Finweek English Edition - - Portfolio Pointers -

Gov­ern­ment spend has to con­tinue to ad­dress SA’s in­fra­struc­ture/main­te­nance back­log, boost­ing earn­ings for construction com­pa­nies. The cycli­cal na­ture of the res­i­den­tial sec­tor will see the mar­ket im­prove, with some an­a­lysts say­ing as soon as the lat­ter part of 2009 – good news for build­ing ma­te­ri­als com­pa­nies.

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