- Cornered RETThis piece was written jointly with my colleague Laurent Balt. So where to now for Ace Magashule, and what future for the RET forces? The state of the RET Unpacking the health of an ANC faction nowadays is tricky business, in that they are generally not factions in the traditionalContinue reading “Cornered RET”
Nic Borain – Political & Financial Analyst
I am a political analyst focusing on Southern Africa. I have worked as a full-time Southern African political analyst, mostly but not exclusively, in the financial markets for over 30 years.
A current and informed political analysis and risk assessment of South and Southern Africa is crucial to a number of investment and strategy decisions for businesses, multilateral organisations and a variety of other institutions and individuals that operate in the region or plan to do so.
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- Cornered RETThis piece was written jointly with my colleague Laurent Balt. So where to now for Ace Magashule, and what future for the RET forces? The state of the RET Unpacking the health of an ANC faction nowadays is tricky business, in that they are generally not factions in the traditional political meaning, but rather looseContinue reading “Cornered RET”
- NEC finally discards the AceIt was a long night. Ramaphosa’s allies were careful to keep the focus largely on Magashule himself, rather than open a broader front against the whole RET faction – a move we expect Ramaphosa and his cohorts to embark upon in the next several weeks. Magashule and his camp appeared to go to the meetingContinue reading “NEC finally discards the Ace”
- Teatime at Nkandla, AstraZeneca and the mutant strainTea as theatre I was adamant I wasn’t going to add to the verbiage about the Nkandla tea party. But then City Press led with the headline “THE GREAT TEA PARTY FIGHTBACK” (yes they were shouting) to give voice to the strategist supposedly leading the Zuma and Ace defence league and running the campaign toContinue reading “Teatime at Nkandla, AstraZeneca and the mutant strain”
- Key person risk, Molefe’s attack on Ramaphosa and other mattersSome tenuously connected thoughts about political risk and financial markets in recent South African newsflow: For whom the bell tolls The marginal victory of Cyril Ramaphosa at the ANC conference at Nasrec in December 2017 immediately raised the matter of ‘key person risk’ inherent in having one portly fellow as the absolute lynchpin of theContinue reading “Key person risk, Molefe’s attack on Ramaphosa and other matters”