The GNU’s dashed expectations

08 September 2025 - In this week’s Risk Alert, we begin with South Africans’ dissipating hopes for the Government of National Unity.

We then look at the ANC’s provincial struggles and the battle for the party’s soul, before examining the impact of ArcelorMittal South Africa’s Newcastle plant closure.

We close with a look at the latest Shanghai Cooperation Organisation summit, a Chinese military parade, and implications for global trade, cooperation, and alliances.