Intellidex is a leading research and consulting firm that specialises in capital markets and financial services in Africa.
It is clearly the case that Eskom would shed jobs in a financial turnaround. But just think of the destruction to employment that has been caused by Eskom’s dysfunction: the deindustrialisation of...
Read moreThis column was first published in Business Day Some deep questions are raised by the ANC’s national executive committee statement last week and rotate on […]
Read moreIt takes a rather pigheaded commitment to principle to tide it out, and shareholders can rightfully ask why they’re being forced to pay the cost. Manuel and the rest of the board have a task ahead...
Read moreBy: Stuart Theobald Prescribed assets are increasingly being looked to as a solution for both urgent and longer-term development funding needs. This is a mistake. […]
Read moreI think there is a subset of ministers who actually do understand that the country is fundamentally in the wrong place. The problem is the system itself hasn’t flipped, given the lack of political...
Read moreOur problem is the implementation. So far there are no implemented and reliable policies that business decisionmakers can see that will shift their return/risk expectations positively.
Read moreIn an environment of a trust deficit and zero benefit of the doubt, for the government to play its role will require leadership and an ability to manage the state — getting the building block of PR...
Read moreTwo things are needed to break through the resistance: leadership and a just transition. A just transition that accommodates legitimate interests who stand to suffer short-term pain, is one way to...
Read moreMuch rhetoric but lack of dial-moving action are leading to frustration among business. The foremost example of this has been the reaction of the telecoms industry to spectrum after the Q&A last...
Read moreThe debate over NHI has been characterised by a lack of positive alternatives that would meet constitutional muster. It is time we as a country are honest about both our means and our obligations.
Read moreA kind of mass hysteria is breaking out, some of it justified. Sentiment is getting weaker because nothing is being done
Read morePublic protector’s account is being investigated for exchange control violations and suspicious transaction from Hong Kong.
Read moreGains from improved collection by new management at the SA Revenue Service will be offset by emigration and lower growth than forecast. There are no gains to be had from higher taxes — they will...
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Intellidex is a leading research and consulting firm that specialises in capital markets and financial services in Africa.