Ghost Mail

As the market continues to digest the stimulus in China and what it all means, there are plenty of listed equities out there that saw quite an impact. To unpack the way China thinks about these things and how they affect markets, Justine' Brophy of AnBro Capital Investments (Pty) Ltd joined The Finance Ghost and Mohammed Yaseen Nalla, CFA in this episode of Magic Markets: https://lnkd.in/e7FPx2sX

Interested in India? The Finance Ghost certainly is, so he paid extra close attention to what Brian Mcmillan of Investec had to say in this podcast about the Investec Rand India Accelerator structured product: https://lnkd.in/dVNDC__m

In this interesting piece by Dinesh Gurlal at Forvis Mazars in South Africa, the concept of first mover disadvantage is raised in a surprising place: the use of AI in auditing. African auditors have an opportunity to jump right to the front of the technology queue, making up for previously inadequate investment in technology. Enjoy the article here: https://lnkd.in/e4z7xizu

In the latest Ghost Wrap podcast brought to you by Forvis Mazars in South Africa, the focus is on companies at various stages of a turnaround. Nampak, Spar, Metair and Transaction Capital were all covered by The Finance Ghost in this great show: https://lnkd.in/drYu2ffv

The latest episode of Ghost Wrap features CA Sales Holdings, RCL Foods + Rainbow Chicken, Motus and Bidvest. Made possible by Forvis Mazars in South Africa, this is an incredibly efficient way to get up to date on the corporate news at these companies. All it takes is 5 minutes of your valuable time for this podcast: https://lnkd.in/dpNfujnP

Keen to understand how to research not just ETFs, but single stocks as well? Of course you are! After all, the markets give you the opportunity to reach your wealth creation objectives over time. To discuss these topics, Siyabulela Nomoyi of Satrix joined me on this excellent podcast, with a full transcript included at this link: https://lnkd.in/dNmSarDg

Fresh out the oven - it's time for a new Ghost Wrap! Covering Italtile, ADvTECH, STADIO and Harmony, this is brought to you by Forvis Mazars in South Africa https://lnkd.in/dK8XVGJX

Featuring Italtile and Cashbuild as consumer discretionary plays, Quilter as a great rand hedge and AngloGold vs. Gold Fields as examples of two very different production results (along with the latest deal at Gold Fields), Ghost Wrap is a great way to invest just a few minutes in staying up to date in the markets. Brought to you by Forvis Mazars in South Africa and presented by The Finance Ghost, you'll find it here: https://lnkd.in/dVXZ_DSB

Markets go up. Markets go down. But markets are made up of companies and they face all kinds of interesting things that drive valuations over the long term, like first mover disadvantage. Here's Dominique Olivier on the topic: https://lnkd.in/dgtNYzG8

The new episode of The Trader's Handbook with IG South Africa is out! Shaun Murison and The Finance Ghost reviewed some of his recent demo trades (Mr Price / Richemont / Prosus) and talked about how to choose a brokerage. Get the insights here: https://lnkd.in/dKq5vSqZ