BizNews Radio

In today's episode of BizNews Daybreak, President Cyril Ramaphosa delivers a "game of two halves" State of the Nation Address—promising a R1 trillion infrastructure drive while admitting water has replaced electricity as South Africa’s newest crisis. We dissect his branding of mining as a "sunrise industry" that just continues sliding into darkness despite the country sitting on R40 trillion in mineral reserves.

Plus:

Political Earthquake: The Patriotic Alliance surges in George, snatching a key stronghold by giving the Democratic Alliance another bruising, taking its head-to-head score to four from four in the by-elections.

School Scandal: An emotional David Shapiro weighs in on Roedean School's refusal to play tennis against its Jewish counterpart, King David, sparking fierce debate about antisemitism and politics in sport.

Market Moves: Gold breaks $5,000, the Rand strengthens, and Sasol jumps 7%.

Tonight’s Briefing moves from David Shapiro’s reaction to the Roedean–King David controversy to Peter Major’s Mining Indaba view on South Africa’s reform delays. Wayne Sussman then unpacks the political risk around Gauteng’s water crisis, before Siemens CEO Roland Busch tells Bloomberg that US data-centre demand remains strong.

As the world’s mining heavyweights packed Cape Town for the biggest Indaba yet, veteran mining analyst Peter Major delivered a blunt verdict: metal prices are booming, Africa is surging, but South Africa is still shackled by policy paralysis. In this Director’s Cut with Alec Hogg, Major unpacks the upbeat global mood, why Congo is racing ahead, and the two reforms that could unlock billions for SA overnight.

A cancelled tennis fixture between Roedean and King David has ignited a far bigger debate. In this hard-hitting conversation, David Shapiro argues the incident crossed a dangerous line, warning that antisemitism is resurfacing in subtle but troubling ways. From elite schools to corporate boardrooms, he questions the silence - and what it means for South Africa’s moral leadership.

In today’s edition, Alec Hogg reveals the true architect behind the "greatest private equity deal of all time"—the Naspers acquisition of Tencent—and shares a personal story of South African honesty encountered on the road to Mossel Bay. He also addresses the disturbing cancellation of a school tennis match between Roedean and King David, calling for a rejection of the ignorance and "bad agents" that threaten South Africa’s inherent culture of tolerance.