Risk Alert | ANC renewal? Dololo
15 December 2025 - In this week’s Risk Alert, we begin by assessing the state of the ANC after its National General Council meeting last week and by looking ahead to its likely path in 2026. Risk Alert | ANC renewal? Dololo
Risk Alert | GDP ticks up again…
08 December 2025 - In this week’s Risk Alert, we begin with more positive news on the GDP front, coupled with some concerning small business signals. Risk Alert | GDP ticks up again…
Risk Alert | Government announces BEE review
01 December 2025 - In this week’s Risk Alert, we begin with the government’s decision to review B-BBEE, its flagship racial redress policy. Risk Alert | Government announces BEE review
Risk Alert | Buffalo to remain in place until 2027
24 November 2025 - In this week’s Risk Alert, we begin with renewed speculation regarding President Cyril Ramaphosa’s future. Risk Alert | Buffalo to remain in place until 2027
Risk Alert | The fly in the MTBPS ointment
17 November 2025 - In this week’s Risk Alert, we begin with analysis of the 2025 Medium Term Budget Policy Statement. Risk Alert | The fly in the MTBPS ointment
Risk Alert | Ramaphosa’s GNU lullaby
10 November 2025 - In this week’s Risk Alert, we begin with the latest GNU meeting and whether the government has what it takes to put the country on an improved growth path. Risk Alert | Ramaphosa’s GNU lullaby