The Regulatory State vs Innovation: Why South Africa is becoming harder to invest in
South Africa is desperate for investment, yet increasingly hostile to the certainty investors require.
In this weekโs Resolve Insight, Paul Boughey argues that regulatory drift, policy instability and bureaucratic inertia are making South Africa harder to invest in at exactly the moment growth, jobs and innovation are needed most.
๐ Read full article: https://t.co/MxwcHIovu2
Celebrating 13 years of Resolve Communications ๐
13 years of wins, growth, and change. We are incredibly grateful to everyone who has been a part of this journey - from our clients to our colleagues, current and former. We look forward to all that is to come ๐ฅ
This week in South Africa: Parliamentโs newly formed Phala Phala impeachment committee begins its work amid renewed scrutiny of executive accountability, while key economic indicators, including manufacturing activity, vehicle sales, fuel prices, business confidence and electricity production, provide a fresh snapshot of pressure points across the economy. Oversight of municipal governance also sharpens as SCOPA reviews Johannesburgโs deteriorating financial position, while South Africa hosts Kenyan President William Ruto for a state visit focused on trade, investment and regional economic cooperation. Against this backdrop, investors and policymakers will be watching closely for signals on reform momentum, fiscal stability and broader business confidence.
๐ Read more here: https://t.co/2RdwrZQuMs
When the lights stay on everywhere else
South Africa may have stabilised load-shedding nationally, but Johannesburgโs electricity crisis is increasingly playing out at municipal level through failing substations, ageing infrastructure and chronic outages. The economic costs remain significant โ even if they are now easier to ignore.
๐ Read full article: https://t.co/nzSHKacZVf
This week in South Africa: Political attention turns to Parliamentโs Phala Phala impeachment committee process and a series of by-elections that could offer fresh signals ahead of the 2026 local government elections. Economically, markets will closely watch the Reserve Bankโs interest rate decision, producer inflation data and private sector credit figures as higher fuel costs continue to place pressure on inflation and borrowing conditions. At the same time, Parliament will debate key issues ranging from AI policy and immigration backlogs to defence spending and labour protections, while South Africa deepens international engagement through EU diplomatic talks and industrial investment initiatives.
๐ Read more: https://t.co/Xr72reCHf3
A warning against the state war on expertise and evidence
When policymaking drifts away from evidence and technical expertise, the risks extend far beyond politics. Decisions made without proper economic assessment can weaken competitiveness, delay delivery and deepen instability at exactly the moment resilience is needed most.
๐ Read full article: https://t.co/jbET3wiQvB
This week in South Africa: The aviation sector takes centre stage as SAA hosts continental industry leaders to map the future of African air travel, while government participation in the World Urban Forum highlights ongoing debates around housing, urbanisation and sustainable cities. Domestically, attention turns to economic pressures with inflation, retail sales and broader consumer trends under scrutiny, alongside key parliamentary activity ranging from water legislation and communications policy to SAPS strategy and municipal financial oversight. Politically, preparations for the 2026 local government elections continue to gather pace, with mayoral candidacies emerging and regional by-elections reflecting shifting voter sentiment, all against the backdrop of rising global geopolitical uncertainty.
๐ Read more: https://t.co/3QCr2zRQrH
The overlooked moment when the government reveals its priorities is happening now
Departmental budget votes may receive far less attention than the National Budget, but they are where government priorities become real spending decisions. What gets funded โ and what doesnโt โ will shape reform, infrastructure and economic growth in South Africa long after the headlines move on.
๐ Read full article: https://t.co/psSPQAI2hf
This week in South Africa: Political attention remains fixed on the Constitutional Courtโs Phala Phala ruling as ANC โtop-7โ leadership meets and Parliament considers impeachment processes, while President Cyril Ramaphosa faces oral questions in the National Assembly amid heightened scrutiny of governance and economic delivery. At the same time, key economic data releases โ including unemployment figures, manufacturing output, mining production and trade-related indicators โ provide a clearer picture of a slowing but evolving economy under pressure from global oil price volatility. Parliament continues its budget vote debates across major departments, while South Africa also engages internationally through BRICS diplomacy and hosts Africaโs Travel Indaba in Durban.
๐ Read: https://t.co/NHAFRO1w9o
๐ฆ๐ ๐บ๐๐๐ ๐ฝ๐ฟ๐ฒ๐ฝ๐ฎ๐ฟ๐ฒ ๐๐ผ ๐๐ฒ๐ฎ๐๐ต๐ฒ๐ฟ ๐๐ต๐ฒ ๐ฐ๐ผ๐บ๐ถ๐ป๐ด ๐ด๐น๐ผ๐ฏ๐ฎ๐น ๐๐๐ผ๐ฟ๐บ
In this weekโs Resolve Insight, Paul Boughey explores how South Africaโs growing โpolycrisisโ is set to intensify as global energy shocks, rising oil prices and geopolitical tensions begin to hit home. What weโre seeing at the fuel pump may only be the first wave of a much deeper economic impact.
With weak economic growth and policy misalignment, South Africa needs urgent, forward-looking decisions to avoid being overwhelmed by a global crisis it is not prepared for.
๐ ๐ฅ๐ฒ๐ฎ๐ฑ ๐๐ต๐ฒ ๐ณ๐๐น๐น ๐ฎ๐ฟ๐๐ถ๐ฐ๐น๐ฒ: https://t.co/IrPzyuoGrt
๐ฅ๐ฒ๐๐ผ๐น๐๐ฒ ๐ฅ๐๐ป๐ฑ๐ผ๐๐ป ๐ณ๐ผ๐ฟ ๐๐ต๐ฒ ๐๐ฒ๐ฒ๐ธ:
The Economics Cluster Ministers will appear before the National Assembly on Wednesday to answer questions on key issues, including alleged corruption and irregularities at Passenger Rail Agency of South Africa, ongoing rural infrastructure backlogs, agritourism development, and the Vaal Special Economic Zone.
