Simon Roberts

 

Professor Simon Roberts is Director of the Centre for Competition, Regulation and Economic Development at the University of Johannesburg.

Simon held the position of Chief Economist and Manager of the Policy & Research Division at the Competition Commission from November 2006 to December 2012. Prior to joining the Competition Commission he was Associate Professor in Economics at the University of the Witwatersrand, where he established and directed the Corporate Strategy and Industrial Development research programme examining firm decision making and economic development. In addition, Simon has consulted extensively on competition matters over the past 15 years and has been an expert witness in a number of major cases encompassing both mergers and prohibited practices.

Simon holds a PhD from University of London (Birkbeck College), MA from University of East Anglia, and BA (Hons) from Oxford University. He has published widely including in World Competition, Journal of Competition Law and Economics, Industrial and Corporate Change, Journal of African Economies, Development and Change, Journal of International Development and the South African Journal of Economics. 

Simon has been identified as a leading competition economist in both Global Competition Review’s The International Who’s Who of Competition Lawyers and Economists and EuroMoney’s Guide to the World's Leading Competition and Antitrust Lawyers/Economists

SUMMARY

EDUCATION

PhD, Economics, Birkbeck College, University of London

MA, Development Economics, University of East Anglia

BA(Hons) Philosophy, Politics & Economics, University of Oxford

PROFESSIONAL EXPERIENCE

CURRENT ROLES

Acacia Economics

Director

University of Johannesburg

Visiting Professor of Economics  (2011 to present)

Director of Centre for Competition, Regulation and Economic Development

University of the Witwatersrand

Visiting Associate Professor

 PREVIOUS ROLES

Competition Commission of South Africa

Chief Economist and Head of Policy & Research Division,(2006-2012)

Johannesburg Economics

Director (2004-2006)

University of the Witwatersrand

Visiting Associate Professor, School of Economic and Business Sciences (2007-2009)

Honorary Associate Professor, School of Law (2007-2009)

 Associate Professor (April 2003)

 Senior Lecturer (October 2000)

Lecturer in Economics (1995) 

ACADEMIC AND PROFESSIONAL EXPERIENCE

PROFESSIONAL EXPERIENCE

 Recent projects and advice provided in relation to the economics of competition and regulation, and in relation to financial services, including in South Africa

Uganda, Tanzania and Zimbabwe (2016). Completed a study for the Bill and Melinda Gates Foundation, Financial Services for the Poor on competition bottlenecks in mobile financial services in Uganda, Tanzania and Zimbabwe, including use of the USSD channel for delivery of these services.

South Africa (2016). Developed an ICT sector strategy for the Gauteng Department of Economic Development.

Kenya (2016 - current). Currently providing expert advice to the Competition Authority of Kenya on the second phase of the banking inquiry in Kenya, which concerns demand side aspects of competition in the banking sector, including in relation to digital financial services.

South Africa (2015-2016). Provided expert advice to the Economic Development Department in relation to the competition and public interest effects the merger between Coca-Cola and SAB (bottlers) in South Africa.

South Africa (2015 - going). Currently providing expert advice to ICASA in relation to spectrum.

Kenya (2015 - ongoing). Part of a team providing research and advice on a market inquiry into Unstructured Supplementary Service Data (USSD) for the Competition Authority of Kenya, which relates to the use of telecommunications services for mobile financial services.

South Africa (2015 - current). Part of a team of economists advising the Competition Commission of South Africa on economic aspects of the Healthcare Inquiry into the private healthcare market in South Africa.

South Africa (2015 - ongoing). Currently providing expert advice in relation to a complaint and a market inquiry concerning a retailer in South Africa.

South Africa (2014 - 2015). Provided expert advice to the Independent Communications Authority of South Africa (ICASA) on the Vodacom / Neotel proposed merger.

South Africa (2015). Advised a client on the competition effects of a firm’s conduct in the sector, including on the possible merits of bringing a complaint to the Competition Commission.

South Africa (2014 - 2015). Part of a team that provided research and advice in relation to litigation involving the National Energy Regulator of South Africa (NERSA) on NERSA’s regulatory decision on natural gas tariffs.

South Africa (2014-2015). Advised the Competition Commission of South Africa on the excessive pricing complaint in relation to polymers brought against Sasol Chemical Industries.

South Africa (2014). Part of the team that advised a client on the competition effects of a potential merger in the clothing and textiles sector.

South Africa (2014). Provided an analysis of the competition effects of the MTN/Telkom Radio Access Network (RAN) sharing transaction and the Vodacom/Neotel merger to ICASA.

Botswana (2014). Prepared a review of mergers in Botswana and training on competition economics to the Competition Authority in Botswana.

Zimbabwe (2014). Provided training on competition economics to the Competition and Tariff Commission of Zimbabwe.

Zimbabwe (2014). Provided advice to the Competition and Tariff Commission of Zimbabwe for an abuse of dominance case in mobile payments.

