The world is changing fast and to keep up you need local knowledge with global context.
BizNews Premium Content
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.
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.
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.
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.
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.
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.
London-based Saffer Dawid Krige, the man behind Cederberg Capital, ranks in the top 1% of all money funds on earth.
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.
George Palmer was the father of business journalism in SA joining the pioneering Financial Mail as deputy editor at its launch in 1959.
It’s now common cause that the report circulated by Viceroy Research brought down the 90 000 employee-strong Steinhoff.