SA’s R142bn connectivity plan: The real question isn’t funding; it’s execution

SA’s R142bn connectivity plan: The real question isn’t funding; it’s execution

Mooketsi Mocumi, strategic communications and corporate affairs adviser. South Africa now has something the telecommunications sector has long called for: a costed, structured roadmap to achieve universal, meaningful connectivity. The proposed investment of roughly R142 billion to deliver 100Mbps broadband to all households by 2035 is ambitious, necessary and overdue. But the most important question…

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Mining’s problem isn’t output, it’s execution

Mining’s problem isn’t output, it’s execution

South African mining doesn’t lack strategy or plans. In many operations, it doesn’t even lack demand. What it lacks, increasingly, is consistent execution. That was the clearest thread to emerge from a recent Workday and TechCentral roundtable event with mining leaders across the C-suite. With gold and PGMs in a strong pricing cycle, the conversation…

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Africa: China in Africa – Investment and Trade Work Well When There’s Strong Oversight, and Badly When There Isn’t

Africa: China in Africa – Investment and Trade Work Well When There’s Strong Oversight, and Badly When There Isn’t

China’s economic footprint in Africa has grown fast over the last two decades. Across the continent, Chinese-backed mines, oilfields, railways and industrial zones have gone from being ambitious projects to central pillars of national development plans. This has been made possible by over US$181 billion in infrastructure loans and about US$50 billion in foreign direct…

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Vodacom’s real growth story isn’t mobile

Vodacom’s real growth story isn’t mobile

For years, Vodacom Group was viewed primarily as a telecommunications operator with an interesting side business in mobile money. That framing no longer holds: the numbers in its latest quarterly trading update show that fintech is not just a growth engine, it is becoming central to the group’s identity. Over the past 12 months, Vodacom’s…

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Why South Africa’s internet boom isn’t driving an economic boom

Why South Africa’s internet boom isn’t driving an economic boom

Net Nine Nine CEO Albert Oosthuysen Despite global trends showing a correlation between higher internet penetration rates and GDP growth, South Africa’s high internet penetration has failed to translate into robust economic growth. This is because uncapped fibre broadband reaches only 26% of the population, despite mobile internet penetration exceeding 80%, according to Net Nine…

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End of ‘The Berkshire Way’? Combs’ departure isn’t only big change as Buffett transition nears

End of ‘The Berkshire Way’? Combs’ departure isn’t only big change as Buffett transition nears

(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign up here to receive it every Friday evening in your inbox.) Todd Combs’ surprise departure from Berkshire Hathaway got most of the attention when it was announced this week. There were also, however, several additional personnel…

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