Friday, July 4, 2025
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PODCAST: No Ordinary Wednesday ep103 – tensions, tariffs and the fragile global economy

Investec No Ordinary Wednesday -
At the midpoint of 2025, the global economy stands at a precarious intersection of cooling inflation on one side and rising geopolitical tensions on the other. In this episode of No Ordinary Wednesday, Jeremy Maggs speaks with Investec Chief Economists Annabel Bishop (South Africa) and Phil Shaw (UK) about the shocks and signals shaping markets.
Dominique Olivier

The catch that’s catching up with us

Dominique Olivier -
Beneath the waves, a silent collapse is underway. As fish stocks dwindle, so do the jobs, meals and communities built around them. But it’s not too late for us to make a meaningful change. Dominique Olivier explains how to balance conservation with people whose livelihoods depend on the ocean.
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Ghost Bites
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Ghost Bites

Ghost Bites (Bytes Technology | Castleview | Goldrush | KAP – Sasol | Sun International)

The Finance Ghost -
Bytes Technology shed nearly a third of its value based on the AGM update. Sun International walks away from the Peermont deal. KAP is fighting with Sasol over ethylene supply. Goldrush responds to the noise around the National Lottery Licence. Castleview raises R200m.
Ghost Bites

Ghost Bites (Hyprop | Primary Health Properties – Assura | Trellidor)

The Finance Ghost -
Hyprop has sold a 50% share in Hyde Park Corner for R805 million, but what will they do with the money? Trellidor has sold Taylor Blinds and NMC South Africa for a solid price. Primary Health Properties shareholders love the Assura deal.

 

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Ghost Wrap

GHOST WRAP – The JSE Winners’ Club in 2025

The Finance Ghost -
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?
Ghost Wrap

GHOST WRAP – April’s droppers and whoppers

The Finance Ghost -
There may have been many public holidays in April, but that didn't stop the market from reacting to the broader geopolitical turmoil. With recession concerns as a key theme, which stocks did well and which ones delivered a nasty drop? This podcast is an overview of recent big share price moves among larger local companies on the JSE, revealing some interesting trends. Ghost Wrap is brought to you by Forvis Mazars.

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