SARB has not added to gold reserves in two decades | Which JSE stocks will be hit by tariffs?
WorldWide Markets with Simon Brown
Release Date: 07/29/2025
Good Things Happening in SA | How to Spot the Bubble Popping
WorldWide Markets with Simon Brown
Worldwide Markets — Episode 657 (19 November 2025) 🗓️📈 🔥 This Week on Worldwide Markets Good things are happening in South Africa 🇿🇦, bubble-watching on global markets 🎈, fresh ETF listings from Ninety One 📊, strong local results (Astral 🐔, WeBuyCars 🚗, Ninety One 💼), and the Year-End Power Hour opens for bookings 🎤✨. 🎈 Bubble Talk: When Does It Pop? Guest Insight: Citigroup’s Dirk Willer (via Odd Lots podcast) Definition: A bubble = asset prices 2 standard deviations above the 1-year average. His exit rule: ➡️ Identify the drivers — the...
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JSE in the Cross Hairs (and Proposing Changes) | Don't Fight the Trend
WorldWide Markets with Simon Brown
Worldwide Markets – Episode 656 (12 November) Powered by Standard Bank Global Markets and Shyft – the global money app that puts travel, shopping, payments and investments in the palm of your hand 🌍💸 1) JSE Under Pressure 🏛️⚖️ Two issues in the spotlight: a) Competition Commission Complaint A2X alleges JSE is being anti-competitive around BDA & settlement. This could have a long regulatory process. No quick outcomes expected. b) Matengu Allegations Matengu alleges share price manipulation and claims to have emails implicating JSE directors. JSE has fired back and...
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When Will The Markets Crash? | Optasia IPO Fails to Pop
WorldWide Markets with Simon Brown
🌍 Worldwide Markets – Episode 655 Date: 5 November Host: Simon Brown Powered by: Standard Bank Global Markets & – the global money app for travel, payments & investing. 🎙️ This Week’s Big Questions When will markets crash? 🤯📉 Will we finally get a sovereign ratings upgrade? 🇿🇦🔼 Optasia* lists… but no IPO fireworks 💼🔔 SA vehicle sales accelerate again 🚗📈 🚀 Shyft Migration Update If you are an OST/Webtrader/ASI client — but have not yet been notified about migrating to Shyft — that simply means your group is scheduled for...
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Gold took us up … and Gold will take us down
WorldWide Markets with Simon Brown
🌍 World Wide Markets Ep. 654 — 29 October 2025 🎙️ “Gold took us up … and gold will take us down.” 🪙 Gold Takes the JSE for a Ride Gold led the JSE to record highs — and now it’s leading it back down. Year-to-date returns: Gold +49 %, Harmony +87 %, Pan African +126 %, DRD +150 %, Gold Fields +162 %, AngloGold Ashanti* +167 %! Excluding dividends! Simon notes clear support around $3,600-3,800, with further downside likely. The Top 40 is up ~38 % YTD, but the Resources Index (Resi) is +93 % — remove that, and the market’s ~20 %. Translation: half this year’s...
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Optasia, AI-enabled fintech business, listing on the JSE. Worth buying?
WorldWide Markets with Simon Brown
🌍 Worldwide Markets Ep. 653 – Gold Crashes, Markets Burn, and Optasia’s JSE Listing 🎙️ Hosted by Simon Brown 📅 Recorded: Tuesday, 21 October 2025 📈 Powered by Standard Bank Global Markets, Retail & Shyft – The global money app that puts travel, shopping, payments and investments in the palm of your hand. 💥 Local Markets Crushed A brutal day on the JSE as the market closed down 2.5%, with resources tumbling 7.8% despite a steady rand (R17.43). Gold miners collapsed: Implats & Sibanye -10%, Gold Fields & Harmony -9%, AngloGold* -8%. PGMs also fell...
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JSE Large Caps with Great Dividend Yields
WorldWide Markets with Simon Brown
🎙️ Worldwide Markets Ep. 652 — “Dividends, Gold, and Gearing Gone Wild” 📅 15 October 2025 | Hosted by Simon Brown | Powered by Standard Bank SHYFT 🪙 Gold Rush Continues Gold is unstoppable! 🚀 Now trading above R4,100/oz, the yellow metal has clocked eight consecutive green weeks — the longest winning streak since early 2024. Simon digs into: 📈 Historical patterns since the pandemic: jump → consolidate → jump again 🏦 Central banks as persistent buyers — but what happens if they ever stop? 🤔 With gold having doubled in three years, central banks’ reserves...
