The first Ghost Stories podcast in 2026 opens the door to global property investments with Satrix. In this lively and insightful discussion with Lauren Jacobs, Senior Portfolio Manager at Satrix, you'll learn about how Satrix is broadening the range of property investment opportunities for investors. Get ready to learn about the Satrix Global Property ETF and how it rounds out the offering.
In this interview that took place on 13th January with CNBC Africa, I spoke through the pockets of performance on the JSE in the past 12 months and some of the areas that were left behind. Investing is always forward-looking, so it really comes down to one big question: can the JSE's momentum in 2025 filter down into JSE mid-caps? And what should investors look out for?
Richemont's results clearly show the effect of geopolitical turmoil on global currencies - the growth in constant currency is much higher than reported growth. Hyprop's disposal of Hyde Park Corner has fallen through.
With SENS kicking into life, normal daily programming should resume soon. In the meantime, this catch-up edition deals with mining news from Glencore, Northam Platinum, Tharisa and junior house Shuka Minerals. Grindrod is enjoying strong port volumes in Mozambique. Primary Health Properties is off to a good start in life-after-Assura.
With the August / September earnings season behind us, it's helpful to look at share price moves over the past 30 days on the JSE to see how sentiment has shifted. The PGMs have driven the Top40 higher, while insurance has taken a breather.
At the halfway mark in 2025, we've lived through some huge geopolitical shifts. The world's gaze has shifted beyond just the US market. Many investors choose to stick with what they know in times like these. This means homegrown favourites on the JSE. But which stocks have been the big winners thus far this year, and what do they have in common?
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