
Sam Houlie diving back into equities - spoiled for choice but a no-go on Sasol
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Financial markets all over the world have been battered by the economic fallout of the coronavirus with double digit falls recorded on a daily basis. When stocks fell lower and lower; there were a few bulls ready to pick over the bones of depleted stocks, but it was only for the very bold. For those with cash; this could be an opportunity especially as some stocks appear to have reached a turning point. Sam Houlie, the Chief Investment Officer at newly merged RECM Counterpoint told Biznews founder Alec Hogg that equities have never been as attractive. Houlie also reveals some of the companies that he favours and has an interesting perspective on Sasol. - Linda van Tilburg