The Finance Ghost
Ghost Stories
Ghost Stories #80: Taming the herd – how to navigate bubbles, biases and big market moves
Kingsley Williams is the Chief Investment Officer at Satrix, which means he has built his career around being a student of the markets. He started working right before the dot com bubble, so Kingsley has seen exactly what happens when you have herd mentality in the markets.
Bubbles. Biases. Big market moves and the way they make people behave - it's all here in this great conversation around how to stay sane in a market that is driven by emotion, and one of the most dangerous human traits of all: greed.
Ghost Bites
Ghost Bites (AB InBev | Adcorp | Datatec | Dis-Chem | Fairvest | Finbond | Greencoat | Optasia)
Beer volumes are still dropping at AB InBev. Dis-Chem is innovating from a position of strength. Datatec's earnings more than doubled. Great cost control is visible at Adcorp. Optasia's IPO was very successful. Fairvest is buying two malls. Greencoat needs more wind.
DealMakers
Who’s doing what this week in the South African M&A space?
Weekly summary of Merger & Acquisition activity by South African companies
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies
DealMakers
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)
DealMakers
Independence reimagined in the age of King V
King IV laid a solid foundation; King V builds on that legacy with a sharpened focus on independence as an active governance function.
Ghost Bites
Ghost Bites (Astral Foods | Glencore | KAP | MTN Ghana)
Astral Foods had a stunning second half. Glencore has given tighter guidance for the full year. MTN Ghana had a strong quarter. KAP is trying to fix the economics of PG Bison's Cape-based forestry assets through a merger.
Ghost Stories
Ghost Stories #79: Fintech meets frontier markets – now on the JSE
Optasia is listing on the JSE, which means that South African investors will have the opportunity to invest in this exciting fintech business. With a proprietary platform and extensive relationships across numerous emerging and frontier markets, Optasia builds bridges between financial institutions and traditionally unbanked consumers seeking airtime credit and microfinance solutions. To explain how the business works, Salvador Anglada (CEO, Optasia) joined me for this detailed discussion.
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