I occasionally publish slides that I have used for clients as part of my attempt to examine political and investment risks to them. Below are 3 from a presentation I delivered soon after the ANC NGC. See if you can identify all the people concerned – a sort of politics general knowledge test ( youContinue reading “Pictures of a possible future”
Category Archives: Gwede Mantashe
Mantashe holds the line
Single heroes who defend narrow approaches to the precious citadel against massed ranks of Orcs, barbarians or Persians are much revered in mythology. I would like to nominate Gwede Mantashe to stand briefly amongst their legendary ranks. He stood up yesterday in front of the South African Democratic Teachers Union and said (as quoted inContinue reading “Mantashe holds the line”
Stalking Horses at the NGC
I have been sickly and trying to pay the bills. All my ‘paid for’ commentary on the NGC is done and I can finally get back to home ground where I feel more comfortable to make some wild accusations – and I will, finally, be more explicit in this post about who I think theContinue reading “Stalking Horses at the NGC”
London Calling
Herewith a note I wrote a week ago for a South African client concerning a recent whip around the London fund management industry Foreign fund managers perceptions of South African political risk I recently had an opportunity to interact with a few London-based global emerging market fund managers. These were generally from long-only equity funds,Continue reading “London Calling”
The new songsheet of the Left
A quick run through documents and press statement emanating from the Congress of South Africa Trade Unions and the South African Communist Party reveals the existence of a new ‘song sheet’ our crimson brethren have devised to help them sing in tune with each other. This is something more than a coordinated set of slogansContinue reading “The new songsheet of the Left”
Sexwale: Oh I just can’t wait to be king!
The spat over Tokoyo Sexwale’s report criticising Gwede Mantashe for not stopping the booing and humiliation of Julius Malema at the SACP conference in December is more important than it seems. The direction a country takes (economically, socially and culturally) emerges from the interplay of too many factors to make the future even vaguely predictable.Continue reading “Sexwale: Oh I just can’t wait to be king!”
The SACP Conference – as I head off
Tomorrow morning at the crack of dawn I will begin travelling with my children for a respite after two years of my (it seems somehow personal) Great Recession. We will be moving through some places that are less connected than others, so I will be posting irregularly for some time. For this reason I wantedContinue reading “The SACP Conference – as I head off”
Cronin, Malema and that familiar fetid stench
It is, inescapably, time for a little weekend editorialising. Yesterday I summarised the main content of Jeremy Cronin’s criticism of the ANC Youth League’s “nationalise the mines!” call. In as far as it is possible I summarised Julius Malema’s response to Cronin – his comments consisted primarily of racial abuse and pompous meandering. This morningContinue reading “Cronin, Malema and that familiar fetid stench”
The Alliance Summit is the business
The Alliance Summit on the weekend has significantly reduced confusion about policy and risk – although monetary policy is still under review. Background “The Alliance” met at Esselen Park, Ekurhuleni this weekend. This meeting consisted of the the African National Congress (ANC), the South African Communist Party (SACP), the Congress of South African Trade UnionsContinue reading “The Alliance Summit is the business”
Nic Borain 