| The Ghost Wrap podcast is produced by a busy person (me) for busy people like you. Brought to you by Mazars, the latest episode covers eight important company updates (RFG | Prosus | Quantum | Fortress | Mr Price | Telkom | Pepkor | Bidcorp) in just six minutes. Listen to it here>>> Ghost BitesAttacq is having a decent end to the year with improvement in some key metrics (but not reversions)Capital Appreciation Group jumped on earnin gs, reversing the losses after the GovChat impairment announcementCrookes Brothers suffered a collapse in profitabilityThe Etion value unlock story is coming to an endVukile boasts positive reversions in both the South African and Spanish portfoliosAlong with other important updates like a Tharisa trading statement and worrying news from MTN Ghana, Ghost Bites has all these updates and more>>> Risk-on thanks to ChinaEarly morning news from China gave the markets a boost yesterday, as the protests in China seem to be working in terms of the relaxation of some Covid measures. TreasuryONE notes that health officials at a National Health Commission briefing said that lockdowns should be lifted as quickly as possible, giving some momentum to emerging market currencies. The rand touched a low of R16.94 before retreating to R17.02 against the dollar. The dollar had a strong afternoon against the euro and the pound but not against the rand. In news from the Fed, various speakers have indicated that the Fed should keep hiking. This makes Friday's job numbers important, as a significant drop could force the hand of the Fed to relook at its policy. Some fireworks on Friday are possible. Building a direct-to-consumer businessWhether you are an entrepreneur or an investor, understanding the nuances and challenges of building a direct-to-consumer retail business is helpful. With the help of experts (the founders of Desray and Silvery), the next bizval webinar on Thursday at midday looks set to be a hugely insightful session. I'm inviting you to join us for free - you just need to register at this link>>> Learn about alternative assets with Magic Markets and WestbrookeIn the latest episode of Magic Markets, Dino Zuccollo of Westbrooke Alternative Asset Managemen t joined us to unpack the results of a survey that Westbrooke ran with independent wealth managers. The insights into the use of alternative assets in portfolio construction were fascinating. Listen to the show here>>> Have a lovely day! | 