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WEBINAR: Global portfolio maintains 32% annualised return; despite Ramaphoria

28th February 201828th February 2018

The Cyril Ramaphosa effect has seen the South African Rand return to levels last seen in 2014. This, the same year the Biznews Global portfolio was launched.

Ramaphosa

Hope Springs: Why Ramaphosa-led South Africa means the future is bright.

30th August 202011th February 2018

Alec Hogg’s keynote after attending the WEF meeting in Davos (for the 15th time) where SA president-in-waiting Ramaphosa made a favourable impression.

WEBINAR: 15 year veteran Alec Hogg spills the beans on Davos 2018

4th February 20182nd February 2018

The theme for 2018 was ‘Creating a shared future in a fractured world’. It was Alec’s 15th appearance at the World Economic Forum and this is his Davos Wrap.

WEBINAR: Global Portfolio annualised 34% return; Apple slides, Metro lags

1st February 201831st January 2018

Despite the Rand appreciating over 12 percent against the US Dollar following Cyril Ramaphosa’s appointment as ANC president, the Biznews global portfolio maintained a 34 percent annualised return since inception over 3 years ago.

How David Shapiro’s son unmasked Viceroy; and why only half Old Firm buys SA’s wave of optimism.

19th January 202221st January 2018

This week the Old Firm of Alec Hogg and David Shapiro continue their talk on Viceroy, and share differing opinions on SA’s turn around.

WEBINAR: SA Champions shifts gears on Ramaphosa – Joffe’s new venture joins basket

21st January 201819th January 2018

With Ramaphosa winning the ANC leadership race, some positivity has been reflected in the strength on the Rand against foreign currencies, in particular the US dollar.

Meet “one percenter” Dawid Krige: China-focused Buffett devotee who generated 75% last year

15th April 202018th January 2018

London-based Saffer Dawid Krige, the man behind Cederberg Capital, ranks in the top 1% of all money funds on earth.

PREMIUM: Paul O’Sullivan – ‘Shaun the Sheep MUST be removed from NPA, ASAP’

15th April 202017th January 2018

The Asset Forfeiture Unit’s decision this week to go after McKinsey and Trillian and recoup R50bn has been lauded as the beginning of a shakedown.

PREMIUM: Making of a great editor – the George Palmer playbook

11th May 202015th January 2018

George Palmer was the father of business journalism in SA joining the pioneering Financial Mail as deputy editor at its launch in 1959.

PREMIUM: Old Firm – First Steinhoff, now Aspen – understanding the Viceroy Effect

19th January 202214th January 2018

It’s now common cause that the report circulated by Viceroy Research brought down the 90 000 employee-strong Steinhoff.

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