『Ghost Stories』のカバーアート

Ghost Stories

Ghost Stories

著者: The Finance Ghost
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Ghost Stories is a long-form podcast that gives me the opportunity to have deeper conversations with founders, executives and market participants who have a great story to tell.© 2022 マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
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  • Ghost Stories #70: A structured way to invest in China
    2025/08/05

    China offers an exciting emerging markets opportunity, driven by the country's vast manufacturing base and the progress made in areas like artificial technology. But geopolitical risks and the volatility that plagues emerging markets is also present, making it more difficult for investors to add exposure to this market.

    With the launch of two new structured products that reference the Shanghai Shenzhen CSI 300 index, Investec has sculpted two payoff profiles that could appeal to investors of varying risk tolerances. With a combination of mechanisms that create capital protection and enhanced upside under certain outcomes, these products aim to take advantage of the opportunity in China, while reducing the overall risks.

    Brian McMillan and James Cook of Investec joined me to talk through not just the appeal of China, but also the way in which the two products work. There's a wealth of information in this discussion on the Investec ZAR CSI 300 Digital Plus and the Investec USD CSI 300 Geared Growth products.

    Applications close on 13 August, so you must move quickly if you are interested in investing. As always, it is recommended that you discuss any such investment with your financial advisor.

    You can find all the information you need on the Investec website at this link.

    Disclaimer

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    29 分
  • Ghost Stories #69: Unpacking the Prime Kapital offer to MAS shareholders
    2025/08/04

    Martin Slabbert, co-founder of Prime Kapital, is someone that you've become familiar with thanks to the ongoing corporate finance activity around MAS Real Estate.

    Prime Kapital has launched a voluntary bid to acquire all the shares in MAS, with the SENS announcement and circular having been distributed to shareholders. These documents can be complex to understand, so this podcast is aimed at explaining some of the key concepts of the deal and giving further insights into the recent noise in the market around MAS' relationship with Prime Kapital.

    I was joined by both Martin Slabbert and Johan Holtzhausen, Chairman of PSG Capital, in his capacity as advisor to Prime Kapital. This podcast will be a useful resource to help you research and understand the transaction.

    Important disclosure: Prime Kapital has paid a market-related fee for the production and placement of this podcast. The views shared by each of Martin Slabbert, Johan Holtzhausen and The Finance Ghost in this podcast reflect their opinions on the topics covered herein and should not be seen as financial advice. As noted in the podcast, The Finance Ghost currently holds a position in Hyprop, although Hyprop's offer for MAS has been withdrawn. The Finance Ghost has no position in MAS. As always, do your own research in forming a view on this transaction.

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    33 分
  • Ghost Stories #68: Clarity on managing risk for traders vs. investors
    2025/07/29

    Tinus Rautenbach from Clarity by Investec is passionate about the markets and the full spectrum of its participants, from traders through to long-term investors. Clarity caters to them all, with Tinus joining me to share useful tips and insights into how volatility should be managed by different types of equity enthusiasts.

    We covered concepts like the sources of volatility and its importance for long-term investors and traders alike, recognising the different goals of these players in the market. We also talked about how critical money management and position sizing are to the overall goal of protecting capital. The various tools used in risk management came up, as did the different kinds of inputs that traders and investors use in their processes.

    For newer and more experienced investors and traders alike, this is a great overview of many of the most important elements of a successful market strategy.

    As always, nothing you hear on this podcast should be taken as advice. Investec Corporate and Institutional Banking is a division of Investec Bank Limited, a licensed over-the-counter derivatives provider and an authorised Financial Services Provider, FSP number 11750.

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    30 分
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