Tuesday, July 14, 2026

Satrix: Why you’re wrong about emerging markets

Nonhlanhla Mphelo, Senior Portfolio Manager at Satrix, unpacks common misconceptions about emerging markets. The risk-reward setup for these markets looks interesting, particularly as developed markets have become more concentrated in tech.

VIDEO: Why credit ratings matter | Why REITs raise capital so easily

The recently launched Ghost Bites podcast brings you an audio supplement to the daily Ghost Bites that you know and love in Ghost Mail. This gives me an opportunity to expand on certain topics in detail, while bringing in the results of the poll as well. This episode covers the recent credit ratings upgrade for the banks, as well as Hyprop's capital raise.
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Ghost Bites (Labat Africa | Old Mutual | South Ocean Holdings)

When will Labat Africa engage with the market and tell their story? Old Mutual reminds us just how well our market infrastructure works in South Africa (especially compared to Zimbabwe). South Ocean Holdings expands in Cape Town.

Ghost Bites (Accelerate Property Fund | Bytes Technology | Capitec | Sappi)

Accelerate Property Fund has made more progress. Bytes Technology investors must be patient for growth in profits. Capitec has sold its rental finance business to Sasfin. Sappi jumped on positive news about recent trading.

 

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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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