Intellidex analyst Peter Attard Montalto cautioned that, even with an “okay” win for the ANC, the link between the results and the post-election reform agenda and political environment is weak. Featured in Mail and Guardian
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.