Economics

FEATURED

Coronavirus: cases and costs

March 25, 2020

The president’s response to the coronavirus has been solid while the Reserve Bank upgraded its response to bazooka-level; but the economy still faces severe contraction, says Peter Attard Montalto,...

Read more
RECENT POSTS

Delayed spectrum auctions: impact on digital TV

March 24, 2020

By Mmamoletji Thosago Vodacom, has agreed to cut its data prices following the Competition Commission’s data services market inquiry. Although the network provider has succumbed […]

Read more

PETER ATTARD MONTALTO: So much need for stimulus, so little room to move

March 16, 2020

The government has not set aside enough funds for a rainy day, and coronavirus now adds severe external shocks This column was first published in […]

Read more

Consumers aren’t reaping the benefits of SARB’s repo rate cuts

March 10, 2020

The increase in banks’ overdraft interest rate reflects their increasing risk aversion, says Intellidex’s head of capital markets research, Peter Attard Montalto. Featured in IOL .

Read more

PETER ATTARD MONTALTO: Backlash against Mboweni is based on misconception of his powers

March 2, 2020

Misconceptions overestimate and underestimate the finance minister’s powers

Read more

STUART THEOBALD: You don’t know what you’ve got until it’s gone

February 24, 2020

This is the worst of times for the finance minister. But think about the best of times. In 2007, then finance minister Trevor Manuel announced a budget surplus in what was perhaps the most triumphant...

Read more

SONA review: Acceleration of rhetoric towards implementation wall?

February 20, 2020

The 2020 state of the nation address (Sona) on February 13 scores highly for PR/rhetoric (an 8/10), actual policy is “ok” (a 6.5/10, being generous), but signs of any shifts towards actual...

Read more

Old promises turned into new promises — with implementation detail and financing left to Mboweni’s Budget

February 17, 2020

The youth employment initiative announced at last week’s Sona will take 1% or R20bn of the 2021/21 national budget and it’s unclear where that money will come from apart from belt-tightening, says...

Read more

PETER ATTARD MONTALTO: Will SA be going forward or just accelerating into a wall?

February 17, 2020

It is now or never for implementation, especially with the budget coming up next week and the ability to gazette change at any time. Some hard choices over how cadres are deployed in government may...

Read more

Is Cosatu’s Eskom plan unworkable?

February 11, 2020

The GDPF, IDC and DBSA have finite balance sheets and have to manage their risk. Intellidex’s Stuart Theobald says drawing them in to bail out Eskom is dangerous. Catch the full interview with...

Read more

Debating COSATU’s proposed plan to rescue Eskom

February 11, 2020

Intellidex chairperson Stuart Theobald weighs in on Cosatu’s proposal to rescue Eskom. Listen to the full conversation on The Eusebius McKaiser Show on 702.

Read more

STUART THEOBALD: Cosatu’s Eskom bailout plan is unworkable and dangerous

February 11, 2020

Cosatu’s  Eskom proposal will spark contagion that spreads the financial problems of SOEs into government development financial institutions such as the GDPF, IDC and DBSA, […]

Read more

PETER ATTARD MONTALTO: What counts for SA investment is not numbers but the X factor

February 3, 2020

The scale of unemployment and inequality in SA is such that you cannot “start somewhere” with large set-piece investments and hope things percolate downwards

Read more