Risk Alert

Risk Alert | Trouble at Luthuli House

Risk Alert | Trouble at Luthuli House

In this week's exclusive client Risk Alert, we discuss two recent polls which reveal a dramatic decline in popular support for the ruling ANC.
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How will the ANC government respond to its waning popularity, we ask?

We also explore the growing fragility of the Chinese economy, and the inherent risks for South Africa.

Risk Alert | The US & SA: it's complicated

Risk Alert | The US & SA: it's complicated

15 August 2022 - In this week's exclusive client Risk Alert, we discuss the charm offensive by the United States towards South Africa, and the two countries’ complicated foreign policy relationship.
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Expropriation Without Compensation is firmly back on the ANC’s policy agenda, we warn.

We also unpack the risks to the domestic agricultural sector of China’s ban on South African wool exports.

Risk Alert | Economic turbulence ahead?

Risk Alert | Economic turbulence ahead?

8 August 2022 - In this week's exclusive client Risk Alert, we examine how local and international forces are impacting South Africa’s economy.
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As business conditions worsen and economic activity slows, will the Ramaphosa administration be able to move beyond ‘social compacting’ and introduce the reforms necessary to unlock growth?

We also explore whether higher interest rates in the developed world will trigger a global recession.

Risk Alert | South Africa’s Arab Spring?

Risk Alert | South Africa’s Arab Spring?

1 August 2022 - In this week's exclusive client Risk Alert, we reiterate that South Africa may see more protests and unrest, should the current economic climate prevail.
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Will the recently announced changes to the electricity market mean that there is hope yet, and what does this mean for wider reform prospects, we ask?

We also look at the revised global growth outlook from the International Monetary Fund (IMF), and South Africa’s increasingly bleak prospects for economic recovery.