Twenty Years of Poor EM returns | Sixty60 almost a R20bn Revenue Business
WorldWide Markets with Simon Brown
Release Date: 09/02/2025
Fed Pressure, Gold Power and a Stronger Rand
WorldWide Markets with Simon Brown
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Predictions 2026 with; Marc Ashton, Keith McLachlan & Simon Brown
WorldWide 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 .
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The Best, and Worst, on the JSE in 2025
WorldWide Markets with Simon Brown
🌍 Worldwide Markets — Episode 660 🎙️ The Best and Worst of the JSE in 2025 📅 10 December 2025 🎧 Final episode of the year — back 14 January 2026 💼 Powered by Standard Bank Global Markets & Shyft 🏁 Opening Thoughts Last podcast of 2025! 🎉 A huge thank-you to listeners, watchers and everyone who engaged across the year 🙏 A wild year for markets, but a great year for returns 📈 Wishing everyone a restful and safe festive break ✈️🌞 🎥 Power Hour Recap — Position Your Portfolio for 2026 📌 Highlights included: 🔙 Looking back at...
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It's been a year, but markets loved it
WorldWide Markets with Simon Brown
Worldwide Markets – Episode 659 Show Notes “It’s Been a Year… But Markets Loved It” 📆 3 December 2025 🎙️ Host: Simon Brown 🏦 Powered by Standard Bank Global Markets & — the global money app. 🌍 Opening: A Wild Year That Somehow Ended Beautifully Despite chaos from January to April — tariffs, collapsing markets, surging yields, rand at 19.90 — markets still delivered a stellar year. If you had gone on holiday 1 Jan and checked your portfolio today, you’d think it was a boring year… but Yowza! It was anything but. Reminder: Wall Street ≠ Main Street...
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Best and worst JSE Stocks Over the Last Decade
WorldWide Markets with Simon Brown
dd 🌍 Worldwide Markets – Episode 658 📅 26 November 2025 🎙️ Hosted by Simon Brown 💼 Powered by Standard Bank Global Markets & 🔥 This Week’s Big Themes 📊 JSE 10-year returns — miners dominate! 💽 Nvidia results: great numbers, strange market reaction 🥇 Harmony goes big on copper 🛠️ SA Inc sleeper stock ready to run with GDP recovery 📦 Process/Tencent update: super-app dreams + buybacks 🧠 Standard Bank launches new AI structured product 🎯 Power Hour: Position your portfolio for 2026 (8 December) 🏭 Invicta Results — A Deep...
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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...
info_outline🌠Worldwide Markets Ep. 646 – 3 September 2025
ðŸŽ™ï¸ Hosted by Simon Brown
Powered by Standard Bank & Shyft, the global money app 💳ðŸŒ
📈 Key Topics This Week
🌠Emerging Markets: 20 Years of Poor Returns
EM ETFs have underperformed vs. the US and gold
20-year CAGR:
📊 NASDAQ: +1,400% (14.5% CAGR)
🟡 Gold: +700% (10.9% CAGR)
🇺🇸 S&P 500: +440% (8.7% CAGR)
🌠Emerging Markets: +193% (5.5% CAGR)
BRIC dream (Brazil, Russia, India, China) never delivered ðŸ’
Headwinds: financial crises, currency depreciation 💸, weaker governance 📉
🟡 Gold & ⚪ Silver Running
Gold futures hit $3,560/oz 🚀
Central banks now hold more gold than US Treasuries
Silver back above $40, near 2011 highs
Stagflation worries (low growth, high inflation, debt) → gold demand surges
Gold weekly chart | 02 September 2025
🛒 Shoprite* Results & 60/60 Growth
Checkers 60/60 delivered R18.9bn revenue ðŸŽðŸ“¦
That’s nearly 20% of Checkers’ sales & close to Pick n Pay’s market cap
Strong results, inflation at just 2.3% ✅
Stock price up ~5%
🚗 Record August Vehicle Sales
51,880 units sold, highest since Oct 2019
Brands leading:
🚙 Toyota (13k+)
🚗 Suzuki (~6.5k)
🇨🇳 Rising share from Chinese brands (GWM, Chery, JAC)
Trend: consumers keeping cars longer, turning to cheaper imports ðŸ·ï¸
🧪 ASP Isotopes JSE Listing
Listed ahead of Renergen* takeover
Local pricing looks wildly inflated at R1,100 vs. realistic ~R165 📉
Very thin volumes; caution urged âš ï¸
🌠Geopolitics: New World Order
India 🤠Russia 🤠China meeting – cooperation on energy, fertilizers, space & security
Growing shift away from USD towards RMB in oil settlement
US power not gone yet, but cracks in global dominance showing ðŸ›ï¸
🔑 Takeaways
EM equities have disappointed; US tech dominance continues 💻
Gold remains a hedge in uncertain times 🟡
Shoprite Sixty60 is now a R20bn business 🚚
Car sales at record highs, boosted by affordable Chinese brands 🚘
Watch out for weird valuations in new listings 👀
Geopolitics shifting – 2025 could be a turning point ðŸŒ
📌 Next week’s episode will be late – Simon’s at LeaderX on Tuesday. Come say hi if you’re there! 🙌
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