Risk Alert

Risk Alert | Inflation hits home

Risk Alert | Inflation hits home

27 June 2022 - In this week's exclusive client Risk Alert, we discuss how global inflation is hurting South Africa.
Read more

We also highlight how government bureaucracy is undermining business activity in the country.

Recent comments by the Minister of Health reveal that National Health Insurance is still high on the government’s agenda, we argue.

Risk Alert | SA’s failing municipalities

Risk Alert | SA’s failing municipalities

In this week's exclusive client Risk Alert, we highlight the risk of South Africa’s dysfunctional municipalities, the majority of which are in a state of financial distress.
Read more

Recent remarks by President Cyril Ramaphosa suggest that he may be tempted to sacrifice government pensions on the altar of failing State Owned Enterprises, we warn.

Has the U.S. Federal Reserve pricked the ‘everything bubble’ by raising interest rates too aggressively, we ask?

Risk Alert | ANC in turmoil

Risk Alert | ANC in turmoil

13 June 2022 - In this week's exclusive client Risk Alert, we discuss what recent by-elections reveal about the ANC’s political fortunes in the run-up to the 2024 national elections.
Read more

Could the theft of millions of U.S. dollars from President Cyril Ramaphosa’s game farm tarnish his reputation and unleash infighting within the ANC, we ask?

We also examine how global economic headwinds could undermine South Africa’s modest economic recovery, and flag the risk of rising levels of violent crime.

Risk Alert | SA's stuttering recovery

Risk Alert | SA's stuttering recovery

6 June 2022 - In this week's exclusive client Risk Alert, we discuss South Africa’s persistently high unemployment levels, and the risk this poses to social and economic stability in the country.
Read more

Is South Africa’s trade windfall coming to an end, and what will this mean for the fiscus and the Rand, we ask?

We also highlight how race-based employment and procurement policies have undermined the performance of South Africa’s energy utility, Eskom.