South Africa (2013 - 2014). Reviewed the telecommunications sector in South Africa including the sector overall and specific regulatory interventions (including call termination and local loop unbundling), as part of a CCRED project funded by the Economic Development Department (Government of South Africa), and provided a range of recommendations for policy & regulatory reform.

Kenya (2013-14). Reviewed a number of inquiries undertaken by the Competition Authority of Kenya (CAK) in 2013 and 2014, and provided training and economic analysis and advice on a number of major cases for CAK, including the Airtel complaint against Safaricom which led to a settlement.

2011-                     Visiting Professor of Economics, University of Johannesburg

Director of Centre for Competition Economics (www.uj.ac.za/cce ), now Centre for Competition, Regulation and Economic Development. The Centre’s activities include:

  • Short courses on competition economic and policy. Courses have been run annually in South Africa. A course has also been run in Kenya and it is planned to be annual.
  •  Co-organising an annual conference
  • Working paper series
  •  Teaching and supervision at postgraduate level
  •  Courses lectured: Competition Economics Masters Elective; competition economics in Honours and Masters Microeconomics courses.

 2013-                     Visiting Associate Professor, University of the Witwatersrand

Leading research projects of the Corporate Strategy and Industrial Development research programme in the areas of regional industrial development and industrial policy in Africa.

2006 - 2012          Chief Economist and Head of Policy & Research Division, Competition Commission of South Africa

 Responsibilities included:

  • Participation in executive decision-making and strategic direction of the Commission, and leading major areas of the strategic plan.
  • Advise Commissioner on key questions of economics.
  • Managing the Policy & Research Division (30 employees).
  • Managing/supervising economic research undertaken by the Division’s team of economists for competition cases and policy related matters, in conjunction with other divisions including Mergers & Acquisitions and Enforcement & Exemptions.
  • Provide and present expert testimony on economic matters related to cases in the Competition Tribunal and Competition Appeal Court; identify appropriate external expert economists where required.
  • Training and capacity building with regard to expertise in economic analysis.
  • Promoting the development of skills in the economics of competition in South Africa, and related research, through liaison with universities and wider networks of economists.
  • articipation in international forums on behalf of the Commission, including ICN, OECD, UNCTAD.

Notable achievements at Commission, which I led or was integrally involved in:

  • Adoption of prioritization framework and its implementation.
  • Leading proactive approach in identifying cartels based on economic research, including in industrial products, food and construction. This generated a substantial number of applications for leniency under Commission’s corporate leniency policy.
  • Addressing coordination through information exchange arrangements in various industries including cement, fuel and flour.
  • Design of construction fast-track settlement process for bid-rigging cases.
  •  South Africa won agency of the year in Asia-Pacific, Middle East & Africa, 2011 Global Competition Review Awards, and shortlisted for Enforcement Case of the year for the Pioneer Foods settlement of multiple cartel conduct.
  • Establishing international profile of Commission through: research presented at international conferences and journal publication; participation in International Competition Network and OECD competition committee.
  • Precedent setting cases referred in abuse of dominance in areas including exclusive dealing and predatory pricing.
  • Coordinating African Competition Forum research programme.
  •  Coordinator of Competition Commission and Tribunal Ten Year Review, 2009.
  • Twice voted manager of the year by all Commission staff.

 Other roles:

  • Acting Manager of Enforcement & Exemptions division, November 2008 to May 2009
  • Seconded half-time as advisor to Minister of Economic Development, August-October 2009
  • Member of Economic Advisory Panel to Minister of Economic Development, 2010-
  • Visiting Scholar at University of Columbia (Sept-Oct, 2010) and University of Cambridge (Oct-Dec, 2010)

Competition law and policy work (including prior to joining the Competition Commission)

  

 Founding director of Johannesburg Economics, specialist competition economics consultancy, 2004-2006.

 Expert economic analysis for competition cases in many industries.

 Expert witness in SA Competition Tribunal in the following cases:

  • Netcare – CHG merger
  • Primedia – NAIL merger
  • Harmony – Mittal Steel SA complaint
  • Nationwide Poles – Sasol complaint
  • Goldfields – Harmony merger
  • Bonheur – Komatiland Forests merger (expert reports filed, merger abandoned during Tribunal hearing)
  • Nutriflo – Sasol and Profert – Sasol complaints (expert reports filed, settled during Tribunal hearings)
  •  Commission – SAB complaint
  • Media24 – Natal Witness merger
  • Commission – Sasol Chemical Industries complaint
  • IDC-Scaw Metals merger 

Identified as a leading competition economist in: Global Competition Review’s The International Who’s Who of Competition Lawyers and Economists; and Euromoney’s Guide to the World's Leading Competition and Antitrust Lawyers/Economists; both of which are based on peer assessments.

Acted in an advisory capacity to the South African Competition Commission and the Department of Trade and Industry on matters of competition law and policy, including during the establishment of the South African institutions in 1998-2000.

