Intellidex in the media

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Institutional investing in a post Covid-19 world

August 6, 2020

Transformation has been a major topic for financial services for some time. It is in the institutional stockbroking market where it has appeared to move more slowly, says Intellidex chairperson,...

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Apocalypse just now: Can SA’s economy still be saved?

August 6, 2020

Perhaps change will happen in SA if people abandoned their unrealistic hope and started recognising the scale of the crisis to come, says Intellidex’s lead capital markets research analyst, Peter...

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SIU files court papers to recover R3.8bn from Molefe, Koko, Guptas and others at Eskom

August 4, 2020

The recovery of R3.8bn is a drop in the ocean compared to Eskom's debt burden of R450bn. Deeper underlying work needs to be done around Eskom's balance sheet, says Intellidex analyst Peter Attard...

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SA’s top private banks and wealth managers

July 30, 2020

Covid-19 has changed just about everything — but in the wealth management space, tried and trusted principles still apply, writes Intellidex GM Colin Anthony reporting on the 2020 top private banks...

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The ANC will struggle to keep economic promises to the IMF after its ‘Rubicon’ moment

July 30, 2020

Intellidex analyst Peter Attard Montalto has likened SA’s IMF loan to a kind of crossing of the ‘Rubicon’ as commitment to reforms by minister Mboweni and governor Kganyago are about to unleash...

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Ramaphosa should have put his name on SA’s IMF letter

July 30, 2020

It is a pity  that President Cyril Ramaphosa did not sign the IMF letter of intent because the promises made on debt, policy reform and budget cuts will have deep and wide political implications,...

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All conditions for SAA rescue plan have now been met, practitioners announce

July 29, 2020

As the tortuous process of the business rescue practitioners comes to an end, SAA still has no money and labour unions are getting restless, comments Peter Attard Montalto, head of capital markets...

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South Africa names first projects in R2.3 trillion infrastructure drive

July 28, 2020

The gazetting of the list of infrastructure projects earmarked for potential investment is welcome but seems to lack any detail at all and we still await a policy statement, says Peter Attard...

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South Africa says lenders commit $21 billion to building projects

July 28, 2020

Details about government’s infrastructure plans are still scant so it is difficult to determine how viable the financing plans really are, says Stuart Theobald, chairman of Intellidex. Featured in...

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Denel CEO resignation casts doubts on President Ramaphosa’s SOE reform agenda

July 23, 2020

There is a risk that Du Toit's successor at Denel will also leave because of similar challenges. The fundamental problem of SOEs is the need to move with decisiveness and speed, which isn’t there,...

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WATCH: Is the SA Reserve Bank being too conservative?

July 23, 2020

Michael Avery debates the Bank’s monetary policy committee meeting with a panel of experts.

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Gordhan, Mboweni commit in letter to obtain funding for SAA

July 21, 2020

The joint letter from finance minister Mboweni and public enterprises minister Gordhan will be enough to move SAA’s business rescue process forward. But it actually provides no commitment to...

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SAA may see a rainbow, but the DPE still needs a pot of gold

July 15, 2020

There is no doubt that National Treasury will be aware of the negative signal that funding SAA will send and the dangerous precedent this sets […]

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