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.
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We also discuss the International Monetary Fund’s warning to South Africa’s banks about their growing portfolio of government debt, and the risk this poses to financial stability.
Why is Canada's Liberal government invoking emergency powers, and will this undermine Canadian democracy?
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).
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Were the policy reforms announced by the President as 'fundamental' as he portrayed in his speech, and does his Cabinet have the will and the capacity to implement these reforms?
We look abroad to the looming war between Russia and Ukraine, and explore the impact this will have on global markets and inflation.
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.
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ActionSA is suffering from internal tensions over the process for political appointments and concerns that its leader, Herman Mashaba, is too close to the Economic Freedom Fighters (EFF).
On the international front, Endres and Mahlobo explore whether ongoing supply-chain disruptions may hamper the global economic recovery.
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.
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Can we expect further interest rate hikes from the South African Reserve Bank after last week’s rate decision, they ask?
On the global stage, Endres and Mahlobo explore how China’s looming demographic crisis may force the country to accelerate its global power ambitions.