ROB ROSE: Why Ramaphosa needs to realise it’s the economy, stupid

Posted in: Intellidex in the media on November 2, 2020

Funding SAA by curtaining funding needed for schools and health treatment is Treasury’s way of making the ANC’s NEC feel the pain, says Intellidex chairperson Stuart Theobald. Featured in Rob Rose’s Financial Mail’s column. 

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STUART THEOBALD: Banks have reason to gripe over Reserve Bank’s dividend block

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Big banks have been profitable despite the pandemic and capital levels have not been under huge pressure. read more

From Sona to the year ahead, an equity perspective

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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... read more

STUART THEOBALD: Can we quit the grand visions and fix the problems?

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The South African government is increasingly giving up on solving the problems and is resorting to promising grand new institutions. read more