Simon looks at two US stocks on his radar; Amazon & Johnson & Johnson. Commodities quietly moving higher, will we get a budget locally and what of the Trump tariffs?
Standard Bank Power Hour: Effective Offshore Investing and the US Situs Tax
Simon Brown covers everything about investing offshore starting with locally listed options to moving money into a foreign currency and buying in the US, Europe or UK. Simon also looks at how to be efficient on tax and using Irish UCITS ETFs.
Buy ASML, Novo Nordisk, LVMH, Palantir and more ETNs on the JSE
FNB has listed more single stock ETNs on the JSE this time covering; ASML, Novo Nordisk, LVMH, Palantir, Disney, Airbnb, Broadcom and BlackRock. Two flavours, one with currency impact and one without.
Education Stock Highlights | Rhodium & Copper on the Move
This week Simon Brown looks at the three education socks after results (Stadio, ADvTech & Curro). He also looks at the Rhodium and Copper charts as both are moving higher, BYD battery advantage and the massive Remgro discount.
The Satrix Resi ETF is golden as gold miners make up 50% in the ETF
This ETF is great for investors who want exposure to commodities via resource miners and currently it is more then half gold miners so it having a great run.
Renergen sells Helium, Finally. Gold & Top40 at all-time Highs
Simon Brown unpacks the latest market moves: gold breaking $3,000, the JSE Top 40 hitting record highs, and the Rand’s surprising resilience. He also dives into Standard Bank’s new AI participation note, Renergen’s long-awaited helium production, and key global risks shaping the market. Plus, a look ahead to the Fed and SA’s MPC meetings.
Understanding the Euro Stoxx 50 ETF
Currently trading just off all-time highs this Euro focused ETF from Sygnia has the fifty largest European listed stocks with France and Germany making up over 60% of the companies and offering potential as we see a shifting of the global economic order.
Atlanta Fed has the US already in recession for Q1
The Atlanta Fed GDP has US Q1 GDP growth at -2.4%. Is Europe now the preferred investment destination? Simon looks at two potential ETFs (local and offhshore). Results from Homechoice International, budget take 2 and where’s the two pot money going?
Global luxury ETF, better than buying the watch
Luxury is big business and seemingly resilient to any economic woes. Rather than buying the watch, here’s a Luxury ETF to consider for your portfolio.
Tariffs, Results and a Strategic Crypto Reserve
This week Simon covers; the Trump Tariffs and Crypto Reserve have arrived, now what? Oil is collapsing, results are pouring in and some are better then others while local GDP is poor, very poor and vehicle sales surprise again.