Risk Alert | Squeaking past a recession
11 March 2024 - In this week's exclusive client Risk Alert, we flag South Africa’s narrow escape from a technical recession, as the country battles with slow growth and weak infrastructure. Risk Alert | Squeaking past a recession
Risk Alert | The leaning tower of Eskom
04 March 2024 - In this week's exclusive client Risk Alert, we share a short summary of a ‘confidential’ report on Eskom, amid ongoing concerns around the utility’s underperformance. Risk Alert | The leaning tower of Eskom
Risk Alert | The SARB gets it
29 January 2024 - In this week's exclusive client Risk Alert, we look at the South African Reserve Bank’s latest rates decision, before examining updated inflation data. Risk Alert | The SARB gets it
Risk Alert | A workmanlike budget
26 February 2024 - In this week's exclusive client Risk Alert, we assess the 2024 Budget speech, highlighting South Africa’s runaway debt levels and the risks for the governing party’s electoral prospects. Risk Alert | A workmanlike budget
Risk Alert | Beware the Ides of March
19 February 2024 - In this week's exclusive client Risk Alert, we discuss the ANC's lack of effective strategy against its opponents ahead of this year's national and provincial polls. Risk Alert | Beware the Ides of March
Risk Alert | Polls detect a political tremor
12 February 2024 - In this week's exclusive client Risk Alert, we look at the latest batch of political party support polling, highlighting negative signs for the ANC in the upcoming election. Risk Alert | Polls detect a political tremor