Tag:
Investec
Podcasts
PODCAST: No Ordinary Wednesday Ep127 | The Everything Shock
What began as a geopolitical conflict is rapidly becoming something much larger. Oil is only one part of the story. Natural gas, fertilisers, chemicals, shipping routes, aluminium, aviation fuel and global supply chains are all now being affected by the fallout from the Iran war. In the latest episode of No Ordinary Wednesday, Jeremy Maggs speaks to Investec’s Osa Mazwai and Campbell Parry about why this is increasingly being described as an “everything shock.”
Ghost Bites
Ghost Bites (4Sight Holdings | Afrimat | Investec | Nampak | Netcare | Oceana | Pick n Pay | Sanlam | Spear REIT |...
Afrimat is a tale of two terrible halves. Investec wants to double its private banking business. Pick n Pay's group HEPS isn't telling you what is actually happening at Pick n Pay's core business. Updates also came in from 4Sight, Nampak, Netcare, Oceana, Sanlam, Spear REIT and Tharisa.
Podcasts
PODCAST: No Ordinary Wednesday Ep126 | Investing through the noise
In this episode of Investec's excellent No Ordinary Wednesday podcast hosted by Jeremy Maggs, Investec's Tinus Rautenbach and Bongani Nhleko share real insights from the Clarity platform, revealing where capital is flowing, how behaviour is shifting, and the risks investors may not see. Get ready to close the gap between perception and portfolio reality in this podcast.
Podcasts
PODCAST: No Ordinary Wednesday Ep125 | Capital meets reform – is South Africa investable again?
South Africa’s reform momentum is becoming more visible, but so are the constraints that could stall it. From energy gains to persistent bottlenecks in logistics and municipalities, the discussion examines whether progress is enough to sustain investor confidence and what still needs to shift for capital to follow.
Podcasts
PODCAST: No Ordinary Wednesday Ep124 | A crude awakening for inflation?
In this episode of No Ordinary Wednesday, Investec’s Chief Economists Annabel Bishop and Phil Shaw examine how the energy shock is forcing central banks to reconsider their path. From London to Pretoria, policymakers face a familiar dilemma: tighten into slowing growth, or risk letting inflation take hold. Guest host Neo Ralefeta explores the implications for global growth and what it means for South Africa, from currency volatility to fuel supply risks and consumer costs.
Ghost Bites
Ghost Bites (Accelerate Property Fund | MTN | Reinet)
Accelerate Property Fund is making a lot of progress with Fourways Mall, but there are other headaches. Reinet is receiving a massive war chest from the Pension Insurance Corp disposal. MTN has beefed up the board.
DealMakers
Weekly corporate finance activity by SA exchange-listed companies
Weekly summary of corporate finance activity by South African exchange listed companies.
Ghost Bites
Ghost Bites (Aspen | Exxaro | Investec | Momentum | Schroder European Real Estate)
Aspen has released the APAC deal circular. Exxaro's dividend is much higher. Investec's UK business is lagging. Momentum is largely positive. Schroder European Real Estate remains unappealing to me.
