i-Blog

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

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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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Impact investing in financial services

April 26, 2019

Last week FNB announced that it was transforming from being just a bank into a “diversified financial services company”. This did not come as surprise. It follows Discovery’s move into banking....

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The perils of crystal ball polling

April 18, 2019

In any election year the media are flooded by election poll findings. These polls certainly make for good news stories, but you have to wonder how accurate they are and how much faith we should put in...

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STUART THEOBALD: Be wary of the government letting the debt-relief genie out of the bottle

April 16, 2019

South Africans’ over-indebtedness has long been a political risk for the financial system. Almost 10-million have impaired credit records and millions more struggle to meet repayments. That is a...

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Impact investing can support development objectives in SA, but it won’t be plain sailing

April 15, 2019

Why invest only for financial gain, when your investment can also have positive social consequences? The idea that our investments can do good in the world, rather than just serve our narrow financial...

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PETER ATTARD MONTALTO: Why Reserve Bank policy is still a cut above alternative suggestions

April 8, 2019

In some ways I preferred the period of 2005-2008, when Cosatu would march to the Reserve Bank and make demands to the governor. They were simpler times, with simpler demands.

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The 5th democratic Parliament: what it means for the financial services sector

April 5, 2019

Intellidex is constantly monitoring the legislative and regulatory changes occurring in Parliament and elsewhere that affect the financial services sector clients. Intellidex social media editor Mayo...

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STUART THEOBALD: Something is rotten in corporate SA as checks and balances are eroded

April 1, 2019

SA is a complex swirl of emotions: edginess, anger, despair and resignation. Most worrying is that such emotions apply to business too, putting the country at a very dangerous point — there is a...

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PETER ATTARD MONTALTO: Eskom crisis risks dimming hope of hitting growth target

March 26, 2019

SA is a complex swirl of emotions: edginess, anger, despair and resignation. Most worrying is that such emotions apply to business too, putting the country at a very dangerous point — there is a...

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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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