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Value on the JSE? We find the Cheapest Shares
WorldWide Markets with Simon Brown
🎙️ Worldwide Markets Ep. 651 — “Value on the JSE? We Find the Cheapest Shares” (8 October 2025) 📅 Recorded Tuesday afternoon | Powered by Standard Bank & 💡 Episode Overview This week Simon Brown digs into value on the JSE — where the cheapest shares might be hiding 👀. He also unpacks: The Purple Group* pullback 🟣 📈 (spoiler: it’s been a wild year!) Upcoming 🧠 🟣 Purple Group: Pullback or Panic? After a huge rally to R2.74, Purple Group has pulled back — but no need to panic. Likely to find support around R2.10, with upside targets around R3.50...
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what's pushed Purple Group +140% this Year? And a Bull Case for SA Inc.
WorldWide Markets with Simon Brown
🌍 Worldwide Markets Episode 650 – 1 October 2025 Hosted by Simon Brown Powered by Standard Bank Global Markets & the 💳🌐 🔑 Key Topics This Week 📈 Purple Group* & EasyEquities Purple Group share price up ~150% this year 🚀 Results driven by non-revenue income (inactivity fees & loyalty program) Strong client acquisition via Capitec & Discovery Bank partnerships 🏦 Trading volumes soaring in a bullish market 💹 Purple Group | YTD to close 29 Sep 25 💰 Top 40 hits 100,000 Thanks to gold miners & PGMs ⛏️ AngloGold Ashanti* up nearly...
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Your Second Brain | Managing all the Data and Putting it to use
WorldWide Markets with Simon Brown
🌍 Worldwide Markets Ep. 649 – Building a Second Brain 🧠✨ Recorded on 24 September 2025 (from the beach!) – Hosted by Simon Brown This week, Simon takes a break from market talk 📉📈 to explore something equally powerful: how to manage the flood of data and information we face every day. Instead of focusing on stocks, currencies, or central banks, he dives into the idea of creating a "second brain" — a system to capture, organize, and use knowledge effectively. 🔑 Episode Highlights 🧠 Brains are great at decisions – quick choices like what to eat or which route to...
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Three Stocks with Cash & Shares Worth more then their Market Cap
WorldWide Markets with Simon Brown
🌍 World Wide Markets Ep. 648 – Cash-Rich Companies, Fed Cuts & China’s Housing Woes Host: Simon Brown Date: 17 September 2025 📉 China’s Housing Market New house prices fell 2.5% YoY – still negative since May 2022. Bottomed in October 2023 (-5.9%) and now trending upward. Reflects weak Chinese consumer confidence, similar to South Africa 🇨🇳🇿🇦. Evergrande’s collapse still casts a shadow. Chinese New Home index YonY 🏦 Central Banks in Focus FOMC (US): Decision due Wednesday evening. Market expects 25bps cut, with more cuts likely in Oct & Dec. US...
info_outline🔺 Tariffs Incoming
🇿🇦 SA faces 30% US tariffs starting Friday.
🚗 Auto industry, 🍊 citrus, 🚚 logistics & 🧪 fertilizer sectors (like Omnia, Kaap Agri, Impact) to feel the heat — but no fatal blows expected.
📉 MPC Policy Misfire?
💰 SA inflation at 3%, but rates still stuck at 10.75%.
📉 Is the MPC behind the curve? Simon says: Yes.
📉 Calls for a rate cut of at least 0.5% to 1%.
SA CPI and Prime | 29 July 2025
🥇 Why Hasn’t the SARB Bought Gold in 20 Years?
📊 From 2005 to 2025: only ±48,000 ounces added.
📉 Gold outperformed the USD by a wide margin (680% vs 171%) over 20 years.
🤔 Why the gold aversion? Simon wants answers.
📈 Structured Product Spotlight
💼 New Standard Bank product:
✔️ 100% capital guarantee
✔️ 1.8x upside gearing
✔️ MSCI World Index exposure
📆 3.5 year duration, paid out in ETFs
💸 Min R25k. Closes in Sept.
🚘 Chinese Cars Disrupting the Market
🇨🇳 Omoda CX5 & CS9 – slick, affordable, feature-packed
💡 Screens bigger than laptops, prices lower than rivals
⚠️ Toyota, Ford, VW: Time to worry?
💊 Big Pharma Blunder
🤦♂️ Novo Nordisk loses Canadian patent by forgetting to pay a $250 fee
📉 Generics incoming. Massive oops.
🔍 Alphabet Results
💹 Stock up 15% since Simon’s last mention
💰 $95bn cash, low debt
⚖️ Facing antitrust heat – rulings incoming
📉 Possible price dip = buying opportunity?
📢 Next week: Who owns what in Parliament? Crypto, shares, surprises await…
🧠 Hosted by Simon Brown
💳 Powered by Standard Bank & Shyft – the global money app for smart travellers & investors