As we reflect on the life of Nelson Mandela, and celebrate his birthday and his legacy of hope, peace and reconciliation, it is impossible to ignore the dramatic events of this past week in South Africa. The recent rioting and looting in KZN and Gauteng after former president Jacob Zuma’s incarceration bears deeper scrutiny and analysis by the citizens of South Africa, as well as by the investment community. Any balanced analysis must dissect both the bad and the good elements of the situation in order to draw meaningful conclusions and guide our future actions.