South Africa


STUART THEOBALD: What now for the Covid-19 loan scheme?

October 19, 2020

Why lenders and borrowers have given the government’s bank guarantee loan scheme the cold shoulder.

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PETER ATTARD MONTALTO: Will it be doom or recovery?

October 12, 2020

The launch of the recovery plan by the president is a seminal moment which will define the path to economic doom or recovery.

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STUART THEOBALD: Data can’t be taken at face value during these strange times

October 5, 2020

Covid-19 has caused what statisticians call a regime change, because the underlying conditions that generate the data fundamentally changed during the lockdown.

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PETER ATTARD MONTALTO: Toxic brew of ANC decision-making poisons confidence

September 28, 2020

Scant insight into how government’s decision-making works is a problem that infects business and investor confidence. 

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STUART THEOBALD: Hard to tell where SAA’s flight of fancy will land

September 21, 2020

How is the sorry saga of SAA going to end?

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STUART THEOBALD: New accounting rules make comparing banks’ performance with 2009 hard

September 7, 2020

Companies must now expense the losses they expect to make as soon as their expectations change

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PETER ATTARD MONTALTO: Show us a proper road map, Mr President

August 31, 2020

SA’s wheels will just spin in the mud if it produces plans without specifics such as costs, responsibilities and timelines

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STUART THEOBALD: How liberal will banks be in looser relief package offering?

July 26, 2020

The state has given nod for easier credit criteria, but is a 6% writeoff a price worth paying for banks?

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STUART THEOBALD: Will later generations learn from our mistakes?

June 29, 2020

The government will collapse under its debts if there is not a dramatic change of course.

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PETER ATTARD MONTALTO: The chatter before a budget speech always gets it wrong

June 22, 2020

What matters are the credibility gaps, not the fiscal measures that the Treasury announces.

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STUART THEOBALD: Inheritance tax proposal pokes a hornets’ nest

June 15, 2020

There are important moral and practical concerns that should guide the discussion on whether to disrupt multigenerational transfers of wealth.

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PETER ATTARD MONTALTO: A starting gun has been fired, but to what end?

June 8, 2020

The tripartite alliance must do things differently if it is to triumph in a post-Covid reality.

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STUART THEOBALD: Great leadership is needed after the Covid-19 crisis

June 1, 2020

The fight over the future of economic policy is already brewing

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