Intellidex in the media

FEATURED

Mini budget acid test: business and markets will watch for privatisation signals and containment of debt

October 23, 2020

Business wants to see National Treasury doing whatever is in its power to boost economic growth that doesn’t require the say-so of other departments, says Intellidex’s Peter Attard Montalto in...

Read more
RECENT POSTS

De Ruyter: Green financiers standing by to support Eskom’s just energy transition

October 23, 2020

Green financing would not reduce the size of Eskom’s debt burden but would rather be a cheaper form of financing, says Peter Attard Montalto, head of capital markets research at Intellidex....

Read more

Tito Mboweni asks for a ‘mini budget’ delay – a worrying sign the economic line isn’t holding

October 15, 2020

South Africa dropped off the World Bank’s 22 October meeting because discussions on a $2bn loan facility had stalled, says Intellidex analyst Peter Attard Montalto. Featured in Daily Maverick.

Read more

How worried should we be about speculation that Mboweni will increase taxes?

October 15, 2020

Some of the reasons why Treasury had to push the MTBPS back by a week are the need to accommodate SOE bailout decisions and digest President Cyril Ramaphosa’s speech today, says Peter Attard...

Read more

SA’s fiscal credibility gap widens

October 9, 2020

There is already R16.4bn in the medium-term budget for the grounded national carrier so it’s probable that SAA will remain a never-ending drain, says Peter Attard Montalto, head of capital markets...

Read more

Stuart Theobald weighs in on the VBS case

October 9, 2020

There is serious prosecutorial ambition in the VBS case, says Intellidex chair Stuart Theobald in an interview on NewzRoom Afrika.

Read more

Should SAA be kept afloat?

October 1, 2020

Treasury has found itself in a difficult position because of an ANC and Cabinet resolution that SAA must be saved, says Peter Attard Montalto, head of capital markets research at Intellidex in an...

Read more

If government doesn’t have money to pay public wages – what are they stealing?

October 1, 2020

Government finding the money to bail out SAA yet again signals to unions – and possibly the courts – that with enough political will the state can find money, says Peter Attard Montalto....

Read more

Eskom SOE debt crisis: what is to be done?

September 29, 2020

What is to be done in reducing Eskom’s towering debt? Intellidex’s Stuart Theobald helps us answer this question. Featured in the CBPEP Colloquium 2020 conference report. 

Read more

Taxpayers should foot the bill for a R1,500 basic income grant in South Africa: unions

September 25, 2020

The debate around a basic income grant has been going on for about 20 years. While it could reduce poverty in SA by as much as 75%, affordability is the issue, says Peter Attard Montalto. Featured in...

Read more

South Africa does not have a viable economic recovery plan: analyst

September 22, 2020

A compact does not bind any party and is not ‘the government recovery policy’ – even if a Nedlac plan is ‘noted’ by cabinet, notes Intellidex’s Peter Attard Montalto. Featured in Business...

Read more

Will Cabinet provide SAA with the funding of R10.5-billion?

September 22, 2020

The politics was decided some time ago as there was a resolution within the ANC’s NEC that SAA needed to be saved, says Intellidex’s capital markets analyst, Peter Attard Montalto, in his...

Read more

South Africa’s economic woes

September 17, 2020

The delay in the release of mobile spectrum is a perfect example of what is holding South Africa’s economy back from catching up, argues Peter Attard Montalto. Featured in Financial Times. 

Read more