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.
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.
What reforms will be needed to unlock growth and reduce unemployment, we ask?
Internationally, we examine whether a recession is looming in the United States, and if the European Union can contain the food security problems resulting from the war in Ukraine.
We also flag policy own goals as the main deterrent to investment in South Africa — which investment conferences cannot fix — and advise of the rising risk of anti-constitutionalist sentiments among prominent political figures.
On the global front, we caution that the increase in the cost of agricultural inputs will cause disruptions in international food trade as well as raise the likelihood of social unrest and upheaval in parts of the globe.