- 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 leagueContinue reading “Teatime at Nkandla, AstraZeneca and the mutant strain”
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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Recent Articles
- 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”
- Public sector wage bill – slugging it out in Labour Appeals CourtAs I write the government and labour are clashing in the virtual Labour Appeal Court, in between freeze frames, dropped connections and the acerbic wit of the inimitable Judge Dennis Davis. In essence: Whether or not the government is able to ‘hold the line’ on freezing the public sector wage bill is the biggest identifiableContinue reading “Public sector wage bill – slugging it out in Labour Appeals Court”
- Ace in the hole*Ace Magashule’s 10th November arrest linked to his involvement in the Asbestos Scandal has the potential to be a seismic political event for South Africa, should he be successfully prosecuted and sentenced. This caveat is important, given both the long-standing capacity constraints at the NPA and the botching of previous state capture prosecutions, including theContinue reading “Ace in the hole*”
