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STUART THEOBALD: It will be a new era if Ramaphosa can weld together his micro and macro policies

June 25, 2019

It 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...

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RECENT POSTS

PETER ATTARD MONTALTO: Policy has been weaponised in the ANC’s internal battle

June 10, 2019

There 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...

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STUART THEOBALD: Competition in retail banking starts hotting up

June 3, 2019

In 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...

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PETER ATTARD MONTALTO: SA contradictions vs the way forward for the economy

May 27, 2019

SA 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...

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STUART THEOBALD: Bailing out SOEs ups risk for banks

May 20, 2019

Governments 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)...

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PETER ATTARD MONTALTO: Focus now falls on how ANC NEC moves forward

May 13, 2019

There 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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PETER ATTARD MONTALTO: Robustness of private sector lures policymakers into complacency over Eskom

April 29, 2019

The load-shedding shock has apparently not been big enough to cause any action.

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Impact investing in financial services

April 26, 2019

Last week FNB announced that it was transforming from being just a bank into a “diversified financial services company”. This did not come as surprise. It follows Discovery’s move into banking....

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STUART THEOBALD: Be wary of the government letting the debt-relief genie out of the bottle

April 16, 2019

South Africans’ over-indebtedness has long been a political risk for the financial system. Almost 10-million have impaired credit records and millions more struggle to meet repayments. That is a...

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Impact investing can support development objectives in SA, but it won’t be plain sailing

April 15, 2019

Why invest only for financial gain, when your investment can also have positive social consequences? The idea that our investments can do good in the world, rather than just serve our narrow financial...

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PETER ATTARD MONTALTO: Why Reserve Bank policy is still a cut above alternative suggestions

April 8, 2019

In some ways I preferred the period of 2005-2008, when Cosatu would march to the Reserve Bank and make demands to the governor. They were simpler times, with simpler demands.

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The 5th democratic Parliament: what it means for the financial services sector

April 5, 2019

Intellidex is constantly monitoring the legislative and regulatory changes occurring in Parliament and elsewhere that affect the financial services sector clients. Intellidex social media editor Mayo...

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STUART THEOBALD: Something is rotten in corporate SA as checks and balances are eroded

April 1, 2019

SA is a complex swirl of emotions: edginess, anger, despair and resignation. Most worrying is that such emotions apply to business too, putting the country at a very dangerous point — there is a...

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