Lesotho, Guptas, Jacob’s Ladder, Julius huffs and he puffs but he doesn’t blow the House down, Cyril’s hard week down at the commission …. and so much more

Here are some bits and pieces I highlighted for investors over the last few weeks. Thanks as always to BNP Paribas Cadiz Securities for allowing me to republish these snippets here … it is also a touch more information that most people require, but I post it here for the record, if nothing else. IContinue reading “Lesotho, Guptas, Jacob’s Ladder, Julius huffs and he puffs but he doesn’t blow the House down, Cyril’s hard week down at the commission …. and so much more”

Brics and stones can break our bones …

I often send out commentary before I am satisfied with it. That usually means typos and misspellings that I have failed to find in a rushed edit, but sometimes it means the analysis is … less in-depth (trite? … shallow? … Ed) than I would have liked. It’s the price of procrastination when chasing deadlines – andContinue reading “Brics and stones can break our bones …”

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”

Stuff happens to some people, but some people happen to stuff

Jacob Zuma has forced me to reread Niccolò di Bernardo dei Machiavelli’s The Prince, published 500 years ago this year. He (Jacob Zuma) didn’t threaten me with the red lightsaber or catch me in a honey trap. My natterings, fortunately, are not impactful enough to draw the attentions of the Dark Lord (Darth Vader, dah! –Continue reading “Stuff happens to some people, but some people happen to stuff”

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”

Greeting – and a few thoughts of home – from Belgrade

I am in Serbia on a social visit and I thought I would record here some of my initial observations about stuff we might learn from this country about some aspects of SA politics and culture. Cultural Betrayal Firstly, I am in Belgrade – a city of 1.6 million people built on the confluence ofContinue reading “Greeting – and a few thoughts of home – from Belgrade”

China’s my ANC*

The Arch live on national television on Sunday night was full of his old and delightful twinkly theatricality. “Watch out ANC government, watch out!” My own view is he has every right to his anger and he expressed it with aplomb (and I am deliberately leaving aside placing the Dalai Lama anywhere on the continuumContinue reading “China’s my ANC*”