Ranking the Analysts

Posted in: Newsletter articles on June 26, 2019


Standard Bank/SBG Securities, SA’s top-rated research firm for the fourth consecutive year, has issued a strong call to the post-election government to rebuild the confidence of the private sector, especially the consumer.

This comes as institutional research and broking firms are being squeezed by low liquidity levels and trading volumes as fund managers pare back on their equity holdings, as well as margin compression on commissions as they reduce the number of research houses they use. Fund managers, generally, are “maxed out” on their offshore holdings, because they are restricted by prudential regulations from too great an exposure offshore, in the face of a suppressed economy stunting growth in all business sectors.

Click here for the full report published in the Financial Mail.

Have your say.
Share your opinion

RELATED ARTICLES

STUART THEOBALD: What now for the Covid-19 loan scheme?

October 19, 2020

Why lenders and borrowers have given the government’s bank guarantee loan scheme the cold shoulder. read more

PETER ATTARD MONTALTO: Will it be doom or recovery?

October 12, 2020

The launch of the recovery plan by the president is a seminal moment which will define the path to economic doom or recovery. read more

STUART THEOBALD: Data can’t be taken at face value during these strange times

October 5, 2020

Covid-19 has caused what statisticians call a regime change, because the underlying conditions that generate the data fundamentally changed during the lockdown. read more