(I posted this in the boarding queue at Cape Town International on my way to Johannesburg and that means there were a few typographical errors, some of which I have now corrected. Where the sense has changed – as in the final paragraph – I indicate the changes I have made.) If my life dependedContinue reading “If I had to cook up an explanation ….”
Category Archives: Succession
What would the ANC do without Cosatu?
You hear it bruted about that Cosatu provided the organisational structure and person-power to wrestle the ANC from Thabo Mbeki and his Xhosa-Nostra. You also might be told that the same strengths of Cosatu has won the ANC successive national elections. However, if you listen closely and to another set of people, you will hearContinue reading “What would the ANC do without Cosatu?”
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”
Who can say what the future holds for Zuma?
Will Zuma serve a second term? Will he serve out his first term? Who dares give an answer to these questions? Oh, alight I will. I have burned myself before by being a little too sure and a lot too wrong about what the future holds. Analysts like myself are constantly encouraged to take aContinue reading “Who can say what the future holds for Zuma?”
Julius Malema is the Coming Man
PREPARE YOURSELF Take a deep breath, put your shoulders back and look through the frenzy. Reading the Democratic Alliance’s Diane Kohler Barnard pour scorn on the “rotund” and “Idi Amin-like” Julius Malema I couldn’t help but think that she is leaving herself as few choices as J.M. Coetzee leaves his fictional characters. Julius Malema isContinue reading “Julius Malema is the Coming Man”
Nic Borain 