Thursday, July 10, 2025

CA&S: a business on track

CA&S Group has reported a strong set of annual results for the financial year ending 31 December 2024, demonstrating the strength of its diversified business model and its continued push into high-growth markets.

Ghost Stories #57: VAT strategies, bracket creep and what it means for South Africans

With the dust having settled on the Budget Speech and the proposals that parliament will need to vote on, Tertius Troost of Forvis Mazars in South Africa joined me to reflect on the key drivers behind the headlines - including the real questions, like whether VAT is anti-poor and how bracket creep really impacts us.

UNLOCK THE STOCK: Homechoice International

In the 49th edition of Unlock the Stock, Homechoice International joined the platform for the first time 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.

Temu Teslas no more: how China won the EV race

In case you've been living under a rock, the Chinese vehicle onslaught is causing massive disruption in the automotive sector. It's even more severe in the EV world, something we aren't exposed to in South Africa. Dominique Olivier explains how China did it.

GHOST WRAP – Q1 winners on the JSE

In considering how the first few months of the year have played out, some surprising winners have emerged. The performance in gold is simply a case of the sector carrying on where it left off in 2024, but what about platinum? And where did that telecoms rally come from? Also, have retail stocks continued their slide since the previous episode of Ghost Wrap that focused on that issue?

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.

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: 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.
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