Risk Alert | Trouble at Luthuli House
In this week's exclusive client Risk Alert, we discuss two recent polls which reveal a dramatic decline in popular support for the ruling ANC.
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In this week's exclusive client Risk Alert, we discuss two recent polls which reveal a dramatic decline in popular support for the ruling ANC.
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How will the ANC government respond to its waning popularity, we ask?
We also explore the growing fragility of the Chinese economy, and the inherent risks for South Africa.
Risk Alert | The US & SA: it's complicated
15 August 2022 - In this week's exclusive client Risk Alert, we discuss the charm offensive by the United States towards South Africa, and the two countries’ complicated foreign policy relationship.
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15 August 2022 - In this week's exclusive client Risk Alert, we discuss the charm offensive by the United States towards South Africa, and the two countries’ complicated foreign policy relationship.
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Expropriation Without Compensation is firmly back on the ANC’s policy agenda, we warn.
We also unpack the risks to the domestic agricultural sector of China’s ban on South African wool exports.
Risk Alert | Economic turbulence ahead?
8 August 2022 - In this week's exclusive client Risk Alert, we examine how local and international forces are impacting South Africa’s economy.
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8 August 2022 - In this week's exclusive client Risk Alert, we examine how local and international forces are impacting South Africa’s economy.
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As business conditions worsen and economic activity slows, will the Ramaphosa administration be able to move beyond ‘social compacting’ and introduce the reforms necessary to unlock growth?
We also explore whether higher interest rates in the developed world will trigger a global recession.
Risk Alert | South Africa’s Arab Spring?
1 August 2022 - In this week's exclusive client Risk Alert, we reiterate that South Africa may see more protests and unrest, should the current economic climate prevail.
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1 August 2022 - In this week's exclusive client Risk Alert, we reiterate that South Africa may see more protests and unrest, should the current economic climate prevail.
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Will the recently announced changes to the electricity market mean that there is hope yet, and what does this mean for wider reform prospects, we ask?
We also look at the revised global growth outlook from the International Monetary Fund (IMF), and South Africa’s increasingly bleak prospects for economic recovery.
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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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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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.