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Good Morning Voornaam,

Well, that was quite a Monday, wasn't it? Finally, Markus Jooste's assets and the grass in Joburg have something in common. Both are frozen.

Warm up your week with some hot insights:

As part of a focus this month on the impact portfolio offered by Fedgroup, read this important piece on diversification and how alternative assets can help.
In Ghost Wrap, you can get the latest on Spear REIT, Attacq, AngloGold, Brikor, Mondi, Sappi, Telkom and RCL Foods. Listen t o the show here, brought to you by Mazars.
Trive South Africa has written on Mr Price and its battle with load shedding, including fundamental and technical analysis. Read their views on the stock at this link.

And don't forget to register for Unlock the Stock on Thursday at 12pm, featuring fascinating small cap PBT Group. Attendance is free thanks to A2X, but you must register at this link in order to attend.

It's a kind of Magic (Markets )

If you've been paying attention to Ghost Global recently, you would've noticed that we are pulling insights out from Magic Markets Premium and sharing them with you in thematic articles that are designed to impart knowledge and show the breadth and depth of research available to subscribers on that platform. For example, you can learn about omnichannel strategies in retail or the dark side of consistency: the danger of just doing the same thing that a company has always done.

For the latest from the free weekly podcast, you can listen to Justine Brophy from AnBro Capital Investments who joined us to talk about the attempted Microsoft acquisition of Activision Blizzard and the role that competition regulators are playing in that transaction. Enjoy it here>>>

Offshore acquisitions for Invicta and Mondi

In Ghost Bites this morning, you'll find news on Invicta investing further into Singapore and Mondi securing an important supply chain link in Canada. You can also read about RMB Holdings and the fight with portfolio company Atterbury, with plenty of investment banking techniques being used there.

If you hold shares in Bell Equipm ent, you'll be unhappy to learn that the CEO is on his way out from the group.

For these updates and the latest from Southern Palladium and Vukile Property Fund as well, read Ghost Bites here>>>

The rand doesn't care about the Boks (or Dricus)

If sports results impacted the currency, the Aussie dollar would be heading down under. Unfortunately, the markets don't care about our sports performances. Instead, they care about risk sentiment and yields, which means the rand's volatility has been staggering in recent months.

After non-farm payrolls last F riday helped the rand out temporarily, markets are now watching for the June inflation print out of the US, due on Wednesday this week.

To help you make sense of all this, subscribe to the TreasuryONE YouTube channel for regular insights.

Have a great Tuesday!

Ghost Bites (Bell Equipment | Invicta | Mondi | RMB Holdings | Southern Palladium | Vukile Property Fund)

A surprise resignation by the Bell CEO at one end of the industrials sector and an acquisition by Invicta in Singapore at the other. Mondi is buying an important asset. RMB Holdings, Southern Palladium and Vukile also feature.

Diversification is no longer a nice-to-have

Everyone wants to know what the future holds. We develop forecasting tools and models to make predictions, but nobody saw the deluge of black-swan events of the past three years coming.

Mr Price's Battle with Load Shedding: A Revenue Setback of R1 Billion

Mr Price recently announced that South Africa's energy crisis and associated load shedding wreaked havoc on its financial performance. Trive South Africa takes a closer look at the stock.

CNBC Africa interview: retail stocks

I recently joined CNBC Africa host Tania Habimana for a discussion on the local retailers and whether I would own any of them in this environment.

Ghost Wrap #32 (Spear REIT | Attacq | AngloGold | Brikor | Mondi | Sappi | Telkom | RCL Foods)

Covering eight companies in fewer than eight minutes, this week's Ghost Wrap covers property, mining, paper and packaging and other industries.

Listen Now

Magic Markets Ep132: Activision Acquisition

With Microsoft's acquisition of Activision Blizzard hanging in the balance, Justine Brophy of AnBro Capital Investments joined us to discuss the role of competition regulators in this space and the broader gaming industry as well.

Listen Now

Ghost Stories #16: Investing For Your Kids with Thembeka Khumalo (Senior Client Experience Manager at Satrix)

Compound interest isn't just the eighth wonder of the world. It also happens to be probably the best gift that you could give your children. Listen to this podcast to understand why.

Listen Now

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Disclaimer

Our content is intended to be used and must be used for informational purposes only. You must do your own analysis before executing any investments or strategic decisions, based on your own circumstances. We do not provide personalised recommendations or views as to whether an investment approach or corporate strategy is suited to the needs of a specific individual or entity. You should take independent financial advice from a suitably qualified individual who gives due regard to your personal circumstances.

Whilst every care is taken, we accept no responsibility or liability for any errors or omissions in any of our content.

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