Magic Markets Ep32: The ESG Enforcer
The concepts of “ESG” and “sustainable investing” are now front-of-mind for institutional investors, but what does this mean in practice? Just Share is a non-profit shareholder activism organisation. The focus is on inequality, climate change, diversity and transformation. Importantly, the approach taken by Just Share is practical and makes absolute economic sense. These are hard-hitting issues that don’t just impact the …
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Magic Markets Ep31: Yield Masterclass
Whether you trade bonds or not, the yield curve has an important impact on all the assets in your portfolio. Valuations of shares are significantly impacted by changes in interest rates, driving up- and down-cycles that you don’t want to get on the wrong side of, regardless of your stock picking abilities. In Episode 31 of Magic Markets, the hosts …
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Activism and acquisitions on the JSE
It’s been a busy few weeks in my new role as Managing Editor of InceConnect, a daily mailer that gives me the opportunity to unpack the biggest stories on the JSE. Occasionally, I get to add in some international news as well, depending how busy the JSE news flow was. Although I always tried to keep an eye on local …
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Magic Markets Ep30: Investing Down Under
Magic Markets co-host Mohammed Nalla took a break this week to deal with a tragic loss in his family, while The Finance Ghost ensured that the show goes on. Mark Tobin is the guest this week, an Irishman who writes about Australian stocks while living in Stellenbosch! This is a rare opportunity to learn about investing in Australia. He may struggle to …
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Magic Markets Ep29: Investing in Agri
We love bringing experts onto Magic Markets to explain topics properly and (dare I say it) scratch beneath the surface! Wandile Sihlobo is an expert on the agriculture sector in South Africa. He is the Chief Economist of the Agricultural Business Chamber of South Africa (Agbiz) and has written numerous columns and blog posts in addition to his published book, …
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Magic Markets Ep29: Investing in Agri
We love bringing experts onto Magic Markets to explain topics properly and (dare I say it) scratch beneath the surface! Wandile Sihlobo is an expert on the agriculture sector in South Africa. He is the Chief Economist of the Agricultural Business Chamber of South Africa (Agbiz) and has written numerous columns and blog posts in addition to his published book, …
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Magic Markets Ep29: Investing in Agri
We love bringing experts onto Magic Markets to explain topics properly and (dare I say it) scratch beneath the surface! Wandile Sihlobo is an expert on the agriculture sector in South Africa. He is the Chief Economist of the Agricultural Business Chamber of South Africa (Agbiz) and has written numerous columns and blog posts in addition to his published book, …
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Car dealerships: adapt or die
It’s not often that an entire market gets disrupted. We’ve seen this happen in the past few years in the motor retail industry and I think the biggest changes are still to come. Disruption doesn’t happen overnight. Even in the tech space, it takes a while. In traditional industries, it can take a decade or more. WeBuyCars (WBC) has managed …
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Car dealerships: adapt or die
It’s not often that an entire market gets disrupted. We’ve seen this happen in the past few years in the motor retail industry and I think the biggest changes are still to come. Disruption doesn’t happen overnight. Even in the tech space, it takes a while. In traditional industries, it can take a decade or more. WeBuyCars (WBC) has managed …
View Post
Car dealerships: adapt or die
It’s not often that an entire market gets disrupted. We’ve seen this happen in the past few years in the motor retail industry and I think the biggest changes are still to come. Disruption doesn’t happen overnight. Even in the tech space, it takes a while. In traditional industries, it can take a decade or more. WeBuyCars (WBC) has managed …
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