Intellidex’s esteemed capital markets research team shared robust insights on President Cyril Ramaphosa’s Sona 2021 speech and had a look at our expectations for the year ahead, specifically from an equity perspective. The webinar was hosted by head of capital markets research, Peter Attard Montalto, and the panel included executive chair Dr Stuart Theobald; senior financial analyst Phibion Makuwerere; and equities research analysts Lerato Matibidi and Gershywn Benjamin.
It is hard not to have a sense of apprehension going into 2022. Interest rates in SA are trending up from a 50-year low as we enter an upward cycle. Inflation in big markets is at levels not seen for... read more
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