Treasury to increase bond auctions to fund Eskom and tax deficit

Posted in: Intellidex in the media on August 1, 2019

Moody’s remains reluctant to downgrade SA – which is out of kilter with other ratings agencies – and is unlikely to do so in the next year despite Eskom’s challenges, says Intellidex’s Peter Attard Montalto. Featured in Business Day


STUART THEOBALD: If only we could shrug off labels and base policy on evidence

November 11, 2019

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

PETER ATTARD MONTALTO: Action, reform, decisiveness needed, but pragmatism in short supply

November 4, 2019

Moody’s has been very clear that it is up to government now to consolidate expenditure and undertake growth boosting reform before February or … or […] read more

STUART THEOBALD: Investors’ eyes are on Ramaphosa over needed reforms

October 29, 2019

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