Risk Alert | Inflation driving protests
25 July 2022 - In this week's exclusive client Risk Alert, we highlight the surprise move by the European Central Bank (ECB) to raise its key interest rate by a greater-than-expected margin.
Read more
Will the move by the South African Reserve Bank (SARB) to increase the repo rate succeed alone in reducing the upward pressure on prices, we ask?
We also look at how the cost-of-living crisis is weighing in as an electoral issue across the world, and what this means for South Africa at the next national poll.
Risk Alert | Investors are jittery
18 July 2022 - In this week's exclusive client Risk Alert, we highlight investors’ growing concerns regarding South Africa’s investment prospects.
Read more
What are the implications of the ANC’s reliance on the Communist Party for policy input, we ask?
We also look at the effects of rising U.S. inflation and a bleak Eurozone outlook on the South African economy.
Risk Alert | More riots for SA?
12 July 2022 - In this week's exclusive client Risk Alert, we argue that South Africa is vulnerable to a repeat of the riots and unrest that struck KwaZulu-Natal and Gauteng in July 2021.
Read more
Why is the ANC government increasingly intolerant of criticism from civil society organisations, we ask?
We also examine what the Zondo Commission report reveals about the flaws in the government’s preferential procurement policy.
Risk Alert | Dark days ahead for SA
04 July 2022 - In this week's exclusive client Risk Alert, we assess the damage caused to South Africa’s economy by incessant loadshedding.
Read more
What will be the political fallout from rising inflation in the United States, we ask?
We also explore whether commodity prices have finally peaked, and what this will mean for the domestic economic outlook.