Intellidex is a leading research and consulting firm that specialises in capital markets and financial services in Africa.
A 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...
Read moreSA’s companies are being targeted in a deal-making spree. Last week, PepsiCo launched a bid for Pioneer Foods, Clover got Competition Commission approval to be bought out by Israel’s Central...
Read moreIf you listened to the budget vote speeches last week — without the benefit of context — of the departments of trade, industry & competition and mineral resources & energy, what do you guess the...
Read moreWe want urbanisation to accompany widespread property ownership to ensure residents have a vested interest in urban development. While we have made much of the importance of giving people title to...
Read moreCan you suffer death by social compacting? It seems the answer may be yes.
Read moreIt is only in looking back that we can see the essence of an era. We can recognise and categorise the music of the eighties, nineties and even noughties, but it is hard to know the essential sounds of...
Read moreThere are some things you know you must get right. Where there should be an instinctive, reflexive desire but also institutional memory. Holding newborn babies is one of them. Friends are popping them...
Read moreIn the late 1990s 45 banks, mutual banks and homeland banks were operating in SA. That fell to a low of 18 by 2010, following a crisis of confidence in small banks. But the long hiatus since is over...
Read moreSA is full of contradictions and things that don’t make sense. It will be the job of the new administration — in the process of being appointed as this column goes to press — to pick at these...
Read moreGovernments 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)...
Read moreThere 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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Intellidex is a leading research and consulting firm that specialises in capital markets and financial services in Africa.