This week, Simon Brown dives into donations tax—how it works, key exemptions, and common misconceptions. He also breaks down the latest on Sasol’s results (spoiler: not exciting), the massive Just Eat Takeaway.com deal by Prosus, and why PGMs are still struggling. Plus, a closer look at the Rand’s big battle at 18.30 and insights from an Ashburton Investments event. Powered by Standard Bank Global Markets and Shyft.
Anglo American raids the Anglo Platinum cash balance ahead of the demerger adding risk to the company. Jack Ma and Xi Jinping appear on stage together for the first time in four years, US$ weakness and new highs all over.
In this insightful video Simon Brown discusses everything ETPs (ETFs, Actively Managed ETFs, AMCs and ETNs) and how to be tax efficient in your investing (Reg28, tax-free investing and interest exemption).
There are two Chinese listed ETFs on the JSE, one each from Satrix and Sygnia. The differences are small offering direct exposure to the worlds second largest economy.
China tech has been running, opportunity? Has Sasol finally given a reversal signal after the recent sell off? Top40 at all-time highs while the Rand is stable, thoughts on Telkom and Shoprite.
Managing Trump volatility, gold at all-time highs as central bankers and retail investors pile in. The Sasol, Boxer and Pick n Pay updates, MPC rate cut, two-pot comes in modest and local vehicle sales looking decent.
After a strong run last year, is there still value in the locally listed REIT ETFs? They tarde at discount to NAV and we look at the three; CSPROP from 10X Investments, ETFSAP from 1nvest and STXPRO from Satrix.
Simon details the five stocks he picked for the 2025 Cristal Challenge with detailed reasons why. Two large cap bankers, a mid cap and two speculative small caps make up his list.
Exchange Traded Products (ETPs) had a great 2024 locally with record number of products in issue and over R200million in market cap with NewGold keeping its number one spot as the countries largest ETP.
Simon Brown explores major market trends, from TSMC’s AI-driven success to gold’s steady rise and Brent oil’s troubling implications. He also covers the Sasol bounce, Grindrod Mozambique troubles and the Trump meme coins.
