The Intellidex Blog carries brief insights from our analyst team and news from Intellidex
Financial Services Strategy
When a teacher asks, what do you want to do when you grow up, few children will raise their hands excitedly and answer, market researcher!
Oh what a dull, decrepit time to be a banker, especially a banker in one of the big four.
Who cares about visas? There is so much else going on in SA it’s sometimes a wonder why there is so much attention paid to this one issue.
I seldom encounter anyone who has a positive word to say about their banks. That’s why it is easy to believe that the market is ripe for competition. With the entry of several new banks —...
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There was a weird mania in SA in the week before the budget. A three-letter swear-acronym was being liberally bandied about: IMF!
The fourth, updated edition of the Financial Mail Guide to Tax-Free Savings supplement, produced by savetaxfree.co.za, was released on 31 January. It is designed to provide new and experienced...
A company is struggling with a certain problem and has approached you to find a solution. As a market researcher you are keen to face up to the challenge and start with the research process. You...
IPPs are a solution to Eskom’s woes, not the cause, says Intellidex Chairman Stuart Theobald in his Business Day column today.
When exactly do you start pencilling “intention” into a GDP forecast and into asset prices?
Intellidex chairman Stuart Theobald argues that a new vision is needed for the PIC. Featured in today’s Business Day
Peter Attard Montalto continues looking at how reforms can be achieved within the political economy - this time on Eskom or similar in Business Day.
With no tailwinds to support economic growth, the equities market appears a little bleak at the start of 2019. In that context, Intellidex analysts have sifted through the market to identify companies...
Intellidex is a leading research and consulting firm that specialises in capital markets and financial services in Africa.