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PETER ATTARD MONTALTO: Sipho Pityana’s Busa letter shows despair can be useful

August 12, 2019

A kind of mass hysteria is breaking out, some of it justified. Sentiment is getting weaker because nothing is being done

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RECENT POSTS

STUART THEOBALD: Far from targeting Mkhwebane, banks are merely reacting to global pressure on money laundering

August 5, 2019

Public protector’s account is being investigated for exchange control violations and suspicious transaction from Hong Kong.

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PETER ATTARD MONTALTO: SA tumbles in a slow-motion crash

July 29, 2019

Gains 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...

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STUART THEOBALD: Flurry of takeover moves creates false idea of a bright future

July 22, 2019

SA’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...

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PETER ATTARD MONTALTO: Budget vote speeches show the government has no effective plan to create jobs

July 15, 2019

If 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...

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PETER ATTARD MONTALTO: Economy is in ICU and social compacting delays the treatment

July 1, 2019

Can you suffer death by social compacting? It seems the answer may be yes.

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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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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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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: Good intentions need power of action to quell scepticism

February 11, 2019

When exactly do you start pencilling “intention” into a GDP forecast and into asset prices?

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Economic prospects for this year hinge on policy

January 22, 2019

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...

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STUART THEOBALD: With Zuma gone, talk on policy may be back in vogue

January 21, 2019

Time to talk policy again in post-Zuma political era says Intellidex chairman Stuart Theobald in Business Day.

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Cost of entry level housing is bad for transformation

May 26, 2014

The 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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