Monday, June 30, 2025

The Finance Ghost

PODCAST: No Ordinary Wednesday ep103 – tensions, tariffs and the fragile global economy

At the midpoint of 2025, the global economy stands at a precarious intersection of cooling inflation on one side and rising geopolitical tensions on the other. In this episode of No Ordinary Wednesday, Jeremy Maggs speaks with Investec Chief Economists Annabel Bishop (South Africa) and Phil Shaw (UK) about the shocks and signals shaping markets.

The catch that’s catching up with us

Beneath the waves, a silent collapse is underway. As fish stocks dwindle, so do the jobs, meals and communities built around them. But it’s not too late for us to make a meaningful change. Dominique Olivier explains how to balance conservation with people whose livelihoods depend on the ocean.

Ghost Bites (Absa | Crookes | Lesaka | PBT | Reinet | Remgro – eMedia | RMB Holdings | SA Corporate Real Estate |...

Absa's trading update reflects a much lower credit loss ratio. Lesaka is buying Bank Zero. Crookes and Sea Harvest gave us agri updates. Remgro is unbundling its eMedia exposure. Reinet might sell Pension Insurance Corp. RMB Holdings has a tough story to sell. SA Corporate Real Estate's update has fascinating read-through for grocery retail.

Ghost Bites (4Sight | Argent Industrial | Growthpoint | Hyprop | Schroder European Real Estate | Sirius Real Estate | Thungela)

A busy day for property saw updates from Growthpoint, Hyprop, Schroder European Real Estate and Sirius Real Estate. We also saw financial updates from 4Sight, Argent Industrial and Thungela.

Who’s doing what this week in the South African M&A space?

Weekly summary of Merger & Acquisition activity by South African companies

Weekly corporate finance activity by SA exchange-listed companies

Weekly summary of corporate finance activity by South African exchange listed companies

Who’s doing what in the African M&A and debt financing space?

Weekly summary of all M&A, financial and debt market activity from across Africa (excluding South Africa)

A transformative year for South Africa’s corporate law regime

Over the past year, a wave of legislative reform has begun to reshape the legal landscape in which businesses operate.

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