Simon digs into a packed week on the JSE and beyond. Will the SARB finally blink and cut rates? Why’s the rand suddenly flexing its muscles?
Also in this episode:
🪙 Gold’s breakout moment
🚴♂️ Peloton’s surprising revival
🛢 Sasol wins big in court
🛒 Pick n Pay’s turnaround—still stuck in aisle 4
🇺🇸 Trump’s tariff flip-flops
🔧 Harmony’s billion-dollar copper pivot
📦 And a quiet win for Nampak
Global macro meets local movers. It’s one of those weeks—don’t miss it!
If you start a tax-free account for a child when they are born they’ll retire in luxury without ever having to save a cent beyond the initial tax-free contributions.
Our third in the series this week we have Sanlam (Non-Linear Beta Strategy)and Nvest Securities (Global, balanced, stable and general equity) presenting on their AMCs.
I was at an ETFsa breakfast recently with a whole bunch of awesome people. The goody bag included an old school printed booklet of all listed ETPs. Flipping through it later that day I stumbled across a bunch from UBS that I simply never knew existed. They’re all on the JSE, with offshore underlying themes/indices.
Simon Brown unpacks Moody’s US debt downgrade and what it really signals, dives into South Africa’s Budget 3.0 expectations, and breaks down the latest inflation data. He also covers key market movers: Sasol’s Capital Markets Day, Renegen’s buyout offer, and fresh results from WeBuyCars and Famous Brands. Plus, the Rand rallies, gold holds firm, and all eyes on the Oval Office for tonight’s Ramaphosa–Trump meeting.
Simon Brown introduces derivatives for traders. Focusing on managing risk he covers; CFDs, futures and warrants.
Standard Bank Global Markets and Just One Lap have teamed to help investor know more about the Actively Managed Certificates (AMCs) offering listed on the JSE. In this session we have Differential Capital and Standard Bank Stockbroking.
Simon Brown unpacks global tariff shifts, Trump’s jab at Big Pharma, and standout local earnings — from Lewis’ blockbuster update to AngloGold Ashanti’s cash flow surge. Plus, insights on Boxer’s results, housing stocks Calgro M3 and Balwin, and upcoming market events.
Standard Bank Global Markets and Just One Lap have teamed to help investor know more about the Actively Managed Certificates (AMCs) offering listed on the JSE. We start with High Street Asset Management, Baobab Investment Management & ClucasGray.
Local investors in the Top40 index are loving the repeated all-time highs we’ve been seeing and there are a number of locally listed ETFs tracking the index.
