Risk Alert | Will inflation breach the SARB’s ceiling?
In this week's exclusive client Risk Alert, John Endres and Bheki Mahlobo discuss whether inflation will breach the upper limit of the South African Reserve Bank’s target range of 3% to 6%.
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Will a new R11 billion loan from the World Bank to South Africa delay much-needed economic reforms, they ask?
On the international front, Endres and Mahlobo explore the likelihood of a Russian invasion of Ukraine, and ask whether Boris Johnson can survive as Prime Minister of the United Kingdom.
Risk Alert | Whither the ANC?
17 January 2022 - In this week's exclusive client Risk Alert, John Endres and Bheki Mahlobo discuss the waning fortunes of the African National Congress (ANC).
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Can the ANC survive the growing threats to its power from both the left and the right, they ask?
Endres and Mahlobo also examine South Africa’s declining manufacturing output amidst ongoing supply chain and electricity constraints.
Risk Alert | Does Zondo mark a turning point?
10 January 2022 - In this week's exclusive client Risk Alert, John Endres and Simpe Jonas explore the implications of the Zondo Commission’s recently-released report on state capture.
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Will the publication of the report lead to prosecutions and convictions of senior ANC politicians, they ask?
Endres and Jonas also examine the fallout from the fire that caused major damage to the Parliamentary Precinct on 2 January.
Risk Alert | The biggest risks facing SA and the world in 2022
13 December 2021 - In this week's exclusive client Risk Alert, John Endres and Bheki Mahlobo look back on the trends and events that shaped South Africa and the world in 2021.