πΊ Tariffs Incoming
πΏπ¦ SA faces 30% US tariffs starting Friday.
π Auto industry, π citrus, π logistics & π§ͺ fertilizer sectors (like Omnia, Kaap Agri, Mpact) to feel the heat β but no fatal blows expected.
π MPC Policy Misfire?
π° SA inflation at 3%, but rates still stuck at 10.75%.
π Is the MPC behind the curve? Simon says: Yes.
π Calls for a rate cut of at least 0.5% to 1%.
SA CPI and Prime | 29 July 2025
π₯ Why Hasnβt the SARB Bought Gold in 20 Years?
π From 2005 to 2025: only Β±48,000 ounces added.
π Gold outperformed the USD by a wide margin (680% vs 171%) over 20 years.
π€ Why the gold aversion? Simon wants answers.
π Structured Product Spotlight
πΌ New Standard Bank product:
βοΈ 100% capital guarantee
βοΈ 1.8x upside gearing
βοΈ MSCI World Index exposure
π 3.5 year duration, paid out in ETFs
πΈ Min R25k. Closes in Sept.
π Chinese Cars Disrupting the Market
π¨π³ Omoda CX5 & CS9 β slick, affordable, feature-packed
π‘ Screens bigger than laptops, prices lower than rivals
β οΈ Toyota, Ford, VW: Time to worry?
π Big Pharma Blunder
π€¦ββοΈ Novo Nordisk loses Canadian patent by forgetting to pay a $250 fee
π Generics incoming. Massive oops.
π Alphabet Results
πΉ Stock up 15% since Simonβs last mention
π° $95bn cash, low debt
βοΈ Facing antitrust heat β rulings incoming
π Possible price dip = buying opportunity?
π’ Next week: Who owns what in Parliament? Crypto, shares, surprises awaitβ¦
π§ Hosted by Simon Brown
π³ Powered by Standard Bank & Shyft β the global money app for smart travellers & investors
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JSE Direct is an independent broadcast and is not endorsed or affiliated with, nor has it been authorised, or otherwise approved by JSE Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.
Wednesdays are all about hard-core investing and trading with Simon Brownβs famous JSE Direct podcast. JSE Direct started life on ClassicFM in July 2008 and became a podcast in 2011. Every week Simon shares his views on the state of global economies, individual shares and events moving markets.
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JSE β The JSE is a registered trademark of the JSE Limited.
JSE Direct is an independent broadcast and is not endorsed or affiliated with, nor has it been authorised, or otherwise approved by JSE Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.
