Client Note

The GNU option: ANC plays for time

10 June 2024 - On 6 June, President Cyril Ramaphosa announced the ANC’s National Executive Committee’s decision: the party will invite other parties to form a Government of National Unity (GNU).

In this exclusive Client Note, Chris Hattingh lists the key strengths and weaknesses of the GNU option.

One of the key risks flagged by Mr Hattingh is that the GNU option may prove unstable and short-lived given divergent policy priorities between the many opposition party members.

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NHI: The signals we send

16 May 2024 - President Ramaphosa has signed the National Health Insurance (NHI) Bill into law.

In this exclusive Client Note, Chris Hattingh examines how the NHI scheme could raise barriers to investment in medical technology, and could push medical personnel to look for opportunities abroad.

Mr Hattingh argues that the NHI will put severe pressure on an already constrained tax base and further add to the country's fiscal woes.

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Maize Meal Porridge (MMP) Index

07 March 2024 - Maize meal is the cornerstone staple food for many South Africans, particularly in economically disadvantaged communities.

In this exclusive Client Note, Mlondi Mdluli, the CRA's Senior Economics Researcher, unpacks our newly developed Maize Meal Porridge Index to determine the impact of food inflation on low-income households.

Mr Mdluli argues that sluggish economic growth and mounting energy costs are key contributors to the unaffordability of maize meal and other key food items.

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Frosty Relations

16 February 2024 - Tensions are mounting between the United States and South Africa after a series of relationship-damaging events.

In this exclusive Client Note, Nicholas Lorimer and Chris Hattingh discuss a new bill which will oblige the United States to review its relationship with South Africa.

The authors argue that should the bill pass, it will have serious ramifications for trade and investment between the two countries – something South Africa's stagnant economy can barely afford.

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Inflation risks in 2024

08 February 2024 - In this exclusive Client Note, Mlondi Mdluli discusses how global and local crises may conspire to create upward pressure on prices in South Africa.

Mr Mlondi argues that only through appropriate government policy and spending decisions can South Africa bring inflation under control.

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Perfecting the own goal

27 November 2023 - In this exclusive Client Note, Chris Hattingh discusses the collapse of Transnet.

Mr Hattingh argues that business should be steadfast in their demands for policy reform at all of Transnet's departments.

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The future of medical tax credits

15 November 2023 - In this exclusive Client Note, Chris Hattingh discusses how the abolishment of medical tax credits could threaten the sustainability of private medical aids.

Mr Hattingh further argues that ending medical tax credits will not address the issues afflicting the public health sector, nor will it help meet the enormous costs of the NHI.

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Treasury walking the tightrope

02 November 2023 - In this exclusive Client Note, Chris Hattingh unpacks the 2023 Medium Term Budget Policy Statement.

Mr. Hattingh argues that only through growth-orientated policies can South Africa avoid a fiscal crisis.

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