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Opposition parties gear up for #SONA2019 debate

June 24, 2019

Creditors and suppliers will be disappointed that Ramaphosa did not mention SAA and the SABC in the Sona as both embattled SOEs also require billions of rand in bailouts, says Intellidex head of...

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You are going to pay for Eskom – Tax increase on the cards

June 24, 2019

Eskom’s bailout is disappointing as free money was offered with no additional pain politically or for the vested interests, says Intellidex analyst Peter Attard Montalto. Featured in My Broadband.

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Rand falls after Ramaphosa speech seen lacking details

June 21, 2019

There was a surprising lack of detail on Eskom which will disappoint both the energy industry and markets, says Peter Attard Montalto, head of capital markets research at Intellidex. Featured in...

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JSE could open mixed on Friday as Naspers reports

June 21, 2019

Market sentiment is not likely to improve much after Sona until actual implementation begins, says Peter Attard Montalto, head of capital markets research at Intellidex. Featured in Business Day

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African Bank moves to stem client exodus, safeguard S.African comeback

June 21, 2019

African Bank should capitalise on its access to clients from its former lending book, says Stuart Theobald, chairman of financial consultancy Intellidex. Featured in Reuters.

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Cyril Ramaphosa expected to shore up business confidence

June 19, 2019

Intellidex analyst Peter Attard Montalto believes various short- and long-term bailout plans will have gone to last week's Cabinet lekgotla for processing and inclusion within the Sona speech....

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Some green economic shoots in April, but don’t expect Q2 to blossom as confidence remains low

June 14, 2019

The ANC’s political infighting has caused an extremely rapid loss of confidence in the economy which policymakers underestimate, says Peter Attard Montalto, Intellidex’s head of capital markets....

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Here’s why Ramaphoria is now well and truly dead

June 13, 2019

Investors look for some simple bedrocks of countries to invest in – like low, stable inflation emanating from a credible independent central bank, says intellidex head of capital markets Peter...

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SARB independence threats are ‘hand grenade with the pin out’ for SA credibility – analyst

June 12, 2019

The markets seemed to think issues like the SA Reserve Bank and land would be parked – which is not going to be the case, says Intellidex head of capital markets Peter Attard Montalto. Featured in...

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The one way Ramaphosa could change how he runs his office

June 12, 2019

Intellidex’s Peter Attard Montalto questions whether those around the president have the ability to deploy political capital to undertake policy formation and then implementation. Featured in...

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Data underlines the woeful state of South Africa’s investment climate

June 11, 2019

There is no investment strike – investment is clearly happening. What is happening though is that the proportion of investment as a share of GDP […]

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ANALYSIS: Tito’s Ace damage control is ‘not enough’ to save SA

June 6, 2019

Markets know Mboweni and Godongwana's views on nationalising the South African reserve Bank, and so their interventions, whilst necessary, are not sufficient says Intellidex’s Peter Attard Montalto....

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QE could cause significant damage if pushed through (2)

June 6, 2019

There is another crowd of people within the ANC, who want access to the Reserve Bank’s control of the financial authority says, Intellidex head of capital markets Peter Attard Montalto. Featured in...

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