Stuart Theobald is a weekly columnist for Business Day. He is a financial analyst and editor who has covered financial services for 12 years. He edits Business Day Investors Monthly and is head of research boutique Intellidex.
Something strange is afoot with votes on executive pay
Some companies are clearly frustrated with shareholder input after pay resolutions fail to pass
Banks go back to the future as discretion makes a comeback
The banking sector and its regulators are in a head-spinning dance
Impasse shows security of land rights hinges on accessibility and justice
Standoff between ANC and EFF is due to people feeling they cannot accrue tangible economic benefits
SAA deal is the next best for all parties
That is, if the deal — which was hammered out behind closed doors — can fly at all
Loose monetary policy eases credit access for the rich, but squeezes the poor
Instead of rising as consumers are attracted by lower pricing, volumes are falling
Input myopia clouds BEE and other policies
By shunning outcomes, normal market mechanisms are turned on their head
Scars of Absa remaking contributed to Daniel Mminele’s surprise exit
Absa CEO’s office had been a kind of presidency for a decade and a half, not fully engaged in the bank’s details
Rocketing JSE Alsi leaves offshore advisers with egg on their face
Index has gained almost 80% since the plunge in March 2020, when lockdowns began worldwide
Will we splash out or lash ourselves in once pandemic has been tamed?
Pent-up demand will probably see consumers splurging, but long-term growth depends on policies that encourage ...
Policy digs us into a hole instead of helping SA mine private investment
If an enabling approach to mining was pursued, we could see change in fixed capital formation