SA's top money manager says it's time to buy resources shares, JSE-listed stocks are "very cheap"

JSE-listed mining shares have taken an awful hiding since March, with a number having lost as much as half their value. But that's a buy signal for South Africa's top performing money manager, Piet Viljoen, who manages the Counterpoint Value Fund. In this podcast with Alec Hogg of Biznews, Viljoen unpacks the appeal of a number of South African stocks, from the obvious (coal) to the exciting rebounds (Absa, FirstRand, Sanlam). Viljoen is a favourite among the BizNews community and at next month's event becomes the only speaker to deliver a keynote address at all of the BizNews Conferences at the Champagne Sports Resort in the Drakensberg.

BizNews Edge: KZN farmer Pete Kean counts the FMD cost
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BizNews Edge: KZN farmer Pete Kean counts the FMD cost

SA Stock Picks, Powered by JSE Session 14
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SA Stock Picks, Powered by JSE Session 14

Billionaire's WARNING: I'm SELLING. The Crash Is Already Here!
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Billionaire's WARNING: I'm SELLING. The Crash Is Already Here!

Peche drops nuclear bomb on SA Performance Fee rip-off, names Allan Gray, Coronation, Ninety-One.
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Peche drops nuclear bomb on SA Performance Fee rip-off, names Allan Gray, Coronation, Ninety-One.

Meet the Former CIA Agent Who Wants to Abolish the CIA
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Meet the Former CIA Agent Who Wants to Abolish the CIA

Do This to Legally Pay LESS TAXES in South Africa
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Do This to Legally Pay LESS TAXES in South Africa

Terence Tao: Hardest Problems in Mathematics, Physics & the Future of AI | Lex Fridman Podcast #472
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Terence Tao: Hardest Problems in Mathematics, Physics & the Future of AI | Lex Fridman Podcast #472

BizNews Edge: Corné Mulder on Steenhuisen's fall: sympathy, not schadenfreude — and a warning for SA
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BizNews Edge: Corné Mulder on Steenhuisen's fall: sympathy, not schadenfreude — and a warning for SA

Stock Expert: Becoming Rich Is Simple, But You Won’t Do It!
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Stock Expert: Becoming Rich Is Simple, But You Won’t Do It!

Wanna Build Wealth? Avoid These Money Mistakes (Feat. Naftali Horowitz) | KOSHER MONEY Episode 2
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Wanna Build Wealth? Avoid These Money Mistakes (Feat. Naftali Horowitz) | KOSHER MONEY Episode 2

Dr Frans Cronje: Optimistic that SA economy is on brink of post-ANC rejuvenation
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Dr Frans Cronje: Optimistic that SA economy is on brink of post-ANC rejuvenation

Sean Peche exposes SA’s R320bn Balanced Funds ripoff: How Big Three unit trusts fleece savers
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Sean Peche exposes SA’s R320bn Balanced Funds ripoff: How Big Three unit trusts fleece savers

How to Invest in the JSE Top 40
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How to Invest in the JSE Top 40

Will AI destroy the economy?
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Will AI destroy the economy?

Fortescue CEO: A Mining Giant on a Mission to Change the World | Podcast | In Good Company
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Fortescue CEO: A Mining Giant on a Mission to Change the World | Podcast | In Good Company

What the future holds for the LGPS – with Richard Tomlinson, CIO of LPPI
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What the future holds for the LGPS – with Richard Tomlinson, CIO of LPPI

China Just Shut Down Gold Trading
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China Just Shut Down Gold Trading

Gold's Worst Quarter Since 2013, and Where the Smart Money Is Moving Now | Jeff Sarti
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Gold's Worst Quarter Since 2013, and Where the Smart Money Is Moving Now | Jeff Sarti

SA Equity Panel Discussion - Recording | 24 June 2026
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SA Equity Panel Discussion - Recording | 24 June 2026

Sarah Paine — The war for India (Lecture & interview)
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Sarah Paine — The war for India (Lecture & interview)