Satrix
CAUTION: potholes ahead!
After a tough first quarter of the year, investors seeing their portfolios decline in value may be questioning whether their current strategy is still right, or if a change is needed. Kingsley Williams of Satrix shares his insights into diversification and portfolio strategies.
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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
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.
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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.
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.
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.
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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%.
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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.
