The ANC midyear lekgotla has provided some important signals on where government policy will go in the next six months.

The policy environment is less predictable than usual: we have a new finance minister; there is renewed concern in the ANC about poverty and unemployment; the July riots have exposed enormous vulnerabilities; and there are urgent new issues on the table, such as the need to transition to a lower-carbon economy, which due to global developments has become urgent...

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