The Finance Ghost on 24/11/2025

Sens and sensibility: Hunting for stock-pick treasures

Some companies spell things out beautifully, some go too far with their analyses, others cherry-pick their numbers, yet more rely on apathy – so what to do? Read, read and read some more. You’ll find the answers, and sometimes maybe a gift.

T The Finance Ghost
Aaron Kirchfeld, Thomas Biesheuvel and Dinesh Nair, Bloomberg on 24/11/2025

BHP walks away from Anglo again after new approach

Anglo rejected the new approach, according to people familiar with the situation, after reviewing the proposal and deciding that it was not superior to the combination with Teck.

A Aaron Kirchfeld, Thomas Biesheuvel and Dinesh Nair, Bloomberg
Sudhi Ranjan Sen, Daniel Carvalho and S'thembile Cele, Bloomberg on 24/11/2025

Trump’s attacks push India, Brazil and SA closer together

With the India, Brazil and South Africa (IBSA) forum meeting on the sidelines of the G20 Summit in Johannesburg for the first time in more than a decade.

S Sudhi Ranjan Sen, Daniel Carvalho and S'thembile Cele, Bloomberg
Aaron Kirchfeld, Dinesh Nair and Thomas Biesheuvel, Bloomberg on 24/11/2025

Anglo American gets fresh takeover approach from BHP

BHP’s new approach comes less than three weeks before shareholders from Anglo and Teck Resources are scheduled to vote on their deal to create a new copper giant.

A Aaron Kirchfeld, Dinesh Nair and Thomas Biesheuvel, Bloomberg
Cas Coovadia on 23/11/2025

Africa is not a single story

B20 sherpa Cas Coovadia's closing speech at the B20 South Africa Summit.

C Cas Coovadia