Risk Alert | Do your Christmas shopping early
18 October 2021 - In this week's exclusive client Risk Alert, John Endres and Bheki Mahlobo highlight recent declines in the SACCI Business Confidence Index to below pre-pandemic levels. Risk Alert | Do your Christmas shopping early
Risk Alert | South Africa’s deindustrialisation
In this week's exclusive client Risk Alert, John Endres and Bheki Mahlobo discuss the terminal decline in South Africa’s industrial capacity. Risk Alert | South Africa’s deindustrialisation
Risk Alert | The reform illusion
4 October 2021 - In this week's exclusive client Risk Alert, John Endres and Bheki Mahlobo discuss new CRA polling data revealing increasing pessimism about the state of the nation, and the diminishing prospects for the ANC in future elections. Risk Alert | The reform illusion
Risk Alert | Housing bubble in China?
27 September 2021 - In this week’s exclusive client Risk Alert, John Endres and Simpe Jonas assess the looming dollar-bond default of the world’s most indebted property developer, China Evergrande, and the emerging housing bubble in China. Risk Alert | Housing bubble in China?
Risk Alert | Cold War reloading
20 September 2021 - In this week's exclusive client Risk Alert, John Endres and Bheki Mahlobo flag the rising tensions in the Sino-Pacific region, highlighting the increasing likelihood of a “second Cold War”. Risk Alert | Cold War reloading
Risk Alert | Business as usual?
13 September 2021 - In this week's exclusive client Risk Alert, John Endres and Simpe Jonas highlight the lack of reform intent in the government, as well as in the organised business community. Why has the opposition failed to gain traction in this environment, they ask? Endres and Jonas conclude by examining the possibility of a sudden change in South Africa’s gridlocked politics. Risk Alert | Business as usual?