Saturday, April 19, 2025

Ghost Stories #60: Debt markets – the other side of the coin

Intengo Market is a digital marketplace for debt instruments in South Africa, driving outcomes like increased liquidity and price discovery. CEO Ian Norden joined me on this podcast to give an overview of the debt markets in South Africa. You can expect many more insights in months to come.

PODCAST: Positioning for tariff turmoil

In this special edition of Investec’s No Ordinary Wednesday podcast, Jeremy Maggs is joined by Chris Holdsworth and Osagyefo Mazwai to delve into the recent market turmoil following President Donald Trump's controversial tariff announcements.

Ghost Stories #59: STADIO – a growth story on the JSE

STADIO Holdings has a growth story to tell. That's a rare thing on the South African market. The tertiary education space is booming and STADIO is addressing that demand through a combination of contact learning and distance learning offerings. On this podcast, CEO Chris Vorster and CFO Ishak Kula joined me to talk through the business model.

Ghost Stories #58: Diversification – the way to survive market chaos

With the markets in disarray in the aftermath of tariffs, it looks like the theme this year is more around risk management in a bear market rather than which growth stocks to buy. This is where strategic asset allocation becomes key, as discussed with Kingsley Williams of Satrix in this podcast.

CAUTION: potholes ahead!

After a tough first quarter of the year, investors seeing their portfolios decline in value may be questioning whether their current strategy is still right, or if a change is needed. Kingsley Williams of Satrix shares his insights into diversification and portfolio strategies.

CA&S: a business on track

CA&S Group has reported a strong set of annual results for the financial year ending 31 December 2024, demonstrating the strength of its diversified business model and its continued push into high-growth markets.

Ghost Stories #57: VAT strategies, bracket creep and what it means for South Africans

With the dust having settled on the Budget Speech and the proposals that parliament will need to vote on, Tertius Troost of Forvis Mazars in South Africa joined me to reflect on the key drivers behind the headlines - including the real questions, like whether VAT is anti-poor and how bracket creep really impacts us.

UNLOCK THE STOCK: Homechoice International

In the 49th edition of Unlock the Stock, Homechoice International joined the platform for the first time to talk about the recent performance and strategic focus areas for the group. The Finance Ghost co-hosted this event with Mark Tobin of Coffee Microcaps and the team from Keyter Rech Investor Solutions.

PODCAST: Global economy: Recession or recovery?

Recession risks, inflation pressures, and trade tensions - how is the global economy shaping up in 2025? Investec’s Chief Economists, Phil Shaw (UK) and Annabel Bishop (SA), take stock of the latest trends in No Ordinary Wednesday. From global growth forecasts to the economic outlook for Europe and South Africa, they break down what lies ahead.

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.

Nedbank: Improved financial performance and progress towards ROE targets

Despite a challenging operating environment in 2024, Nedbank grew headline earnings by 8% and saw return on equity strengthen to 15.8%.
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