Risk Alert | Reinsurer rerates SA risk
3 May 2022 - In this week's exclusive client Risk Alert, we highlight the currently favourable perception of South African debt risk abroad.
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What does the situation at the military’s Special Forces School in the capital — Pretoria — say about the capacity of the South African state?
We also discuss South Africa’s inflation outlook and hint at the possibility of a recession in the United States.
Risk Alert | Inflation: a global menace
25 April 2022 - In this week's exclusive client Risk Alert, we discuss the scourge of inflation, which is spreading rapidly across the world.
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What will be the effect of rising food and energy prices on political stability in Africa and Europe, and how will policymakers respond?
We also discuss what last week’s clash between an Eskom board member and a Member of Parliament reveals about the perception of the government’s so-called reform agenda.
Risk Alert | KZN's costly floods
19 April 2022 - In this week's exclusive client Risk Alert, we discuss the impact of the calamitous floods in KwaZulu-Natal on infrastructure and supply chains in the province and the country as a whole.
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Amid worsening trade conditions in South Africa, Transnet has declared force majeure.
Internationally, we look at the risks around the hard lockdowns across China and ask whether inflation in the United States has topped out.
Risk Alert | SA’s crumbling roads
11 April 2022 - In this week's exclusive client Risk Alert, we discuss South Africa’s deteriorating road infrastructure, and the impact this is having on the country’s economic competitiveness.
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Could we see an escalation of social unrest in China in response to the government’s draconian Covid-19 lockdown, we ask?
National Health Insurance is back on the agenda and could lead to a mass exodus of medical professionals, we warn.