WorldWide Markets with Simon Brown

Mar 04 2025 543 ep. 26 mins 165

WorldWide Markets with Simon Brown Podcast artwork

All about investing on the JSE with Simon Brown. Every Thursday.

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Tariffs, Results and a Strategic Crypto Reserve (#621)

Mar 04 2025 21 mins

Understanding tax and donations | Sasol results fail to excite

Feb 25 2025 20 mins

Xi Jinping makes nice with Chinese tech | Anglo raids Anglo Plat cash pile

Feb 18 2025 14 mins

Anglo-American’s Cash Raid on Anglo-Platinum Anglo-American’s decision to unbundle its stake in Anglo-Platinum raises concerns. Declaring a special dividend of R59 per share wipes out the company’s entire R17.6 billion cash reserves. Implications for investors: selling pressure expected as shares land in new brokerage accounts. China’s Tech Revival? The appearance of Jac

China Running and Finally a Sasol Reversal Pattern?

Feb 12 2025 18 mins

Market Updates & Analysis: Sasol Reversal Pattern? – Examining Sasol’s technical setup and the significance of a ‘kangaroo tail’ pattern. Rand Stability Amid Trump’s Threats – Despite geopolitical concerns, the rand remains steady. Top 40 at All-Time Highs – Market momentum and investor confidence. South Africa’s Budget Speech (Wednesday, 2 PM SAST) Revenue short

Golden Highs & Trump Trade Shambles

Feb 05 2025 18 mins

Trump Trade Tariffs & Global Market Impact: Initial tariffs of 10% (China) and 25% (Canada, Mexico) announced but later revised. U.S.-Canada relations strained, with Warren Buffett warning of reputational damage. Global negotiation shifts—China, Russia, and Europe eye opportunities. Continued U.S.-China trade tensions, including semiconductor restrictions and rare earth tariff

Cristal Challenge Stock Picks for 2025 (#616)

Jan 28 2025 17 mins

The Cristal Challenge runs until October, with participants picking five local stocks (no ETFs or sub-20c stocks) to hold through the year. Simon’s picks include a mix of stable “banker” stocks and speculative plays: Richemont*: High-end luxury giant with strong fundamentals and global market appeal despite challenges in China. Trading near R3,500, with long-term potential

TSMC winning in AI

Jan 21 2025 18 mins

TSMC’s Record-Breaking Results Taiwan Semiconductor Manufacturing Company (TSMC) hit $26 billion in quarterly revenue. A strong contender in the AI supply chain with growing global operations. Gold: Continuing the Bull Run Gold remains a strong investment pick for Simon, with a potential to hit $3,000/oz. Gold | Weekly | 21 January 2025 Brent Crude Oil Concerns Rising oil pric

Predictions 2025 with; Marc Ashton, Keith McLachlan & Simon Brown

Jan 14 2025 36 mins

For the twelfth year in a row Marc Ashton, Keith McLachlan & Simon Brown get together and make three predictions each for year ahead. They then also give their expectations for the local Top40 index and the Rand against the US$. But first every year they start by scoring their previous year predictions to keep things real and honest.

That's a Wrap we Look Back at an Excellent 2024

Dec 11 2024 21 mins

In the final show of the year Simon looks back at the many local and offshore winners (and a few losers) of 2024. There have been some excellent returns, but will they carry on into 2025?

Bitcoin Fails at $100k & Hello Boxer (#612)

Nov 27 2024 20 mins

Boxer IPO Hits the Market Boxer* (JSE code will be BOX) lists on 28 November, debuting at R54/share after a highly oversubscribed IPO. Strategies discussed for trading or investing in Boxer shares, including buying through Pick n Pay shares. Key takeaway: Patience is key; wait for potential pullbacks. Two-Pot Retirement Savings and Market Impact Early evidence of consumer spen