View from London: OMBA's Perchtold on investing in Japan, SA, banks, AI and "Sell in May..."

Mark Perchtold is one of the South Africans establishing a considerable reputation in the world's financial centre. In this interview, the London-based founding director of OMBA shares his perspective on the boom in valuations of artificial intelligence-related stocks and the investment appeal of banks and shares in Japanese and South African companies. He also offers some thoughts on other emerging investment opportunities that excite him. Perchtold spoke to Alec Hogg of BizNews. Learn more about your ad choices. Visit megaphone.fm/adchoices