Expert advice has also been provided to competition authorities of different countries, including South Africa, Singapore and Kenya.

2007-2009            Visiting Associate Professor, School of Economic and Business Sciences, and Honorary Associate Professor, School of Law, University of the Witwatersrand

Courses lectured:

  • Competition Economics (Honours)
  • Competition Law (LLM, LLB, Certificate)

Guest Lecturer on African Programme on Rethinking Development Economics, Stellenbosch, July, 2007, 2008

1995 - 2006          Associate Professor (April 2003) / Senior Lecturer (October 2000) / Lecturer in Economics, University of the Witwatersrand, Johannesburg

Teaching and supervision

Courses lectured include:

  • Economics of Competition and Regulation (Masters)
  • Trade and Industrial Policy (Masters);
  • Development Economics (Honours)
  • Research Methods (Honours)
  • South Africa and the Global Economy (Hons);
  • Microeconomics (Honours and undergraduate)
  •  Supervision and external examining of postgraduate students

Additional teaching and lecturing, 1996-2006

 Economics component of University of Witwatersrand LLM course on Competition Law (2001, 2002, 2006); LLB course on Competition Law (2005, 2006)

  •  Trade and Industrial policy, Masters in Public and Development Management, University of the Witwatersrand, 2003.
  • Workshop for Parliamentary Portfolio Committee on Trade and Industry on Industrial Policy and Competitiveness, Cape Town, 11 and 12 February 2003.
  • Course coordinator: First and Second SADC/Competition Commission courses on Competition Law and Policy (August 2000 and June & August 1999)
  • Economics Tutor, Quantitative Methods (1st yr), Birkbeck College, University of London (1997) 

Director, Corporate Strategy and Industrial Development research programme (2001-2006) 

  • Established and managed research unit, recognized as doing leading economic policy research in areas of firm behavior and industrial development
  • Building research capacity and mentoring research staff
  • Presenting research findings to policymakers
  • Interacting with government departments, institutions and donors

Administrative responsibilities

Coordinator: Masters, Honours, Second year and First year programmes (various years)

Research Director, School of Economic and Business Sciences, 2004

Member of School Management Committee, 2004

Member of School Higher Degrees Committee, 2003-2004

Member of Faculty Research Committee, 2004

Faculty representative on University Academic Freedom Committee

Other positions held

Visiting Research Fellow, Industrial Development Corporation, 2005

1994-95 Lecturer in Development Economics, University of East Anglia, Norwich

Responsible for lectures, seminars and workshops of the following courses: Trade, Technology and Transnational Corporations (Masters); National Economic Planning (Diploma and 2nd yr); Principles of Economics (1st yr).

1992-94 Bank of Botswana, Principal Research Officer (Ag) / Senior Research Officer, Money & Financial Markets Unit

Senior manager, responsible for setting up the Money and Financial Markets Unit to monitor and evaluate financial sector and macro balance issues.  Responsibility for the processing of Money and Banking statistics.  Supervisory responsibility for one senior economist, three economists and one statistical clerk.  Duties included:

  • representing the Bank at meetings with Government and other organisations, particular responsibility for liaising with IMF missions
  • establishing procedures for setting up and updating a financial sector database; coordinating the collation and analysis of economic information
  • preparation of research papers and briefs to guide Bank monetary and financial sector policies
  •  responsibility for the Unit's inputs into the Bank's Monthly, Quarterly and Annual reports
  • management of unit research; monitoring and evaluation of staff performance
  • organisation and participation in seminars and working groups, including the preparation of terms of reference and commissioning of research papers

Member of: Sub-Committee on Bank Health Policy; Management Working Group on budgeting systems within the Bank; Management Working Group on workplace efficiency.

  

1991-92 Economics Tutor, University of East Anglia, UK

1990-91 Lecturer in Economics, University College Cork, Ireland

Courses lectured: Microeconomics (2nd year); International Trade (3rd year)

PUBLICATIONS

 ‘Harm and Overcharge in the South African Precast Concrete Products Cartel’, Journal of Competition Law and Economics (with Junior Khumalo and Jeffrey Mashiane) (forthcoming).

 ‘Expectations and outcomes – considering competition and corporate power in South Africa under democracy’, Review of African Political Economy (with Gertrude Makhaya) (forthcoming).

 ‘The Competition Tribunal of South Africa rules on exclusionary conduct in the telecommunications industry’, e-Competitions Bulletin, 2013, www.concurrences.com , Institute of Competition Law (with Reena das Nair).

 ‘Challenging the power of big companies: Competition policy isn’t enough’, New Agenda, First Quarter 2013, 49, 40-48.

Coeditor, The Development of Competition Law and Economics in South Africa, HSRC Press, Pretoria, 2012 (with Kasturi Moodaliyar)

‘How should young institutions approach enforcement? Reflections on South Africa’s experience’, South African Journal of International Affairs, 2012, 19(1), 43-64 (with Trudi Makhaya and Wendy Mkwananzi).

