Politics

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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,...

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RECENT POSTS

Covid-19 preparedness: Townships, downtowns and informal settlements

March 18, 2020

There is an urgent need to slow the spread of the coronavirus (Covid-19) in SA, irrespective of location. Urban areas likely to be hardest hit. Townships and informal settlements accommodate the...

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STUART THEOBALD: Politics is the stick in the wheel of shares

March 9, 2020

Unfortunately, politics is what share prices now depend on.

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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

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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...

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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...

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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...

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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...

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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.

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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, […]

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STUART THEOBALD: Eviscerated public service ties Cyril Ramaphosa’s hands

January 27, 2020

Policy should focus on setting the rules for the private sector and letting it bring skills to the table, rather than trying to deliver all and sundry itself. He is running a ship that cannot attract...

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A great buzz, but SA lost in the mix with its ‘charity case’ stance

January 24, 2020

Intellidex’s head of capital markets research, Peter Attard Montalto, attended the UK-Africa Investment Summit in London on 20 January. He conveys his thoughts on some […]

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PETER ATTARD MONTALTO: Scrap the empty rhetoric and be a bit of a dictator

January 20, 2020

How many times can you say the same thing and still have people come along for the ride? When a process is mired in a lack of transparency can you say the opposite of what is actually happening?

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