WorldWide Markets with Simon Brown

SARB & Treasury Fight Over Inflation | Which MPs Hold Crypto?

🎙️ Worldwide Markets – Episode 642 📅 Recorded: Tuesday, 5 August 💼 Host: Simon Brown 🌍 Powered by Standard Bank Shyft – The global money app for travel, shopping, payments & investing. 🔮 Market Highlights 📈 Purple Group* rocks 🚀 Share price has more than doubled since April lows. 🧾 PE at 56, but strong growth potential and product expansion. 💼 Simon holds the stock — bought low, holding for the long term.   🏦 MPC shifts inflation target 🎯 🔽 New anchor at 3%, down from 4.5%. ⚠️ Finance Minister pushes back — governance concerns. 💸 Lower inflation = lower raises = better expectations management. 🧨 Flip side: high real interest rates hurt growth & jobs.   🚗 Vehicle sales boom 📊 July sales >51,000 units — highest since 2019! 🛻 Light commercial vehicles dominate, Mahindra sneaks into Top 10. 💰 CMH* shines with low PE and high dividend — Simon holds. 📉 Motus also cheap, but Simon prefers CMH.   🪙 Gold miners printing money ✨ AngloGold Ashanti*: 🚜 Production +21% 💰 Free cash flow +149% 📉 Net debt down 92% 💵 80c dividend 💹 Targeting R1,000/share — already at R972! ✨ Gold Fields also up ~150% YoY on earnings.   🧾 US Bureau of Labor Statistics drama 🇺🇸 🔥 Trump fires BLS head after unfavourable jobs data. ❗ Undermines trust in data — risks U.S. credibility. 🌎 Bad precedent: Greece, Argentina, China have all suffered from politicised stats. 🍊 Tariffs impact SA agriculture 🇺🇸 U.S. tariffs on citrus & grapes kick in Thursday. 📉 Sector exposure: ~10% — not massive but not zero. 👨‍🌾 Some farmers and related stocks (e.g. Mpact) will take a hit. 🧠 Random Insights 🪙 Crypto in Parliament? 🇿🇦 Of 490 South African parliamentarians… only 2 declared owning crypto. 🤷‍♂️ No surprise crypto isn’t getting policy attention. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order    

SARB has not added to gold reserves in two decades | Which JSE stocks will be hit by tariffs?

🔺 Tariffs Incoming 🇿🇦 SA faces 30% US tariffs starting Friday. 🚗 Auto industry, 🍊 citrus, 🚚 logistics & 🧪 fertilizer sectors (like Omnia, Kaap Agri, Impact) to feel the heat — but no fatal blows expected. 📉 MPC Policy Misfire? 💰 SA inflation at 3%, but rates still stuck at 10.75%. 📉 Is the MPC behind the curve? Simon says: Yes. 📉 Calls for a rate cut of at least 0.5% to 1%. SA CPI and Prime | 29 July 2025 🥇 Why Hasn’t the SARB Bought Gold in 20 Years? 📊 From 2005 to 2025: only ±48,000 ounces added. 📉 Gold outperformed the USD by a wide margin (680% vs 171%) over 20 years. 🤔 Why the gold aversion? Simon wants answers. 📈 Structured Product Spotlight 💼 New Standard Bank product: ✔️ 100% capital guarantee ✔️ 1.8x upside gearing ✔️ MSCI World Index exposure 📆 3.5 year duration, paid out in ETFs 💸 Min R25k. Closes in Sept. 🚘 Chinese Cars Disrupting the Market 🇨🇳 Omoda CX5 & CS9 – slick, affordable, feature-packed 💡 Screens bigger than laptops, prices lower than rivals ⚠️ Toyota, Ford, VW: Time to worry? 💊 Big Pharma Blunder 🤦‍♂️ Novo Nordisk loses Canadian patent by forgetting to pay a $250 fee 📉 Generics incoming. Massive oops. 🔍 Alphabet Results 💹 Stock up 15% since Simon’s last mention 💰 $95bn cash, low debt ⚖️ Facing antitrust heat – rulings incoming 📉 Possible price dip = buying opportunity? 📢 Next week: Who owns what in Parliament? Crypto, shares, surprises await… 🧠 Hosted by Simon Brown 💳 Powered by Standard Bank & Shyft – the global money app for smart travellers & investors  

Is a Lower Inflation target a Bad Idea? Is Afrimat Offering Value?

