Risk Alert | How long will Cyril last?
26 September 2022 - In this week's exclusive client Risk Alert, we discuss the declining political fortunes of President Cyril Ramaphosa. How long will he remain President, we ask?
Read more
Meanwhile, South Africa has become a breeding ground for organised crime, we warn.
We conclude by examining the United Kingdom’s surprising change in economic policy under its new government.
Risk Alert | Eskom: a systemic risk
19 September 2022 - In this week's exclusive client Risk Alert, we explore the worsening crisis at Eskom and the systemic risk it poses to South Africa’s economy.
Read more
We also analyse recent by-election results which show the ANC continuing to bleed support across the country.
We conclude by flagging the ongoing threat of the Expropriation Bill, which unexpectedly stalled in a parliamentary committee meeting last week.
Risk Alert | SA's shrinking economy
12 September 2022 - In this week's exclusive client Risk Alert, we explore the reasons why South Africa’s economy contracted 0.7% in the second quarter of this year.
Read more
The emigration of skilled young people will further weaken South Africa’s already fragile tax base, we warn.
Internationally, we discuss the potential failure of the United States to reach an agreement with Iran to prevent it from acquiring nuclear weapons.
Risk Alert | Coalitions on the rocks
5 September 2022 - In this week's exclusive client Risk Alert, we discuss the instability currently affecting South Africa’s local government coalitions.
Read more
We also unpack new polling data which indicates the ANC may achieve 50% of the vote in the 2024 general elections.
We conclude by exploring the formidable challenges facing the next Prime Minister of the United Kingdom.