ANALYSIS | Why big local investors still back SA Inc. stocks | Business

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Dirk Jooste explains why viewing SA in isolation can cause a skewed perception of risk and reward.

For more financial news, go to the It can be extremely challenging for South Africans to distance themselves emotionally from debates around local investment. Protracted load shedding continues to weigh on the economy, the South African Reserve Bank has slashed growth forecasts in response, and tax receipts are likely to be negatively impacted, putting further pressure on the fiscus. The political landscape remains volatile and uncertain, and the rand remains weak.

However, focusing on risk to the exclusion of all other factors is dangerous. Investing is never devoid of risks. It is always a matter of ensuring that you are adequately rewarded for those risks, and that your holistic portfolio is robust and diversified enough to ride out the inevitable ups and downs. One of the most dangerous mistakes in investment is misconstruing a lack of volatility for a lack of risk.

Constructing portfolios in such a way that they benefit from diverse drivers of return and deliver sustained performance.As global managers, we highlight that emerging markets have experienced a decade without a positive cycle. The local equity market has also not fared well – not only due to idiosyncratic factors, but also because developed markets have been the investment of choice. This has been driven by very accommodating monetary policy and a decade of"easy money".

Also, the backdrop is not new: this tough macro environment has been around for more than a decade. The companies that have managed to survive and adapt have proven themselves to be very resilient. Those that have fallen by the wayside have exited the market which bodes well for the competitive landscape for the survivors.

 

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