- Frans Cronje
Few analysts are prepared to
make bold forecasts about South Africa’s future political
landscape. This paper breaks from that pattern and argues that the
ANC is dying and will lose its parliamentary majority at or before
the 2024 national election.
We do not make this forecast recklessly
but rather because the evidence points overwhelmingly in this
direction.
It is true that the ANC won 63% of the national vote in 1994
and increased that to 65.9% in 2009. However, this figure is
misleading as it ignores the growing number of people who are
choosing not to vote at all. For example in 1994 54% of South
Africans who could have voted, voted for the ANC. By 2009 that
percentage had fallen to just 39%.
This means that while more than 5
out of 10 South Africans turned out to vote for the ANC in 1994 that
figure had fallen to less than 4 out of 10 in the 2009 election. In a
sense the ANC, for all its pretention as the ‘will of the people’,
is now a minority government.
The
decline in ANC support generally did not result from another
opposition party drawing its supporters. The DA did very well in its
own right, increasing its support from just 2 out of every 100 South
Africans in 1994 to 1 out of every 10 in 2009. However, it achieved
this growth more by cannibalising other opposition parties, and
possibly by attracting new young voters, than by eating into the ANC
support base.
The
decline in ANC support rather occurred as a result of a growing
number of people losing confidence in the ANC. The evidence for this
lies in the fact that the same period saw the number of protests
against the government take off. The research company Municipal IQ
reports that the number of major service delivery protests in South
Africa increased from 10 in 2004 to over 100 by 2010. Data from the
police suggests that they are now responding to three protests every
day.
The
decline in ANC support has its origins in two other spheres. The
first is the overall failure of the public school system. Only 1 out
of every 2 black South Africans who enter grade one will ever reach
matric and only 1 out of 10 will pass maths. Hence black South
Africans are generally too badly educated to prosper in the formal
economy. As a result, they have limited means to increase their own
living standards outside of what the State, and by extension, the ANC
can give them. It is quite logical therefore that when they are
frustrated by their living standards they protest against the same
State and ANC.
Related
to the failure of education is the failure of the labour market to
generate sufficient jobs. Today only 1 out of every 2 black South
Africans entering the labour market will ever find a stable job.
Part
of the reason is their poor level of education. Another is government
hostility to the private business sector, which has stunted South
Africa’s economic growth. South Africa averages half the growth
levels of its BRIC partners.
Take
just two current examples. First the government has announced that it
intends to place ownership restrictions on the private security
industry.
The message is that private foreign investment is not
welcome, and must be strictly regulated.
Secondly it has been
announced that the government is considering further taxation on the
mining industry. As Michael Spicer pointed out in a letter to
Business Day it is simply foolish to think that you can add further
burdens to a declining industry at a time of great international
economic uncertainty.
These
two examples are instructive because they are typical of the approach
the ANC has taken to private business and investment since 1994.
In
the heady days after the 1994 transition such an approach could
perhaps be understood from a communist-inspired liberation movement
not well versed in the management of a modern economy. That this
approach continues today, long after the ANC has identified the
threat to itself in high levels of unemployment and low growth, is to
suggest that it is not serious about addressing these threats.
How
else must it be understood that ANC delegates apparently devoted much
time at their recent policy conference debating whether to call their
policy the ‘second transition’ or the ‘second phase’ while
around them their Rome was literally burning in a number of townships
around the country.
Likewise the reform of agricultural land, which
contributes just 3% of GDP and 5% of employment, apparently enjoyed
extensive attention as a means to reduce national poverty and
unemployment rates!
Rather
than actually addressing South Africa’s problems, the ANC has tried
to place the blame for its failures elsewhere.
Jacob Zuma told
delegates at the policy conference that the problem was that the
structure of the South African economy had not changed sufficiently
since 1994 and was largely in white hands. He is of course correct
that whites are far more likely than blacks to hold professional
positions or start and run successful businesses.
However, that he
even raises white ownership of the economy as a key problem suggests
that at some level he believes that, despite failures in both growth
and education, black South Africans could nonetheless have attained
white standards of living and expertise in business. There is no
content or logic to such arguments.
That the ANC president makes them
suggests that his party has run out of ideas.
The
same is true when it comes to corruption. This is without doubt an
issue that is important in any diagnosis of the ANC’s flagging
support.
There is much evidence that what the media likes to call
‘service delivery protests’ is often the angry response of
communities to corruption perpetrated by their ANC representatives.
A
senior police general, who happens to be black, has communicated to
us that he is sick and tired of deploying his members to stamp out
protests that result from ANC councillors, often repeatedly in the
same municipality, stealing money that is meant for community
projects.
Despite Jacob Zuma’s exhortations to the party to root
out corruption in its ranks, the DA’s research head, Gareth van
Onselen, points out that the party has in fact, under Zuma, placed a
number of candidates convicted of fraud and corruption on its
election lists.
Even the head of its political school, who is
responsible for guiding the ANC’s emerging leaders, is a convicted
criminal. This is not a party that takes corruption seriously or
believes it to be a problem.
What
the above shows is that the ANC is not serious about addressing the
failed education, low growth, unemployment, and corruption that
underpins its flagging support.
If it is not addressing the reasons
for its decline, it follows that the party must be in terminal
decline.
All that remains to be done is to speculate which election
will see the party’s national support levels dip below 50%, opening
the door to a coalition of opposition parties to govern South Africa.
On current trends we think that 2014 is too early, 2019 is plausible
but uncertain, and 2024 is probable.
To argue against this conclusion
is to suggest that despite flat economic growth and failed education,
ANC support will not just be sustained, but that the established
trend of declining support will be reversed. This is not possible.
As
in all things, once we have excluded the impossible, whatever
remains, no matter how improbable, must be the truth.
The truth for
South Africa is that it is time to consider what the future may look
like without the ANC. Who will lead the country and what will their
policies be?
That these questions are not being asked shows how
unprepared many businesses and other organisations are for the
changes that may grip South Africa over the next decade.
Of course
the party may fight a desperate rear-guard battle to try and save
itself.
There is already evidence that some in its ranks are
considering radical policy changes including seizing land, property,
investments, and assets without paying compensation.
However, without
a two-thirds or three-quarters parliamentary majority, the ANC cannot
bring about the constitutional changes that would permit this.
Even
if it could, such polices would simply kill off any growth and
investment and so hasten its now inevitable political demise.