Life support must come with reforms


POSTED ON: March 3, 2020 IN , by Admin

It is well past the time to review all of our SOEs and make the necessary reforms to get our focus back on growing this economy in an inclusive manner.

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THE BUDGET: “SUBSTANCE OVER BLUSTER”


POSTED ON: February 25, 2020 IN , , by Admin

Much is riding in the 2020 Budget speech because a slide into full junk status by Moody’s is a very clear and present danger.

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Urgent implementation required on positive Sona messages


POSTED ON: February 19, 2020 IN , , , by Admin

President Cyril Ramaphosa gave a positive SONA 2020 with some real plans to deal with our economic problems. The challenge is implementation.

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Cyril Ramaphosa’s Sona is the most significant speech since 1994


POSTED ON: February 11, 2020 IN , , by Admin

It is up to President Cyril Ramaphosa to reinvigorate and inspire confidence in South Africans from all walks of life in his SONA.

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Cosatu’s debt bailout proposal for Eskom amounts to nothing more than a free lunch


POSTED ON: February 10, 2020 IN , by Admin

SA can’t use public pensions as a convenient piggy bank to bail out our indebted SOEs and avoid fundamental reforms.

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Prescribed assets as bail out is a step in the wrong direction


POSTED ON: January 30, 2020 IN , by Admin

Prescribed assets, on the surface, may seem to be a quick-fix to Eskom’s problems but that would serve only to guarantee poor returns for pensioners. BLSA argues for some hard decisions to be taken now to ensure long-term sustainability of Eskom and other SOEs.

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The SAA meltdown: a hard lesson on the costs of indecision


POSTED ON: January 27, 2020 IN by Admin

SAA, through the actions of our political players, is now effectively a privatised, inefficient enterprise, a situation caused by a legacy of bad direction by its shareholder.

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It’s about generation …


POSTED ON: January 20, 2020 IN , by Admin

With a new leadership team in Eskom now in place, it’s important that the focus remains firmly on what the crux of our electricity challenges is: the inability to meet power demand. Regardless of the changes that may come to the almost 97-year old parastatal, this is its inescapable truth.

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Labour, the missing player in South Africa’s turnaround


POSTED ON: December 10, 2019 IN , , by Admin

As difficult a path that business rescue is, and as wary as we are of the unintended consequences, the shareholder’s stance in the SAA matter has put to paid one thing: companies are not too big to fail. Eskom, of course is a special case. This should however not incentivise unions to prolong their rigid approach; rather, they should try and be part of the solution.

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Decisiveness called for with our day of economic reckoning just around the corner


POSTED ON: December 2, 2019 IN , , by Admin

Call them friendly to the South African story, or more considerate of the structural fault-lines in our economy, for whatever their reasoning, they’ve resisted following the path of their peers. But come next February, it seems we may have run out of rope if promises of the new political dispensation at the helm of the governing party, ANC, aren’t translated into hard decisions.

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