Risk Alert | Price controls coming
30 May 2022 - In this week's exclusive client Risk Alert, we warn of the risk of a new draft trade policy that will see the introduction of price controls in the South African economy.
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Could inflation lead to increased social unrest of the kind seen in July 2021, we ask?
We also discuss the recent criticism of the ANC government by several high-profile business leaders, and what this reveals about the prospects for economic reform in the current administration.
Risk Alert | The ANC is worried
23 May 2022 - In this week's exclusive client Risk Alert, we explore a recent ANC discussion document which reveals that the party is increasingly worried by its inability to govern the country.
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Will this concern lead the party to embrace fundamental policy reforms, we ask?
We also discuss the impact of the South African Reserve Bank’s latest interest rate hike on the inflation outlook.
Risk Alert | SA mining: the hobbled giant
16 May 2022 - In this week's exclusive client Risk Alert, we discuss the difficulties of mining in South Africa.
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What does the government’s mismanagement of the mining industry reveal about policy reform prospects in South Africa, we ask?
We also highlight the risks to the country’s energy security, including the ongoing blackouts and worsening fuel supply constraints.
Risk Alert | Fed hikes rates
9 May 2022 - In this week's exclusive client Risk Alert, we discuss the latest interest rate hikes by the Federal Reserve (Fed).
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How does the public sector wage bill affect the Treasury’s plans to rein in government expenditure, and is South Africa likely to see executive pay caps introduced through legislation?
We also discuss the impact of China’s zero-Covid policy on its outsize role as a supplier of manufactured goods and significant consumer of imported raw materials.