Podcasts
PODCAST: Is China Trump-proof?
Tariffs may have a diminished impact on China, as the country has strategically restructured its supply chains to lessen its reliance on the US. This is according to Campbell Parry, global resources analyst at Investec Wealth and Investment International, on the latest episode of No Ordinary Wednesday.
Ghost Stories
Ghost Stories #56: Don’t waste the TFSA opportunity
Tax-free savings accounts (TFSA) are one of the most building blocks in any equity portfolio. The advantage of compounding tax-free returns over a long period is incredibly powerful and can really turbocharge a long-term wealth creation journey. Siyabulela Nomoyi joined me to discuss the importance of TFSA investments.
Podcasts
PODCAST: Can tech titans keep up the pace?
Big tech stocks have stabilised after the DeepSeek shock in January, but will they continue to dominate the market this year, or is the next disruption around the corner? Tinus Rautenbach, head of Investec’s new trading and investing platform, Clarity, shares his views on the latest episode of the No Ordinary Wednesday podcast.
Podcasts
PODCAST: Budget 2025 – what to expect
In this special edition of No Ordinary Wednesday, Investec experts Chief Economist Annabel Bishop, Treasury Economist Tertia Jacobs and Chief Investment Strategist Chris Holdsworth share their predictions for Budget 2025
Ghost Wrap
GHOST WRAP – Retailers on sale on the JSE
The retail sector got off to a very poor start in 2025. With practically the entire sector down, are there stocks that were punished more than they should've been? This podcast is a useful summary of recent retail updates.
Ghost Stories
GHOST STORIES #55: Sustainability, the Spar way
Kevin O'Brien is incredibly passionate about his work as the Group Sustainability Executive at Spar. Having stuck with the group through tumultuous recent times, Kevin is focused on Spar's role as a corporate citizen in South Africa and the European markets in which it operates. In this discussion, we dig into Spar's approach to sustainability as more than just a tick-box exercise.
Ghost Stories
GHOST STORIES #54: 2025 kick-off and fresh views on rent vs. buy
With Duma Mxenge joining Ghost Stories to kick off the 2025 year from a Satrix perspective, the conversation flowed into rent vs. buy as you haven't heard it before. Get ready for fresh perspectives in this great show.
Ghost Stories
GHOST STORIES #53: International Opportunities Limited – a Chinese equity structured product
China is a land that is fraught with risk and brimming with opportunity. With enhanced upside as well as downside protection, International Opportunities Limited is a structured product that seeks to balance the risks and rewards available in Chinese equity markets.
Ghost Wrap
GHOST WRAP – Five Insights from December 2024
This Ghost Wrap podcast and transcript brings you insights from December 2024 on Italtile, Prosus, Renergen, Metair and Bell Equipment.
Ghost Stories
GHOST STORIES #52: Beating Money Dysmorphia
To close out the year, René Basson of Satrix made her debut on Ghost Stories for a fascinating conversation on the topic of money dysmorphia. This is a mismatch between financial behaviour and financial means - and yes, it can work in both directions i.e. whether you have plenty of money or not enough!
IG Markets
IG MARKETS PODCAST: The Trader’s Handbook Ep13 – Building your trading blueprint: season finale of The Trader’s Handbook
In this final episode of The Trader’s Handbook, Shaun Murison joined me to wrap up an insightful season by exploring the cornerstone of trading success: crafting a solid trading plan.
