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Stuart Theobald analyses Old Mutual’s fight with its fired CEO

January 16, 2020

Old Mutual’s share price has dropped by 12% since the dawn of the Peter Moyo saga, however the losses aren’t entirely attributable to this as there are many moving parts to the company’s decline...

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Repo rate predicted to stay unchanged

January 13, 2020

The lack of panic in government outside of Treasury is one of the issues reinforcing South Africa’s low-growth forecasts, says Peter Attard Montalto, head of capital markets research at Intellidex....

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More of the same as 2020 economic growth outlook expected to flounder

January 6, 2020

Lack of decisiveness is something SA cannot afford for another year, and minimal reform means that the right decisions may well be made only after SA has been pushed over the cliff edge, says...

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4 things South Africans should look out for in 2020 – including more taxes and a decision on SAA

January 6, 2020

Eskom and the public sector wage bill will be key areas of focus right up into the 2020 February budget, which will then be followed by focus on an expected rating cut by Moodys’ at the end of...

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SA’s energy policy – why are we not using more renewable energy?

December 18, 2019

There is a battle of vested interests at play within government and this is one reason why it has missed key opportunities to turn business […]

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High risk of load shedding for the next 18 months

December 18, 2019

Government seems to lack forward momentum on energy policy and hence the risk of load shedding remains high for the next 18 months, says Intellidex’s […]

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Is the reform narrative dying in SA?

December 12, 2019

Reform in SA is taking place too slowly and a key problem is government’s lack of urgency in making the necessary decisions to turn economy […]

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Eskom: Uncertainty is the issue as mines grind to a halt

December 11, 2019

Business sentiment seems to be getting worse with no certainty about when an additional 11.6 GW of new capacity, by 2025, spoken about in the IRP will be procured, says Intellidex’s Peter Attard...

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SAA in business rescue

December 6, 2019

SAA business rescue is effectively a farming out of responsibility and decision-making to an independent party who has to act in the best interest of […]

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SAA cut off to protect other SOEs

December 6, 2019

The public enterprises department seems to be stepping over the legal line by trying to impose terms on SAA’s business rescue, says Intellidex’s Peter Attard […]

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Ailing SAA nose dives into business rescue

December 6, 2019

SAA’s business rescue is politically palatable and comes with an implied hope that SAA can be sustained, but only a third of businesses under business […]

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Eskom CEO – Should he be given the benefit of the doubt?

November 20, 2019

One job of the CEO of an SOE is to fight the highly political battles and there are instances where business will have to back De Ruyter in these conflicts, say head of capital markets research at...

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Can SAA be saved from collapse?

November 20, 2019

Intellidex’s view is that policy should be driven by evidence and it should be based on research on what would lead to the objectives we envision as a country, says Intellidex’s chairman Stuart...

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