 ‘Administrability and business certainty in abuse of dominance enforcement: an economist’s review of the South African record’, World Competition, 2012, 35(2), 269-296.

 ‘Screening for cartels – insights from the South African experience’, Competition Policy International Antitrust Chronicle, September 2012.

‘Corporate conduct and competition policy in Intermediate Industrial Products’, New Agenda, Quarter 1, 2012, 16-21 (with Reena Das Nair and Junior Khumalo).

Coeditor, Special issue of Journal of Economic and Financial Sciences on Competition Economics, 2011, 4.

 ‘Bargaining power and market definition: a reflection on two mergers’, Journal of Economic and Financial Sciences, 2011, 4, 147-166 (with Reena das Nair and Catherine Corbett).

 ‘Competition policy, competitive rivalry and a developmental state in South Africa’, Chapter 11 in O. Edigheji ed. Constructing a Democratic Developmental State in South Africa: Potentials and Challenges, HSRC Press, Pretoria, 2010.

 ‘The Key Priorities and Objectives of the Competition Commission of South Africa’ in D. Evans and F. Jenny (eds.) Trustbusters - Competition Policy Authorities Speak Out. Competition Policy International Inc., London and Chicago, 2009 (with S. Ramburuth).

 ‘The Evolution and Impact of Industrial and Competition Policies’, Chapter 8, in Aron, J., Kahn, B. and G. Kingdon (eds) South African Economy Policy Under Democracy, OUP, 2009 (with A. Black).

 ‘Industrial policy under democracy: apartheid's grown-up infant industries? Iscor and Sasol’, Transformation, 2009, 71, 50-75 (with Z. Rustomjee).

 ‘The changing face and strategies of big business’, New Agenda, 2008, 32, 6-12 (with L. Mncube and G. Mohamed).

Coeditor, Special issue of South African Journal of Economic and Management Sciences on Competition Law and Economics, 2008, 11(3).

 ‘Questions of growth, questions of development’, New Agenda, 2007, 28: 37-46 (with S. Mohamed); also published in Turok, B. (ed.) (2008) Wealth Doesn’t Trickle Down – The Case for a Developmental State in South Africa, Cape Town: New Agenda.

 ‘South African Competition Policy in 2008: Key priorities of the South African Competition Commission’, Global Competition Policy, April 2008.

 ‘Assessing excessive pricing – the case of flat steel in South Africa’, Journal of Competition Law and Economics, 2008, 4(3), 871-891.

 ‘Weak links in the BEE chain? Procurement, skills and employment equity in the metals and engineering industries’, Journal of Contemporary African Studies, 2008, 26(1), 27-50 (with G. Mohamed)

“Black economic empowerment’, Business and the State in South Africa’, Development and Change, 2007, 38(5): 933-955 (with S. Ponte and L. van Sittert)

‘Patterns of industrial performance in South Africa in the first decade of democracy – the continued influence of minerals-based activities’, Transformation, 2007, 65: 4-34.

 ‘The changing face and strategies of big business in South Africa: more than a decade of political democracy’, Industrial and Corporate Change, 2006, 15(3): 549-578 (with N. Chabane and A. Goldstein)

 Sustainable Manufacturing? The case of South Africa, editor and an author of four chapters, Cape Town: Juta Press, 2006.

 ‘Smart industries: the importance of technology and R&D for industry performance’, Trade & Industry Monitor, 2006, 37

 ‘To BEE or not to BEE? South Africa’s ‘Black Economic Empowerment’ (BEE), Corporate Governance and the State in the South’ Danish Institute for International Studies, Working Paper 2006: 27 (with S. Ponte and L. van Sittert)

 ‘Weak links in the BEE chain? Procurement, skills and employment equity in the metals and engineering industries’, Danish Institute for International Studies, Working Paper 2006: 33 (with G. Mohamed)

‘Understanding technology and economic development in South African industry: The case of the plastics sector’, in Blankley, W., M. Scerri, N. Molotja, I. Saloojee eds. (2006) Measuring Innovation in OECD and non-OECD countries, Cape Town: HSRC Press.

‘Industrial strategy and local economic development: the case of the foundry industry in Ekurhuleni Metropolitan’, South African Journal of Economic and Management Sciences, 2005, 8(4), 448-464 (with T. Phele and I. Steuart)

 ‘Globalisation and the South African Textiles Industry: Impacts on firms and workers’, Journal of International Development, 2004, 16 (1), 125-139 (with J. Thoburn)

‘Reflections on Approaching an FTA Negotiation with Mercosur: A Review of Key Issues’, South African Institute for International Affairs, Trade Policy Report No.6, November 2004

 ‘Investment in South Africa – a comment on recent contributions’, Development Southern Africa, 21(4), 743-756, 2004

‘The role for competition policy in economic development: the South African experience’, Development Southern Africa, 21(1), 227-243, 2004.

