Twenty Years of Poor EM returns | Sixty60 almost a R20bn Revenue Business
WorldWide Markets with Simon Brown
Release Date: 09/02/2025
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🌠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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