WHERE TO INVEST: Can CA&S diversify away from Botswana before the market loses patience?

CA Sales Holdings has a vast distribution footprint, but one source of concentration risk has spooked the market: Botswana. There the destruction of the diamond mining industry has filtered through the economy, both in terms of consumer spending and the depreciation of the Botswana pula. Diversification may be the group’s only option.

By The Finance Ghost