editor's note
MARC HASENFUSS: Tardy companies do investors no favours
Welcome to our bumper winter edition — anchored by the annual survey on private banking and wealth management. Our partner, Intellidex, has compiled another authoritative and insightful look into a niche that — as the research will show — yields interesting observations on the prevailing political and economic funk that investors are fumbling through. Come to think of it, I’m sure Investors Monthly and the Intellidex team could put their heads together to come up with a few more research ideas that could offer value (and hopefully some solace) to jittery investors. Times are tough for investors in “real SA stocks” — those not hitched to global JSE counters such as British American Tobacco, Richemont or Naspers. My SA-aligned bourse watchlist — Hosken Consolidated Investments; Stellar Capital Partners; AdvTech; Value Group; Invicta Holdings; Grand Parade Investments; RECM & Calibre; Sun International; Transaction Capital; ARB Holdings; Consolidated Infrastructure Group (CIL), which i...
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