 ‘Addressing market power in a small, isolated, resource-based economy: the case of steel in SA’, Trade and Industry Monitor, 31, 19-25, 2004 (with N. Zalk)

‘Adjusting to Trade Liberalisation: the case of firms in the South African Textile Sector’, Journal of African Economies, 12 (1), 67-96, 2003 (with J. Thoburn).

 ‘Telecommunications in developing countries: reflections from the South African experience’, Telecommunications Policy, 27 (1-2), 41-59, 2003 (with G. Makhaya).

 ‘The DTI’s new ‘Integrated Manufacturing Strategy? Comparative industrial performance, linkages and technology’, South African Journal of Economics, 71(4), 679-704, 2003 (with J. Machaka)

 ‘Manufacturing competitiveness and industrial policy: the Integrated Manufacturing Strategy’, Sisebenza Sonke, 6, 12-31, November, 2002.

‘Addressing lacunae of neo-classical economics: firms, production and technology’, Review Article, International Review of Applied Economics, 16 (2), 493-496, 2002.

 ‘Globalisation, industrial policy and the plastics industry in South Africa’, Journal of International Development, 13, 797-810, 2001.

‘Competition and Market Structure in the Plastics Sector: A Preliminary Analysis’, (with C. Malikane and N. Sikhweni).  TIPS Working Paper No.1-2000.

‘Large International Business and Economic Development’, Review article, International Review of Applied Economics, 14 (1), 135-143, 2000.

 ‘Understanding the Effects of Trade Policy Reform: the case of South Africa’, South African Journal of Economics, 68 (4), 607-638, 2000.

 ‘Production and technology changes, restructuring and employment in the plastics sector’, TIPS working paper No.2-2001 (with C. Malikane).

  ‘How labour should approach the Competition Act’, South African Labour Bulletin, 23 (3), 21-27, 1999.

 ‘Economic Policy and Industrial Restructuring in South Africa – political economy approaches’, Review article, International Review of Applied Economics, 12 (2), 317-324, 1998.

 ‘Economic Globalization: a break from the past?’, Review article, International Review of Applied Economics, 12 (2), 311-315, 1998.

 ‘A Preliminary Analysis of the Impact of Trade Liberalisation on Manufacturing, or: “Will trade liberalisation generate export-led growth in South Africa?”’, TIPS Working Paper No.8-1998.

‘Monetary policy within macroeconomic policy: An appraisal in the context of Reconstruction and Development’, Transformation, 32, 54-78, 1996.

‘The socio-economic and political setting of South Africa’, Chapter 1 of Children, Poverty and Disparity Reduction: Towards Fulfilling the Rights of the Children of South Africa, published RDP/UNICEF Study, 1996.

 ‘Competition in Banking’, The Bank of Botswana Research Bulletin, 12 (1), 48-68, 1994.

‘A Note on Botswana's Recent Inflationary Experience’ (with C. Chepete and P.Nkokou),  The Bank of Botswana Research Bulletin, 12 (1), 5-12, 1994.

 ‘The Role and Evolution of Botswana’s Financial Sector’, Chapter 3, Bank of Botswana Annual Report, 1993.

 Conference papers

‘Competition enforcement with specialist investigative and adjudicative bodies: A comparative study of Chile and South Africa’ 6th Annual conference on Competition Law, Economics and Policy, 6 & 7 September 2012, Johannesburg. (with J. Tapia and M. Ybar). 

‘Penalties and settlements for cartels in South Africa seen through an economics lens’, 6th Annual conference on Competition Law, Economics and Policy, 6 & 7 September, 2012, Johannesburg (with T. G. Muzata and T. Vilakazi) 

‘Harm and Overcharge in the South African Precast Concrete Products Cartel’, University of Johannesburg Working Paper 6/2012 and presented at CRESSE conference, Greece (with J. Khumalo and J. Mashiane) 

‘National dominant firms, competition law, and the implications for economic development in Southern Africa: case studies of energy, beer and food’, 3rd International Conference of the Instituto de Estudos Sociais e Económicos, 4 & 5 September 2012, Maputo, Mozambique. 

‘The inter-relationships between regulation and competition enforcement: regulating for competition? Remedying anti-competitive behaviour through regulation?’, TIPS/NERSA Economic Regulators Conference, Johannesburg, 21 & 22 August 2012 (with R. Das Nair and P. Mondliwa) 

‘Competition policy, industrial policy and corporate conduct’, International Economics Association Conference, 3-4 June, 2012, Johannesburg. To be published by Palgrave in forthcoming edited volume.  

‘Administrability and business certainty in abuse of dominance enforcement: an economist’s review of the South African record’, Paper for 5th Annual Conference on Competition Law, Economics and Policy, University of Johannesburg, 4 & 5 October 2011. 

