Share Buy Backs; the Good & the Ugly | Market Loving the Sasol Update
WorldWide Markets with Simon Brown
Release Date: 08/12/2025
WorldWide Markets with Simon Brown
info_outlineWorldWide Markets with Simon Brown
For the thirteenth year in a row Keith McLachlan, Marc Ashton and Simon Brown kick off the new year with a predictions show. First they check in and mark what they said last year. Then they each offer three predictions for the year ahead and a view on the Top40 and Rand/ Find last years show .
info_outlineWorldWide Markets with Simon Brown
๐ Worldwide Markets โ Episode 660 ๐๏ธ The Best and Worst of the JSE in 2025 ๐ 10 December 2025 ๐ง Final episode of the year โ back 14 January 2026 ๐ผ Powered by Standard Bank Global Markets & Shyft ๐ Opening Thoughts Last podcast of 2025! ๐ A huge thank-you to listeners, watchers and everyone who engaged across the year ๐ A wild year for markets, but a great year for returns ๐ Wishing everyone a restful and safe festive break โ๏ธ๐ ๐ฅ Power Hour Recap โ Position Your Portfolio for 2026 ๐ Highlights included: ๐ Looking back at...
info_outlineWorldWide Markets with Simon Brown
Worldwide Markets โ Episode 659 Show Notes โItโs Been a Yearโฆ But Markets Loved Itโ ๐ 3 December 2025 ๐๏ธ Host: Simon Brown ๐ฆ Powered by Standard Bank Global Markets & โ the global money app. ๐ Opening: A Wild Year That Somehow Ended Beautifully Despite chaos from January to April โ tariffs, collapsing markets, surging yields, rand at 19.90 โ markets still delivered a stellar year. If you had gone on holiday 1 Jan and checked your portfolio today, youโd think it was a boring yearโฆ but Yowza! It was anything but. Reminder: Wall Street โ Main Street...
info_outlineWorldWide Markets with Simon Brown
dd ๐ Worldwide Markets โ Episode 658 ๐ 26 November 2025 ๐๏ธ Hosted by Simon Brown ๐ผ Powered by Standard Bank Global Markets & ๐ฅ This Weekโs Big Themes ๐ JSE 10-year returns โ miners dominate! ๐ฝ Nvidia results: great numbers, strange market reaction ๐ฅ Harmony goes big on copper ๐ ๏ธ SA Inc sleeper stock ready to run with GDP recovery ๐ฆ Process/Tencent update: super-app dreams + buybacks ๐ง Standard Bank launches new AI structured product ๐ฏ Power Hour: Position your portfolio for 2026 (8 December) ๐ญ Invicta Results โ A Deep...
info_outlineWorldWide Markets with Simon Brown
Worldwide Markets โ Episode 657 (19 November 2025) ๐๏ธ๐ ๐ฅ This Week on Worldwide Markets Good things are happening in South Africa ๐ฟ๐ฆ, bubble-watching on global markets ๐, fresh ETF listings from Ninety One ๐, strong local results (Astral ๐, WeBuyCars ๐, Ninety One ๐ผ), and the Year-End Power Hour opens for bookings ๐คโจ. ๐ Bubble Talk: When Does It Pop? Guest Insight: Citigroupโs Dirk Willer (via Odd Lots podcast) Definition: A bubble = asset prices 2 standard deviations above the 1-year average. His exit rule: โก๏ธ Identify the drivers โ the...
info_outlineWorldWide Markets with Simon Brown
Worldwide Markets โ Episode 656 (12 November) Powered by Standard Bank Global Markets and Shyft โ the global money app that puts travel, shopping, payments and investments in the palm of your hand ๐๐ธ 1) JSE Under Pressure ๐๏ธโ๏ธ 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...
info_outlineWorldWide Markets with Simon Brown
๐ Worldwide Markets โ Episode 655 Date: 5 November Host: Simon Brown Powered by: Standard Bank Global Markets & โ the global money app for travel, payments & investing. ๐๏ธ This Weekโs Big Questions When will markets crash? ๐คฏ๐ Will we finally get a sovereign ratings upgrade? ๐ฟ๐ฆ๐ผ Optasia* listsโฆ but no IPO fireworks ๐ผ๐ SA vehicle sales accelerate again ๐๐ ๐ Shyft Migration Update If you are an OST/Webtrader/ASI client โ but have not yet been notified about migrating to Shyft โ that simply means your group is scheduled for...
info_outlineWorldWide Markets with Simon Brown
๐ World Wide Markets Ep. 654 โ 29 October 2025 ๐๏ธ โGold took us up โฆ and gold will take us down.โ ๐ช Gold Takes the JSE for a Ride Gold led the JSE to record highs โ and now itโs 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 % โ remove that, and the marketโs ~20 %. Translation: half this yearโs...
info_outlineWorldWide Markets with Simon Brown
๐ Worldwide Markets Ep. 653 โ Gold Crashes, Markets Burn, and Optasiaโs JSE Listing ๐๏ธ Hosted by Simon Brown ๐ Recorded: Tuesday, 21 October 2025 ๐ Powered by Standard Bank Global Markets, Retail & Shyft โ The global money app that puts travel, shopping, payments and investments in the palm of your hand. ๐ฅ 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...
info_outline๐บ๐ธ US Inflation โ Numbers come in softer than expected ๐, fuelling hopes for a **September rate cut** from the Fed ๐ฆ.
โฝ Sasol trading update โ PE under 3 ๐ฎ, H2 profits looking stronger, and the market loving it (+9.7% ๐).
๐ฐ Share buybacks โ Why US companies love them, the tax angle, and Appleโs massive \$100bn spree ๐.
Apple out standing shares
๐ช Gold & the Resi10 index โ Resource stocks roaring in 2024, +72.5% YTD ๐คฏ, but will gold break out of its range?
Gold Weekly | 12 August 2025
๐จ๐ณ China trade surplus โ Despite tariffs & tensions, it hits a record \$1.2 trillion ๐ฆ.
๐ฅ๏ธ Trump vs. Nvidia & AMD โ AI chip sales to China now taxed at 15%, and Beijing warns against buying certain models ๐ค.
๐ Tool โ Just One Lapโs ETF Database is live! Filter by issuer, classification, tax-free status, and even search top holdings ๐.
Powered by Standard Bank & Shyft โ the global money app for travel, shopping, payments & investments ๐.