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Piet Viljoen: Re-rating of SA’s stocks, bonds and other assets has only just begun.

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Veteran money manager Piet Viljoen of Merchant West has been bullish on SA assets for some months, primarily because he believes they had been too heavily discounted by a sceptical global investment community. Despite this relative optimism, he warned ahead of May 29 that were the post-election ANC to partner with the EFF “all bets are off”. In this discussion with BizNews editor Alec Hogg, the investment guru says despite a strong rally in the past few days, SA assets (the Rand, bonds, stocks) are still far too cheap - offering exceptional value right now, ahead of the coming wave of global interest.
20 Jun 2024 4AM English South Africa Investing · Business News

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