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Piet Viljoen: Opportunities and risks in SA’s rebounding market

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Content provided by BizNews. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BizNews or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
In this interview, Piet Viljoen, portfolio manager at Merchant West Investment Management, discusses the recent surge in South African stocks following the election, highlighting their continued undervaluation and under-ownership. He explores opportunities in local property and second-tier consumer stocks while cautioning against offshore investments. Viljoen emphasizes the importance of a diversified portfolio, remaining optimistic about South Africa despite political risks, and underscores the need for pure local exposure in investment strategies. Viljoen spoke to Nielsen Network CEO, Bronwyn Nielsen.
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1139 episoade

Artwork
iconDistribuie
 
Manage episode 444192186 series 2605825
Content provided by BizNews. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BizNews or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
In this interview, Piet Viljoen, portfolio manager at Merchant West Investment Management, discusses the recent surge in South African stocks following the election, highlighting their continued undervaluation and under-ownership. He explores opportunities in local property and second-tier consumer stocks while cautioning against offshore investments. Viljoen emphasizes the importance of a diversified portfolio, remaining optimistic about South Africa despite political risks, and underscores the need for pure local exposure in investment strategies. Viljoen spoke to Nielsen Network CEO, Bronwyn Nielsen.
  continue reading

1139 episoade

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