Wilhelm Hertzog: Labour unrest may be good for some SA companies

Regular market commentator and value investor, Wilhelm Hertzog, from RECM joined Alec on the Power Lunch today to discuss the markets. Along with his views on the construction sector and Mondi’s latest trading statement, he shares some contrary views on South African companies benefitting from the wide-spread labour unrest. For some expert opinions that help us focus on … Read more