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
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.