Financial Services Strategy
Misconceptions overestimate and underestimate the finance minister’s powers
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...
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.
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, […]
This column was first published on Business Day Contagion from SA’s state-owned enterprises crisis is heading for its development finance institutions. It started with a […]
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?
The public sector wage war and Eskom’s debilitating debt are key focuses in the coming year, yet the largest hurdles to be overcome are the […]
We look forward to working vigorously with you next year to do that. The team at Intellidex wishes you a fantastic Christmas and New Year.
Legal obscurity means things could easily end up in court, particularly with unions already sounding litigious A version of this column was first published in […]
This column was first published in Business Day The past two weeks of data for October gave the impression something is seriously wrong with the […]
This column was first published in Business Day Sometimes it is the smallest thing that riles the most. I have a pet peeve, which is […]
It is clearly the case that Eskom would shed jobs in a financial turnaround. But just think of the destruction to employment that has been caused by Eskom’s dysfunction: the deindustrialisation of...
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 […]
Intellidex is a leading research and consulting firm that specialises in capital markets and financial services in Africa.