(This is part of a brief note I sent out to clients this morning) Nelson Rolihlahla Dalibunga Mandela, 95, died last night on Thursday December 5 2013. There may be short-swings in some South African financial instruments but it is unlikely that this will be a longer term driver of the markets. Nelson Mandela hasContinue reading “Nelson Mandela and the ticker tape”
Category Archives: Elections2014
Numsa, Nkandla, the SACP and other matters
Herewith some comments on the latest political news. Apologies that I have posted so seldom here of late. I see a New Year’s resolution coming on. I see a New Year’s resolution exiting stage left. Numsa, Cosatu and the SACP … and Jacob Zuma During this past week the National Union of Metalworkers of South AfricaContinue reading “Numsa, Nkandla, the SACP and other matters”
Madonsela, EFF’s red beret shortage, election estimates and more
I will make a decision on the caption competition soon, but meanwhile here is my latest news update and summary – the Madonsela story continues to grow and, frankly, should be encouraged to. The Public Protector clashes with Zuma’s security chiefs On Friday state security agencies abandoned their urgent interdict in the North Gauteng highContinue reading “Madonsela, EFF’s red beret shortage, election estimates and more”
Election of the flesh
Walking back home from the Sea Point promenade I encountered, no more than thirty minutes ago, two tall attractive young women in blue t-shirts standing next to a table full of DA literature. Nearby is a church hall that serves as a voter registration station. This weekend is the last nationwide drive to get asContinue reading “Election of the flesh”
Elections 2014, investment threats, DRC and crime intelligence chaos
Important defection from the ANC to the EFF, and the DA launches robust campaign in Soweto – but it is probably not yet enough to scare the ANC Appropriate concern grows at the Promotion of Investment and Protection Bill Stunning victory in eastern DRC is becoming a feather in Zuma’s cap … … while theContinue reading “Elections 2014, investment threats, DRC and crime intelligence chaos”
Gordhan (the good, the bad and the ugly), DA succession, Cosatu split looking more likely, Zuma’s delightful gaffes … and much more
As promised some comments on the politics of Pravin Gordhan’s medium-term budget … but first forgive me for expressing some of my irritation at two of his (Gordhan’s) recent statements. That will be followed by some of the bits and pieces I found interesting in the weekly newspapers – if you didn’t see the ‘Zuma gaffes”Continue reading “Gordhan (the good, the bad and the ugly), DA succession, Cosatu split looking more likely, Zuma’s delightful gaffes … and much more”
The sound coming from business about policy, especially labour policy, is hurting my head
Forgive the dearth of postings here … I was brought low by some late winter dreaded lurgy and as a result my life came to grinding halt for almost two weeks. The big story (which I will deal with later today or tomorrow) is the astonishingly decisively manner in which the ANC and its governmentContinue reading “The sound coming from business about policy, especially labour policy, is hurting my head”
ANC savaged by a duck – and other matters of national importance
Some of my recent news coverage and commentary: E-tolling and the DA’s cruel billboards Last week Jacob Zuma signed into law the Transport Laws and Related Matters Amendment Bill – meaning the unpopular e-tolling can begin on certain Gauteng highways. I was impressed that the President did the necessary – despite the fact that thisContinue reading “ANC savaged by a duck – and other matters of national importance”
Strikes, Alliance shenanigans and the very criminal justice system
Herewith an extract from my recent political news update. Strikes – turbulence as the cycle hits the secular trend Num (the National Union of Mineworkers) has served notice on the Chamber of Mines (COM) of its intention to strike across the gold sector, beginning with the Tuesday night shift this week. Num represents 72,000 ofContinue reading “Strikes, Alliance shenanigans and the very criminal justice system”
Vavi and the Numsa , DA taking Gauteng, mutters at the Treasury, grounds for even more caution on Zimbabwe and Malema’s visit to the prophet
Here are some bits and pieces of my latest commentary: Vavi and Numsa – the underlying risks Zwelinzima Vavi faces a special central executive committee of Cosatu meeting today to decide his fate following his admission that he had sex with a junior Cosatu employee in her office in the Cosatu headquarters. Numsa, the NationalContinue reading “Vavi and the Numsa , DA taking Gauteng, mutters at the Treasury, grounds for even more caution on Zimbabwe and Malema’s visit to the prophet”
Zimbabwe, Vavi, EFF, Amcu and other delights
Herewith my news commentary as of yesterday morning. I thought I would republish it here because it includes my brief assessments of how to think about the Zimbabwe election, Vavi and the EFF. I also, politely, imply that the Seriti commission might be a cover-up and that Amcu’s underlying objectives in the gold sector areContinue reading “Zimbabwe, Vavi, EFF, Amcu and other delights”
NDP defections, construction scandal gathers momentum, Ramaphosa’s uncertain future, Zanu-PF’s alledged relationship with Julius … and much much more
Herewith my latest news update as of 06h30 this morning. NDP – defections to the left and right Collusion scandal in the construction industry gathers momentum Tax Review Committee – some welcome caution Proposed legislative changes in the mining industry shows SA government’s deep ambivalence towards the sector Ramaphosa – rumours that Zuma faction isContinue reading “NDP defections, construction scandal gathers momentum, Ramaphosa’s uncertain future, Zanu-PF’s alledged relationship with Julius … and much much more”
If the ANC was a soap opera slipping in the ratings …
Imagine you are the producer of a major and successful television soap-opera. Gradually, for reasons that are not immediately apparent, market research begins to indicate your share of the prime-time television audience is diminishing – and, further, that the declines are accelerating. I suspect what you do is try to work out whether the viewersContinue reading “If the ANC was a soap opera slipping in the ratings …”
Nic Borain 