Risk Alert | KZN's costly floods
19 April 2022 - In this week's exclusive client Risk Alert, we discuss the impact of the calamitous floods in KwaZulu-Natal on infrastructure and supply chains in the province and the country as a whole.
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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.
Risk Alert | SA’s crumbling roads
11 April 2022 - In this week's exclusive client Risk Alert, we discuss South Africa’s deteriorating road infrastructure, and the impact this is having on the country’s economic competitiveness.
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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.
Risk Alert | A glimmer of hope?
4 April 2022 - In this week's exclusive client Risk Alert, we identify a small glimmer of hope on the horizon for South Africa’s ailing economy.
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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.
Risk Alert | SA investment: where is the money ?
28 March 2022 - In this week's exclusive client Risk Alert, we look at the latest increase in the benchmark repo rate by the South African Reserve Bank and spell out the likely effects on South Africa’s economy.
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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.