Kaya 959 Kaya Biz

Global Risks 2026: Why Tariffs, AI and Geopolitics Are Redrawing the Business Landscape

Loading player...
GUEST: Spiros Fatouros, CEO of Marsh Africa and South Africa

The World Economic Forum’s Global Risks Report 2026 paints a sobering picture of a world entering an “age of competition”, where economic rivalry, tariffs and the unintended consequences of artificial intelligence pose the most immediate threats to global business.

Based on insights from more than 1,300 leaders worldwide, the report finds that geoeconomic confrontation has overtaken armed conflict as the top near-term risk, with growing fears that trade tools such as tariffs, supply-chain restrictions and capital controls could trigger a sharp contraction in global trade.
14 Jan 3PM English South Africa Business News · Investing

Other recent episodes

The State of SA Insurance: Climate, Claims & Consumer Strain

South Africa’s insurers are navigating a perfect storm: higher catastrophe losses, rising claims inflation, affordability strain, and a shifting risk landscape shaped by climate volatility and crime. Santam’s Partner Solutions CEO, Gugu Mtetwa, unpacks the sector’s resilience, the worsening underinsurance problem, consumer behaviour shifts, and how insurers are adapting to…
22 Sep 1PM 24 min

Measured Momentum in SA Banking: Earnings Up, Risks Rising

South Africa’s major banks delivered headline earnings growth of 9.3% to R82.3 billion, stronger ROE at 20.5%, and improved cost‑to‑income ratios — but beneath the numbers lies a fragile domestic recovery and renewed inflation pressure. PwC’s Rivaan Roopnarain breaks down the competitive dynamics across retail, business, corporate and payments ecosystems,…
22 Sep 1PM 14 min

Crypto’s Turning Point: Sound Money Capital says Bear Market Dead

After eight months of grinding weakness, crypto snapped sharply higher in August — and Sound Money Capital was fully allocated ahead of the turn. CIO Rob Price explains why seller exhaustion, ETF capitulation, and policy intervention signal the end of the bear market. With Bitcoin reclaiming key resistance and market…
22 Sep 1PM 15 min

Bank Zero achieves Break-Even: 100,000 Customers, Zero Fees, Big Milestone

Bank Zero has achieved its first break‑even month — less than five years after launch and with only 100,000 customers. With cumulative capital investment under R300 million, a founder‑built core banking platform, zero card fraud, and a rapidly expanding deposit base, the bank is redefining digital banking efficiency. Michael Jordaan…
22 Sep 12PM 18 min

Portfolio Overhaul Pays Off: Remgro’s 42% Earnings Surge

Remgro delivered one of its strongest performances in years, with headline earnings up 42.3% and free cash flow at the centre more than doubling. CEO Neville Williams unpacks the strategic reshaping of the portfolio, the Mediclinic restructuring, the CIVH/Vodacom fibre deal, and the Group’s next phase of value unlock. A…
21 Sep 1PM 13 min
All episodes