Thought Leadership

05/07/2026

CEO Newsletter

BLSA CEO Weekly Newsletter – Good governance means implementing settled policy

By Busisiwe Mavuso

Eskom board chair Mteto Nyati last week accused BLSA of seeking political interference in Eskom’s transmission restructuring, and suggested our… continue reading

28/06/2026

CEO Newsletter

BLSA’s CEO Weekly Newsletter – Johannesburg is not poor. It is badly managed. That must change.

By Busisiwe Mavuso

Last week the BLSA Council considered research on the state of Johannesburg. The findings were stark: a decade of political… continue reading

21/06/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter Johannesburg’s Eskom debt crisis is critical to the future of both Eskom and the City

By Busisiwe Mavuso

Johannesburg’s R5.3bn Eskom debt crisis intensified after missing a payment deadline, with Eskom resuming legal proceedings that could ultimately mean… continue reading

14/06/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter – Three good news signals, one unfinished task: unlocking investment

By Busisiwe Mavuso

Three signals last week – Fitch’s first upgrade in 20 years, Durban named world’s most improved port, and better than… continue reading

07/06/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter – Johannesburg’s failure is a national risk

By Busisiwe Mavuso

Johannesburg’s budget has soared while property values plummeted and service delivery collapsed – the city spends less on capital investment… continue reading

31/05/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter – Fiscal discipline pays off – now hold the course and accelerate reform

By Busisiwe Mavuso

The South African Reserve Bank’s 25-basis-point rate hike last week was the right call. Governor Lesetja Kganyago and the Monetary… continue reading

24/05/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter – A year without load-shedding proves reform works, now to finish the job

By Busisiwe Mavuso

Eskom’s year without load-shedding proves reform works, driven by both internal operational improvements and over R360bn in private sector generation… continue reading

17/05/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter Logistics reforms deliver results, but momentum must accelerate

By Busisiwe Mavuso

With 8.1-million unemployed, growth is the only path to job creation, and that requires competitive logistics, enabling exporters to succeed… continue reading

10/05/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter – Pro-growth policy means knowing the cost before we act

By Busisiwe Mavuso

Draft procurement regulations published in April propose extensive set-asides for 100%-black-owned businesses, but Treasury has not produced an economic impact… continue reading

03/05/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter – Stop deindustrialisation before it’s too late

By Busisiwe Mavuso

 Manufacturing contributes 12% of GDP and 1.5 million jobs, but is eroding. The DTIC’s proposed B-BBEE amendments would strip many… continue reading

27/04/2026

CEO Newsletter

BLSA CEO’s Weekly Newsletter – Tracker shows reform momentum, but logistics slips backwards

By Busisiwe Mavuso

Minister Hlabisa named cadre deployment as the primary cause of municipal failure, with a white paper going to cabinet next… continue reading

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