Risk Alert

Risk Alert | ANC support cratering?

Risk Alert | ANC support cratering?

30 January 2023 - In this week's exclusive client Risk Alert, we unpack new reports of voter polling, as well as the renewed coalition government turmoil in Johannesburg.
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We also look at the implications of the latest interest rate hike by the South African Reserve Bank.

In closing, we highlight the impact of failing infrastructure on South Africa’s export capabilities, and that of loadshedding on food prices.

Risk Alert | ANC fears loss of power

Risk Alert | ANC fears loss of power

23 January 2023 - In this week's exclusive client Risk Alert, we discuss the political implications of the latest electricity updates.
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We also examine the wider effects of electricity disruptions in the mining sector.
 
We close with a comment on inflation trends in South Africa and the likely impact, on the global economy, of a shift in Japan’s yield-curve control policy. 

Risk Alert | Blackouts: the risks less apparent

Risk Alert | Blackouts: the risks less apparent

16 January 2023 - In this week's exclusive client Risk Alert, we examine the impact of continued loadshedding on food inflation and food insecurity in South Africa.
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We also examine the impact of entrenched ‘mafias’ in the country’s mining and construction sectors, as well as prospects for global growth over the short-to-medium term.
 
We close with a comment on inflation figures from the United States (U.S.) and what the phenomenon of ‘zombie companies’ can mean for the U.S. economy.

Risk Alert | The ANC conference unpacked

Risk Alert | The ANC conference unpacked

9 January 2023 - In this week's exclusive client Risk Alert of 2023, we unpack the results of the elective conference of the African National Congress (ANC) held in December, expressing our scepticism over any sea-change in terms of policy.
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We also examine the policy implications of the ANC's January 8th statement, delivered on the occasion of the 111th anniversary of the party's founding.

We close with a comment on André de Ruyter’s departure from Eskom, before looking at the implications of declining inflation in the Eurozone.