Wednesday, January 14, 2026
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CNBC Africa interview: can the 2025 momentum filter into JSE mid-caps?

The Finance Ghost -
In this interview that took place on 13th January with CNBC Africa, I spoke through the pockets of performance on the JSE in the past 12 months and some of the areas that were left behind. Investing is always forward-looking, so it really comes down to one big question: can the JSE's momentum in 2025 filter down into JSE mid-caps? And what should investors look out for?
Dominique Olivier

Boring business billions

Dominique Olivier -
The world’s richest people aren’t always building apps or chasing disruption. Here are three stories that reveal how unglamorous industries keep minting billionaires. From billboards to pig farming and car mats, there are many ways to make it big.
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Ghost Bites
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Ghost Bites

Ghost Bites (AB InBev | Jubilee Metals | HCI | Schroder European Real Estate)

The Finance Ghost -
With all the news from the first week of January 2026 included in one Ghost Bites, you'll find deal news at AB InBev, Jubilee Metals and HCI. There's also a valuation update at Schroder European Real Estate.
Ghost Bites

Ghost Bites (AfroCentric | Aspen | Novus – Mustek)

The Finance Ghost -
Aspen announced the disposal of Aspen APAC and the market loved it. AfroCentric is disposing of Activo and the market forgot to notice - for now, at least. And for Novus, a purchase of 3,000 shares has turned out to be very expensive in the Mustek deal.

 

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Ghost Wrap

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

The Finance Ghost -
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

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?

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