Risk Alert

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 | Joburg’s new old mayor

26 August 2024 - In this week's exclusive client Risk Alert, we note that even with a new mayor, there will be more of the same for Johannesburg residents, while political changes in Tshwane could be afoot.

Publication description

The risk posed by the National Health Insurance is not only to the economy, but the Government of National Unity itself, we warn.

We close with a look at domestic and international interest rate cycles.

Risk Alert | The Joburg political carousel keeps spinning

19 August 2024 - In this week’s Risk Alert, we begin with the ongoing political machinations in the country’s economic heartland.

Publication description

Next, changes in the leadership structures of the MK Party and the EFF reflect broader shifts in the political left. We then turn to early signs of a change in the organised business-government relationship.

We close with a look at South Africa’s ticking unemployment time bomb.

Risk Alert | A wobbly GNU in the Western Cape

12 August 2024 - In this week's exclusive client Risk Alert, we look at political ructions in the Western Cape, with possible ripple effects at the national level.

Publication description

Tensions within uMkhonto weSizwe come to the fore, highlighting the party’s lack of structure and coherence.

We close with a look at an RMB report assessing the investment attractiveness of 31 African countries, and emerging global market jitters.

Risk Alert | SA's bullish growth prospects

5 August 2024 - In this week’s Risk Alert, we begin with an analysis of South Africa’s growth prospects, with a focus on Eskom’s remarkable recovery.

Publication description

Thereafter, we examine the key risks to the country’s growth potential. We then turn to a potentially teetering US economy.

We close with a look at the highly fluid situation in the Middle East, with tensions between Israel and Iran on the rise.

Risk Alert | Turbulence in Gauteng

29 July 2024 - In this week's exclusive client Risk Alert, the spotlight is on the governance and service delivery problems in Gauteng, as South Africa battles with local politics running counter to the national trend.

Publication description

The economic implications of race-based public procurement legislation are assessed, as well as its wider impact on the intended recipients of goods and services from the state.

We close with a look at South Africa’s efforts to restore goodwill in its relationship with the United States, while the country also faces a higher risk rating in the latest terror financing risk review.

Risk Alert | South Africa's 7th administration is open for business

22 July 2024 - In this week’s Risk Alert, we begin with President Ramaphosa’s opening of parliament address; the policy signals, what can be gleaned regarding the GNU, and the prospects for reform.

Publication description

Next, we unpack the implications of the shooting of senior advocate Coreth Naudé. Thereafter, we turn to electricity price pressures in Johannesburg.

We close with a look at the global growth picture.