Bernard Swanepoel is an astute addition to the Aveng board - Piet Viljoen

Counterpoint money manager Piet Viljoen talks us through what was a busy week for local and international markets. Viljoen – rational as always – talks highly of Bernard Swanepoel, a decorated mining executive who was recently appointed to the board of debt-laden construction company Aveng. He believes Swanepoel’s in-depth mining experience will be invaluable to Aveng as the mining industry is one of its primary drivers of revenue. The global energy crunch is also discussed, with Viljoen bullish on counters within the sector owing to constrained supply as a result of underinvestment in the industry. The different investment styles, such as growth vs value investing, is also touched on, with Viljoen outlining that there is more than one way to skin a cat when managing money.  Learn more about your ad choices. Visit megaphone.fm/adchoices