For the record – and on the off chance that someone may one-day want some background on the (at time of writing) unresolved metalworkers strike – here are the bits and pieces I have published over the last two weeks; ordered from most recent at the top. The piece from the eve of the strike was writtenContinue reading “Numsa strike catch up”
Author Archives: nicborain
Is the ANC beyond redemption … yet
On my return on Sunday from 10 days relaxing in and around the unparalleled Lake Malawi a friend took me aside and said he had visited my blog and found only cobwebs, spiders and dust. Forgive me. So putting my shoulders back and girding my loins I logged on to deal with the decay and sayContinue reading “Is the ANC beyond redemption … yet”
Strike out, the presidential health, SONA2014#2 and EFF and the landed gentry gets a finger wagged in its direction
Some humble and not so humble opinions on various snippets of recent and not so recent political news. Platinum strike finally over Amcu and the platinum producers announced a settlement on Tuesday. The industry reports the strike cost producers R24-billion in lost revenue and the workers R10.6-billion in forsaken wages (see the pro-industry website here for other data.) SoContinue reading “Strike out, the presidential health, SONA2014#2 and EFF and the landed gentry gets a finger wagged in its direction”
If idle hands make the devil’s work then keep them busy
Someone asked yesterday what I thought of Julius Malema being appointed to the Judicial Services Commission. Did the ANC not care about the kinds of judges that would be appointed? Does this mean the ANC policy is drifting towards the EFF? These were my first, instinctive, thoughts: I reckon the ANC is wisely taking a stepContinue reading “If idle hands make the devil’s work then keep them busy”
Now is the winter of our discontent …
… which I entirely doubt will be made glorious summer by this sun of KZN when he gives his 5th nth State of the Nation Address this evening. I am not, as my children might have said, very amped for this. The only ray of light so far (I am watching on eNCA) was a brief interview with FloydContinue reading “Now is the winter of our discontent …”
Top ranked in the Political Trends and Industrial Relations category In the Financial Mail 2014 survey
The Financial Mail recently conducted its annual survey of the fund management industry’s ranking of the broker analysts in South Africa. As I have mentioned previously I find it faintly awkward crowing about it here. However, in the spirit of our age of frenzied self-promotion, I feel compelled to share with you the fact that I topped the rankingContinue reading “Top ranked in the Political Trends and Industrial Relations category In the Financial Mail 2014 survey”
The election results were good but the cabinet … not so much
Below are my comments about Sunday’s cabinet announcement followed by my comments about the elections from a week or so earlier – a sort of trip back in time. In both cases the originals were written under tight deadlines and in both cases my initial impressions have been moderated by time, drifting towards the insipid end ofContinue reading “The election results were good but the cabinet … not so much”
Some thoughts on the ANC, the DA and the EFF
A couple of asides as I tinker away at a framework for assessing Sunday’s Cabinet announcement. The media noise surrounding Helen Zille’s putative attitude towards Lindiwe Mazibuko is interesting, but largely because it is so loud. In the last hour I have been asked twice (by journalists) for an opinion on Mmusi Maimane‘s acceptance of nomination to theContinue reading “Some thoughts on the ANC, the DA and the EFF”
‘Learn to stand up and lie like white men’
There is something strangely compelling about Chris Griffith’s now infamous comments about his salary and perks – published in Business Day last week. Remember these are the words of the CEO of Amplats, the biggest platinum company in the world. It cannot have escaped your notice that a bitter and grinding strike throughout the South African platinum sector is entering its 17th week. TheContinue reading “‘Learn to stand up and lie like white men’”
The looming threat of the proto-fascist, demagogic, hybrid neo-Stalinist business unionists, ethnically-tinged vigilantes and the preachy capitalist philanthropists
I am up to my neck in it, trying to tease out the main implications and trends of the election – in a way that might be useful to investors in our financial markets. As part of the process I read everything I can find that has been written about the elections. I have just readContinue reading “The looming threat of the proto-fascist, demagogic, hybrid neo-Stalinist business unionists, ethnically-tinged vigilantes and the preachy capitalist philanthropists”
The four most worrying South African political stories of the week
I swore I would never write a listicle as clickbait for my blog; although I once tried mansplaining what that meant. But anyway … here are the 4 most egregious examples of … of just general political awfulness from the last week’s political news: 1. Chancellor House gets another slice of the Eskom pie – and says: F*%& you, weContinue reading “The four most worrying South African political stories of the week”
Most recent polling data and some comments
This from my 22nd of April 2014 news update: The Sunday Times 20/04/2014 released a second “fully representative” survey conducted by Ipsos using a sample of 2219 registered voters. Here are the results as published in the Sunday Times tracked against both the 2009 election and the earlier Sunday Times commissioned poll of March 11,Continue reading “Most recent polling data and some comments”
Glacial progress in employment equity and Ronnie gets hilarious
(Note: please read Jonny Steinberg’s comments on my miscasting of the implications of the recent HSRC’s South African National HIV Prevalence, Incidence and Behaviour Survey, 2012. Jonny argues that I have taken “a story of resounding success and twisted it into a tale of alarm”. Jonny Steinberg is correct on all counts and I hope to redress myContinue reading “Glacial progress in employment equity and Ronnie gets hilarious”
Nigeria GDP rebasing flutters, HIV infection rates up, Cosatu crumbles, the vibrant SA democracy (yay) and our myopic exceptionalism (boo)
(Part of this is from a news update I published for the clients of BNP Paribas Cadiz Securities on Monday – 07/04/2014. Thanks as always to them for allowing me to republish here a few days later. None of opinions expressed here are those of BNP Paribas Cadiz Securities.) Nigeria’s GDP rebasing is normal and welcome – for SouthContinue reading “Nigeria GDP rebasing flutters, HIV infection rates up, Cosatu crumbles, the vibrant SA democracy (yay) and our myopic exceptionalism (boo)”
Cynical quotes and facetious asides: an attempted antidote to the twin plagues of pompous banality and gruesome brutality
Perhaps you are a journalist covering the May 7 elections or the Oscar Pistorius trial – and will soon be immersed in Shrien Dewani’s adventures in our specialist niche of the honeymoon-tourism market. You might be a TV continuity announcer-cum-journalist, circling endlessly between serious discussion about bone fragments, Nkandla’s fire retarding swimming pool, Numsa’s endless exit from CosatuContinue reading “Cynical quotes and facetious asides: an attempted antidote to the twin plagues of pompous banality and gruesome brutality”
Nic Borain 