Risk Alert

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.

Risk Alert | SA's bullish growth prospects

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.

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Thereafter, we examine the key risks to the country’s growth potential. We then turn to a potentially teetering 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.

Risk Alert | Turbulence in Gauteng

29 July 2024 - In this week's exclusive client Risk Alert, the spotlight is on the governance and service delivery problems in Gauteng, as South Africa battles with local politics running counter to the national trend.

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The economic implications of race-based public procurement legislation are assessed, as well as its wider impact on the intended recipients of goods and services from the state.

We close with a look at South Africa’s efforts to restore goodwill in its relationship with the United States, while the country also faces a higher risk rating in the latest terror financing risk review.

Risk Alert | South Africa's 7th administration is open for business

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.

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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.

Risk Alert | A shifting balance of forces

15 July 2024 - In this week’s Risk Alert, we discuss the shifting balance of forces in South Africa’s politics, as uncertainty dogs key opposition parties.

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In this week's exclusive client Risk Alert, we discuss the shifting balance of forces in South Africa’s politics, as uncertainty dogs key opposition parties.

The implications of the appointment of disgraced former judge John Hlophe to the Judicial Service Commission are assessed, followed by the slump in South Africa’s trade figures.

We close with a look at the implications of the failed assassination attempt on the former president of the United States, Donald Trump.

Risk Alert | A two-speed cabinet

8 July 2024 - In this week’s Risk Alert, we focus on politics. We begin with a review of the new South African cabinet and assess some of the dynamics at play.

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We then turn to Panyaza Lesufi’s cabinet in the province of Gauteng before moving our attention overseas to the UK election result.

We conclude with a summary of the rapidly shifting political sands in Kenya.

Risk Alert | A new government

1 July 2024 - In this week's exclusive client Risk Alert, we discuss South Africa’s new Government of National Unity, and the opportunities presented to key negotiating parties.

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South Africa’s elevated terrorism finance profile is highlighted, casting a shadow on the country’s foreign relations position.

We close with a look at the implications of a recent ransomware attack on the National Health Laboratory Services, and how the South African National Defence Force remains compromised.