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 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 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.
Read moreWhen exactly do you start pencilling “intention” into a GDP forecast and into asset prices?
Read moreGovernment 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...
Read moreTime to talk policy again in post-Zuma political era says Intellidex chairman Stuart Theobald in Business Day.
Read moreThe trend in lending patterns in the banking industry is damaging the transformation of the SA economy, particularly when it comes to home ownership. Since 2008, when banks were hit by a wave of bad...
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Intellidex is a leading research and consulting firm that specialises in capital markets and financial services in Africa.