Monday, April 8, 2024

GHOST MAIL DAILY

 

Good morning Johan,

Quick links:

  • Sanlam is deepening its exposure to India, with a clever sequence of transactions in various Shriram entities. Grindrod Shipping is finally set to be taken private by Taylor Maritime. All this and more in Ghost Bites, brought to you by Fedgroup.

  • ​If you thought the spiders were the most frightening things in Australia, think again. Dominique Olivier brings you the story of emus, guerrila warfare tactics and a battle over wheat fields that gives you an incredible view of the post-WWI and Great Depression hardships. Give yourself the best watercooler story in the office today by reading this excellent article>>>

  • Jeremy Maggs is a highly familiar name in local broadcasting and he hosts Investec's No Ordinary Wednesday podcast. The latest episode features award-winning fund managers Barry Shamley and Peter Vogel, bringing you their view on the markets. This podcast is brought to you by Investec and you can (and should) listen to it here>>>

  • Digital assets and fintech: two important growth areas in the world. These terms can be confusing though, especially when you start talking about blockchain and even cryptocurrency. For a perspective on how corporates are thinking about this stuff (rather than the kid down the road on Reddit trading coins with outrageous names), I spoke to Wiehann Olivier and Mia Pieterse of Mazars in South Africa. In the background of all the chaos, there's a lot going on at corporate level with this technology. Listen to the show here>>>

  • Artificial, or Artificial Intelligence? AI is dominating headlines everywhere, which means opportunities and risks. To discuss this phenomenon, Nico Katzke of Satrix joined me on the latest Ghost Stories podcast. Find it here>>>

  • ​Thanks to Mazars, there's an insightful episode of Ghost Wrap for you this morning. Get the latest on Transaction Capital, Sun International, Thungela and OUTsurance in this fast-paced podcast.

  • A brand new episode of the Magic Markets podcast gives you the latest on Accenture and FactSet as offshore companies that have had recent pressure on their share prices.​

LISTEN: Artificial, or Artificial Intelligence?
(with Nico Katzke of Satrix)

Artificial Intelligence (or AI) is all over the headlines. Like with any hype trade, that's both an opportunity and a risk.

To bring some clarity to what this is and what this isn't, Nico Katzke of Satrix joined me on Ghost Stories. You'll really enjoy this podcast>>>

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