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China experienced unprecedented wind power growth, with capacity increasing from 1.26 GW in 2005 to 91.4 GW by the end of 2013. However, this rapid deployment led to significant issues with delayed grid connections and curtailment, particularly in resource-rich northern provinces. The report identifies a mismatch between the location of wind resources and power demand, alongside a lack of coordinated planning between generation capacity and transmission infrastructure. Governance failures, such as setting targets based on installed capacity rather than actual generation and a system of guaranteed run hours for coal plants, further exacerbated these problems. The Chinese government has responded with technical upgrades like ultra-high voltage (UHV) transmission lines, revised feed-in tariffs, and a shift toward distributed wind power to mitigate these systemic inefficiencies.

The document analyzes Namibia's shift from a liberal FDI regime toward one with more state regulation via the New Investment Bill, which introduces performance requirements and reserves certain activities for citizens. It argues that while mandatory requirements may work in the extractives sector, incentives are more effective for non-resource sectors to avoid deterring investors. The paper also explores the potential for a regional investment framework within SADC and SACU and highlights how FDI from China, Germany, and South Africa is critical to expanding the Port of Walvis Bay and its associated transport corridors.

The case study compares international and regional foreign direct investment in Lesotho's apparel industry, finding that regional investment from South Africa offers greater potential for sustainable development and production relocation compared to the rent-seeking, labor-exploiting nature of Taiwanese investment focused on US market access via AGOTS.

The paper examines the 'wicked problem' of aligning poverty eradication with climate mitigation and adaptation. It proposes 'climate compatible development' as an analytical framework that integrates mitigation, adaptation, and economic transformation. The author emphasizes that achieving 'zero poverty, zero emissions' requires strong policy leadership, careful design to manage winners and losers, and cross-government implementation to avoid 'pilot phase syndrome'.

The report analyzes base metal beneficiation in Mozambique, Namibia, Botswana, and Zambia, comparing their outcomes with the successful industrial policies of Japan and China. It argues that China's state-led expansion of smelting and refining capacity has caused a 'Great Compression' of margins, making autonomous beneficiation in Africa commercially unattractive. The study concludes that African countries can only succeed in beneficiation through comprehensive industrial policies and strategic partnerships, particularly with Chinese state-owned enterprises.

This collection of papers analyzes regional integration efforts in three key areas: South America, Southern Africa, and Russia. It argues that while traditional trade-led integration has often stalled, new drivers such as regional value chains (RVCs), energy pooling, and strategic investment shifts offer paths toward deeper cooperation. In South America, the report finds a lack of a clear 'hub country' and significant infrastructure gaps hindering RVCs. In Southern Africa, it highlights the potential of the Southern Africa Power Pool (SAPP) and the dual role of South Africa as both a catalyst and a diverter of regional investment. In Russia, the analysis focuses on a strategic 'turn to the East,' shifting investment focus from Europe toward the Asia-Pacific region and the Eurasian Economic Union (EEU).

The paper contends that China's rapid development is driven by a 'learning state' capable of continuous policy iteration and adjustment, rather than a set of static policies. It critiques the tendency of African nations to import 'finished' Chinese policy models—like Special Economic Zones (SEZs)—without the underlying institutional capacity for experimentation and refinement. The author suggests that China-Africa cooperation should shift toward transferring the 'know-how' of policy evolution, potentially through new funding mechanisms and research collaborations that prioritize 'learning by doing'.

The report analyzes the integration of SACU countries—Botswana, Lesotho, Namibia, South Africa, and Swaziland—into global and regional value chains. It finds that while the region is generally at the margins of GVCs, there are significant opportunities in the automotive and apparel sectors. The authors argue that South Africa can serve as a 'gateway' for the region, linking smaller member states to global networks through advanced services and infrastructure. Key barriers identified include geographical remoteness, small market scale, restrictive trade policies (particularly in agribusiness), and gaps in technical skills. The report concludes that GVC participation positively correlates with labor productivity, especially through backward linkages (imported inputs), and suggests a policy framework focused on economic densification, skills upgrading, and open regionalism.

The paper argues that South Africa has failed to translate its mineral wealth into inclusive growth due to a combination of historical structural inadequacies, policy incoherence, and rent-seeking by political elites. While the country shows symptoms of 'Dutch disease', the author finds this inadequate to explain manufacturing decline, which is instead attributed to import penetration and a lack of 'nearby' capabilities in the product space. The document strongly critiques the government's focus on downstream beneficiation—forcing mining companies to subsidise local processing—as economically inefficient and potentially harmful to investment. Instead, it advocates for developing upstream linkages and technology-laden capital equipment. Furthermore, it highlights how mineral rents continue to benefit politically connected insiders and traditional leaders through the Mineral and Petroleum Resources Development Act (MPRDA) and Black Economic Empowerment (BEE) deals, often at the expense of rural communities.

The paper examines the fragmented nature of investment promotion in South Africa, where provincial agencies operate with varying levels of professionalism and often compete against one another. It highlights a gap between investment regulation—exemplified by the Promotion and Protection of Investment Bill of 2013—and investment promotion. The author recommends that Trade and Investment South Africa (TISA) implement a more coordinated national framework, including a central 'one-stop shop' and a formal referral system, to attract high-quality, sustainable FDI that aligns with national development goals.

