What to do with a windfall? This is a question that confronted the budget office and finance minister Enoch Godongwana in his maiden medium-term budget policy statement (MTBPS) speech last week.   

The MTBPS is about adjustments to what we were told in February, and some clues on what to expect in the following February main budget. It also tells us for the first six months how much has been spent in relation to the targets set in the preceding February budget...