Picking stocks for really tough times
Sooner or later SA will emerge from the Covid-19 lockdown and its aftermath. Here are a few likely shares for the future, chosen by Marc Hasenfuss and Anthony Clark
Compiling an "apocalypse" portfolio is not easy — especially in a monthly magazine where a production schedule means our story stays in limbo for more than a few days.
It also requires the assumption that one day, hopefully soon, SA will emerge from this atrocious pandemic, and slowly start the economy’s cogs grinding again. Perhaps when we do emerge, many more South Africans will appreciate just how fragile our economy is and just how important business confidence is to job-creating investment decisions...