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Boardroom Talk

Boardroom Talk – De Ruyter’s book (and SA) gets an Econ Oil test in the Competition Tribunal

29th May 2023

André de Ruyter uncovered many issues in his bestseller. And despite what his detractors suggest, he provided plenty names.

Boardroom Talk – The Davos Advantage: Nvidia’s AI surge takes us up 60% in welcome win

26th May 202326th May 2023

This week I received my invitation to the World Economic Forum’s Summer Davos meeting in China at the end of June. The economics of modern publishing being what they are, drinking in the knowledge that will be abundantly ditributed at the event is only possible if we find a sponsor.

Boardroom Talk: Geopolitics at critical juncture – no more own goals for SA please

25th May 2023

After 2021’s rebalancing, which raised the economy’s official size by 11%, South Africa’s GDP is now $420bn. The world’s GDP is over $100 trillion. This means SA accounts for just 0.4% of global economic activity – for every $1 000 spent anywhere on earth this year, only $4 will be on the southern tip of Africa.

Boardroom Talk – The upside of filter-free South Africans like André de Ruyter

24th May 2023

Former Eskom CEO André de Ruyter reminds me of politician Gayton McKenzie. Both were very obviously passed over when diplomacy genes were handed out.

Boardroom Talk – GIS reflects how world sees SA: Lost promise, naivety around its Russian ties

23rd May 2023

With geopolitics so critical for open economies like South Africa’s, it behoves someone in my line of work to access various international sources.

Chinese, Russian and South African Vessels ahead of Naval Exercise

Boardroom Talk – Alec Hogg on RW Johnson’s assessment of Ramaphosa’s knee-jerk Peace Mission to nowhere

22nd May 2023

Anyone who has read Andre de Ruyter’s book, would be deeply disappointed that Ramaphosa gives a higher priority to his Ukraine War Peace Mission than addressing the Eskom mess.

SA budget

Boardroom Talk – Deputy FinMin Masondo handed tough gig in New York, delivers hopeful message

19th May 2023

Despite chaos elsewhere, since 1994 South Africa’s Treasury has established a reputation as a centre of excellence.

Boardroom Talk – RW Johnson: More fallout post arms-to-Russia; insights on SA’s G7 replacement

25th May 202318th May 2023

The ANC is trying to downplay SA’s full-blown crisis caused by the ruling party’s arms-to-Russia debacle. Big League countries, however, aren’t buying it.

Putin

Boardroom Talk – How world sees SA: Pretoria’s choice to befriend Putin carries consequences

17th May 2023

Our partners at the Financial Times in London offer a window into how the world sees South Africa. It’s currently with little affection.

Chinese, Russian and South African Vessels ahead of Naval Exercise

Boardroom Talk – Decision time for SA as outrage grows over arms-to-Russia scandal

16th May 202316th May 2023

Alec Hogg highlights the notable commentary from South African leadership as outrage over SA’s diplomatic relations with Russia flares.

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