Is China’s Global Dominance Fading? Simon Brown dissects market movers like Richemont and Clicks, reflecting on China’s economic shifts, population trends, and recent crackdowns.

Simon Brown covers the Hang Seng Index’s grim outlook, Grindrod’s positive performance in Maputo port, the 16-year high in uranium prices and the approval of 11 Bitcoin ETFs by the SEC. Simon questions the significance of elections for markets, citing historical examples where market reactions were short-lived. He emphasises the importance of a long-term investment approach amid political volatility.

Predictions 2024; March Ashton, Keith McLachlan & Simon Brown. First we mark our previous years predictions and then we add 5 new ones for 2024.

A look at the best and worst stocks on the JSE fro 2023. Some strong gains and some horror losers really means you had to pick right. Also 76 elections next year with over half the world voting, going to be volatile in places.

Both Transaction Capital and Purple Group swung into full year losses. Can they reverse that trend? Gold at all-time highs and Tigerbrands vs. RFG.

Charlie Munger passed away at the age of 99 and reviewing some of his quotes the lkey lesson, always be learning. Pepkor woes and ten days in Mauritius, what I learnt.

Share buybacks and stock compensation are a part of any listed company, but can be abused. Two examples, one showing it working well, the other outright abuse. Contrasting updates from Shoprite & Woolies, Stor-Age results and US inflation, soft landing loading?

Telco business are utilities but with a big catch, constant and large capex expenses mostly in US$, this drags profits. What’s down with oil and Dis-Chem vs Clicks.

Minister Gordhan has published his investment holdings and we review changes from the data earlier in the year. He’s surprisingly active. Gold almost had it’s highest monthly close ever and Renergen results.

After downgrading to a smaller life in 2017 Simon gives and update six years later as he moves again. Also Famous Brand results and TigerBrands & Sasol updates.