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Impact of coronavirus on emerging markets

March 27, 2020

The impact of the coronavirus on banks’ balance sheets, as they offer repayment relief, can be managed with the right regulatory frameworks – and banks […]

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The Reserve Bank is buying government bonds for corona relief

March 26, 2020

The Reserve Bank buying government bonds for corona relief is a major and necessary crossing of the rubicon, says Intellidex’s Peter Attard Montalto on The […]

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SARB cuts rates by 100 basis points in response to COVID-19, is it enough?

March 20, 2020

While a 100 basis-point interest rate cut is going to provide some support for the economy, that support is really going to be marginal,

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SA’s ‘abnormally’ low coronavirus rate will still wreck the economy

March 19, 2020

While SA may end up with an official coronavirus rate which is relatively lower than peer countries, the pandemic may trigger an Eskom “shock” and […]

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SA’s deficit to leapfrog

March 19, 2020

SA hasn’t saved for a rainy day nor has it implemented the right structural reforms to accelerate economic growth – and this does mean a Moody’s downgrade, says Intellidex’s head of capital...

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SA’s GDP growth outlook dims as coronavirus spreads

March 12, 2020

Global airlines are coming under extreme stress due to #coronavirus. This is likely to have a significant impact on #SAA’s existing and even profitable routes, accelerating the need for additional...

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Black economic interest in the banking sector is slipping

March 12, 2020

While the question of ownership in the banking industry captures headlines, another question to ask is whether those patterns of ownership transform the economy, says Stuart Theobald. Featured in...

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Black ownership of banks continues to fall

March 10, 2020

Blacks now represent the majority on banks’ boards, with black members climbing from 43% in 2017 to 51% in 2018, Intellidex’s report on transformation in the banking sector found. Featured in...

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Consumers aren’t reaping the benefits of SARB’s repo rate cuts

March 10, 2020

The increase in banks’ overdraft interest rate reflects their increasing risk aversion, says Intellidex’s head of capital markets research, Peter Attard Montalto. Featured in IOL .

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Budget review 2020

February 27, 2020

While many expected Tito Mboweni to increase VAT, that was not on the table because of its overall impact, says Intellidex’s Peter Attard Montalto on […]

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Cautious optimism for Mboweni’s ‘fascinating Budget’

February 27, 2020

This is a fascinating budget. Finance Minister Tito Mboweni has thrown the kitchen sink at unions and the public sector wage war has started, argues […]

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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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SONA 2020 reactions: Empty promises and impossible dreams

February 14, 2020

Ramaphosa’s Sona scores a high 8/10 for rhetoric, an ‘okay’ 6.5/10 on policy but falls flat on implementation (2/10 at best), says Intellidex head of capital markets research Peter Attard...

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