Podcasts
PODCAST: Budget 2025 – what to expect
In this special edition of No Ordinary Wednesday, Investec experts Chief Economist Annabel Bishop, Treasury Economist Tertia Jacobs and Chief Investment Strategist Chris Holdsworth share their predictions for Budget 2025
Sponsored
A structured approach to investing in China
Some local investors looking to diversify portfolios beyond developed markets in response to high valuations and slower growth are considering emerging market exposure in the hunt for better returns. Investec explains the opportunity in China in this piece.
Dominique Olivier
Spotify: mafia tactics that work!
What does the world’s most popular music streaming service have in common with the mob? Aside from some playlists of Italian classics, only its (very effective) conversion strategy.
Ghost Wrap
GHOST WRAP – Retailers on sale on the JSE
The retail sector got off to a very poor start in 2025. With practically the entire sector down, are there stocks that were punished more than they should've been? This podcast is a useful summary of recent retail updates.
Ghost Stories
GHOST STORIES #55: Sustainability, the Spar way
Kevin O'Brien is incredibly passionate about his work as the Group Sustainability Executive at Spar. Having stuck with the group through tumultuous recent times, Kevin is focused on Spar's role as a corporate citizen in South Africa and the European markets in which it operates. In this discussion, we dig into Spar's approach to sustainability as more than just a tick-box exercise.
Ghost Stories
GHOST STORIES #54: 2025 kick-off and fresh views on rent vs. buy
With Duma Mxenge joining Ghost Stories to kick off the 2025 year from a Satrix perspective, the conversation flowed into rent vs. buy as you haven't heard it before. Get ready for fresh perspectives in this great show.
Ghost Stories
GHOST STORIES #53: International Opportunities Limited – a Chinese equity structured product
China is a land that is fraught with risk and brimming with opportunity. With enhanced upside as well as downside protection, International Opportunities Limited is a structured product that seeks to balance the risks and rewards available in Chinese equity markets.
Dominique Olivier
Short Stories v.05: Ideas for good
In a profit-motivated world, there are companies that find ways to solve genuine social problems while staying true to their businesses. Savlon, Honda, Energizer, Phillips and Renault all caught the attention of Dominique Olivier with their initiatives.
Featured
MIC Khulisani Ventures: A Game-Changer for Black-Owned Businesses in South Africa
MIC Khulisani Ventures is looking for Black-Owned business with high scalability and a commitment to growth. Equity funding is available and applications close at the end of January 2025.
Dominique Olivier
IKEA: The wisdom of the meatball
The best salesperson in Swedish business IKEA’s history isn’t Sven or Astrid or even Nils - it’s the meatball. Since 1985, the flatpack-furniture giant has sold more than a billion of its trademark Swedish meatballs every year. But how did a furniture company come to rely on meatballs to sell couches? The answer lies in consumer psychology. Dominique Olivier explains.
Satrix
Low-Risk High-Reward: The Low-Volatility Anomaly
Nico Katzke explores the high-risk, high-reward "truism" in investing and whether it is actually possible to have one's cake and eat it by focusing on lower volatility stocks.