ANALYSIS: We are concerned that Eskom suppliers could cut payment terms which would exacerbate the cash burn rate ? writes Peter Attard Montalto.
Nomura analyst Peter Attard Montalto reflects on SA’s economic challenges, political woes and the Nenegate saga.
Economist Peter Attard Montalto goes through Jacob Zuma’s SONA with a fine-toothed comb and finds little to cheer about.
The impact of the upheavals in the finance ministry will be seen in SA’s upcoming data, writes Peter Attard Montalto.
It always starts with the students, but what follows is much less clear, writes Peter Attard Montalto.
The market appears to assume that AB InBev can simply come along and pay cash for the SABMiller shares listed on the JSE, writes Peter Attard Montalto.
There is a continual gloom in SA about the impact of mismanagement within the parastatal sector on growth and investment.
We are, maybe surprisingly, more bearish now on Eskom than before our trip. In particular – we still do not believe there is enough sense of crisis around Eskom ...
The National Treasury’s Sunday press release confirmed a multifaceted approach as expected, but did not contain enough information for us to assess the exact impact ...
It took exactly five months but the strike by the Association of Mineworkers and Construction Union in Rustenburg against the main mining companies appears to finally ...
SA is much better off, but it could have been better with alternative policy choices.
The budget has to deal with one big question – what is to be done about the implications of such a weak rand (high infrastructure and debt service costs)? The answer, ...
It’s not normal for analysts to write obituaries. But normally past leaders’ shadows over a country fade, and normally they are not wound up into the fabric of a ...
Thinking back a year to the tragedy of Marikana on August ...
