Risk Alert | Deficit days
04 September 2023 - In this week's exclusive client Risk Alert, we look at the rapid deterioration in public finances, and what it means for expensive new government projects such as the National Health Insurance. Risk Alert | Deficit days
Risk Alert | Inflation ticks lower
28 August 2023 - In this week's exclusive client Risk Alert, we look at the latest inflation data, and the possible negative reputational effects of the findings in the South African Reserve Bank’s Phala Phala report. Risk Alert | Inflation ticks lower
Risk Alert | Moonshot slingshot
21 August 2023 - In this week's exclusive client Risk Alert, we look at the pre-election agreement signed by seven opposition parties in a bid to unseat the African National Congress (ANC) in 2024, and the likely future of coalitions in the country. Risk Alert | Moonshot slingshot
Risk Alert | Rule of law? Zuma walks, taxis fold
14 Aug 2023 - In this week's exclusive client Risk Alert, we begin with an analysis of the recent taxi strike in Cape Town and the release of former president Jacob Zuma. Risk Alert | Rule of law? Zuma walks, taxis fold
Risk Alert | Global Risk-Off Sentiment Becoming Entrenched
7 Aug 2023 - In this week's exclusive client Risk Alert, we begin with a look at South Africa's shifting international trade numbers before turning to some observations on South Africa's business conditions. Risk Alert | Global Risk-Off Sentiment Becoming Entrenched
Risk Alert | Business to the rescue?
31 July 2023 - In this week's exclusive client Risk Alert, we highlight the latest pledge by chief executives of big business to help solve South Africa’s economic woes, questioning whether partnerships with the state are viable. Risk Alert | Business to the rescue?