Risk Alert

The Risk Alert is a weekly two-page analysis of emerging political and economic risks. It provides guidance on how topical events, both locally and globally, will influence South Africa’s business and investment environment. The Risk Alert, presented in both PDF and audio formats, is published every Monday morning, — helping CRA clients to begin each week armed with the latest analysis of key events.

Risk Alert | Inflation driving protests

25 July 2022 - In this week's exclusive client Risk Alert, we highlight the surprise move by the European Central Bank (ECB) to raise its key interest rate by a greater-than-expected margin.

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Will the move by the South African Reserve Bank (SARB) to increase the repo rate succeed alone in reducing the upward pressure on prices, we ask?

We also look at how the cost-of-living crisis is weighing in as an electoral issue across the world, and what this means for South Africa at the next national poll.

Risk Alert | Investors are jittery

18 July 2022 - In this week's exclusive client Risk Alert, we highlight investors’ growing concerns regarding South Africa’s investment prospects.

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What are the implications of the ANC’s reliance on the Communist Party for policy input, we ask?

We also look at the effects of rising U.S. inflation and a bleak Eurozone outlook on the South African economy.

Risk Alert | More riots for SA?

12 July 2022 - In this week's exclusive client Risk Alert, we argue that South Africa is vulnerable to a repeat of the riots and unrest that struck KwaZulu-Natal and Gauteng in July 2021.

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Why is the ANC government increasingly intolerant of criticism from civil society organisations, we ask?

We also examine what the Zondo Commission report reveals about the flaws in the government’s preferential procurement policy.

Risk Alert | Dark days ahead for SA

04 July 2022 - In this week's exclusive client Risk Alert, we assess the damage caused to South Africa’s economy by incessant loadshedding.

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What will be the political fallout from rising inflation in the United States, we ask?

We also explore whether commodity prices have finally peaked, and what this will mean for the domestic economic outlook.

Risk Alert | Inflation hits home

27 June 2022 - In this week's exclusive client Risk Alert, we discuss how global inflation is hurting South Africa.

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We also highlight how government bureaucracy is undermining business activity in the country.

Recent comments by the Minister of Health reveal that National Health Insurance is still high on the government’s agenda, we argue.

Risk Alert | SA’s failing municipalities

In this week's exclusive client Risk Alert, we highlight the risk of South Africa’s dysfunctional municipalities, the majority of which are in a state of financial distress.

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Recent remarks by President Cyril Ramaphosa suggest that he may be tempted to sacrifice government pensions on the altar of failing State Owned Enterprises, we warn.

Has the U.S. Federal Reserve pricked the ‘everything bubble’ by raising interest rates too aggressively, we ask?