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Ghost Stories
Ghost Stories #104: Take a byte of growth – Investec Nasdaq 100 Geared Growth
In this episode of Ghost Stories, The Finance Ghost sits down with Investec’s Brian McMillan, fresh off collecting the “Best Issuer in Africa” award in Stockholm on behalf of the Investec Structured Products team. The team is launching the Investec Nasdaq 100 Geared Growth structure. With much debate around the market valuations in this tech-heavy index, this structure is designed to appeal to investors who are finding it difficult to balance the desire to get involved against the risk of being late to the party.
Ghost Stories
Ghost Stories #103: How Shari’ah-compliant investing can outperform (with Maahir Jakoet)
In this episode of the Ghost Stories podcast, we welcome Old Mutual Investment Group to the platform for the first time. Maahir Jakoet, lead manager of the Old Mutual Global Islamic Equity Fund, looks back on a decade of top quartile performance.
This podcast lifts the lid on how Shari’ah-compliant investing can deliver unexpected outperformance vs. traditional funds.
Ghost Bites
Ghost Bites (Omnia | PPC | Sygnia)
In a country where far too many execs throw their hands in the air and blame difficult conditions, we find updates from three companies that have made it work: Omnia, PPC and Sygnia all have great stories to tell.
Financial Results
The Foschini Group FY26 results
The Foschini Group's results for the year ended March 2026 reflect a weaker second half and deteriorated trading conditions across all operating regions. The group has identified important key focus areas to improve performance.
Ghost Bites
Ghost Bites (The Foschini Group | Mr Price)
The Foschini Group hasn't stabilised yet, with negative operating leverage continuing to plague shareholders. Mr Price has enjoyed a partial share price recovery.
Dominique Olivier
Rooms without monsters can be scary too
The Backrooms began as an anonymous 4chan post and became the most surprising horror movie hit of the year. To understand why an empty room terrifies us, we have to look at what's hiding behind the wallpaper. From liminal spaces to uncanny valley, Dominique Olivier looks at how empty rooms can be just as scary as monsters.
Ghost Bites
Ghost Bites (Jubilee Metals | Old Mutual | Wesizwe Platinum)
Old Mutual has some bright spots, but is still a sideways story overall. Jubilee Metals is successfully through its maintenance shutdown. Wesizwe Platinum's Bakubung Minerals will shed nearly 500 jobs.
Podcasts
PODCAST: No Ordinary Wednesday Ep128 | The dragon’s new terms
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.
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