'SA Inc' stocks, a term used by investors to describe equities whose performance is strongly correlated to the domestic economy, could experience a relief rally in the weeks after the election.
That's the view of Ninety One portfolio manager John Biccard, who says the 29 May election could even turn out to be a "value investor's dream".
'SA Inc' stocks, which he says could surge as much as 15% higher "within weeks" of the poll provided the outcome is favourable, such as not involving an ANC-EFF or ANC-MK coalition.