Category: Syndication
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Boardroom Talk: Welcome back Michael Sachs – The man who said no to Zuma — and yes to SA
Michael Sachs headed National Treasury’s budget office from 2015 to 2017, a period when President Jacob Zuma was pushing a multi-trillion rand nuclear build programme that economists warned would have bankrupted the country. Sachs was among the officials who resisted. He left government in 2017 and moved into academia. President Cyril Ramaphosa has now appointed…
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DA supports ANC to pass R71-billion Metro budget, political hits, by-elections result | The Electoral Roadshow with Wayne Sussman
In the latest edition of The Electoral Road Show, Chris Steyn and elections analyst Wayne Sussman talk about Ekurhuleni finally managing to pass a R71-billion budget thanks to the Democratic Alliance (DA) supporting the African National Congress (ANC). Sussman warns: “…we know the Freedom Front did far better in Ekurhuleni than the City of Johannesburg…
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BN Daybreak: Bafana Bafana makes history, Phala Phala updates, and the AI chip boom
Listen here South Africa made World Cup history as Bafana Bafana beat South Korea to reach the knockout stages for the first time ever. Oil slides for a fourth straight session on Iran deal oversupply, and Micron surges 11% on AI chip demand. The bigger question hanging over the morning: what has President Ramaphosa still…
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Bafana Bafana’s moment of truth: Every path to the World Cup knockouts — and how likely each one is
Listen here Bafana Bafana are one result away from making World Cup history — but the path to the Round of 32 is complicated. With one point from two games and South Korea standing in their way on Thursday morning (3 AM SA time), Hugo Broos’ men still have multiple routes through. The question is:…
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Boardroom Talk: SA’s municipalities are bleeding billions — and the woman tasked with stopping it can only watch
Annually, Auditor-General Tsakani Maluleke tables a report documenting the precise dimensions of local government failure. The latest one (2024-25) was released this morning. True to form, the numbers continued to worsen or stagnate. R145 billion in irregular expenditure since 2021, R36 billion last year. Only 39 of 257 municipalities with clean audits. Not a single…
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The BizNews Edge: Nedbank, Grindrod and the coal stock no one was watching
Listen here Nedbank confirmed its guidance this morning, and its East Africa deal is weeks from closing – a transformation most investors are still underpricing. Grindrod’s Port of Maputo posted extraordinary volumes, but the share may already be priced for perfection. A small coal miner no one follows just disclosed an 1,800% earnings swing, and…
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BN Daybreak: SA rare earth breakthrough; Three politicians killed; Chip stocks tumble
Listen here Three politicians – an ANC councilor and two aspirants from rival parties – were gunned down in a single evening as South Africa’s 2026 election year turns violent, and a commentator warns the worst may still be ahead. Steenkamp Kraal’s rare earth processing milestone gives the West its clearest shot yet at breaking…
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Solly Moeng: Phala Phala “protection” for CR, spate of political killings, and why I left ActionSA
Listen here Election year 2026 is turning deadly and dirty. In his latest interview with Chris Steyn, political commentator Solly Moeng slams the Speaker of Parliament for not opposing President Cyril Ramaphosa’s urgent bid to stave off his impeachment inquiry. “I for one should not be surprised if the Speaker would have been called into…
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The BizNews Edge: Economic warnings flash; corporate giants mispriced; SpaceX tumbles
Listen here We explore a toughening economic climate as South African consumer confidence drops and central bank indicators flash red. Discover why the market is blindly punishing value, dragging down Sibanye Stillwater’s debt-free gold business despite solid restructuring plans. We also highlight Attacq’s resilient property portfolio and Steenkamp Kraal’s historic rare earth processing breakthrough. Finally,…
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BN Daybreak – Tue 23 June 2026: Naspers earnings; Roubini turns bullish; Keir Starmer resigns; SA drug cartel warnings
Listen here Today’s BizNews Daybreak covers the US granting Iran a 60-day oil sale license following Switzerland peace talks. Tech stocks retreat as Alphabet slips 5% and Qualcomm eyes a $4 billion Modular acquisition. In the UK, Keir Starmer resigns as PM, clearing the path for Andy Burnham. Plus, the ISS warns of Mexican drug…