The document examines the tension between South Africa's constitutional mandate to redress apartheid-induced inequalities through black economic empowerment (BEE) and its commitments under first-generation bilateral investment treaties (BITs). It analyzes the South African government's decision to terminate these treaties in favor of the Promotion and Protection of Investment Bill (PPIB), noting that this unilateral approach creates reputational risks and potential legal inconsistencies with customary international law. By comparing South Africa's experience with India and Indonesia, the author argues that emerging economies can successfully carve out policy space within the international framework rather than abandoning it. The paper concludes that South Africa should leverage its unique history to influence the development of third-generation investment agreements while maintaining the signaling power and investor certainty provided by international regimes.

The document provides a conceptual overview of foreign direct investment (FDI), categorizing it into types such as greenfield, brownfield, mergers and acquisitions, and joint ventures. It argues that while FDI can drive growth through employment and technology transfer, its benefits depend on a host country's absorptive capacity and industrial policy. Focusing on South Africa, the text details a strategic shift from a liberal, treaty-based approach to a domestic regime aimed at maximizing domestic benefits, including black economic empowerment and inclusive growth. It notes that South African FDI has been volatile and historically dominated by mergers and acquisitions in the mining, finance, and retail sectors.

The document analyzes the evolution of South Africa's foreign economic policy since 1994, noting a shift from a normative, idealistic approach toward a strategy focused on non-Western relations and economic diplomacy. It identifies three main pillars of engagement: the WTO, the G-20, and BRICS. While South Africa uses these platforms to advocate for developing countries and African interests, the authors argue that the country lacks a clearly defined economic diplomacy strategy grounded in its domestic development framework. The brief highlights the BRICS New Development Bank as a key tool for African infrastructure and suggests that South Africa must improve institutional coordination and business collaboration to maximize the benefits of its international engagements.

The briefing examines the concept of 'climate compatible development' as a means to achieve 'zero-zero'—the simultaneous eradication of poverty and the elimination of net CO2 emissions. It frames this as a 'wicked problem' requiring the integration of mitigation, adaptation, and economic transformation. The author emphasizes that success depends on policy leadership, careful design to manage winners and losers, and cross-government implementation beyond environmental ministries.

The report examines the role of performance requirements (PRs) in foreign direct investment, analyzing how their prohibition in bilateral investment treaties (BITs) and the WTO TRIMs Agreement restricts the ability of host states—particularly developing countries—to achieve sustainable development goals. It contrasts traditional BITs, which are silent on PRs, with a growing minority of 'TRIMs+' treaties that impose broader prohibitions. Through the analysis of investment tribunal cases like Mobil Oil v. Canada and Lemire v. Ukraine, the document highlights the unpredictability of legal interpretations. It concludes by offering policy options for states to maintain their regulatory sovereignty, such as avoiding PR prohibitions in treaties or using specific carve-outs and grandfathering clauses.

The document examines performance requirements (PR)—stipulations imposed on investors to achieve specific development goals—and the legal constraints placed upon them by the WTO's TRIMs Agreement and various Bilateral Investment Treaties (BITs). It highlights a growing trend, led by Canada and the United States, toward broader prohibitions of PRs (MIC+ clauses) that extend to pre-establishment phases. Through the analysis of cases like Lemire v. Ukraine and Mobil Oil v. Canada, the guide illustrates the unpredictability of investment tribunals in interpreting these prohibitions. It concludes by offering strategic options for developing nations to maintain their regulatory space, such as avoiding PR prohibitions in BITs or explicitly excluding certain sectors and mechanisms from such restrictions.

The document examines South Africa's economic struggle to transition from an upper-middle-income to an upper-income country, a process hindered by historical structural dualism and a trend toward de-industrialisation. It highlights similarities between South Africa and Brazil regarding commodity-based export profiles and internal debates over industrial policy. While South Africa maintains a diversified industrial base, the legacy of Apartheid-era segregated development has distorted the skills base and hampered innovation. The author argues that escaping the 'middle income trap' requires high investment, industrial competitiveness, and the resolution of structural inequality. Within the BRICS context, the document notes competitive pressures from India and China, suggesting that the New Development Bank and Contingent Reserve Fund may provide neutral channels for cooperation.

The document examines the tension between the Africa Mining Vision's goals of sustainable development and the legal constraints imposed by Bilateral Investment Treaties (BITs). It evaluates ownership-related policies and performance requirements, concluding that while these tools can be effective for creating national champions and local linkages, they often conflict with treaty obligations regarding national treatment and expropriation.

The document examines the tension between the 'Africa Mining Vision'—which seeks to use national champions and performance requirements to drive sustainable development—and the legal constraints imposed by international investment treaties. It evaluates ownership options (such as joint ventures and state-owned enterprises) and performance requirements (such as local content and technology transfer), concluding that while these tools can be effective if integrated into broader strategies, they often conflict with treaty obligations regarding national treatment, fair and equitable treatment, and expropriation. The briefing provides strategic drafting options for states to preserve their 'policy space' in future treaties.

The report argues that South Africa's existing legal and policy frameworks, particularly those addressing social equity and industrial development, provide sufficient space to implement sustainable public procurement (SPP) without requiring new legislation. While the social pillar of SPP is well-established through Broad-Based Black Economic Empowerment (B-BBEE) and preferential procurement, the environmental pillar is less formalized but gaining traction through renewable energy targets and subnational initiatives. The document highlights that government spending represents 29.1% of GDP, offering significant leverage for sustainable development. It identifies a decentralized procurement system that allows provinces and municipalities, such as the City of Cape Town and Western Cape, to run pilot projects. The report recommends aligning SPP with existing investment incentives and developing specific technical guidance to scale up 'green' procurement.