Tag:
Technology
Ghost Stories
Ghost Stories #105: Altron – a multi-platform, multi-decade moat
The Finance Ghost welcomes Altron CEO Werner Kapp fresh off a standout capital markets day that left a strong impression: this is a business whose growth story isn’t tightly tethered to South Africa’s traditional economic constraints. From FinTech and HealthTech to telematics and IT security, Altron operates a portfolio of platform businesses that quietly underpin everyday life, even if most consumers don’t realise it! In this conversation, Werner unpacks how these platforms drive resilient, annuity-style revenues, while also leaning into powerful structural tailwinds like digitisation, mobile adoption and the evolution of the payments ecosystem.
DealMakers
The perils of oversimplifying technology due diligence in acquisitions
Whether your company makes food, builds houses, manages logistics, sells products or provides services, your critical functions run on information technology. As such, it...
Satrix
Why South Africa Is Becoming A Digital Investing Powerhouse
South Africa is rapidly emerging as a digital investing leader, driven by mobile-first platforms, financial inclusion efforts, and a tech-savvy population. Duma Mxenge of Satrix explains why this is happening and why it matters.
Satrix
What’s Trumps in a Topsy-Turvy World?
Nico Katzke of Satrix covers a number of critical investment trends in the current environment, ranging from the appeal of gold through to the risks facing bonds. As always, diversification is key.
DealMakers
Legal tech in M&A transactions: Empowering deal-making in Africa
The integration of legal technology into M&A transactions is reshaping the African deal-making landscape.
DealMakers
Looking ahead: private equity trends in 2025
There is notable optimism among local PE firms compared with their global counterparts in relation to exit activity.
Podcasts
PODCAST: Can tech titans keep up the pace?
Big tech stocks have stabilised after the DeepSeek shock in January, but will they continue to dominate the market this year, or is the next disruption around the corner? Tinus Rautenbach, head of Investec’s new trading and investing platform, Clarity, shares his views on the latest episode of the No Ordinary Wednesday podcast.
Satrix
SATRIX: Key market themes locally and abroad
There are many sources of risk that might concern investors currently – making the case for diversification as strong today as it ever was. Satrix highlights some of these risks and the opportunities they present.

