Risk Alert | Treasury uses the f-word
In this week's exclusive client Risk Alert, we highlight South Africa’s deteriorating fiscal position, which has been exacerbated by high government consumption and increased borrowing. Risk Alert | Treasury uses the f-word
Risk Alert | The Ukraine watershed
In this week's exclusive client Risk Alert, we discuss the ongoing war between Russia and Ukraine. Risk Alert | The Ukraine watershed
Risk Alert | Running out of dance moves
21 February 2022 - In this week's exclusive client Risk Alert, we explain why you should not hold your breath waiting for substantive reforms to come from the current administration. Risk Alert | Running out of dance moves
Risk Alert | Nothing ‘fundamental’ about Ramaphosa’s reforms
14 February 2022 - In this week's exclusive client Risk Alert, we explore the ramifications of President Cyril Ramaphosa’s State of the Nation Address (SONA). Risk Alert | Nothing ‘fundamental’ about Ramaphosa’s reforms
Risk Alert | Putting the blame on foreigners
7 February 2022 - In this week's exclusive client Risk Alert, John Endres and Bheki Mahlobo highlight the growing tendency towards xenophobic populism from many of South Africa’s political parties. Risk Alert | Putting the blame on foreigners
Risk Alert | Ports under pressure
In this week's exclusive client Risk Alert, John Endres and Bheki Mahlobo flag the risk of South Africa’s deteriorating ports, which are now among the lowest ranked in the world. Risk Alert | Ports under pressure