Risk Alert | Between a rock and a hard place
2 March 2022 - In this week's exclusive client Risk Alert, we explain why South African businesses are caught between a rock and a hard place when it comes to dealing with hostile government policy.
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We also warn of increased anti-foreigner sentiment, and its growing use as a tool of political mobilisation in South Africa.
Looking at the global economy, we discuss whether the U.S. Federal Reserve will continue to hike interest rates, and also speculate on the decline of the U.S. Dollar as an international reserve currency.
Risk Alert | Is SA heading for recovery?
In this week's exclusive client Risk Alert, we explore whether the domestic economy has entered its long-awaited recovery.
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Can South Africa overcome the structural impediments to its growth, we ask?
Internationally, we look at inflation in developed markets and the unintended consequences of Russia’s invasion of Ukraine.
Risk Alert | Treasury uses the f-word
In this week's exclusive client Risk Alert, we highlight South Africa’s deteriorating fiscal position, which has been exacerbated by high government consumption and increased borrowing.
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We also unpack a warning from a senior National Treasury official, who recently said South Africa risked becoming a ‘failing state’.
Will Russia turn to China to rescue its battered economy, we ask?
Risk Alert | The Ukraine watershed
In this week's exclusive client Risk Alert, we discuss the ongoing war between Russia and Ukraine.
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Does this mark the beginning of a new epoch in global politics, and how will the war impact South Africa?
We also look back on last week’s tabling of the National Budget, and what the Finance Minister’s speech tells us about the prospects for reform within the current administration.