South Africa: Piet Viljoen: Market Commentator

broadcast transcript

Piet Viljoen, chief investment officer of Investec Asset Management joins us now. Piet, we've spoken to Mark Sorour from MIH, we've also heard from Max Koep, he's pretty positive on the MIH results, but both he and David Shapiro say it's a pretty difficult company to analyse. Is that the way you see it?

PIET VILJOEN: Yes. To be quite honest, Byron, it's very difficult to analyse the company and from my own point of view there are so many other companies out there which are much easier to analyse and, on the face of it, a lot cheaper, that I haven't today done the effort of going through those results with a fine-toothed comb.

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