‘How should young institutions approach enforcement? Reflections on South Africa’s experience’, presented at 7th Annual Competition & Regulation Conference, Amsterdam, 20 May, 2011 (with T. Makhaya and W. Mkwananzi).  

‘Countervailing power, bargaining power and market definition: a reflection on two mergers’, presented at Competition Commission, Competition Tribunal and Mandela Institute Annual Conference on Competition Law and Economics, Johannesburg, 2 September 2010 (with C. Corbett and R. Das Nair). 

‘Food production in South Africa: corporate conduct and economic policy’, presented at Initiative for Policy Dialogue Task Force on Africa, Pretoria, 9-10 July, 2009, to be published in volume titled Globalization and Rural Transformation in Africa. 

‘Market power and competition concerns in food: a review of conduct and outcomes following deregulation’, presented at Development Policy Research Unit conference, Johannesburg, 27-29 October 2008 (with N. Chabane and M. Rakhudu). 

‘Industrial policy under democracy: apartheid's grown-up infant industries? Iscor and Sasol’, presented at University of KwaZulu-Natal Conference on the Minerals Energy Complex, 18 June 2008, Durban (with Z. Rustomjee). 

‘Competition policy, competitive rivalry and the developmental state’, presented at Human Sciences Research Council Conference on ‘The Potentials for and Challenges of Constructing a Democratic Developmental State in South Africa’, 4-6 June, 2008, Magaliesburg. 

‘Assessing excessive pricing – the case of flat steel in South Africa’, presented at Competition Commission, Competition Tribunal and Mandela Institute Annual Conference on Competition Law and Economics, Johannesburg, 21 May 2007. 

‘Questions of growth, questions of development’, presented at Trade and Industrial Policy Strategies Annual Forum, Johannesburg, 18-20 October, 2006 (with S. Mohamed) 

‘An evaluation of the developing economic relationships between China and South Africa in the context of negotiations on a trade agreement’, presented at Trade and Industrial Policy Strategies Annual Forum, Johannesburg, 18-20 October, 2006 (with N. Nicanor and M. Walker) 

‘Weak links in the BEE chain? Procurement, skills and employment equity in the metals and engineering industries’, paper presented to the workshop: ‘To BEE or not to BEE? South Africa’s ‘Black Economic Empowerment’ (BEE), Corporate Governance and the State in the South’ Danish Institute for International Studies, Copenhagen, 26-27 June, 2006 (with G. Mohamed) 

‘Understanding BEE in South Africa’, paper presented to the workshop: ‘To BEE or not to BEE? South Africa’s ‘Black Economic Empowerment’ (BEE), Corporate Governance and the State in the South’ Danish Institute for International Studies, Copenhagen, 26-27 June, 2006 (with S. Ponte and L. van Sittert) 

‘Industrial development and industrial finance in Brazil and South Africa: A comparative assessment’, presented at Trade and Industrial Policy Strategies Annual Forum, Johannesburg, 30 November – 1 December, 2005 (with J. Maia and L. Mondi) 

‘The role of development finance for industry in a restructuring economy: a critical reflection on the Industrial Development Corporation of South Africa’, presented at Trade and Industrial Policy Strategies Annual Forum, Johannesburg, 30 November – 1 December, 2005 (with L. Mondi) 

‘The Impact of the Minerals Sector on Industrial Competitiveness: Linkages and the Development of Capabilities in the Capital Equipment Industry in South Africa’, presented at Globelics Conference, Tshwane, 31 October to 4 November 2005 (with T. Phele). 

‘Industrial development and industrial policy in South Africa – a ten year review’, presented at Conference on South African Economic Policy Under Democracy – A Ten Year Review, Stellenbosch, 28 & 29 October 2005. 

‘The Minerals-Energy Complex as a framework for understanding industrial development in southern Africa?  A study of South Africa and Mozambique’, presented at SANTED Workshop, Maputo, 10 July 2005 (with C. Castel-Branco)  

‘An analysis of the technology and production capabilities of the South African plastic products sector, and possible roles for government’, Conference on Development of Business in Africa: The Role of Networks, Relationships, Industrial Clusters and Innovation Systems, 10-11 March 2005, Johannesburg, Universities of Chalmers and the Witwatersrand  (with L.G. Mohamed) 

‘Industrial strategy and local economic development: manufacturing policy and technology capabilities in Ekurhuleni’, TIPS-DPRU Annual Forum, Cape Town, 12-15 September 2004 (with T. Phele and I. Steuart). 

‘Inflation, interest rates and economic development’, Naledi Conference, 29 September, 2004, Johannesburg (with C. Malikane) 

‘Reflections on approaching an FTA negotiation with Mercosur: A review of key issues’, South African Institute for International Affairs symposium, August 2004. 

