@VirginiaGlobal_ACMA,CGMA

Proven across Glencore, FNB, Standard Bank.
Strategy | Governance | Risk | Finance | Analytics

[@VirginiaGlobal_ACMA,CGMA @Vee_Raphasha]

Mature states are not defined by the absence of political disputes; but by the the ability of institutions to absorb them without paralysing governance.
That is the deeper issue now before the courts, Parliament, investors, and ultimately the country.

[SABC News @SABCNews]

BREAKING NEWS | President Cyril Ramaphosa's urgent bid to interdict the commencement of the impeachement inquiry against him pending the review into the Section 89 independent panel report, will be heard on the 15 - 16 of July 2026 in the Western Cape Division of the High Court in Cape Town.
For more, visit https://t.co/LM0zXWJ61r

[@VirginiaGlobal_ACMA,CGMA @Vee_Raphasha]

It is high institutional demand with uneven institutional capacity.

This creates “friction economics” — where both state and private sector underperform potential.

[Phumlani M. Majozi @PhumlaniMMajozi]

If I were President of South Africa, I’d pursue a policy of leaving South Africans alone. Leave South Africans alone and focus on ensuring stronger law and order, quality education, and skills development. Let robust capitalism be in control. Do that, South Africa thrives and becomes one of the richest countries in the world in a few decades. #economy #politics #markets

[@VirginiaGlobal_ACMA,CGMA @Vee_Raphasha]

“The world’s biggest game.
But not everyone gets a seat.” 👀⚽
#WorldCup #FIFAWorldCup #Football #Soccer #WorldCup2026

[@VirginiaGlobal_ACMA,CGMA @Vee_Raphasha]

@mteton We don’t have an anti-business problem alone in SA.
We have a coordination problem.
Policy is fragmented
Infrastructure is unreliable
Regulation is layered
Execution is inconsistent
So even when business is willing,
the system struggles to convert investment into output.

[@VirginiaGlobal_ACMA,CGMA @Vee_Raphasha]

@SizweLo Monetary policy has become a shock absorber for structural failure
Stability is being preserved-productive capacity erodes
Low inflation≠economic health — it can coexist with stagnation
~32% unemployment
~1% growth
~ infrastructure constraints
SA is over-prioritising inflation

[@VirginiaGlobal_ACMA,CGMA @Vee_Raphasha]

@NeasaNews They indicate that: → economic growth constraints are being acknowledged at a structural level
And that: → execution bottlenecks are now part of the policy conversation

[@VirginiaGlobal_ACMA,CGMA @Vee_Raphasha]

@CyrilRamaphosa Red tape functions like an invisible tax:
it raises the cost of doing business
delays revenue generation
increases project risk
Unlike formal taxes, it is: → unpredictable
→ unevenly applied
→ and often unaccounted for

[@VirginiaGlobal_ACMA,CGMA @Vee_Raphasha]

Global governance is shifting from: → multilateral ideals
to: → strategic blocs and influence networks
In that system:
representation = leverage
absence = exclusion from rule-setting

[News24 🇿🇦 @News24]

G20 without SA makes ‘no sense’, AU chief says as he promises to lobby the US

https://t.co/EBE8oAxh4h

[@VirginiaGlobal_ACMA,CGMA @Vee_Raphasha]

@DOEE_ZA Frameworks like:
continental grid integration
regional transport corridors
cross-border energy trade
are not policy ambitions —
they are economic multipliers.

[@VirginiaGlobal_ACMA,CGMA @Vee_Raphasha]

@Its_ereko Clearing IMF debt is a milestone.
But sovereignty in today’s system is not about who you owe —
it’s about how sustainably you can fund your economy without losing control to markets.

[@VirginiaGlobal_ACMA,CGMA @Vee_Raphasha]

Africa is not just participating in the energy transition.
It is becoming: → a balancing supplier in a fragmented global energy system
Where:
the West seeks diversification
Asia seeks long-term supply
and geopolitics is reshaping trade routes.

[Jack Prandelli @jackprandelli]

🇹🇿Tanzania is about to finalize one of the largest energy deals in African history.

Equinor, ExxonMobil, and Shell are meeting in Dar es Salaam this week for the final round of negotiations on a $42 billion LNG project.

The hard part is already done... Commercial terms agreed and Tax framework settled.
What's left is turning the handshake into legally binding contracts.

💡Tanzania sits on massive offshore natural gas reserves that have been waiting for development for over a decade.

This project would build the infrastructure to liquefy that gas and export it globally creating one of Africa's largest LNG export hubs.

Right now the world is desperately hunting for LNG supply outside the Gulf(Qatar mainly)
Tanzania is about to enter that market with $42 billion of committed infrastructure and 3 of the most credible operators on earth behind it.

Another node on the new energy map and one that bypasses Hormuz entirely.

[@VirginiaGlobal_ACMA,CGMA @Vee_Raphasha]

This can lead to: → lagged recognition of reform progress
or
→ amplified reaction to negative signals

[BusinessTech @BusinessTechSA]

Finance authorities have given notice that Moody's local operation is being deregistered in South Africa. https://t.co/yTlwFiu4XL

[@VirginiaGlobal_ACMA,CGMA @Vee_Raphasha]

State capture cost estimates: up to ~R500 billion
Amount recovered so far: ~R10 billion
Cost of the Zondo Commission itself: ~R1 billion
NPA budget: ~R6.1 billion/year
We’re not underfunding accountability —
we’re underinvesting relative to the scale of loss.

[Eyewitness News @ewnupdates]

ICYMI: The Justice Department says it does not have enough money to cover the costs of the six-month extension of the Madlanga Commission of Inquiry investigating police corruption. https://t.co/H5E4TZyE6d

[@VirginiaGlobal_ACMA,CGMA @Vee_Raphasha]

@zilevandamme The urgency calculus is different. The country is negotiating terms of integration, not basic access.
This isn’t about tweets or personalities.
It’s about whether South Africa plugs into global connectivity as a market,
or as a co-owner of the infrastructure shaping it.

[@VirginiaGlobal_ACMA,CGMA @Vee_Raphasha]

SA is not dominant because of population but infrastructure layering:
submarine cable landings
financial sector demand
enterprise cloud usage
regional telecom operators
data centre density

Africa’s digital aggregation point.

[@VirginiaGlobal_ACMA,CGMA @Vee_Raphasha]

@CyrilRamaphosa A shift where investors see SA as:
a platform economy for Africa
an energy transition hub
a digital infrastructure anchor
It is capital positioning for future capacity & its conversion will depend entirely on whether reforms translate into built infrastructure & reliable power.

[@VirginiaGlobal_ACMA,CGMA @Vee_Raphasha]

Africa’s banking sector just crossed $100B in revenue
Defence exports from South Africa are rising sharply
Data centre investments are scaling to industrial power levels
Resource value chains (chrome, manganese) are being redrawn

[@VirginiaGlobal_ACMA,CGMA @Vee_Raphasha]

@cecild84 It’s evidence that SA still retains high-value engineering capability —
and when supported, it can compete globally beyond raw commodities.

[@VirginiaGlobal_ACMA,CGMA @Vee_Raphasha]

@TimothyDSnyder @DecodeTwiplomac The two-week pause is less about ending conflict —
and more about managing the economic fallout of escalation.

[@VirginiaGlobal_ACMA,CGMA @Vee_Raphasha]

@ThrivingwithDoc @Fiscal_Comm_RSA Owning the ore secures resource influence.
Owning the smelter secures industrial control.
The chrome case shows that strategic advantage increasingly lies not in geology, but in where energy, policy, and demand converge to anchor the value chain.