“Why is doing nothing an option?” a client asked the day after Nhlanhla Nene was fired as finance minister, and the local stock market was crashing. As an executive in a large organisation her instinct was to respond with some action. When I suggested she do nothing about her investments, she was very uncomfortable. “Surely we should do something,” she demanded. 

The answer I gave her has relevance now given the challenges investors are facing...

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