Risk Alert | The leaning tower of Eskom
04 March 2024 - In this week's exclusive client Risk Alert, we share a short summary of a ‘confidential’ report on Eskom, amid ongoing concerns around the utility’s underperformance.
Publication description
The ANC’s election manifesto is assessed, together with the implications of the latest fixed investment numbers for South Africa’s economy.
In closing, we highlight the declining profits of chemicals and energy company — Sasol — and the outlook for the oil price in the foreseeable future.