Search results
260 results
Sort by:
ANC in distress
25 August 2025 - In this week’s Risk Alert, we begin with warning indicators flashing in the ANC cockpit.
The end of the sugar high
01 September 2025 - In this week’s Risk Alert, we begin with the depletion of the initial optimism after the formation of the GNU.
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.
ANC targets the SARB
15 September 2025 - In this week’s Risk Alert, we begin with the risk of the ANC seeking to expand the Reserve Bank’s mandate.
EWC case heads for the courts
22 September 2025 - In this week’s Risk Alert, we begin with a test case for expropriation without compensation that is heading to the courts.
Creaking noises from the GNU
29 September 2025 - In this week’s Risk Alert, we begin with a look at the current state of the GNU.
Global Risk-Off Sentiment Becoming Entrenched
7 Aug 2023 - In this week's exclusive client Risk Alert, we begin with a look at South Africa's shifting international trade numbers before turning to some observations on South Africa's business conditions.
GNU Budget Battle: Make or Break
31 March 2025 - In this week’s Risk Alert, we begin with an update on the battle over the budget. We explore the opportunity this represents for the EFF and the quandary in which it places the ANC.
GNU: Government of National Uncertainty
10 June 2024 - In this week's exclusive client Risk Alert, we begin with the latest on the possible composition of South Africa's next government.
GNU off to a rocky start
23 June 2024 - In this week's exclusive client Risk Alert, we discuss the tensions around the formation of a Government of National Unity, with key players haggling over the inclusion of additional partners.
GNU partners divided over foreign policy
28 October 2024 - In this week’s Risk Alert, we begin by looking at the latest squabbles in the Government of National Unity, the members of which have different views on what SA’s foreign policy stance should be.
GNU passes budget stress test
28 July 2025 - In this week’s Risk Alert, we begin with a recap of two DA wins in the budget process, before analysing the political implications of the process.
GNU teeters on the brink
7 April 2025 - In this week’s Risk Alert, we begin with the GNU teetering on the brink of collapse.
Government infrastructure failures threaten food security
29 May 2023 - In this week's exclusive client Risk Alert, we look at the intersection of collapsing state services in electricity, water, and transport, and how South Africa’s major poultry producer — Astral Foods — is battling these various challenges.
Government plans to take itself off-grid
20 February 2023 - In this week's exclusive client Risk Alert, we look at the South African government’s latest moves to address the crisis in the electricity sector, amid heightened concerns about the collapse of public infrastructure in the country.
Harsher race laws in South Africa
22 April 2025 - In this week’s Risk Alert, we begin with an update on harsher race laws in South Africa, likely to negatively impact employment in both the public and private sectors.
Has SA procured enough vaccines?
8 February 2021 - In this week's exclusive client Risk Alert, Bheki Mahlobo and Frans Cronje discuss whether South Africa has procured sufficient vaccines to meet the needs of the country.
Has SA reached its Covid-19 peak?
This week, Dr Frans Cronje argues that Covid-19 infections have already peaked in South Africa, which could herald rapid economic and social reopening into the spring.
Has SA really passed its Covid-19 peak?
17 August 2020 - In this week’s client Risk Alert, Dr Frans Cronje and Bheki Mahlobo discuss a new trend in South Africa’s Covid-19 data: sharply decreasing testing numbers.
Have SA’s courts been compromised?
8 March 2021 - In this week's exclusive client Risk Alert, Bheki Mahlobo and Frans Cronje highlight the risk to the integrity of South Africa’s judiciary.
Highway to hell
17 April 2023 - In this week's exclusive client Risk Alert, we analyse reports of a possible national shutdown by truck drivers planned for 30 April, before turning to South Africa’s latest manufacturing data.
Housing bubble in China?
27 September 2021 - In this week’s exclusive client Risk Alert, John Endres and Simpe Jonas assess the looming dollar-bond default of the world’s most indebted property developer, China Evergrande, and the emerging housing bubble in China.
How accurate are Treasury forecasts?
2 November 2020 - In this week’s client Risk Alert, Frans Cronje and Bheki Mahlobo analyse the growth, debt and deficit projections presented by the Finance Minister at last week’s mini-budget.
How long will Cyril last?
26 September 2022 - In this week's exclusive client Risk Alert, we discuss the declining political fortunes of President Cyril Ramaphosa. How long will he remain President, we ask?
How serious is Omicron?
29 November 2021 - In this week's exclusive client Risk Alert, John Endres and Bheki Mahlobo discuss the impact on global markets of a new fast-spreading variant of the coronavirus, recently discovered in South Africa.
