Risk Alert | Three big tests for the ANC
16 March 2021 - In this week's exclusive client Risk Alert, Bheki Mahlobo and Frans Cronje identify three ‘referendums’ to determine the ANC’s potential for reform.
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16 March 2021 - In this week's exclusive client Risk Alert, Bheki Mahlobo and Frans Cronje identify three ‘referendums’ to determine the ANC’s potential for reform.
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Will the private sector move on vaccines amidst ongoing delays by the state, they ask?
Mahlobo and Cronje conclude by discussing the prospects for the US Dollar and the South African Rand.
Risk Alert | Have SA’s courts been compromised?
8 March 2021 - In this week's exclusive client Risk Alert, Bheki Mahlobo and Frans Cronje highlight the risk to the integrity of South Africa’s judiciary.
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8 March 2021 - In this week's exclusive client Risk Alert, Bheki Mahlobo and Frans Cronje highlight the risk to the integrity of South Africa’s judiciary.
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Ongoing wage negotiations with public sector unions seem likely to undermine the Finance Minister’s plans to curtail spending, they argue.
What do ongoing delays with South Africa’s Covid-19 vaccine rollout say about the relationship between private healthcare providers and the state, they ask?
Risk Alert | South Africa’s fiscal quagmire
In this week's exclusive client Risk Alert, Bheki Mahlobo and Frans Cronje discuss National Treasury’s economic growth, deficit and debt outlook for South Africa.
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In this week's exclusive client Risk Alert, Bheki Mahlobo and Frans Cronje discuss National Treasury’s economic growth, deficit and debt outlook for South Africa.
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The country’s low growth outlook will undermine prospects for any recovery in employment levels, while poor school outcomes continue to hinder labour absorption.
Is the global economy entering a period of sustained recovery?
Risk Alert | Is the global economic recovery underway?
22 February 2021 - In this week's exclusive client Risk Alert, Bheki Mahlobo and Frans Cronje look beyond South Africa to determine the key trends influencing the global environment.
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22 February 2021 - In this week's exclusive client Risk Alert, Bheki Mahlobo and Frans Cronje look beyond South Africa to determine the key trends influencing the global environment.
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As the world emerges from the rubble of the Covid-19 crisis, Cronje and Mahlobo explore the drivers of the economic recovery.
What factors could derail the recovery, they ask?
Risk Alert | The SONA and the policy soul of the government
15 February 2021 - In this week's exclusive client Risk Alert, Bheki Mahlobo and Frans Cronje look beyond the State of the Nation Address and peer into the “policy soul” of the ANC government.
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15 February 2021 - In this week's exclusive client Risk Alert, Bheki Mahlobo and Frans Cronje look beyond the State of the Nation Address and peer into the “policy soul” of the ANC government.
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Cronje and Mahlobo examine six key indicators to determine the policy and ideological orientation of the government.
These indicators reveal a policy framework increasingly hostile to investment and growth in the country.
Risk Alert | Has SA procured enough vaccines?
8 February 2021 - In this week's exclusive client Risk Alert, Bheki Mahlobo and Frans Cronje discuss whether South Africa has procured sufficient vaccines to meet the needs of the country.
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8 February 2021 - In this week's exclusive client Risk Alert, Bheki Mahlobo and Frans Cronje discuss whether South Africa has procured sufficient vaccines to meet the needs of the country.
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What does the risk of SA falling behind the world in its vaccine response tell us about post-Covid economic recovery prospects?
Mahlobo and Cronje also warn that new stimulus measures in the United States may lead to future inflation risks.