Risk Alert
The Risk Alert is a weekly two-page analysis of emerging political and economic risks. It provides guidance on how topical events, both locally and globally, will influence South Africa’s business and investment environment. The Risk Alert, presented in both PDF and audio formats, is published every Monday morning, — helping CRA clients to begin each week armed with the latest analysis of key events.
2 September 2024 - In this week’s Risk Alert, we begin with the corruption hydra confronting the Government of National Unity, as well as the opposition’s opportunity in this regard. Next, we unpack the latest crime statistics. The parlous state of local government management and finances follows. We close with a look at the links between constrained municipal finances, rate increases, and a higher number of service delivery protests.
19 August 2024 - In this week’s Risk Alert, we begin with the ongoing political machinations in the country’s economic heartland. Next, changes in the leadership structures of the MK Party and the EFF reflect broader shifts in the political left. We then turn to early signs of a change in the relationship between organised business and the government. We close with a look at South Africa’s unemployment time bomb.
12 August 2024 - In this week’s Risk Alert, we begin with political ructions in the Western Cape, with possible ripple effects at the national level. Next, tensions within the MK Party come to the fore. We then unpack an RMB report assessing the investment attractiveness of 31 African countries. We close with a look at global market jitters.
5 August 2024 - In this week’s Risk Alert, we begin with an analysis of South Africa’s growth prospects, with a focus on Eskom’s remarkable recovery. Thereafter we examine the key risks to the country’s growth potential. We then turn to a potentially teering US economy. We close with a look at the highly fluid situation in the Middle East, with tensions between Israel and Iran on the rise.
22 July 2024 - In this week’s Risk Alert, we begin with President Ramaphosa’s opening of parliament address; the policy signals, what can be gleaned regarding the GNU, and the prospects for reform. Next, we unpack the implications of the shooting of senior advocate Coreth Naudé. Thereafter we turn to electricity price pressures in Johannesburg. We close with a look at the global growth picture.