Risk Alert | The world braces for Trump 2.0

6 January 2025 - In this week’s Risk Alert, we begin with the incoming Trump administration and geopolitical considerations for South Africa.

Publication description

We examine the ANC’s prospects in the context of underperforming municipalities. The state of Transnet, the binding constraint on economic growth, follows.

We then unpack the immediate regional risks South Africa will face in 2025, and close with a look at China’s flagging growth prospects.