Risk Alert | ANC policy papers show little sign of reform
13 July 2020 - This week, Dr Frans Cronje highlights three policy papers which entered the public domain last week from within the government and the ANC. Neither paper puts forward anything by way of substantive structural reform, he argues. Risk Alert | ANC policy papers show little sign of reform
Risk Alert | SA GDP contracts for third consecutive quarter… and counting
6 July 2020 - This week, CRA analyst Bheki Mahlobo discusses South Africa’s chronically underperforming economy. Risk Alert | SA GDP contracts for third consecutive quarter… and counting
Risk Alert | Next steps for SA: will fiscal pressure breed reform?
29 June 2020 - This week, Dr Frans Cronje, argues that fears of a “second wave” of Covid-19 infections in America are misplaced, but that such fears might nevertheless rattle financial markets.
Risk Alert | Debt and deficits likely to balloon in Tito's Emergency Budget
22 June 2020 - Dr Frans Cronje discusses this week’s emergency budget, which will likely reveal that economic growth will contract by at least -7% for 2020. Risk Alert | Debt and deficits likely to balloon in Tito's Emergency Budget
Risk Alert | Can SA take advantage of stronger global commodity prices?
15 June 2020 - This week, CRA analyst, Bheki Mahlobo explores whether South Africa can take advantage of increased commodity prices as the world begins to emerge from the Covid-19 crisis. Risk Alert | Can SA take advantage of stronger global commodity prices?
Risk Alert (Week of 08 June 2020)
This week, Dr Frans Cronje discusses the implications of a recent ANC policy document which seeks to empower the state to direct a greater share of economic activity and to finance such activity by tapping private savings. Risk Alert (Week of 08 June 2020)