‘Addressing the apartheid industrial legacy: local economic development and industrial policy in South Africa – the case of Ekurhuleni’, University of Witwatersrand – Ekurhuleni Metro Symposium on Sustainable Manufacturing 10-11 June 2004 (with J. Machaka)

 ‘Encouraging downstream value-added and labour-intensive growth?  The case of the metal products sector’, University of Witwatersrand – Ekurhuleni Metro Symposium on Sustainable Manufacturing 10-11 June 2004 (with J. Machaka) 

‘Addressing market power in a small, isolated, resource-based economy: the case of steel in South Africa’, CRC 3rd International Conference, 7-9 September, 2004, Cape Town. (with N. Zalk) 

‘A big steel? The South African steel industry and the appropriate industry policy for large-scale industry under internationalisation’ presented at Development Studies seminar, Wits, November 2003. 

‘The role for competition policy in economic development?  The effects of competition policy in South Africa, and selected international comparisons’, presented at Trade and Industrial Policy Strategies Annual Forum, September 2003. 

‘Manufacturing competitiveness and industrial policy’, presented at TIPS Annual Forum, September 2002. 

‘Adjusting to trade liberalization in the textile industries of South Africa and Vietnam’, Conference on ‘Globalisation, Growth and Inequality’ University of Warwick, 15-17 March 2002. (With J. Thoburn, N. Thi Thanh Ha and N. Thi Hoa) 

‘Adjusting to Trade Liberalisation: the case of firms in the South African Textile Sector’, conference on New Industrial Realities and Firm Behaviour in Africa, UNIDO and Centre for the Study of African Economies, Oxford University, 20-22 September 2001. (With J. Thoburn). 

‘Understanding technology and economic development in South African industry’, OECD and Department of Arts Culture Science and Technology conference on Innovation Measurement in OECD and non-OECD Countries, 28-29 March 2001, Pretoria, South Africa. 

‘Instituting Reforms: Governance and Institutional Conditions – some reflections on the South African experience’, conference on Proposing Measures to Arrest Capital Flow Speculation and Volatility, Hong Kong, 12-14 February, 2001. 

‘Country Paper on Competition Regime in South Africa’, presented at Workshop on Competition Policy in Jaipur, India, December 2000, organized by Consumer Unity and Trust Society.  

‘Production and technology changes, restructuring and employment in the plastics sector’, (with C. Malikane), TIPS Annual Forum, September 2000. 

‘Competition and Market Structure in the Plastics Sector: A Preliminary Analysis’, (with C. Malikane and N. Sikhweni), TIPS Annual Forum, September 1999. 

‘A Preliminary Analysis of the Effects of Trade Liberalisation on Manufacturing in South Africa’, TIPS Annual Forum, September 1998. 

Policy papers, commissioned research and Consultancy

‘Review of Competition and Industrial Structure’, for South African Presidency 20 Year Review, May 2013. 

‘Background Paper on African Industrialisation for Economic Development Department’, March 2013, commissioned by Economic Development Department (with B. Baloyi, S. Banda, K. Mapila, G. Mfongeh) 

‘An investigation into BEE in the Metals Sector of the economy’, May 2006, commissioned by FES and National Union of Metalworkers of South Africa (with G. Bardien and G. Mohamed) 

‘An Evaluation of the Developing Economic Relationships between China and South Africa in the context of negotiations on a Trade Agreement’, May 2006, paper for TIPS/DTI (with N. Nicanor and M. Walker) 

‘An appraisal of development finance for industry: the case of the IDC, and a comparative analysis with BNDES of Brazil’, September 2005, report for IDC 

‘A case study of the impact of competition law and policy on South Africa’s investment climate and competitiveness: the Iron & Steel sector’, November 2005, commissioned by the World Bank (with E. Teljeur and R. Hawthorne) 

‘A case study of the impact of competition law and policy on South Africa’s investment climate and competitiveness: the Industrial Chemicals sector’, November 2005, commissioned by the World Bank (with R. Dobreva, K. Makrelov, C. May, G. Mohamed) 

‘A strategic review of the Metals industries: performance and prospects’, report for the South African Office of the President, December 2004. 

‘Western Cape report on: Metals & Engineering industries, including ship-building’, report for the Western Cape Provincial government, December 2004 (with D. Bertrand, T. Phele, I. Steuart and M. Taka). 

‘Innovation in Resource Based Technology Clusters’, Phase One – Project Overview and Synthesis of Findings, HSRC (with A. Hofmaenner and G. Steyn), May 2004. 

‘The impact of import parity pricing in the metals sectors on downstream producers: the case of basic iron and steel’, Briefing paper for the Department of Trade and Industry, March 2004. 

‘The effects of import-parity pricing in the chemicals and plastics industries’, January 2004, report commissioned by Naledi (with R. Dobreva and C. May). 

‘The employment challenge for South Africa: observations and issues for consideration’, note prepared for Business Trust, February 2004. 

