Thursday, July 16, 2026
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PODCAST: No Ordinary Wednesday Ep131 | South Africa’s consumer crunch

Investec Focus Radio -
Are South African consumers past the worst of the fuel shock? Household budgets have been hit by higher fuel prices, rising inflation and pressure on real wages. But fuel prices are starting to fall. The risk is timing. Will relief arrive before households are forced to cut back further? Host Jeremy Maggs unpacks the consumer outlook with Annabel Bishop, Investec Chief Economist, on No Ordinary Wednesday.
Capitec

The Finance Ghost Plugged in with Capitec: Entrepreneurship without excuses – the Planetworld story

The Finance Ghost -
From humble beginnings selling Bluetooth car kits to building Planetworld into a diversified importer and distributor of 78 global brands, Planetworld co-founder and CEO Maurice van Heerden shares a refreshingly honest view of what it takes to scale a business. 
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Ghost Bites

Ghost Bites (DRDGOLD | Hudaco | Richemont | Supermarket Income REIT)

The Finance Ghost -
Richemont's blowout sales growth brings luxury back in vogue. Supermarket Income REIT is raising £100 million for acquisitions. DRDGOLD has released a presentation to explain their capex cycle. Hudaco locked in the world's strangest (or most efficient?) share repurchase.
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Ghost Bites (Alphamin | Brait | Tharisa)

The Finance Ghost -
Alphamin continues to ride the tin wave. Brait, while promising a value unlock, is executing a rights offer to put more money into Virgin Active. Tharisa's production metrics and projects are on track.

 

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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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