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.

Video production by Gift Chiumia and Rex George

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