Acquisitions abroad

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:

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!

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