SARB has not added to gold reserves in two decades | Which JSE stocks will be hit by tariffs?
WorldWide Markets with Simon Brown · JustOneLap.com
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Show Notes
🔺 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