Friday, January 9, 2026

Sponsored Content

Ghost Bites (AB InBev | Jubilee Metals | HCI | Schroder European Real Estate)

With all the news from the first week of January 2026 included in one Ghost Bites, you'll find deal news at AB InBev, Jubilee Metals and HCI. There's also a valuation update at Schroder European Real Estate.

Why ETFs Play a Vital Role in Private Markets

Exchange Traded Funds (ETFs) have emerged as a transformative solution, for public markets and also as a strategic bridge to private market exposure. The border between traditional and alternative asset management is dissolving. Clients are driving the convergence, seeking integrated solutions that blend public and private exposures. Duma Mxenge of Satrix explains.

Ghost Bites (AfroCentric | Aspen | Novus – Mustek)

Aspen announced the disposal of Aspen APAC and the market loved it. AfroCentric is disposing of Activo and the market forgot to notice - for now, at least. And for Novus, a purchase of 3,000 shares has turned out to be very expensive in the Mustek deal.

UNLOCK THE STOCK: Southern Sun

In the 65th edition of Unlock the Stock, Southern Sun joined the platform to talk about the recent numbers and the strategic outlook for the business.

Ghost Bites (Mr Price | NEPI Rockcastle)

Mr Price isn't backing off on the NKD deal, despite the absolute hatred for the transaction from the market. NEPI's pre-close update shows the importance of looking at per-share growth.

Ghost Bites (Curro | Hulamin | Labat Africa | Sanlam)

The Curro deal gets the green light. Sanlam is doing important deals in India across the various Shriram investments. Labat Africa's numbers look very interesting. Hulamin's full year numbers are likely to be awful.

Ghost Bites (Anglo American | DRDGOLD | Labat Africa | WeBuyCars)

WeBuyCars is taking a big step with the acquisition of GoBid. DRDGOLD is crystallising renewable energy investments. Labat Africa's earnings have shot up. Anglo American has given a general update on major projects and the progress made in simplifying the group.

Ghost Stories #89: 25 years of Satrix – how indexation changed investing in South Africa

In the year 2000, a lot happened. There was some questionable pop music. There was also the Dot-Com Crisis, followed by a period that saw incredible equity returns in South Africa until the Global Financial Crisis hit in 2007/2008. And during that important period in our local market, we also saw the emergence and initial growth of ETFs in South Africa, spearheaded by Satrix. To reflect on 25 years of ETFs in South Africa, René Basson joined me to share the important milestones and fascinating stories that defined this journey. Join us as we look back on how Satrix made it possible for everyone to own the market.

Join our community of SUBSCRIBERS and be part of the conversation.

To subscribe, simply enter your email address on our website or click the subscribe button below. Don't worry, we respect your privacy and won't spam your inbox. Your information is safe with us.

Verified by MonsterInsights