Simon Brown unpacks the latest market moves: gold breaking $3,000, the JSE Top 40 hitting record highs, and the Rand’s surprising resilience. He also dives into Standard Bank’s new AI participation note, Renergen’s long-awaited helium production, and key global risks shaping the market. Plus, a look ahead to the Fed and SA’s MPC meetings.
Currently trading just off all-time highs this Euro focused ETF from Sygnia has the fifty largest European listed stocks with France and Germany making up over 60% of the companies and offering potential as we see a shifting of the global economic order.
The Atlanta Fed GDP has US Q1 GDP growth at -2.4%. Is Europe now the preferred investment destination? Simon looks at two potential ETFs (local and offhshore). Results from Homechoice International, budget take 2 and where’s the two pot money going?
Luxury is big business and seemingly resilient to any economic woes. Rather than buying the watch, here’s a Luxury ETF to consider for your portfolio.
This week Simon covers; the Trump Tariffs and Crypto Reserve have arrived, now what? Oil is collapsing, results are pouring in and some are better then others while local GDP is poor, very poor and vehicle sales surprise again.
This week, Simon Brown dives into donations tax—how it works, key exemptions, and common misconceptions. He also breaks down the latest on Sasol’s results (spoiler: not exciting), the massive Just Eat Takeaway.com deal by Prosus, and why PGMs are still struggling. Plus, a closer look at the Rand’s big battle at 18.30 and insights from an Ashburton Investments event. Powered by Standard Bank Global Markets and Shyft.
Anglo American raids the Anglo Platinum cash balance ahead of the demerger adding risk to the company. Jack Ma and Xi Jinping appear on stage together for the first time in four years, US$ 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.
