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PODCAST: No Ordinary Wednesday Ep120 | Water risk is business risk

Investec Focus Radio -
Water scarcity is no longer a future risk. It is already reshaping how businesses operate, invest and grow in South Africa. In this episode of No Ordinary Wednesday, recorded after an Investec and Proparco water-resilience event, Jeremy Maggs is joined by Dr Sean Phillips, Director-General of the Department of Water and Sanitation; Helen Hulett, water-security advisor; and Melanie Humphries, Head of Sustainable Solutions at Investec.
Dominique Olivier

The Pony Express: you can’t outrun progress

Dominique Olivier -
From galloping horses to "typing..." bubbles, we’ve spent centuries chasing faster ways to communicate. Clarity, it turns out, hasn’t kept the same pace. Still, a difficult recent WhatsApp exchange reminded Dominique Olivier that it used to be much harder to send a message. This is the tale of the Pony Express.
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Ghost Bites (Rainbow Chicken | Sappi | Sea Harvest | Vodacom)

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Rainbow Chicken's earnings have doubled, while Sea Harvest's earnings have quadrupled! Vodacom is making hay while the sun is shining in Egypt. Sappi is trading at COVID and GFC levels and expects more pressure on earnings in the next quarter.

 

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GHOST WRAP – Earnings season brings out the bulls and the bears

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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.
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GHOST WRAP – The JSE Winners’ Club in 2025

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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?

Focuses on making market news and investment concepts accessible, understandable and fun!

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