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 | SA’s ‘unclean’ municipalities

05 June 2023 - In this week's exclusive client Risk Alert, we analyse a warning from the South African Reserve Bank that, because of its stance on the Russian invasion of Ukraine, South Africa could face secondary sanctions in the future.

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We also look at the Auditor General’s latest municipalities audit report, with special focus on recent comments aimed at mining corporates by the Minister of Mineral Resources and Energy, Gwede Mantashe.

We close with a scrutiny of the latest crime statistics.

Risk Alert | Government infrastructure failures threaten food security

29 May 2023 - In this week's exclusive client Risk Alert, we look at the intersection of collapsing state services in electricity, water, and transport, and how South Africa’s major poultry producer — Astral Foods — is battling these various challenges.

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We also review the latest data on inflation and interest rates, before turning to the continuing challenges in the healthcare sector.

We close with a look at the implications of South Africa’s rapidly changing reputation in the international media.

Risk Alert | The harshest winter

22 May 2023 - In this week's exclusive client Risk Alert, we unpack what South Africans can expect regarding the intensity of loadshedding, and some of the possible negative effects of the amended Employment Equity Act.

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We also share an update on South Africa’s economic outlook, along with the continued decline in business confidence in the government.

We then close with a look at the rising debt burden that various emerging market countries are being forced to grapple with.

Risk Alert | SA’s rising risk premium

15 May 2023 - In this week's exclusive client Risk Alert, we discuss the state of South Africa’s mining sector.

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We also turn to the new records being set in South Africa’s loadshedding saga, and news that Germany is planning to introduce mildly similar measures from next year.

We then close with a look at Turkey’s election.

Risk Alert | Lights out in Johannesburg

08 May 2023 - In this week's exclusive client Risk Alert, we take a deep dive into the state of City Power in Johannesburg.

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We then look at the confidence sentiment amongst small businesses, before turning to the impact of loadshedding on mass retailers.

We close with the latest on South Africa’s foreign policy quagmire, and the possibility of a debt default on the part of the United States government.

Risk Alert | Coalition blues

02 May 2023 - In this week's exclusive client Risk Alert, we look at the latest political developments in Gauteng and the infrastructure problems in the Nelson Mandela Bay metro.

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We then discuss the latest gaffe from the Ramaphosa administration and its implications for the South Africa-United States trade relationship.

We close with an overview of the volatile situation in Sudan.