This section houses interviews conducted by Biznews, both video and audio, and other interesting inputs sourced from Third Parties.
South African-born SABMiller released a trading statement this morning ahead of finalising full year results to end March. Volumes continue to grow in low single digits and the strength of the US dollar, its reporting currency, is set to hit the bottom line. Deep value investors Re:CM won’t be paying much attention. In our CNBC Africa Power Lunch interview today, … Read more
Sanlam’s Kokkie Kooyman is one of the few truly global fund managers working out of South Africa. The funds he manages are regular winners of international awards while Kooyman and his team spend more time travelling the world than at their Cape office. We managed to tie him down for a chat on CNBC Africa’s … Read more
Terrorism is something of a wild card in international investing. When the US was hit by terrorists in 2001, the economy took a major jolt as planes were grounded and the city of New York spent millions dealing with the aftermath of the collapse of the World Trade Centre. But the US economy bounced back … Read more
This interview provides a good assessment of the terrorist threat posed by Muslim extremist group Boko Haram. Terrorist cells are typically assessed in terms of their capacity to hit different types of targets. The goal of anti-terrorism efforts is to first disrupt terrorists’ capacity to hit high profile targets, then to reduce their ability to … Read more
Vestact’s Sasha Naryshkine shares his views on deals involving JSE-listed companies, starting with  Steinhoff (JSE: SHF) which plans a stock market listing for its European business this year. Europe is recovering, so the move looks well-timed. Sasha also discusses telecommunications companies, which are being squeezed. The focus is Nashua Mobile – subsidiary of listed ICT company … Read more
Proposed changes to the terms and conditions under which bookmakers in South Africa will be allowed to display Tellytrack in their outlets have garnered a fair amount of controversy in racing circles. Punters are used to seeing the races running live in outlets, and the proposed changes and fee increases have angered many. However, as … Read more
The Walmart acquisition of Massmart was a slow and painful affair. Protracted competition issues and ministerial interference slowed the deal, and South African labour unions were distinctly unwelcoming. And as it’s turned out, it hardly seems worth all the effort. Walmart paid R148 a share for Massmart, and the share hit R200 in the wake … Read more
One of the things I really like about Peter Major is his ability to succinctly say exactly what needs to be said. In this interview, he gives a quick and apt takedown of a proposed solution to the ongoing platinum strike that would involve the police protecting those miners who wish to work. As Major … Read more
Sometimes things just work out. Often when it isn’t planned that way. That happened here when one guest arrived really early; just as I was about to start talking to another one. The overly-prompt interviewee was John Mauldin, Texas-based investment guru, a superstar of the new media age. His influential emailed weekly newsletter has almost … Read more
It’s Michael Jordaan’s 46th birthday today. A day he’s sure to be spending with wife Rose and their daughters at the family’s wine farm in the Western Cape. The man who was appointed CEO of FNB at 37 and drove the organisation to becoming the most innovative bank in Africa, was in Johannesburg last night … Read more