100 episodes

All about investing on the JSE with Simon Brown. Every Thursday.

JSE Direct with Simon Brown JustOneLap.com

    • Business
    • 4.8 • 161 Ratings

All about investing on the JSE with Simon Brown. Every Thursday.

    Changes are coming (#477)

    Changes are coming (#477)

    Simon Shares BHP Group* (JSE code: BHP) is unifying its dual-listed company (DLC) corporate structure effective close 28 January. This will count as a CGT event for shareholders who will have been deemed to have sold their shares and bought the new ones. Microsoft (Nasdaq code: MSFT) is buying Activision-Blizzard for $69 billion, but who's the largest gaming company in the world? Tencent (Hong Kong code: 700). German 10-year back above 0%. [caption id="attachment_31941" align="aligncenter" width="888"] German 10-year yield[/caption] Oil at 7-year highs. There's an ETN for that. * I hold ungeared positions.

    • 15 min
    Predictions 2022 (#476)

    Predictions 2022 (#476)

    Now for the tenth year in a row, we kick off the new year with a predictions show.
    Marc Ashton, Keith McLachlan and Simon Brown put their heads on the block with three wild and woolly predictions for the markets for 2022 followed by a call on the Top40 and ZAR for the year ahead.
    Importantly we start each show with a review of the previous year’s predictions and you’ll find the 2021 predictions show here.

    • 37 min
    When Merkel saved Greece (#475)

    When Merkel saved Greece (#475)

    Holiday show Back in 2010 the world watched as Greece plunged further and further into a debt crisis with many expecting the EU to not survive. But Angela Merkel saved Greece and the day. [caption id="attachment_31826" align="aligncenter" width="888"] Greek 10Y bond rates[/caption]
    Greek debt to GDP (%)
    source: tradingeconomics.com

    • 13 min
    Evergrande, nobody cared (#474)

    Evergrande, nobody cared (#474)

    On the 20th September 2021 Chinese property developer missed interest payments on some US$300billion of debt and this spooked markets into a selloff. But three months later nobody cares. What's the background sorry and why does nobody care?

    • 14 min
    Where's Ever Given? (#473)

    Where's Ever Given? (#473)

    After clogging up the Suez Canal for six days back in March 2021 and halting much of the worlds shipping trade, what happened to Ever Given?

    • 11 min
    Market in review 13 December 2021

    Market in review 13 December 2021

    Offshore
    / Strong year of returns globally, CAC40 (France) top index
    / US inflation, not transitory
    / US unemployment looking decent
    / China crackdown
    / Commodities mostly a soft year, the exception is oil
    / Supply chain chaos
    Local
    / Good year for local markets
    / Delisitng galore
    / GDP
    / Rand

    • 1 hr 2 min

Customer Reviews

4.8 out of 5
161 Ratings

161 Ratings

OboneSep ,

Straight to the point and insightful

Insightful! My go to with the Fat Wallet Show

Factoryrider ,

Great content. Poor delivery

Your content is always interesting and I would love to listen more to this show however I find it unlistenable. Dineo has a very good voice and knows her stuff but umm says umm too many umms. Every third word is an umm. Umm this makes it umm impossible to umm listen to 😕.

nickname2020-football ,

Change Dineo out

Hi Simon, please swap Dineo out for someone else. She is very difficult to listen to.

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