Thursday, June 4, 2026
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PODCAST: No Ordinary Wednesday Ep128 | The dragon’s new terms

Investec Focus Radio -
China remains South Africa's largest trading partner, but the landscape of global trade is evolving. In this episode of No Ordinary Wednesday, Investec Treasury Economist Tertia Jacobs and Head of Supply Chain Dylan Govender look at the forces reshaping Sino-South Africa trade and explore what these changes mean for local businesses and the broader economy.
Unlock the Stock

UNLOCK THE STOCK: Metair Investments

The Finance Ghost -
In the 71st edition of Unlock the Stock, Metair Investments joined the platform to discuss the challenges and opportunities in their fascinating business. With exposure to South Africa's automotive sector, this is a great way to understand that value chain.
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Ghost Bites
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Ghost Bites

Ghost Bites (Fairvest | Ninety One | Putprop)

The Finance Ghost -
Fairvest has upgraded full year guidance, with B shareholders celebrating strong double-digit returns at the moment. Ninety One has returned to positive net inflows. Putprop is recycling capital into a property in Kramerville.
Ghost Bites

Ghost Bites (Bidcorp | British American Tobacco | Burstone | Invicta | Momentum | Santova | Telkom)

The Finance Ghost -
Telkom is brimming with confidence, while Bidcorp and British American Tobacco are executing on their global business strategies. Invicta had a flat period, with Burstone also not giving investors much to get excited about. Santova is a good business in a tough environment. Momentum's capital markets day makes for good reading.

 

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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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