Sponsored
A Perspective on Fair Value in the South African Bond Market
In South Africa’s financial ecosystem, the concept of “fair value” arises frequently, particularly when discussing corporate bonds. Yet, for many investors, the differences between fair value and mark-to-market pricing, and why this might matter, can be misunderstood. Ian Norden of Intengo Market unpacks this issue and its impact on the market.
Podcasts
PODCAST: No Ordinary Wednesday Ep105 – Global consumer trends 2025
From AI-optimised shelf space to influencer-fuelled fast fashion, global consumer trends are in flux. Global Consumer Analyst at Investec UK, Eddy Hargreaves, joins No Ordinary Wednesday to explore retail innovation, brand strategy, and why selling to today’s cautious, connected shopper is trickier than ever.
Ghost Stories
Ghost Stories #67: Martin Slabbert (Prime Kapital) on the Hyprop – MAS offer
Martin Slabbert of Prime Kapital has strong views on the Hyprop offer to MAS shareholders. As a follow-up to the press release dealing with his concerns around the deal, he joined me on this podcast to dig deeper into key concepts including around the deal mechanics, the relationship between Prime Kapital and MAS and the various permutations going forwards.
Ghost Stories
Ghost Stories #66: The exit edge – is private equity still outpacing IPOs?
The latest C-suite Barometer study by Forvis Mazars paints a positive picture for private equity and alternative investments, with 26% of global executives planning to use these channels to raise funds in the year ahead. But why is this the case? And will private equity continue to outpace IPOs as the exit mechanism for choice?
Ghost Stories
Ghost Stories #65: Altvest unplugged – a no-limits conversation with Warren Wheatley
With edgy branding and a highly unusual approach in South Africa of building from the ground up in public (i.e. while listed on the JSE), Altvest is playing life on hard mode. CEO and founder Warren Wheatley knows this, yet he remains steadfast in his belief about what they are building. Get ready for over an hour of hard-hitting conversation around Altvest's assets, director remuneration and more.
Sponsored
Prime Kapital letter to MAS shareholders
Prime Kapital has sent a letter to shareholders of MAS regarding the voluntary bid by Hyprop. The letter is published here without amendment. This may assist you in forming a view on the various corporate actions around MAS.
Capitec
The Finance Ghost Plugged in with Capitec: Ep 1 (Bootstrapping a Brownie Business – TheHungryMute)
Makomborero Mutezo is in the early stages of building a food design empire. With a mix of culinary and design skills, plus a curious mind, he shares delicious insights in episode 1 of The Finance Ghost plugged in with Capitec.
Podcasts
PODCAST: No Ordinary Wednesday Ep104 – How South Africa can shift gears for growth
South Africa has spent more than a decade in economic drift. So, how do we get back on track? In this episode of No Ordinary Wednesday, Jeremy Maggs is joined by Cumesh Moodliar, CEO of Investec South Africa, and Osagyefo Mazwai, Investment Strategist at Investec Wealth & Investment International, to unpack the hard truths, and outline a roadmap to recovery and long-term prosperity.
