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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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RECENT POSTS

STUART THEOBALD: Don’t let petroleum bill prove that resource nationalism is a curse

January 13, 2020

The oil and natural gas industry provides an obvious opportunity to add positive economic momentum while it is desperately needed. The bill is now in a consultation process, providing an opportunity...

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PETER ATTARD MONTALTO: Will the adults please enter the energy war room and shed light on Eskom’s future

December 19, 2019

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 […]

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Here’s our view on what to expect next year

December 13, 2019

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.

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STUART THEOBALD: SAA business rescue takes SA into uncharted territory

December 9, 2019

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 […]

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PETER ATTARD MONTALTO: Where’s the urgency to tackle growth and unemployment?

December 2, 2019

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 […]

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PETER ATTARD MONTALTO: Action, reform, decisiveness needed, but pragmatism in short supply

November 4, 2019

Moody’s has been very clear that it is up to government now to consolidate expenditure and undertake growth boosting reform before February or … or […]

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STUART THEOBALD: SAA and Acsa are giant red flags for private investors in SOEs

October 14, 2019

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...

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PETER ATTARD MONTALTO: Where action is at odds with rhetoric

October 7, 2019

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 […]

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STUART THEOBALD: Old Mutual clings to its principles, but a Moyo payout may have cost less

September 30, 2019

It takes a rather pigheaded commitment to principle to tide it out, and shareholders can rightfully ask why they’re being forced to pay the cost. Manuel and the rest of the board have a task ahead...

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Why prescribed assets are a bad idea

September 25, 2019

By: Stuart Theobald Prescribed assets are increasingly being looked to as a solution for both urgent and longer-term development funding needs. This is a mistake. […]

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PETER ATTARD MONTALTO: No, it will not be all fine in the end

September 23, 2019

I think there is a subset of ministers who actually do understand that the country is fundamentally in the wrong place. The problem is the system itself hasn’t flipped, given the lack of political...

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STUART THEOBALD: Business needs help in renewing its faith in the future

September 16, 2019

Our problem is the implementation. So far there are no implemented and reliable policies that business decisionmakers can see that will shift their return/risk expectations positively.

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