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 | Gauteng and KZN: Coalition Country

20 May 2024 - In this week's exclusive client Risk Alert, we begin with the now customary polling update ahead of the elections.

Publication description

We highlight the decision of former President Mbeki not to continue campaigning for the ANC, assess the loadshedding outlook, and comment on President Ramaphosa’s signing of the controversial NHI Bill before reviewing the latest unemployment statistics.

We close with a look at the South African armed forces – and the risk of terror attacks in South Africa.

Risk Alert | ANC putting on the squeeze

13 May 2024 - In this week’s exclusive client Risk Alert, we kick off with the latest polling data from the Social Research Foundation, with all signs pointing to an uptick of ANC support.

Publication description

The platinum group metals industry comes to the fore, with companies forced to content with weakening prices and reduced investment threatening long-term production capacity and thousands of jobs.

We close with a look at the financially strained middle-class consumer, food security potentially at risk, and heightened criminal activity.

Risk Alert | Ballots, Banks, and BEE battles

6 May 2024 - In this week’s exclusive Risk Alert, we look at South Africa’s political developments, which have come into the spotlight as major parties move to consolidate their support.

Publication description

The government’s relentless push for racial transformation is flagged, as well as the continued pressure experienced by South African consumers.

We close with a look at the recent interest rate adjustments by the US Federal Reserve, as well as South Africa’s ongoing struggle with stubborn inflation.

Risk Alert | No ‘sunrise’ for mining industry

29 April 2024 - In this week's exclusive client Risk Alert, we look at South Africa’s mining industry, which is in the spotlight as Australian mining behemoth BHP makes a bid for an iconic South African company, Anglo American.

Publication description

Job losses in mining come to the fore, including the reasons for the sector’s underperformance.

We close with a look at the latest political polling data, as well as South Africa’s attempts to clamp down on terrorism financing.

Risk Alert | SA’s vulnerable public cyberspace

22 April 2024 - In this week's exclusive client Risk Alert, we comment on the escalating attacks on government IT systems as South Africa’s public cyberspace remains vulnerable.

Publication description

Johannesburg Water’s infrastructure investment backlog comes into focus, together with a note on the government’s lackadaisical approach to ensuring public participation in law-making processes.

We close with a look at the latest inflation figures for South Africa, as well as the IMF’s economic growth forecasts.

Risk Alert | Another Zuma win

In this week's exclusive client Risk Alert, we look at former President Jacob Zuma’s victory in the Electoral Court, with a new poll pointing to the ANC’s ongoing struggles.

Publication description

The impact of the El Niño weather cycle on South Africa is assessed, followed by an analysis of US inflation data.

We close with a look at the US Dollar Index and commodity prices, amid geopolitical tensions in the Middle East.