i-Blog

The Intellidex Blog carries brief insights from our analyst team and news from Intellidex

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PETER ATTARD MONTALTO: Budget vote speeches show the government has no effective plan to create jobs

July 15, 2019

If you listened to the budget vote speeches last week — without the benefit of context — of the departments of trade, industry & competition and mineral resources & energy, what do you guess the...

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RECENT POSTS

STUART THEOBALD: Lower-cost housing finance needs to be more readily available

July 8, 2019

We want urbanisation to accompany widespread property ownership to ensure residents have a vested interest in urban development. While we have made much of the importance of giving people title to...

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PETER ATTARD MONTALTO: Economy is in ICU and social compacting delays the treatment

July 1, 2019

Can you suffer death by social compacting? It seems the answer may be yes.

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Without trust, research cannot thrive

June 26, 2019

Trust is the cornerstone of every good relationship and this is especially true for successful market research. It is a two-pronged approach – not only do market researchers need to instil trust...

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STUART THEOBALD: It will be a new era if Ramaphosa can weld together his micro and macro policies

June 25, 2019

It is only in looking back that we can see the essence of an era. We can recognise and categorise the music of the eighties, nineties and even noughties, but it is hard to know the essential sounds of...

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PETER ATTARD MONTALTO: Policy has been weaponised in the ANC’s internal battle

June 10, 2019

There are some things you know you must get right. Where there should be an instinctive, reflexive desire but also institutional memory. Holding newborn babies is one of them. Friends are popping them...

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STUART THEOBALD: Competition in retail banking starts hotting up

June 3, 2019

In the late 1990s 45 banks, mutual banks and homeland banks were operating in SA. That fell to a low of 18 by 2010, following a crisis of confidence in small banks. But the long hiatus since is over...

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PETER ATTARD MONTALTO: SA contradictions vs the way forward for the economy

May 27, 2019

SA is full of contradictions and things that don’t make sense. It will be the job of the new administration — in the process of being appointed as this column goes to press — to pick at these...

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Engage respondents, ensure results

May 22, 2019

Creating a well-designed survey but no one completes it is a bit like throwing a huge party and no one pitches up.

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STUART THEOBALD: Bailing out SOEs ups risk for banks

May 20, 2019

Governments globally lean on the banking system when they need cash. SA is no exception. During the latter half of the Zuma presidency, as the financial position of state-owned enterprises (SOEs)...

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PETER ATTARD MONTALTO: Focus now falls on how ANC NEC moves forward

May 13, 2019

There is a lot of having-cake-and-eating-it going on in the SA commentariat and market commentary. It is quite nauseating. A positive story is always required even when the facts are tenuous.

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STUART THEOBALD: Everything had to be just so: how Riaan Stassen took Capitec to the big league

May 6, 2019

Riaan Stassen is surely one of SA’s most successful banking entrepreneurs. Last week he announced his retirement as chairman of Capitec, leaving the bank he helped found only 18 years ago with one...

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PETER ATTARD MONTALTO: Robustness of private sector lures policymakers into complacency over Eskom

April 29, 2019

The load-shedding shock has apparently not been big enough to cause any action.

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