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Willem Els: Mkhwanazi’s Mexico warning, the R1-billion bust – but no boots on the ground
Listen here Following the recent R1-billion drug bust at Beitbridge, there is renewed focus on the warning by KZN Provincial Police Commissioner General Nhlanhla Mkhwanazi that South Africa could become another Mexico or El Salvador if politically- and police-connected drug cartels were not dealt with. In this interview with Chris Steyn, Willem Els of the…
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The Daily Edge: Keir Starmer out; Gold above $4,200; three JSE heavyweights sold on strong numbers
Listen here Good numbers, wrong catalyst. That’s the Monday verdict on the JSE. Naspers flagged core earnings growth of up to 28% and still lost ground, sitting 37% off its 52-week high. Standard Bank reported resilient five-month earnings but moderated from a 12% first-quarter pace — sell-the-news into a stock already up 8% in a…
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BN Daybreak – Mon 22 June 2026: US-Iran pact; Tech IPOs; Fed inflation; Amazon Prime; Oil deficit
Listen here This episode of BizNews Daybreak covers the US-Iran preliminary nuclear agreement, an FDA panel’s approval of Moderna’s new mRNA flu vaccine, and upcoming Fed inflation data threatening further interest rate hikes. Domestically, Lauren Evanthia discusses a proposed South African cabinet reshuffle and John Steenhuisen’s political demotion. Finally, we analyze the massive capital drain…
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The NdB Sunday Show: Lauren Evanthia – Zuma fires Duduzile, Cyril ponders DA wish list, Mashatile in China, & councillor & activist gunned down…
Listen here “..We need to reach a point where the people as individuals and as a population are stronger than governing systems, and those governing systems can’t be in a position to control; they need to simply govern, build infrastructure, fix roads – not have control and power over people.” That is the call from…
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BN Daybreak – Fri 19 June 2026: US warnings to ASML; Heystek and Ginsberg on SpaceX; Hawkish Fed rate decisions
Listen here In today’s BizNews Daybreak, the US-Iran interim peace deal takes effect amidst Israeli criticism, while Washington raises alarms over ASML technology shipments to China. Meanwhile, markets surge as Intel partners with Apple, and retail demand drives SpaceX’s explosive post-IPO rally. Domestically, political shockwaves hit as John Steenhuisen is removed in a DA reshuffle,…
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SpaceX, Anthropic or OpenAI? Anthony Ginsberg and Magnus Heystek reveal their biggest AI bets
SpaceX’s blockbuster debut has reignited debate over whether Elon Musk is building the world’s most valuable company – or the next great market bubble. In this wide-ranging discussion, Magnus Heystek and Anthony Ginsberg unpack the investment case behind SpaceX, Starlink, Anthropic and OpenAI, weighing extraordinary growth potential against eye-watering valuations. From AI breakthroughs and satellite…
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From Hout Bay to Houston: Roelof Botha joins SpaceX board
Roelof Botha — grandson of Pik Botha, raised in Hout Bay, UCT actuary and Stanford MBA who topped his class — has just been appointed to the SpaceX board, days after its record $75 billion IPO. The appointment is no accident: Botha was CFO at PayPal when Musk ran it, and his firm Sequoia has…
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The Daily Edge: Fed’s higher-for-longer warning hits SA Inc — Brait dilutes, BHP absorbs, Treasury sidesteps
Listen here Today’s BizNews Daily Edge unpacks how the US Federal Reserve’s hawkish hold is rippling through South African markets, where expensive money is forcing companies and government alike to show the strength of their balance sheets. Irakli looks at Brait’s deeply discounted R2.5bn rights offer to cut debt and support Virgin Active, BHP’s market…
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DA Cabinet shake-up, ANC infighting and EFF collapse… | The Electoral Roadshow with Wayne Sussman
In the latest Electoral Road Show with Chris Steyn and analyst Supremo Wayne Sussman, he dissects the Democratic Alliance’s big Cabinet reshuffle, particularly the ministerial demotion of former party leader by the new leader Geordin Hill-Lewis, as well as the posts now allotted to the Willie Aucamp, David Maynier, Yusuf Cassim and Gauteng veteran Jack…
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BN Daybreak – Thu 18 June 2026: Fed holds rates; SA Cabinet shifts; SpaceX valuation; Gold potential
Listen here Today’s Daybreak covers the landmark US-Iran peace deal and the Federal Reserve’s unanimous decision to hold interest rates steady. Alec Hogg analyses DA leader Geordin Hill-Lewis’s strategic cabinet demotion of Agriculture Minister John Steenhuisen. We also unpack SpaceX’s massive $2.52 trillion IPO valuation, the Western Cape’s expanding provincial policing powers, and South Africa’s…