Financial Services Strategy
When exactly do you start pencilling “intention” into a GDP forecast and into asset prices?
Intellidex chairman Stuart Theobald argues that a new vision is needed for the PIC. Featured in today’s Business Day
Peter Attard Montalto continues looking at how reforms can be achieved within the political economy - this time on Eskom or similar in Business Day.
With no tailwinds to support economic growth, the equities market appears a little bleak at the start of 2019. In that context, Intellidex analysts have sifted through the market to identify companies...
Government continually reinvents old policy and Peter Attard Montalto, Intellidex head of capital markets, says in last week’s Business Day column that it is now time to choose from the menu of...
Time to talk policy again in post-Zuma political era says Intellidex chairman Stuart Theobald in Business Day.
The formal business sector in South Africa has been subjected to a propaganda onslaught that has damaged it. It has painted business as universally corrupt, led by unrepentant beneficiaries of...
Is corporate South Africa hoarding cash? The answer, according to new research by Intellidex, is “no”.
By Stuart Theobald, CFA Have a look at this graph. It shows the number of two different foreign exchange futures contracts that are open on […]
There is no doubt that economic growth is needed to reduce poverty. Those countries that have done it on a large scale have also had rapid GDP growth rates.
The Competition Commission should not stop at the prosecution of bank traders who manipulated the rand exchange rate. It should undertake a full investigation into the competitiveness of foreign...
Intellidex is a leading research and consulting firm that specialises in capital markets and financial services in Africa.