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Premium: BN portfolio review – investors are rewarded for homework AND resilience
Two things stand our: First, investors are rewarded for homework AND resilience. It's not enough to just pick the right stocks.
CLICK HERE FOR THE LATEST BIZNEWS BUSINESS BRIEFING: Sasol CEO defends using Bain & Co; Oil surges as OPEC relooks production; Rand slumps, JSE's Resi stocks rise; Sceptics return to Wall Street
Enjoyed the monthly update of the BizNews portfolio yesterday (click here for the recording). After a difficult first six months of 2022, the worst first half for stocks since 1939, prices have rebounded since mid-June, making it easier to answer challenging questions.
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