๐๐น๐๐ผ ๐ถ๐ป ๐๐ต๐ฒ ๐ป๐ฒ๐๐:
โข Absa will release the April PMI, expected to show continued manufacturing contraction.
โข New vehicle sales and export data for April will be published, likely reflecting weaker demand.
โข Government will launch the โWorking on Infrastructureโ initiative in Durban.
โข The NCOP will debate municipal service delivery and the state of local government.
โข Stats SA will publish March 2026 electricity generation and availability figures.
โข Parliament will table first readings of several key bills, including procurement and electoral law amendments.
โข The SARB will release South Africaโs gold and foreign exchange reserves data.
๐ ๐ฅ๐ฒ๐ฎ๐ฑ ๐ต๐ผ๐ ๐๐ต๐ฒ๐๐ฒ ๐ฎ๐ป๐ฑ ๐ผ๐๐ต๐ฒ๐ฟ ๐ฑ๐ถ๐ฎ๐ฟ๐ ๐ถ๐๐ฒ๐บ๐ ๐๐ถ๐น๐น ๐๐ต๐ฎ๐ฝ๐ฒ ๐ฆ๐ผ๐๐๐ต ๐๐ณ๐ฟ๐ถ๐ฐ๐ฎ ๐ต๐ฒ๐ฟ๐ฒ: https://t.co/BxUPL7cYsF
The case for VAT exemption isnโt made in spreadsheets
VAT isnโt just a fiscal lever โ itโs felt in everyday decisions about food, nutrition and affordability. Policy debates that stay in spreadsheets miss the reality households face and the role narrative plays in driving meaningful change.
๐ Read full article: https://t.co/2emkVyHMb1
This week in South Africa: Freedom Day is marked as the country reflects on democracy and rights, the Reserve Bankโs leading indicator offers early signals on economic direction, Deputy President Paul Mashatile convenes GNU coalition talks, key departments and committees conduct oversight visits across transport, defence, correctional services and home affairs, and major data releases including producer inflation, trade figures and credit growth provide insight into economic pressures building from global oil price volatility. The week concludes with Workersโ Day.
๐ Read: https://t.co/yFiRVCputH
Staying on Message: Lessons from the Zille Campaign and Beyond
Helen Zilleโs campaign highlights a basic but often neglected truth: clear messaging only works when it is repeated relentlessly over time. Whether through attention-grabbing moments or everyday engagement, the core message on service delivery and infrastructure stays consistent.
Many organisations and public initiatives lose impact not because the message is wrong, but because it changes too often or is not repeated enough for it to land. Effective communication is less about novelty and more about discipline.
๐ Read full article: https://t.co/ClRZGEK9fm
This week in South Africa: Parliament returns with a heavy oversight agenda, including scrutiny of state-owned entities and education funding, senior police officials appear in court, business sentiment and monetary policy outlooks come into focus, Operation Vulindlela reports on reform progress, inflation and retail sales data are released, and Freedom Day is commemorated as the country reflects on its democratic transition.
๐ Read: https://t.co/DQDGFN2HTm
Itโs South Africaโs follow through that is failing its game
South Africa doesnโt lack plans โ it lacks execution. From agriculture to infrastructure, delays in decisions and delivery are compounding economic pressure and holding back growth where it matters most.
๐ Read full article: https://t.co/9LgPNM8xKq
๐ฐResolve Quarterly Q1 2026 is out now!
๐Download: https://t.co/HJzYg5pNHz
The first quarter of 2026 finds South Africa on a firmer footing, but with little room to manoeuvre. Inflation has eased to target, financial conditions improved, and the Government of National Unity (GNU) has maintained fiscal discipline. Yet growth remains constrained by structural bottlenecks, uneven confidence, and continued dependence on reform delivery.
At the same time, rising pressure on state capacity, coalition fragility, and mounting geopolitical tension โ from diplomatic strain with Western partners to renewed global conflict โ are narrowing the countryโs margin for error and exposing its vulnerability to external shocks.
๐๐ป ๐ง๐ต๐ถ๐ ๐๐ฑ๐ถ๐๐ถ๐ผ๐ป:
โข Chairmanโs Insight
โข CEOโs Perspective
โข Economic Landscape
โข Political Dynamics
โข In defence of the cheeseburger
โข Children and their educational issues need a voice every month of the year
โข When Hubris Trumps Alliances โ Panic at Davos
โข Industry needs to talk governmentโs language to be heard before itโs too late
โข Government says โjobsโ โ then kills one of SAโs biggest local economies
โข South Africa Is Winning the Loadshedding Battle โ and Losing the Jobs War
โข The fedora, the budget and the fiscus
โข Strategy in an era of constant crisis
โข Standard Bank needed to be simpler, faster and more visible
โข When businesses have to teach economics, something is wrong
โข Another fuel hike, another step towards deindustrialisation
โข Perils of the interview in Interview Magazine and word to the wise on the new media
This week in South Africa: the DA elects new leadership at its federal congress, mining production data provides a read on sector momentum, a by-election in the Eastern Cape tests local political support, business confidence data signals sentiment across the economy, and Paul Mashatile addresses the Human Resource Development Council summit.
๐ Read: https://t.co/RdxqGK8RK4
This week in South Africa: the country observes the Family Day public holiday, S&P Global PMI data provides a fresh read on manufacturing conditions, government leaders brief on property management in the Western Cape, foreign exchange reserves and manufacturing output data are released, and the DA holds its federal congress to elect new leadership.
๐ Read: https://t.co/U8fVmLbgOe