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PETER ATTARD MONTALTO: Scrap the empty rhetoric and be a bit of a dictator

January 20, 2020

How many times can you say the same thing and still have people come along for the ride? When a process is mired in a lack of transparency can you say the opposite of what is actually happening?

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RECENT POSTS

STUART THEOBALD: Don’t let petroleum bill prove that resource nationalism is a curse

January 13, 2020

The oil and natural gas industry provides an obvious opportunity to add positive economic momentum while it is desperately needed. The bill is now in a consultation process, providing an opportunity...

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PETER ATTARD MONTALTO: Will the adults please enter the energy war room and shed light on Eskom’s future

December 19, 2019

The public sector wage war and Eskom’s debilitating debt are key focuses in the coming year, yet the largest hurdles to be overcome are the […]

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Here’s our view on what to expect next year

December 13, 2019

We look forward to working vigorously with you next year to do that. The team at Intellidex wishes you a fantastic Christmas and New Year.

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STUART THEOBALD: SAA business rescue takes SA into uncharted territory

December 9, 2019

Legal obscurity means things could easily end up in court, particularly with unions already sounding litigious A version of this column was first published in […]

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PETER ATTARD MONTALTO: Where’s the urgency to tackle growth and unemployment?

December 2, 2019

This column was first published in Business Day  The past two weeks of data for October gave the impression something is seriously wrong with the […]

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STUART THEOBALD: Big data and AI could open credit doors for informal sector

November 25, 2019

The informal economy could be an important driver of jobs and economic growth. It makes up 30% of the national economy and provides 31% of employment. Given the oft-stated policy intention of...

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PETER ATTARD MONTALTO: SA’s dire problems are coming in to land

November 18, 2019

This column was first published in Business Day Sometimes it is the smallest thing that riles the most. I have a pet peeve, which is […]

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STUART THEOBALD: If only we could shrug off labels and base policy on evidence

November 11, 2019

The strands of ideology that shape SA’s political economy are deep. Sometimes we are not even conscious of them. One of the most important is Marx’s theory of history, a vision of the world that...

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PETER ATTARD MONTALTO: Action, reform, decisiveness needed, but pragmatism in short supply

November 4, 2019

Moody’s has been very clear that it is up to government now to consolidate expenditure and undertake growth boosting reform before February or … or […]

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STUART THEOBALD: Investors’ eyes are on Ramaphosa over needed reforms

October 29, 2019

What is needed instead is evidence of genuine structural reform; the kind that will make analysts return to their models, change parameters, and deliver to their clients forecasts of better economic...

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PETER ATTARD MONTALTO: Investors waiting for Godot

October 21, 2019

This column was first published in Business Day  Spending the week in the US — first talking to investors in New York and then at […]

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STUART THEOBALD: SAA and Acsa are giant red flags for private investors in SOEs

October 14, 2019

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...

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