i-Blog

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

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STUART THEOBALD: SA can learn from experience as we suffer a dose of the past century’s crises

April 6, 2020

The financial turmoil will feature some elements of the Great Depression, a world war, the dot-com bubble and the 1970s oil crisis.

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RECENT POSTS

Townships and the informal economy: post-lockdown strategies

March 30, 2020

Townships and the informal economy: post-lockdown strategies.

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PETER ATTARD MONTALTO: This is the time to apportion blame, correctly

March 30, 2020

The government will attribute slow growth and recovery to the coronavirus and low global demand.

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Coronavirus: cases and costs

March 25, 2020

The president’s response to the coronavirus has been solid while the Reserve Bank upgraded its response to bazooka-level; but the economy still faces severe contraction, says Peter Attard Montalto,...

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Delayed spectrum auctions: impact on digital TV

March 24, 2020

By Mmamoletji Thosago Vodacom, has agreed to cut its data prices following the Competition Commission’s data services market inquiry. Although the network provider has succumbed […]

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STUART THEOBALD: SA is ill-equipped to put economy on a war footing

March 23, 2020

This is war. There is a health front, but also an economic front. Saving the economy will require wartime thinking.

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Covid-19 preparedness: Townships, downtowns and informal settlements

March 18, 2020

There is an urgent need to slow the spread of the coronavirus (Covid-19) in SA, irrespective of location. Urban areas likely to be hardest hit. Townships and informal settlements accommodate the...

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PETER ATTARD MONTALTO: So much need for stimulus, so little room to move

March 16, 2020

The government has not set aside enough funds for a rainy day, and coronavirus now adds severe external shocks This column was first published in […]

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Consumers aren’t reaping the benefits of SARB’s repo rate cuts

March 10, 2020

The increase in banks’ overdraft interest rate reflects their increasing risk aversion, says Intellidex’s head of capital markets research, Peter Attard Montalto. Featured in IOL .

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STUART THEOBALD: Politics is the stick in the wheel of shares

March 9, 2020

Unfortunately, politics is what share prices now depend on.

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Role for renewable energy to address developmental problems

March 2, 2020

Intellidex philanthropy research manager Zoheb Khan, PhD attended the Learning Event on Deepening REIPPPP’s Community Development Impact on 25-26 February, hosted by the IDC and sponsored...

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PETER ATTARD MONTALTO: Backlash against Mboweni is based on misconception of his powers

March 2, 2020

Misconceptions overestimate and underestimate the finance minister’s powers

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STUART THEOBALD: You don’t know what you’ve got until it’s gone

February 24, 2020

This is the worst of times for the finance minister. But think about the best of times. In 2007, then finance minister Trevor Manuel announced a budget surplus in what was perhaps the most triumphant...

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