i-Blog

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

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Insatiable? Curious? Have we got the career for you!

March 20, 2019

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!

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RECENT POSTS

STUART THEOBALD: Bright spots in performance, but local banks need an economic turnaround

March 18, 2019

Oh what a dull, decrepit time to be a banker, especially a banker in one of the big four.

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PETER ATTARD MONTALTO: Why visa policy is so important to SA’s growth prospects

March 11, 2019

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.

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STUART THEOBALD: Odds are stacked against new banks

March 4, 2019

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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Protected: PETER ATTARD MONTALTO: Budget showed how to muffle elephants and exploit a crisis

February 25, 2019

There is no excerpt because this is a protected post.

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PETER ATTARD MONTALTO: Budget showed how to muffle elephants and exploit a crisis

February 25, 2019

There was a weird mania in SA in the week before the budget. A three-letter swear-acronym was being liberally bandied about: IMF!

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The 2019 Guide to Tax-Free savings

February 20, 2019

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...

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The ticklish issue of incentives

February 20, 2019

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...

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STUART THEOBALD: Independent power producers are a solution to Eskom’s woes, not a cause

February 18, 2019

IPPs are a solution to Eskom’s woes, not the cause, says Intellidex Chairman Stuart Theobald in his Business Day column today.

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PETER ATTARD MONTALTO: Good intentions need power of action to quell scepticism

February 11, 2019

When exactly do you start pencilling “intention” into a GDP forecast and into asset prices?

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STUART THEOBALD: An opportunity to set out a new vision for the PIC

February 4, 2019

Intellidex chairman Stuart Theobald argues that a new vision is needed for the PIC. Featured in today’s Business Day

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PETER ATTARD MONTALTO: Now is the right time for panic

January 28, 2019

Peter Attard Montalto continues looking at how reforms can be achieved within the political economy - this time on Eskom or similar in Business Day.

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Intellidex stock picks – 2019

January 23, 2019

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...

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