‘Manufacturing in the PGDP: steps to supporting employment generation and relatively labour-intensive activities in the Eastern Cape’, report commissioned by the Eastern Cape Provincial Government to support the Provincial Growth and Development Plan, July 2003. 

‘10 year review: industrial structure and competition policy’, report commissioned by the South African Office of the President, May 2003 (with N. Chabane, J. Machaka, N. Molaba, M Taka).  

‘Globalisation and employment in South Africa: A review of issues’, report commissioned by Department of Labour, May 2003 (with J. Machaka and W. Mainga). 

‘Competition in the South African Healthcare sector’, Chapters 2 and 5, Commissioned by the South African Competition Commission, September 2003 (with R. Sinclaire).   

Section on the Secunda cluster for ‘Promotion of secondary industrial development and clustering in Mpumalanga stainless steel and chemicals clusters’, Research Report for Mpumalanga Provincial government by Blueprint and HSRC, March 2003 

‘Medical Aid Scheme treatment of HIV/AIDS: selection and discrimination?’, report commissioned by the AIDS Law Project, University of the Witwatersrand, February 2003 (with S. Lebelo). 

‘SA Steel 2003’, report commissioned by Creamer Media Pty, 2003 

‘Globalisation and the South African textiles industry’, Globalisation and Poverty Discussion Paper 9 of the DfID programme on Globalisation, Production and Poverty, 2002. 

Member of Department of Trade and Industry’s Research Advisory Committee, 2002-present. 

Member of South African Competition Economics Forum hosted by the Competition Commission, 2002-present. 

‘Options for a strategic approach to industrial policy at the Metro level’, report commissioned by Ekurhuleni Metropolitan Municipality, October 2002.

‘Ekurhuleni Urban Economic Development Review - Gross Geographic Product, manufacturing development and infrastructure.’ Report commissioned by Ekurhuleni Metropolitan Municipality, October 2002 (with D. Kgori, J. Machaka, and S. Lebelo). 

‘Economic trends in the Chemical Industries, and implications for Skills Development’, Report commissioned by Department of Labour, October 2002 (with J. Machaka and C. May). 

Consultant to Parliamentary Portfolio Committee on Trade and Industry to draft report on Industrial Policy hearings, April/May 2002.  

‘Towards a local industrial development strategy for Uitenhage’, report for the Eastern Cape Socio-Economic Consultative Council (ECSECC), May 2002 (with J. Machaka and S. Lebelo) 

‘South Africa and the global steel industry restructuring’, background report commissioned by Engineering News, February 2002 (with G. Makhaya and M. Taka). 

‘Assessing industrial development in the Eastern Cape and the role for Provincial Government – A Preliminary Analysis’, report for the Eastern Cape Socio-Economic Consultative Council (ECSECC), February 2002. 

‘Investment, corporate strategy and the role of government’, commissioned by Friedrich Ebert Stiftung Foundation, January 2002.

‘Nkonkobe: Regeneration Study’. Eastern Cape Socio-Economic Consultative Council Report for Nkonkobe Local Municipality, Eastern Cape, June 2001.  (With T. Makapela and C. Malikane)

 Advisor to Communication Workers Union and author of report ‘Restructuring in Telecommunications’ commissioned by Naledi, 2000.

Advisor to Competition Commission on developing rules and procedures for implementing new legislation, 1999.

‘Implementation of Competition Legislation in South Africa: setting thresholds for merger control, and assessing dominance’, report funded by TIPS/GTZ for Department of Trade and Industry, January 1999 (co-ordinator and lead researcher of project).

 Review of social & economic developments, contribution to Nedlac Annual Report, 1998.

 Review of recent economic developments, contribution to Nedlac Annual Report, 1997.

 Review of recent economic developments, contribution to Nedlac Annual Report, 1996.

 Advisor to transport trade unions and author of report, ‘State Asset Restructuring in the Transport Sector’, commissioned by Naledi, 1996.

 ‘Capital retention in rural areas’, report for Presidential Commission of Inquiry into the Provision of Rural Financial Services, 1996 (with J. Lestrade-Jefferis).

 NIEP Parliamentary Briefing Papers, 1995 (in collaboration with NIEP researchers):  Education; Reform of the Public Service; Implications of the Maize Price Increase.

 ‘HIV/AIDS in Botswana’, Bank of Botswana Position Paper, 1994.

 ‘Mid-Term Review of Financial Sector Development’, background paper for Botswana National Development Plan 7, 1993.

 ‘The Impact of Liberalisation of Botswana’s Exchange Controls’, 1992.

 Creditor profiles on Canada and UK for a European Network on Debt and Development (EURODAD) international report, 1995.

 Pilot Report on Economic impact of HIV/AIDS in Botswana, sponsored by USAID, 1994.

 ‘The Position of Botswana in the Southern African Customs Union’, Bank of Botswana internal policy paper, 1993.

 

 

 

Posted on September 30, 2016 .