Category: Thought Leaders
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Hersov to Mantashe: Fix mining or forfeit SA’s future
Rob Hersov pulls no punches in this open letter to Minerals Minister Gwede Mantashe, framing South Africa’s mining collapse as a policy crime rather than a geological misfortune. Gold output down 86%. GDP contribution halved. 300,000 jobs gone. Exploration spending in freefall. And the Fraser Institute now ranks us below military junta-run states as a…
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Jim O’Neill on BizNews asking the question markets don’t want to answer
Marking the launch of BRICS+ Thinking, Jim O’Neill reflects on new research assessing the performance of BRICS economies against projections made when the BRIC concept was first introduced 25 years ago. The analysis shows that China and India significantly exceeded expectations, offsetting weaker outcomes in Brazil, Russia, and South Africa. O’Neill also highlights the continued…
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Stephen Roach on BizNews: Reading between China’s red lines on Taiwan
Key topics: Xi warns Taiwan is key red line in US-China relations “Red-line inflation” risks miscommunication and conflict US and China’s vague red lines weaken diplomatic credibility By Stephen S. Roach* NEW HAVEN—Chinese President Xi Jinping sent an unmistakably tough message on Taiwan to US President Donald Trump during their recent summit in Beijing. Xi…