BizNews share shootout – Piet Viljoen sides with Sasol and Rebosis 

Counterpoint’s Piet Viljoen unpacks what the disastrous unemployment data means for South African-focused investments, with nearly half of the labour force without a job. Viljoen says the ruling party needs to implement urgent reforms in order for the South African economy to thrive. He also gives his two best stock picks for 2022: Sasol and Rebosis. Sasol has had an incredible year supported by strong oil prices and Viljoen explains that the lack of investment in this space will keep pricing robust for the foreseeable future. He also chose the real estate company Rebosis, a highly leveraged property business that seems to slowly be getting back on its feet.  Learn more about your ad choices. Visit megaphone.fm/adchoices