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 | The Left begins to fret

3 July 2023 - In this week's exclusive client Risk Alert, we look at the latest critical commentary — from an unexpected quarter — on political developments in South Africa.

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We then comment on more business frustration with the government, and the implications should South Africans seek greener pastures, as well as the pressures on the South African consumer.

We close with a view on overseas developments in France and China.

Risk Alert | A welcome reprieve

26 June 2023 - In this week's exclusive client Risk Alert, we take a deep dive into the latest loadshedding data, and share an updated electricity outlook for the next few years.

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We then turn to a range of indicators to make sense of the state of the economy.

We close with an analysis of the latest inflation data for South Africa and a selection of foreign countries.

Risk Alert | A turbulent peace mission

19 June 2023 - In this week's exclusive client Risk Alert, we unpack an extraordinary couple of days in South African international relations, and the possible implications for the Ramaphosa administration.

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We also discuss the possible consequences of a letter penned by a bipartisan group of United States congressmen on South Africa’s hosting of the Africa Growth and Opportunity Act Forum.

We close with an analysis of recent legislative moves by the African National Congress, within the wider context of the 2024 general election, and an update on the latest inflation and interest rate data in the United States.

Risk Alert | SA economy surprises to the upside

12 June 2023 - In this week's exclusive client Risk Alert, we look at the surprising Q1 2023 GDP growth figures, and the International Monetary Fund’s assessment of the South African economy, against the backdrop of declining business confidence.

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We also discuss the latest initiative aimed at getting the business sector to assist in addressing some of South Africa’s most pressing problems.

We close with a look at global supply chain pressures and the inflation outlook.

Risk Alert | SA’s ‘unclean’ municipalities

05 June 2023 - In this week's exclusive client Risk Alert, we analyse a warning from the South African Reserve Bank that, because of its stance on the Russian invasion of Ukraine, South Africa could face secondary sanctions in the future.

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We also look at the Auditor General’s latest municipalities audit report, with special focus on recent comments aimed at mining corporates by the Minister of Mineral Resources and Energy, Gwede Mantashe.

We close with a scrutiny of the latest crime statistics.

Risk Alert | 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.

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We also review the latest data on inflation and interest rates, before turning to the continuing challenges in the healthcare sector.

We close with a look at the implications of South Africa’s rapidly changing reputation in the international media.