Banco Nacional de Desenvolvimento Econômico e Social

the dti

Source: CSID calculations using Quantec data

0.00.30.50.81.01.31.51.82.02.32.52.83.03.33.53.8

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Source: CSID calculations using Quantec data

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38 31 20

Source: CSID calculations using Quantec data

Source: SARB

-400000

-200000

0

200000

400000

600000

800000

1000000

1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011

Agriculture, Foresty and Fishing Mining and QuarryingManufacturing Electricity, Gas and WaterConstruction (Contractors) Wholesale and Retail Trade, Catering and AccommodationTransport, Storage and Communication Finance, Insurance, Real Estate and Business ServicesBalance on Current Account

Source: Quantec

-25.0

-20.0

-15.0

-10.0

-5.0

0.0

5.0

10.0

15.0

2009 q1 2009 q2 2009 q3 2009 q4 2010 q1 2010 q2 2010 q3 2010 q4 2011 q1 2011 q2 2011 q3 2011 q4

Source: Quantec

-25.0

-20.0

-15.0

-10.0

-5.0

0.0

5.0

10.0

15.0

0.0

20.0

40.0

60.0

80.0

100.0

120.0

140.0

Manufacturing production (Index 2005=100) Manufacturing growth (% change y-o-y)

Source: SARB

Source: Quantec

-40000

-30000

-20000

-10000

0

10000

20000

30000

1Q20

003Q

2000

1Q20

013Q

2001

1Q20

023Q

2002

1Q20

033Q

2003

1Q20

043Q

2004

1Q20

053Q

2005

1Q20

063Q

2006

1Q20

073Q

2007

1Q20

083Q

2008

1Q20

093Q

2009

1Q20

103Q

2010

1Q20

113Q

2011

Agriculture, Forestry and Fishing Mining Manufacturing

Source: The Economist

-2.00

-1.00

0.00

1.00

2.00

3.00

4.00

5.00

6.00

7.00

8.00

9.00

10.00

11.00

1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010

South Africa Developed Country Average Developing / Transition Country AverageSource: Economist

Source: SARB

Source: Stats SA

0

50

100

150

200

250

300

Q1 2008

Q2 2008

Q3 2008

Q4 2008

Q1 2009

Q2 2009

Q3 2009

Q4 2009

Q1 2010

Q2 2010

Q3 2010

Q4 2010

Q1 2011

Q2 2011

Q3 2011

General government Public corporations

Private business enterprises

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Source: BER Manufacturing Survey

Source: Statistics SA, Labour Force Survey (2005-2011); own calculations

74

74

73

69

67

67

65

64

62

62

61

58

56

55

50

49

42

25

54

47

56

63

62

34

36

48

63

53

49

22

23

47

56

55

0 10 20 30 40 50 60 70 80

Wood

Basic Metals

Electrical Machinery

Paper

Transport

Fabricated Metal Products

Non-Metal Minerals

Clothing

Manufacturing Total

Machinery

Beverages

Food

Textiles

Plastics

Chemicals

Furniture

Printing & Publishing

2010 2007

Source: Statistics SA, Labour Force Survey (2005-2011); own calculations

High level skills comparisons 2005 vs 2011 (% of high level skills on overall employment in 2005 & 2011)

Sept 0510.97%

Sept 1114.21%

Sept 05

Sept 11

Middle level skills comparisons 2005 vs 2011 (% of middle level skills on overall employment in 2005 & 2011)

Sept 0558.42%Sept 11

57.47% Sept 05

Sept 11

Artisans comparisons (2005 vs 2011)(Number employed (000))

Sept 051869

Sept 111655

Sept 05

Sept 11

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inter alia,

prima facie