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South Africa has investment money waiting, yet Dawie says he would not build a factory. What is keeping that capital from becoming jobs?
ANC policy, US–South Africa relations and investor confidence collide: could a trade deal unlock money that is going elsewhere?
Dawie, Rob and Anthony Ginsberg confront the gap between investment promises and investment decisions. Why can South African bonds attract money while factories and mines remain a harder sell?
Rob reports a split inside the ANC over engaging America. Anthony describes CEOs too politically cautious to voice their concerns—and investors choosing other destinations. Dawie explains why he sees opportunity in financial markets while rejecting the risks of building in the real economy.
A blunt discussion about policy, property rights, infrastructure and the political changes the panel believes could unlock growth.
00:00 “There’s no way I’m going to build a factory”
02:09:05 Can election results change the economic direction?
02:13:42 “We basically lost 15 years”
02:20:45 Investment pledges meet an uncomfortable reality
02:25:34 Who pays when the economy stops growing?
02:31:57 Why isn’t a US trade deal getting done?
02:36:20 Rob reports a split inside the ANC
02:39:06 How much further could US pressure go?
02:40:53 The investment going somewhere else
02:44:48 Why Anthony has almost nothing invested in SA
02:47:20 Buy the bonds—but build a factory?
02:48:27 What politically cautious CEOs won’t say
02:50:02 What would make South Africa boom?
#SouthAfrica #ANC #SouthAfricanEconomy #TruthReport #Investment #SouthAfricanPolitics #USSouthAfricaRelations #EconomicGrowth #PropertyRights #InvestorConfidence #FreeSpeech #Jobs
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