I'm just back from addressing and meeting with a number of international investors in London. Without exception these investors were extremely negative about South Africa's future. They raised some legitimate concerns around the SOEs and the economy in general, but their bigger questions were linked to the messy political dramas playing out in the country, particularly those around the president.

It was stated very clearly that for them to even consider South Africa as a possible investment destination, President Cyril Ramaphosa's continued leadership of South Africa is an absolute prerequisite. He is quite simply the only game in town.

It is not a healthy situation to have all hope and trust in one man, but it is the hand we have been dealt and the hand we now have to play with…