Monday, October 20, 2025

Ghost Stories #77: What AI means for real-world business – and for your job

AI has dominated the headlines this year and is the cause of seemingly bottomless investment in markets like the US. This is technology theatre at its finest, accompanied by flashy presentations and even flashier share prices at the world's biggest tech companies. But what impact is it actually having on the corporates on the ground who are the eventual users of the service? And what does it mean for jobs? Shane Cooper of Forvis Mazars in South Africa joined me to unpack these topics.

PODCAST: No Ordinary Wednesday Ep112 | IMF Special – Signals from Washington

In this special IMF edition of No Ordinary Wednesday, Cumesh Moodliar, CEO of Investec South Africa, and Ruth Leas, CEO of Investec UK, unpack the signals from this year’s meetings in Washington – from the “three Ts” shaping investor sentiment (Trump, technology and tariffs) to the cautious optimism surrounding South Africa’s reform momentum.
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Ghost Bites (4Sight | Insimbi | Jubilee Metals | Labat | Prosus | Safari Investments – Heriot | Stefanutti Stocks | Standard Bank)

Safari Investments plans to go private with Heriot - but at a cheeky price. Prosus will get 100% of Just Eat Takeaway.com. Standard Bank's performance is consistent. Labat is a very different company now. On a busy day, we also saw updates from the likes of 4Sight, Insimbi, Jubilee Metals and Stefanutti Stocks.

Ghost Bites (Cashbuild | DRDGOLD | Gemfields | Labat Africa | Premier – RFG | PSG Financial Services | Sanlam | Vukile Property Fund)

Premier wants to acquire RFG in a share-for-share deal. Vukile raised far more than the planned R2 billion. PSG Financial Services banked excellent numbers. Sanlam's capital markets day reflects high growth targets. Updates came in from Cashbuild, DRDGOLD, Gemfields and Labat Africa as well.

 

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GHOST WRAP – Earnings season brings out the bulls and the bears

With the August / September earnings season behind us, it's helpful to look at share price moves over the past 30 days on the JSE to see how sentiment has shifted. The PGMs have driven the Top40 higher, while insurance has taken a breather.

GHOST WRAP – The JSE Winners’ Club in 2025

At the halfway mark in 2025, we've lived through some huge geopolitical shifts. The world's gaze has shifted beyond just the US market. Many investors choose to stick with what they know in times like these. This means homegrown favourites on the JSE. But which stocks have been the big winners thus far this year, and what do they have in common?
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