Local Progress Meets Global Headwinds in The Resolve Quarterly, Q4 2025
Download the Resolve Quarterly, Q4 2025.
The fourth quarter of 2025 finds South Africa navigating a distinct political contradiction. Domestically, the fledgling Government of National Unity (GNU) has demonstrated crucial functional viability , successfully passing a market-affirming Medium-Term Budget Policy Statement (MTBPS) and achieving a landmark reduction in the country’s inflation anchor. This policy coherence, coupled with improvements in the energy sector and a strengthening rand , has prompted a modest return of investor confidence.
Yet, this progress is inherently vulnerable. The success of the GNU hinges entirely on the stability of President Ramaphosa’s leadership , while the state continues to battle a persistent lack of capacity to implement key structural reforms under Operation Vulindlela. Abroad, the geopolitical shock of the US diplomatic boycott of the G20 summit and the unresolved threat of American trade tariffs continue to amplify systemic risk.
This edition of The Resolve Quarterly provides sharp analysis and strategic insight into these shifting dynamics. We examine how policy competence was demonstrated but remains temporary , the acute risks of ANC succession battles , and the strategic challenges posed when global geopolitics enters the boardroom.
In This Edition:
- Chairman’s Insight
- CEO’s Perspective
- Economic Landscape
- Political Dynamics
- When geopolitics enters the boardroom
- When Avoidance Becomes the Headline: Lessons from Katie Porter’s electoral meltdown
- When the Starting Gun Never Fires: What We Can Learn from the Cape Town Marathon
- Nuclear has a narrative problem…
- From Safari to Shutdown: Lessons from Tanzania on the fragility of freedom
- New World (Dis) Order
- South Africa’s climate clampdown: necessary or self-defeating?
- Beyond the G20: How private capital is redrawing Africa’s tech map
- Solar sector stagnation: Red tape threatens South Africa’s energy transition
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