Risk Alert | Do your Christmas shopping early
18 October 2021 - In this week's exclusive client Risk Alert, John Endres and Bheki Mahlobo highlight recent declines in the SACCI Business Confidence Index to below pre-pandemic levels.
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Could high oil prices prompt the South African Reserve Bank to raise interest rates in November, they ask?
Endres and Mahlobo conclude by assessing the backlogs in global supply chains and how this may affect consumers in the run-up to Christmas.
Risk Alert | South Africa’s deindustrialisation
In this week's exclusive client Risk Alert, John Endres and Bheki Mahlobo discuss the terminal decline in South Africa’s industrial capacity.
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Endres and Mahlobo argue that South Africa’s deindustrialisation is a result of a policy environment that discourages investment and reduces competitiveness.
Could South Africa be negatively affected by the tapering of monetary stimulus by the United States Federal Reserve, they ask?
Risk Alert | The reform illusion
4 October 2021 - In this week's exclusive client Risk Alert, John Endres and Bheki Mahlobo discuss new CRA polling data revealing increasing pessimism about the state of the nation, and the diminishing prospects for the ANC in future elections.
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Will President Cyril Ramaphosa’s high net favourability save the ANC, they ask?
Endres and Mahlobo conclude by examining the government’s continued skirting of the need to implement the necessary reforms for South Africa’s economy to grow.
Risk Alert | Housing bubble in China?
27 September 2021 - In this week’s exclusive client Risk Alert, John Endres and Simpe Jonas assess the looming dollar-bond default of the world’s most indebted property developer, China Evergrande, and the emerging housing bubble in China.
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How will the Chinese government respond to an Evergrande collapse, and could this trigger a broader financial crisis in China, they ask?
Endres and Jonas also explore the sharp rises in global energy prices, and the potential unintended consequences of the ‘green transition’ for the world’s major industrialised economies.