Client Note

The Client Note is a short ad-hoc piece of analysis providing a detailed look at specific developments occurring either on the local or international stage. It either shows how occurrences abroad may affect the political and economic dynamics of South Africa, or how developments in South Africa may affect the country’s global standing as an investment destination.

Sanctions on ANC leaders? Jackson Bill inches forward

In this exclusive CRA Client Note, Chris Hattingh unpacks the US-South Africa Bilateral Relations Review Act – a proposed law in the United States that could have significant repercussions for South Africa.

This Client Note answers the following questions: 

  • What does the draft legislation seek to achieve?
  • What are the concerns in Washington that have prompted the Bill?
  • How likely is the Bill to become law?
  • When is the Bill expected to be voted on?
  • If passed, what impact could it have on South Africa?

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Will President Trump attend the G20 summit?

In this exclusive CRA Client Note, Chris Hattingh looks at the likelihood of the United States (US) attending the G20 Summit in South Africa.

This Client Note answers the following questions: 

  • How does US President Donald Trump currently view South Africa?
     
  • In what way will US absence impact South Africa's objectives for the G20?
     
  • What issues need to be addressed in order to satisfy Mr Trump and ensure his G20 attendance?
     
  • What opportunities exist for exporters, especially in the face of higher US tariffs and fraying relations between the two countries?

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What you need to know about the Big Beautiful Bill

In this exclusive CRA Client Note, Chris Hattingh unpacks the One Big Beautiful Bill Act (OBBBA), recently signed into law by United States (US) President Donald Trump.

This Client Note answers the following questions: 

  • What is the One Big Beautiful Bill Act (OBBBA), and what major economic and fiscal changes does it introduce?
     
  • How could the OBBBA affect US economic growth, inflation, and interest rates in the coming years?
     
  • What are the risks that US deficit and debt could worsen under the OBBBA, and what could that mean for global financial stability?
     
  • How might the OBBBA shift US energy policy, and what does that mean for global energy markets and clean energy transitions?
     
  • What are the political implications of the OBBBA, and how could US policy direction change after the 2026 midterms

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SA risks missing the geopolitical moment

In this exclusive CRA Client Note, Chris Hattingh unpacks the state of South Africa-United States relations.

Should South Africa not pivot in its engagement style with the US - and get its domestic policy and investment house in order - the country risks missing a vital geopolitical and economic growth moment.

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Heightened risk of winter loadshedding

In this exclusive CRA Client Note, Anlu Keeve unpacks the latest Eskom system data. Underlying trends indicates that South Africa’s power system remains fragile.

Client Exclusive | Budget 2025 Part 4 - What now?

In this exclusive CRA Client Note, John Endres unpacks what clients should expect in the immediate aftermath of the tabling of the 2025 National Budget, with potentially serious ramifications for the Government of National Unity.

Client Exclusive | Budget 2025 Part 3 - What now?

In this exclusive CRA Client Note, Anthea Jeffery and Hermann Pretorius unpack what clients should expect in the immediate aftermath of the tabling of the 2025 National Budget, with potentially serious ramifications for the Government of National Unity.

Client Exclusive | Budget 2025 Part 2 - What now?

In this exclusive CRA Client Note, Anthea Jeffery and John Endres unpack what clients should expect in the immediate aftermath of the tabling of the 2025 National Budget, with potentially serious ramifications for the Government of National Unity.