Monday, January 19, 2026

WEF2026 | What markets will be watching in Davos

The World Economic Forum Annual Meeting is here and markets are paying attention. As leaders gather in Davos, the conversations will likely shape risk premiums, capital allocation and investor confidence in the months ahead.  In episode one of Investec's special Davos Debrief podcast series, host Jeremy Maggs is joined by Chris Holdsworth, Chief Investment Strategist at Investec, to cut through the noise and focus on what really matters for investors.

What does Barbra Streisand have in common with Swedish pirates?

Humans are curious creatures. Tell us something is forbidden and suddenly it’s the only thing we want to see. Hide information and we’ll dig for it. Try to erase something and we’ll screenshot it, repost it, remix it, and turn it into a meme before the PR company has finished drafting the apology statement. Dominique Olivier explains the root of the "Streisand effect" and other examples just like it.
Latest
In Case you missed it

Ghost Bites (Aveng | Ninety One)

Aveng has announced a change in top management, with the CEO leaving the group at the end of January 2026. Ninety One's AUM has continued its positive trajectory.

Ghost Bites (Hyprop | Richemont)

Richemont's results clearly show the effect of geopolitical turmoil on global currencies - the growth in constant currency is much higher than reported growth. Hyprop's disposal of Hyde Park Corner has fallen through.

 

BE PART OF THE GHOST MAIL COMMUNITY

Join 140,000 investors in the Ghost Mail community.

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?
Verified by MonsterInsights