Sunday, January 25, 2026

When bad art becomes good tourism

From Ecce Homo to Ecce Mono, this is the story of how a mildly shocking attempt at art restoration became an internet meme and subsequently a tourism opportunity for the town of Borja. Dominique Olivier tells this tale of the journey from failure to fame.

WEF2026 | AI: from hype cycle to hard choices

AI has moved beyond experimentation. It now sits at the centre of decision-making. At the World Economic Forum Annual Meeting in Davos, the conversation is clear - how can leaders use AI to drive growth, manage risk and reshape work.  In episode 2 of Investec's Davos Debrief series, Jeremy Maggs speaks to Lyndon Subroyen, Investec’s Global Head of Digital & Technology.
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Ghost Bites (Mr Price | Reinet | Valterra Platinum)

Mr Price is pushing ahead with the NKD deal. Valterra Platinum had a spectacular second half in 2025. Reinet's lack of share buybacks is a strong signal that they have big plans for their cash.

Ghost Bites (Clicks | Reinet | Sasol | South32 | Truworths)

Sasol had a huge day thanks to fuel volumes. Clicks and Truworths are perfect examples of how share prices respond based on expectations vs. results, not just the results themselves. South32 is on track this year. Reinet's NAV has dipped slightly.

 

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GHOST WRAP – Earnings season brings out the bulls and the bears

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.

GHOST WRAP – The JSE Winners’ Club in 2025

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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