Friday, January 30, 2026
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Podcasts

Davos 2026 | Navigating the new disorder

Investec Focus Radio -
The World Economic Forum Annual Meeting in Davos offered fewer illusions, and more realism. The rules-based order is no longer assumed. Geopolitics is now embedded in balance sheets. Scale matters. Delivery matters more. Jeremy Maggs talks to Investec Group Chief Executive Fani Titi on the final episode of Investec's Davos Debrief series.
Dominique Olivier

When bad art becomes good tourism

Dominique Olivier -
From Ecce Homo to Ecce Mono, this is the story of how a mildly shocking attempt at art restoration became an internet meme and subsequently a tourism opportunity for the town of Borja. Dominique Olivier tells this tale of the journey from failure to fame.
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Ghost Bites
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Ghost Bites

Ghost Bites (ASP Isotopes | Dipula Properties | Exxaro | Glencore | Sibanye-Stillwater | Woolworths)

The Finance Ghost -
The Woolworths trading update shows that South Africa is way outperforming Australia (as usual). Dipula Properties is another helpful retail data point. Glencore and Sibanye-Stillwater released important mining updates. Exxaro is finalising its manganese deal. ASP Isotopes is making progress with Renergen's assets.
Ghost Bites

Ghost Bites (Datatec | Mr Price | Vukile)

The Finance Ghost -
Mr Price's performance reflects just how tough the local apparel sector is at the moment. Vukile is selling a mature portfolio of assets in Spain. Datatec is getting a foothold in the Balkans via a cybersecurity acquisition.

 

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Ghost Wrap

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

The Finance Ghost -
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

GHOST WRAP – The JSE Winners’ Club in 2025

The Finance Ghost -
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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