Friday, February 27, 2026
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Satrix

Why AI may not be the next big bubble

Nico Katzke, Satrix -
The talk in investment markets is that the AI "bubble" may soon burst. Nico Katzke, Head of Portfolio Solutions at Satrix, disagrees with these predictions, though he does caution investors about potential risks. What can we learn from the historical valuations of tech stocks?
Capitec

The Finance Ghost Plugged in with Capitec: Ep 8 (Business Banking, but better)

The Finance Ghost -
Capitec understands the challenges faced by entrepreneurs. Throughout this season of The Finance Ghost Plugged in with Capitec, we’ve explored how affordable transactional banking and access to finance can help business owners grow.  But how does it all come together? And how did Capitec make such a strong impact on the business banking scene so quickly? This is The Finance Ghost in conversation with Karl Kumbier (Executive for Business Bank), Amrei Botha (Executive of Client Experience Delivery) and Sicelo Mkhize (Head of Distribution).
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Ghost Bites
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Ghost Bites

Ghost Bites (Discovery | Fortress Real Estate | KAP | Libstar | Nedbank | OUTsurance | Spur | Tiger Brands | Truworths)

The Finance Ghost -
Strong numbers came through from Discovery, Fortress Real Estate, Libstar and Spur. Tiger Brands is doing as well as they can in a deflationary environment. KAP is doing better on margins, but has much work to do on revenue. OUTsurance had a tough period in Australia, but decent numbers overall. Nedbank is struggling to find growth, while Truworths remains reliant on the UK.
Ghost Bites

Ghost Bites (AECI | Bidcorp | Blu Label | Fortress Real Estate | Hammerson | Motus | Mustek | Shaftesbury | Valterra Platinum)

The Finance Ghost -
A busy day of earnings news saw financials come in from AECI, Bidcorp, Blu Label, Hammerson, Motus, Mustek, Shaftesbury and Valterra Platinum. Fortress Real Estate gave shareholders a precise view of distributable income, with more details to follow.

 

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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?

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

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