Sandy McGuffog·Sep 27The IDC Buying AMSA Isn’t Industrial Strategy — It’s Capital Misallocation.Reports that the Industrial Development Corporation (IDC) has tabled a R3 billion offer to buy an 80% controlling stake in ArcelorMittal…
Andrea Frosinini·Sep 20$2.5 Trillion Is Not a StrategyThe Trade Finance Gap Needs a Map, Not a Headline
Sandy McGuffog·Sep 7Eskom Ups Its R110 Billion Illusion to R840 BillionI’ve previously written about Eskom’s “R110 billion” transmission asset narrative — a clever piece of balance-sheet framing designed to…
Sandy McGuffog·Sep 6The IDC’s Conflict of Interest: How a State DFI Protected a “Zombie” Empowerment SchemeMy previous post looked at the IDC’s financial drag and the case for modernizing its mandate. But a fresh twist in the Foskor saga reveals…
Sandy McGuffog·Sep 5The IDC doesn’t need another bailout. It needs reform and modernization.Two telling developments emerged from the Industrial Development Corporation (IDC) recently:
