Capital Markets

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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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RECENT POSTS

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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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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SONA review: Acceleration of rhetoric towards implementation wall?

February 20, 2020

The 2020 state of the nation address (Sona) on February 13 scores highly for PR/rhetoric (an 8/10), actual policy is “ok” (a 6.5/10, being generous), but signs of any shifts towards actual...

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Old promises turned into new promises — with implementation detail and financing left to Mboweni’s Budget

February 17, 2020

The youth employment initiative announced at last week’s Sona will take 1% or R20bn of the 2021/21 national budget and it’s unclear where that money will come from apart from belt-tightening, says...

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PETER ATTARD MONTALTO: Will SA be going forward or just accelerating into a wall?

February 17, 2020

It is now or never for implementation, especially with the budget coming up next week and the ability to gazette change at any time. Some hard choices over how cadres are deployed in government may...

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Is Cosatu’s Eskom plan unworkable?

February 11, 2020

The GDPF, IDC and DBSA have finite balance sheets and have to manage their risk. Intellidex’s Stuart Theobald says drawing them in to bail out Eskom is dangerous. Catch the full interview with...

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