The So What?

AMSA’s closure of its long steel operations has caused a furore. It fits into a global picture a decade or more in the making, and it illuminates a hard policy choice for our government, like all governments: protect an industry and make the product more expensive, or let the industry find its way and define a different focus for your industrial policy. For more about JP, and to read his newsletter, please visit his website.

After an exceptionally busy two weeks in politics and policy, we discuss continued progress with structural reform, supported by government-business co-operation; and also the local and national implications of instability in Gauteng metro governments. Some you win, some you lose. For more about JP, and to read his newsletter, please visit his website.

This episode looks at the very important things that did NOT happen in this election season, as well as exploring the possibilities of the brand new coalition territory we’re entering into. For more about JP, and to read his newsletter, please visit his website.

On the eve of the national elections, this episode outlines the broad patterns that can be discerned from poll numbers, and considers possible coalitions if the ANC were to lose their ruling majority. In light of speculation about policy uncertainty and populism, we also look at trends in the 2024 budget.So what? Expectations that we will have “a new national government” are unrealistic. Nationally, the ANC will still be the biggest party by a margin and will invite other parties to join a coalition if necessary. The major question is whether coalition governments may need to be formed on provincial level. Economic policies, meanwhile, are holding steady. The issue is not uncertainty but the pace of implementation. For more about JP, and to read his newsletter, please visit his website.

In this episode, JP reflects on his impressions after a short study visit to China. In just 45 years, they have lifted themselves out of poverty. It is an astonishing achievement. So what? The hallmark of the Chinese growth story is pragmatism and pursuing what works. They will determine their own destiny, regardless of the actions of outsiders. For more about JP, and to read his newsletter, please visit his website.

Three months after our first episodes discussing coalitions, we look at three important developments: the IFP-DA agreement in KZN, the intervention of the ANC Veterans’ League, and a meeting on coalitions convened by Deputy President Paul Mashatile. We also discuss the multi-party pact and the possibility of minimum thresholds for participating in government. So what? To deal with chaos at local government level, a political agreement between major parties is crucial. It can happen now, irrespective of legislation. It would strengthen the democratic centre and bring together those who belong together. For more about JP, and to read his newsletter, please visit his website.

This episode brings the listener something very different: a real-life story from the ground up, providing a practical example of how electricity distribution in SA will change over the near future. It is the story of a family and of a business, starting out in Hammanskraal in the 1990s with a baby in the bakkie as Dad climbed a ladder while Mum held a flashlight, to a distribution company in Mafube in the Free State working with local government and local communities, both black and white. There were demands for “a cut” along the way. They walked away and found a new place to build a new network of electricity and people. So what? Electricity distribution can be done profitably. Citizens will pay for a reliable service. If private companies are allowed in, they will carry the cost of infrastructure. Distribution will change, by choice or default. Better to do it by choice and design. For more about JP, and to read his newsletter, pleasevisit his website.