Risk Alert

Risk Alert | New fronts in the Middle East

Risk Alert | New fronts in the Middle East

17 May 2021 - In this week's exclusive client Risk Alert, Frans Cronje and Bheki Mahlobo highlight the risk of new fronts in the current Israeli conflict.
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Cronje and Mahlobo also assert that while inflation in the short term is a real concern for global economic prospects, the greater risk is a long-term era of deflation.

What are the implications of the contemplated changes to the wording of South Africa’s Constitutional Amendment Bill allowing expropriation without compensation (EWC), they ask?

Risk Alert | Ace in a hole – the four risks

Risk Alert | Ace in a hole – the four risks

10 May 2021 - In this week's exclusive client Risk Alert, Frans Cronje and Bheki Mahlobo highlight four risks arising from last week’s suspension of ANC Secretary General, Ace Magashule.
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What are the dangers in the proposed amendments to the Promotion of Equality and Prevention of Unfair Discrimination Act (PEPUDA), they ask?

Cronje and Mahlobo also examine whether South Africa is on the brink of a ‘third wave’ of Covid-19 infections.

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.