BizNews BizNews Radio

David Shapiro - Stark contrast between Evergrande disaster and sublime ASML

Loading player...
South Africa’s favourite stockbroker, David Shapiro, is in full flight here, providing context on the two big investment stories of the week - liquidation of China’s gigantic property developer Evergrande and continued rise of the world’s chipmaking colossus ASML. The discussion with BizNews editor Alec Hogg shows the stark contrasts between the corporations, something that can be expanded to the economic systems where they operate - the disaster of central control and sublime delivery of free enterprise.
31 Jan 2024 11AM English South Africa Investing · Business News

Other recent episodes

BNC#8; John Endres Q&A - Jobs, politics and the investment freeze no one wants to admit

South Africa’s future hinges on one simple truth: jobs come from growth, and growth comes from political choices. This sharp discussion unpacks how policy, ideology, and global alignment are choking investment and costing livelihoods. Inside the ANC, paralysis, fear, and patronage block reform - despite clear evidence of what works…
10 Apr 9AM 32 min

Roy Tilley: The municipal "Rates Randage Monster" strangling South Africa's property owners

Durban businessman Roy Tilley says a deeply flawed municipal rates formula is pushing property owners and small businesses toward a financial breaking point. In this interview, the Queensmead industrial property owner explains why he believes ever-rising rates are becoming impossible to absorb, hurting tenants, jobs and investment, and argues that…
10 Apr 9AM 20 min

BNC#8: Magnus Heystek Q&A - The brutal truth about South Africa’s financial future

A sharp, no-holds-barred conversation on South Africa’s financial reality - rising offshore limits, shrinking property values, and the struggle for economic revival. From Johannesburg’s decline to gold’s surge, and investor psychology to policy failures, this discussion cuts through the noise. It’s a candid look at risk, resilience, and the tough…
10 Apr 6AM 34 min
All episodes