Thought Leadership

19/04/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter – Tourism offers an opportunity we can control amid global uncertainty

By Busisiwe Mavuso

The tourism sector recorded 10.5-million visitors in 2025, contributing 9% of GDP and nearly 1-million jobs, with government targeting 11-million… continue reading

12/04/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter – Progress on Zondo reforms highlights both gains and gaps

By Busisiwe Mavuso

Three reforms from Raymond Zondo’s recommendations have advanced, including two new laws and the whistleblower bill. The new acts professionalise… continue reading

06/04/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter – Fuel levy relief buys time, but reforms build the future

By Busisiwe Mavuso

Government’s fuel levy relief, costing R15bn, is enabled by SARS collecting R24.7bn above its R2tn revenue target, showing an improved… continue reading

29/03/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter – NPA proves accountability is possible, now make it inevitable

By Busisiwe Mavuso

Arrests of 11 senior police officers connected to R360m tender show that NPA rebuilding is delivering results, with the Madlanga… continue reading

22/03/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter – How we must manage through the global shock

By Busisiwe Mavuso

The Middle East war threatens the global and South African economy, driving up fuel prices, raising costs for businesses (especially… continue reading

15/03/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter – The downward spiral we must interrupt

By Busisiwe Mavuso

  Municipalities like Johannesburg and eThekwini are losing 35-50% of water to leaks due to mismanagement, with revenue diverted from… continue reading

08/03/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter – First state capture conviction signals progress: now sustain accountability at all levels

By Busisiwe Mavuso

Vincent Smith’s seven-year sentence for Bosasa bribes is the first major state capture conviction after years of waiting. The NPA… continue reading

01/03/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter – Fiscal discipline and rising infrastructure spend create a foundation for investment

By Busisiwe Mavuso

The Budget demonstrates continued fiscal discipline with a third consecutive primary surplus, a stabilising debt-to-GDP ratio, and strong SARS revenue… continue reading

22/02/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter – Discipline delivered, reforms advancing – now the Budget must deliver the foundations for growth and a world where tax cuts are possible

By Busisiwe Mavuso

IMF reinforces BLSA’s message that OV reforms could deliver up to 9% in real output gains over the medium term… continue reading

15/02/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter – As dust settles from Sona, the manufacturing crisis requires action

By Busisiwe Mavuso

SONA delivered crucial clarity: the independent TSO will own and operate transmission assets and run the electricity market, resolving December’s… continue reading

08/02/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter – Electricity reform backsliding threatens grid investment – president must clarify policy

By Busisiwe Mavuso

The BLSA Reform Tracker shows broad reform progress except in electricity, where December’s revised Eskom unbundling plan leaves transmission assets… continue reading

01/02/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter – Urgent action needed on vehicle industry as reform momentum shows mixed progress

By Busisiwe Mavuso

Government must urgently finalise new energy vehicles policy, refine tariffs and deploy anti-dumping measures to protect vehicle manufacturers. Balancing China… continue reading

25/01/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter – South Africa’s reform success creates options in a disrupted global order

By Busisiwe Mavuso

South Africa showcased concrete reform achievements at Davos: the FATF grey list exit, a credit upgrade, stable electricity and logistics… continue reading

18/01/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter – BAT closure exposes the cost of inaction on illicit trade

By Busisiwe Mavuso

The illicit economy has exploded from one-third to three-quarters of the cigarette market since 2019, destroying legitimate manufacturing jobs and… continue reading

11/01/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter – Best starting point in years, with three clear priorities ahead

By Busisiwe Mavuso

South Africa enters 2026 with high commodity prices, reliable electricity, stable finances and lower interest rates, creating the strongest foundation… continue reading