Risk Alert

Risk Alert | The growing threat to SA's banks

Risk Alert | The growing threat to SA's banks

3 May 2021 - In this week's exclusive client Risk Alert, Frans Cronje and Bheki Mahlobo highlight the growing political pressure on South Africa’s major banks and the risk this poses to the financial sector.
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Cronje and Mahlobo also discuss the suspension of North West regional powerbroker Supra Mahumapelo from the ANC and what this signifies about the shifting power balances in the party.

At the heart of the party’s governance troubles is the policy of cadre deployment, they argue.

Risk Alert | The importance of NDZ's speech

Risk Alert | The importance of NDZ's speech

In this week's exclusive client Risk Alert, Bheki Mahlobo and Frans Cronje discuss the importance of a recent speech given by senior ANC leader and Cabinet member, Dr. Nkosazana Dlamini-Zuma.
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What does this speech reveal about the ANC’s approach to governance?

Mahlobo and Cronje also look at recent developments in China, the EU, Russia, the Ukraine and Afghanistan.

Risk Alert | Expropriation by stealth?

Risk Alert | Expropriation by stealth?

In this week's exclusive client Risk Alert, Bheki Mahlobo and Frans Cronje unpack the concepts of custodial and regulatory takings, and how these legal mechanisms could be used to advance expropriation efforts in South Africa by stealth.
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They ask: what are the ideological drivers behind these and other policies?

Mahlobo and Cronje also return to the issue of terrorism in Mozambique, and the growing threat of Jihadism in the region.

Risk Alert | Where to for the world’s economy?

Risk Alert | Where to for the world’s economy?

12 April 2021 - In this week's client Risk Alert, Bheki Mahlobo and Frans Cronje focus exclusively on the broader economic outlook for the world’s key markets.
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Mahlobo and Cronje also look at the short, medium and longer-term prospects for global commodities, markets and the Dollar. 

Will the Biden administration’s ‘infrastructure’ plan deliver sustainable growth?