Financial Services Strategy
Why lenders and borrowers have given the government’s bank guarantee loan scheme the cold shoulder.
The launch of the recovery plan by the president is a seminal moment which will define the path to economic doom or recovery.
Covid-19 has caused what statisticians call a regime change, because the underlying conditions that generate the data fundamentally changed during the lockdown.
Scant insight into how government’s decision-making works is a problem that infects business and investor confidence.
How is the sorry saga of SAA going to end?
Companies must now expense the losses they expect to make as soon as their expectations change
SA’s wheels will just spin in the mud if it produces plans without specifics such as costs, responsibilities and timelines
The state has given nod for easier credit criteria, but is a 6% writeoff a price worth paying for banks?
The government will collapse under its debts if there is not a dramatic change of course.
What matters are the credibility gaps, not the fiscal measures that the Treasury announces.
There are important moral and practical concerns that should guide the discussion on whether to disrupt multigenerational transfers of wealth.
The tripartite alliance must do things differently if it is to triumph in a post-Covid reality.
The fight over the future of economic policy is already brewing
Intellidex is a leading research and consulting firm that specialises in capital markets and financial services in Africa.