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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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Get the latest on Central Bank Policy and FX & FI Markets to help inform both your strategic and tactical decision-making.
Free AccessMNI BRIEF: Canada Commits To Just One Of Three Fiscal Anchors
MNI POLITICAL RISK - Thune Eyes 'Deficit-Negative' Legislation
MNI Political Risk South Africa: Knives out for Ramaphosa as Zondo Report Ruffles RET Feathers Pre-NEC
Executive Summary:
- Findings of the Zondo Commission’s inquiry into state capture have set the stage for a key political power struggle in 2022, with corruption and factionalism placed front and centre.
- A patchwork of hung municipalities and socio-political landmines mark a contentious year for SA’s political landscape as we look towards December’s National Elective Conference and 2024 presidential elections.
- Renewed anti-corruption inertia could make or break the foundations of Ramaphosa’s campaign to re-centralise power within himself and his faction this year - using public outrage to fuel an elimination of political rivals ahead of the December NEC.
- We expect efforts from the RET faction to oust Ramaphosa to intensify this year in the lead-up to the conference. However, the likelihood of success is low with an additional but minor risk of a splintering of the ANC. This is not our base case, however, as it is unlikely that such a party would survive the breakaway.
Full Preview Here:
SA Politics 2022 Ramaphosa.pdf
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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.