ANTHONY BUTLER: Shifting from China focus to balanced foreign policy

Balancing global partnerships is SA’s new foreign strategy

5 December 2025

President Cyril Ramaphosa’s firm handling of his US counterpart during a successful G20 process has modified popular views about his capabilities. He is still a lousy president on domestic matters, the conventional wisdom now goes, but he is rather good at foreign affairs.

However, the distinction between domestic and foreign affairs is far from clear-cut. Countries seek agreements with their peers, but any deal must be ratified at home by legislatures, interest groups, citizens and political parties. Negotiators respond to the preferences of their domestic constituents while using pressures at home as leverage in international forums. In practice, the two levels of negotiation are simultaneous and continuous.

South Africa’s foreign policy has long been criticised for insufficiently prioritising economic growth and development at home. Turf wars between trade and foreign affairs officials have made an integrated approach hard, while debates about race and transformation have undermined co-operation between big business and government.

The major international crises during Ramaphosa’s first term — the pandemic, the Russia-Ukraine war and the Israel-Palestine war — created space for a reorientation of Pretoria’s goals and instruments. Behind the smokescreen of a theatrical confrontation with President Donald Trump, the final G20 summit revealed three related shifts in South Africa’s foreign policy.

After a decade of emphasis on a China-dominated Brics (Brazil, Russia, India, China, South Africa) forum, a significant rebalancing has taken place. Former president Thabo Mbeki cautioned about the danger of falling into a new “colonial relationship” with China, noting that exporting raw materials while importing Chinese manufactured goods would leave Africa “condemned to underdevelopment” in a replication of European colonialism.

The new, more balanced, approach recognises that South Africa benefits from Chinese markets and financing but that we also need European investment and global standards access, and alternative vehicles for South-South co-operation.

In a second development, the G20 cycle underscored the maturing and pragmatic relationship between South Africa and Europe. European countries remain by far the biggest investors in this country, and the eurozone hugely surpasses China as South Africa’s biggest trading partner.

The G20 summit unveiled a sharper instrumental and pragmatic focus on critical minerals, sustainable energy transition and trade standards, in place of previous performative issues of political alignment and misalignment.

South Africa signalled deepening co-operation on energy transition supply chains, with the critical minerals needed for batteries, wind magnets and hydrogen infrastructure framed as a durable area of strategic alignment. South Africa wants investment in local beneficiation while Europe wants reliable supply.

In a third development on the margins of the G20 process, leaders of the three Ibsa countries — India, Brazil and South Africa — indicated their determination to revitalise the forum as a channel for South-South co-operation outside the broader Brics agenda.

Brazilian President Luiz Inácio Lula da Silva has established a close working relationship with Ramaphosa, while India’s Prime Minister Narendra Modi was uncharacteristically effusive. Ibsa is the one major trilateral South-South forum that allows South Africa strategic autonomy, avoids being folded into Sino-centric diplomacy, and facilitates co-operation between large democracies (or just-about-democracies in India’s case) that share concerns about norms, institutions, trade and energy transition financing.

Positive signalling about Ibsa takes place while Europe and the US are seeking non-Chinese industrial partners, Brazil is concerned about mineral supply chains and energy transition, India is positioning itself as a hedge power, and South Africa wants South-South development co-operation and beneficiation without sacrificing Western investment. Ibsa provides a platform for these various goals to align without the geopolitical baggage that sometimes surrounds Brics.

The real test of these three shifts in South Africa’s international orientation lies not in their intrinsic elegance and rationality, but rather in their sustainability, and in whether they will deliver the fruits of stability, co-operation and economic development.

• Butler teaches public policy at the University of Cape Town. He recently published a book about the post-apartheid presidents, ‘Presidential Power’.