Podcasts
PODCAST: Global economy: Recession or recovery?
Recession risks, inflation pressures, and trade tensions - how is the global economy shaping up in 2025? Investec’s Chief Economists, Phil Shaw (UK) and Annabel Bishop (SA), take stock of the latest trends in No Ordinary Wednesday. From global growth forecasts to the economic outlook for Europe and South Africa, they break down what lies ahead.
Dominique Olivier
Ozone: how a hole taught humanity to collaborate
In a world of polarised viewpoints and much shouting, Dominique Olivier took the opportunity this week to write about something rare: a moment when the world didn’t just come together, but actually got it right. A global effort so successful, so decisive, that it stands as one of the greatest acts of collaboration in human history.
Unlock the Stock
UNLOCK THE STOCK: Afrimat
In the 48th edition of Unlock the Stock, Afrimat returned to the platform to talk about the recent performance and strategic focus areas for the group. The Finance Ghost co-hosted this event with Mark Tobin of Coffee Microcaps and the team from Keyter Rech Investor Solutions.
Podcasts
PODCAST: Is China Trump-proof?
Tariffs may have a diminished impact on China, as the country has strategically restructured its supply chains to lessen its reliance on the US. This is according to Campbell Parry, global resources analyst at Investec Wealth and Investment International, on the latest episode of No Ordinary Wednesday.
Sponsored
Nedbank: Improved financial performance and progress towards ROE targets
Despite a challenging operating environment in 2024, Nedbank grew headline earnings by 8% and saw return on equity strengthen to 15.8%.
Sponsored
RCL Foods delivers a pleasing half-year performance
RCL Foods maintained market share across the portfolio, grew HEPS from total operations by 35.4% and declared an interim dividend of 20 cents per share.
Dominique Olivier
Watch out for the wellness wave
For decades, alcohol and cigarettes have been the go-tos for taking the edge off life’s chaos. With Gen Z opting out of these vices, Big Alcohol and Big Tobacco are scrambling to stay relevant in a world where wellness is the new rebellion. Dominique Olivier explores this phenomenon.
Ghost Stories
Ghost Stories #56: Don’t waste the TFSA opportunity
Tax-free savings accounts (TFSA) are one of the most building blocks in any equity portfolio. The advantage of compounding tax-free returns over a long period is incredibly powerful and can really turbocharge a long-term wealth creation journey. Siyabulela Nomoyi joined me to discuss the importance of TFSA investments.
