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Talker, investor, trader, photographer, writer, chocolate eater, wine drinker.

Simon’s weekly wrap: Do EMs really offer structural benefits?

3 Dec 2021 /  Simon Brown  
This week MoneywebNOW looked at the exit of Twitter's Jack Dorsey, Capital Appreciation results, US inflation and more.

Opec+ prefers oil in the $60s to stave off EV adoption

3 Dec 2021 /  Simon Brown  
FNB's Wayne McCurrie talks BHP's unification plan and the latest developments in the Implats/ RBPlats deal. Lyle Sankar of PSG Asset Management on the impact of inflation on one's investment approach. Simon's thoughts on leisure stocks and what he bought.

Looking at residential rentals for Q3

2 Dec 2021 /  Simon Brown  
‘Where we thought we had seen the bottom of the vacancies...we're starting to see those vacancy rates start to edge up again’: Michelle Dickens, CEO of TPN Credit Bureau.

Bidcorp benefits from pandemic

2 Dec 2021 /  Simon Brown   
Absa's Carmen Mpelwane on the strong Bidcorp update and weak office update from Emira Property Fund. Michelle Dickens, CEO TPN Credit Bureau, talks their latest vacancy survey showing continued stress in the residential market. Tanya van Lill, Savca CEO, looks at how venture capital can grow the SA economy and increase employment.

How the markets are adjusting to the pandemic; and Twitter vs Google

1 Dec 2021 /  Simon Brown  
‘We have really doubled down on Google...and it has been the right lead’: Gary Booysen from Rand Swiss.

Capital Appreciation at all-time highs on strong results

1 Dec 2021 /  Simon Brown   
Gary Booysen of Rand Swiss talks the current volatile markets and Jack Dorsey stepping down as CEO of Twitter, is the social media company an investment? Capital Appreciation CFO Alan Salomon on results that show improved margins and strong cash flow.

Performance and drivers of emerging markets vs developed markets

30 Nov 2021 /  Simon Brown   1
‘There are all sorts of reasons why we can't see emerging markets starting to outperform next year’: Peter van der Ross – Stanlib Multi-Strategy.

Aspen’s vaccine manufacturing could be blue sky

30 Nov 2021 /  Simon Brown  
Alex Duys of Umthombo Wealth on Implats's followup offer for RBPlats. Andrew Skudder, RIB CCS CEO, on how the construction industry can benefit SA. Stanlib's Peter van der Ross talks emerging markets and why they haven't structurally outperformed developed markets.

The role of endowments

29 Nov 2021 /  Simon Brown  
For flexibility and optionality in terms of properly diversifying offshore, one needs to know the capacity and the rules: Roenica Tyson – investment product manager at Glacier by Sanlam.

Did buying Friday’s Omicron selloff make you money?

29 Nov 2021 /  Simon Brown  
Sanlam Private Wealth's Nick Kunze takes a look at market responses to Omicron. Frank Magwegwe of Sanlam Health Solutions as people downgrade their medical aid to save money, but at what cost? Roenica Tyson investment product manager at Glacier by Sanlam talks all things endowments.

Simon’s weekly wrap: Protecting the rand, strong results and another crypto hurdle

26 Nov 2021 /  Simon Brown  
This week MoneywebNOW looked at lessons from the lira's collapse, excellent results from Omnia and Invicta, Treasury's pension fund crypto ban proposal, TWK Agri's results, and more.

Strong numbers from TWK

26 Nov 2021 /  Simon Brown  
The filling station division is a dark spot; but mechanisation, crops, fertilisers and the new renewable energy segment are all doing well: TWK Agri CEO Eddie Fivaz.

Invicta reports strong results despite supply challenges

26 Nov 2021 /  Simon Brown  
FNB's Wayne McCurrie unpacks the strong Mr Price results and the Growthpoint update. Steven Joffe, CEO Invicta, talks results and why it elected not to pay a dividend. Eddie Fivaz of TWK on results with the retail and mechanisation segment showing strong growth.

Treasury’s proposed ban on retirement-fund investing into crypto assets

25 Nov 2021 /  Simon Brown  
I think this ban effectively puts a cap on or stifles opportunities to develop financial inclusion and products from young entrepreneurial ventures, as much as it protects against speculative investment: David Geral of Bowmans.

Arrowhead bucking the office trend

25 Nov 2021 /  Simon Brown  
Deryck Janse van Rensburg of Anchor unpacks Lewis and Tsogo Sun Hotel results. Arrowhead Properties CIO Alon Kirkel talks the company's results and R1bn in asset disposals. Bowmans's David Geral on the legalities around crypto assets in pension funds.

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