At the halfway mark in 2025, we've lived through some huge geopolitical shifts. The world's gaze has shifted beyond just the US market. This opens up new opportunities of course, but finding those gems isn't easy.
Many investors choose to stick with what they know in times like these. This means homegrown favourites on the JSE. But which stocks have been the big winners thus far this year, and what do they have in common?
In this episode, I explain how the key themes of gold, platinum and telcos have proven to be the rising tide that lifts all boats in those industries. There have also been rewards for stock-pickers beyond those sectors, with the examples of Naspers/Prosus, OUTsurance and WeBuyCars all being interesting.
The Ghost Wrap podcast is proudly brought to you by Forvis Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Forvis Mazars website for more information.
Remember, nothing you hear on this podcast is investment advice, nor does it reflect the views of Forvis Mazars in South Africa. Always speak to your financial advisor.
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