling wrote an open letter to President Cyril Ramaphosa and the Minister of Health in which he addressed the health and economic crises that we are facing as a result of the Covid-19 pandemic. As a neurosurgeon specialising in medico-legal practice, Dr Edeling is particularly qualified to comment on issues and concerns in res…
 
His outspoken views on the South African government and what needs to change made him a fan favourite with the BizNews community. Rob Hersov – who has worked with Rupert Murdoch and Johann Rupert – joined the BizNews Power Hour to discuss his exciting African Gold SPAC.According to Bloomberg, the SPAC is targeting gold assets on the African contine…
 
Welcome to Episode Nine of The Alec Hogg Show, a long form audio biography where we look behind the headlines at the lives of interesting South Africans. Our guest in this episode is Rob Hersov. Wealthy, educated, and just turned 60, Hersov is on a mission to help fix South Africa, something you’ll hear plenty about in what follows. A Harvard MBA a…
 
BizNews' Jackie Cameron had a fantastic interview with Counterpoint value fund manager Piet Viljoen, in which they went back to basics. With many of us paying – perhaps – too much attention to Mr Market’s movements, it is refreshing to get Viljoen’s perspective on everything from the fundamentals of value investing to the benefits (or lack thereof,…
 
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