Intellidex is a leading research and consulting firm that specialises in capital markets and financial services in Africa.
This column was first published in Business Day Some deep questions are raised by the ANC’s national executive committee statement last week and rotate on […]
Read moreBy: Stuart Theobald Prescribed assets are increasingly being looked to as a solution for both urgent and longer-term development funding needs. This is a mistake. […]
Read moreI think there is a subset of ministers who actually do understand that the country is fundamentally in the wrong place. The problem is the system itself hasn’t flipped, given the lack of political...
Read moreIn an environment of a trust deficit and zero benefit of the doubt, for the government to play its role will require leadership and an ability to manage the state — getting the building block of PR...
Read moreTwo things are needed to break through the resistance: leadership and a just transition. A just transition that accommodates legitimate interests who stand to suffer short-term pain, is one way to...
Read moreMuch rhetoric but lack of dial-moving action are leading to frustration among business. The foremost example of this has been the reaction of the telecoms industry to spectrum after the Q&A last...
Read moreThe debate over NHI has been characterised by a lack of positive alternatives that would meet constitutional muster. It is time we as a country are honest about both our means and our obligations.
Read moreA 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 moreCan you suffer death by social compacting? It seems the answer may be yes.
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Intellidex is a leading research and consulting firm that specialises in capital markets and financial services in Africa.