🌍 This week on Worldwide Markets, Simon dives into a packed show covering inflation, earnings, property deals, and opportunities in local stocks. Powered by Standard Bank Global Markets and Shyft — your gateway to global investing. 🌐💸 📉 Inflation Target Cut – A Bad Idea? • SA may shift to a 3% inflation target 📊 • Risks of higher interest rates 😬 • Real rates already sky-high 🚀 💵 Weaker US Dollar & Tech Gains • Trump’s weaker dollar policy in motion 🇺🇸📉 • MAG7 & Nasdaq benefit: 49%+ offshore revenue 🖥️🌐 • S&P 500 and Russell 2000 lag 🏢 Sibanye-Stillwater* Diversifies • Buys US recycling business ♻️ • Adds silver, copper, and skills 🪙🔧 • Expands beyond PGMs and gold 🪙 Voltara & PGMs Running Hot • Valterra Platinum update reflects flood damage & weak past PGM prices 🌊 • But platinum & palladium now breaking resistance levels 📈🔥 🏬 Hyprop’s Bid for MAS PLC • Cash or shares deal (R24 or Hyprop stock) 💰 • Hyprop focuses on Western Cape & Eastern Europe 🏖️🌍 • Deal may not be in MAS shareholders’ best interest ❓ 🪨 Afrimat: Value at R45? • Price on long-term support line 📉🧱 • Concerns: iron ore, Lafarge deal, site near Mozambique 🇲🇿 • Van Heerden’s track record solid 💼💪 • Forward PE ~11, below decade mean 🔍 🧪 New ETF Database (Beta) • Search by issuer, classification, TER & more 🔍📊 • Explore at justonelap.com/etfdatabase 🧱📂 • Feedback welcome! 📜 SA Budget Drama • Multi-party politics = budget complexity 🧠 • Education budget almost derailed ❗ Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order    

What's with Bitcoin Treasury Companies? | Ouch US CPI and Chinese Home Prices

🎙 This Week in Markets: US inflation ticks higher 📈, putting pressure on rate cuts. Powell's in no rush. Local rates also due end-July. 🏘 China Housing Trouble: 3 years of negative home price growth in China 🇨🇳. Citizens frustrated as property values slide. Evergrande and other ghosts still haunt. Chinese Home prices Year-on-Year | June 2025 🚀 Elon Watch: Musk injects $2B into XAI 🤖. Deck chairs shuffled? Investors seem to approve. 🔩 PGMs Shine: Platinum and palladium break higher ⚪, supported by tightening supply. Miners like Sibanye*, Implats, and Northam bask in the glow. 💻 Nvidia Milestone: First $4 trillion company 🤯. AI + autonomous driving = future. Trump eases chip restrictions. 📦 Copper Tariffs: Trump proposes 50% import tariffs on copper 🔧. Could spark domestic production—or not. 📉 Gold & Oil: Gold drifts within range 🪙. Oil facing resistance again 🛢, needs a breakout above $77 to excite bulls. ₿ Bitcoin Treasury Companies: Why buy MicroStrategy at a premium when you can just buy Bitcoin? 🤷‍♂️ Financial engineering vs. logic. 📊 Strategy (ex-MicroStrategy) holds 600,000+ BTC. 🇿🇦 Altvest has one BTC—also in the mix. 🏛 Crypto Legislation: US considers classifying crypto as a commodity 🪙, stablecoins gaining traction. It’s Bitcoin Week at the White House. 🇺🇸 💸 ZAR & Tariffs: Rand weakened after US slaps 30% tariffs on SA imports ⚠️. Trump’s unpredictability rattles markets. 🧠 Coming Soon on Power Hour: 📅 August: Moxima Gama on advanced charting 📅 November: Keillen Ndlovu on REITs (local & offshore) 🧭 Powered by Standard Bank Global Markets and Shift, the global money app 💳 🌍 Travel | 💱 Forex | 🛒 Spend | 📈 Invest — All in your hand. 🎧 Leave a rating and review — every bit helps! 📢 Back next week with more market insights. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order    

Trump’s Big (and Messy) Plan to Save America and Reduce the Deficit and Debt

Simon’s on holiday in sunny Durban 🌞 but couldn’t resist diving into what might be Trump’s grand economic plan. On the surface, it’s tariffs, spending cuts and tax breaks—but is there real strategy underneath the chaos? 🔹 Trump’s Big Idea: Use tariffs to raise revenue and onshore manufacturing 🏭 🔹 Debt Drama: US debt now > $30 trillion 😬 🔹 Tariffs Everywhere: South Africa slapped with 30%—and so is everyone else 🌍 🔹 Reshoring & Inflation: Could higher costs push inflation up again? 💸🔥 🔹 No Deals Signed: 90 deals in 90 days? 0 delivered 🤷‍♂️ 🔹 Foreign Policy Fallout: NATO, Mexico, Canada—strained relationships 🌐💥 🔹 Cut Spending: USAID, EV subsidies, and soft power eroded 🚫🌱 🔹 Regulation Rollback: Less red tape, but also less consumer/environmental protection 🧾♻️ 🔹 Crypto & Energy: Deregulate crypto, cozy up to OPEC for cheap oil ⛽🪙 🔹 Mar-a-Lago Accord?: A currency + Treasury buying pact that needs allies—who aren't coming 🤝❌ 🔹 Immigration & Performance Politics: Headlines vs. actual impact 🛂📺 💬 There’s a thread of logic, but execution has been clumsy at best. Allies alienated, deals undelivered. The endgame? Likely messy and inflationary. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order