Negative sentiment is quite rational because of the lack of change in SA, says Peter Attard Montalto, Intellidex’s head of capital markets research. Listen to the full interview with Bruce Whitfield on Radio 702
The strands of ideology that shape SA’s political economy are deep. Sometimes we are not even conscious of them. One of the most important is Marx’s theory of history, a vision of the world that... read more
What is needed instead is evidence of genuine structural reform; the kind that will make analysts return to their models, change parameters, and deliver to their clients forecasts of better economic... read more
Intellidex is a leading research and consulting firm that specialises in capital markets and financial services in Africa.