All about investing on the JSE with Simon Brown. Every Thursday.
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.
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.
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 (%)
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?
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?
Market in review 13 December 2021
/ 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
/ Good year for local markets
/ Delisitng galore
Straight to the point and insightful
Insightful! My go to with the Fat Wallet Show
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 😕.
Change Dineo out
Hi Simon, please swap Dineo out for someone else. She is very difficult to listen to.