“The king is dead, long live the king!” – Armin Diem was a guest on the FMR101.3 Fine Business Radio show in Cape Town, discussing the markets and investment portfolios in the aftermath of the recent political upheavals in South Africa, with Lindsay Williams. [Source: FMR101.3 – Lindsay Williams – February 19, 2018] Fine
This ‘mantra’ has been very much at the centre of our investment thinking when constructing our SA investment portfolios, both from an asset allocation perspective as well as from an equity portfolio construction point of view. It has now become mainstream thinking or consensus opinion that the SA economy is underperforming and that poor governance
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