Simon Brown - Moneyweb
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Talker, investor, trader, photographer, writer, chocolate eater, wine drinker.
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Understanding US Treasury bonds

29 Apr 2024 /  Simon Brown
Casey Sprake of Anchor Capital sheds light on frequently used terms such as ‘the 10-year', 'coupon', 'yield inversion’ and ‘zero coupon’.
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More suitors for Anglo American?

29 Apr 2024 /  Simon Brown
Understanding US ten-year bonds and why Anglo snubbed BHP Group’s offer.
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Simon’s weekly wrap

26 Apr 2024 /  Simon Brown
This week MoneywebNOW looked at when South Africans can expect a rate cut, the new Corporation for Deposit Insurance and more.
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1

Bank deposit insurance is here to stay

26 Apr 2024 /  Simon Brown
‘We expect a lot more competition and we think customers are now going to go to the innovative banks that give them the better deals, not just the big ones’: Michael Jordaan, co-founder and chairman of Bank Zero.
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Strong results for Clicks despite tough trading environment

26 Apr 2024 /  Simon Brown
Analysis of results from Clicks and Bank Zero on how deposit insurance will shake up local banking.
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E-commerce is booming, especially in Africa

25 Apr 2024 /  Simon Brown
Africa's economy is starting to grow and of interest to revenue authorities is how to tax digital transactions: Matthew Besanko from PwC SA.
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2

Rand in for a bumpy ride ahead of elections

25 Apr 2024 /  Simon Brown
A look at why multi-generational living has become popular and movements of the rand ahead of the elections.
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Reflections on the markets in Q1 2024

24 Apr 2024 /  Simon Brown
Luigi Marinus of PPS Investments offers perspectives on a delayed Fed rate cut, big tech, outperforming DMs, financials under pressure, bonds’ day in the sun and opportunities in China.
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UPDATE

Sasol concerns pile up

24 Apr 2024 /  Simon Brown
Why markets loved Capitec’s results and not Sasol’s and a look at investment trends from the first quarter.
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The Chinese slowdown could be a positive

23 Apr 2024 /  Simon Brown
The socialist market economy’s stocks will never reach the valuations you see in US tech stocks: Simon Fillmore – CIO, Independent Securities.
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ASML: The shovel seller of the AI boom

23 Apr 2024 /  Simon Brown
Analysis of US company earnings and KPMG on its Banking Survey.
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Can the Sarb cut ahead of the Fed?

22 Apr 2024 /  Simon Brown
The Sarb’s argument has been that our biggest constraint on economic growth is on the supply side, not the demand side: Investment strategist Izak Odendaal from Old Mutual Wealth.
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Strong results from PSG despite tough market

22 Apr 2024 /  Simon Brown
Analysis of results from PSG Financial Services and a look at Fed cycles.
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Simon’s weekly wrap

19 Apr 2024 /  Simon Brown
This week MoneywebNOW looked at the Purple Group's return to black, the importance of branding and more.
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What went wrong at Ellies?

19 Apr 2024 /  Simon Brown
In business ‘taking the risk of innovating is not a matter of luxury, it's a matter of survival’. Jon Cherry of Cherryflava discusses the marketing brilliance of Checkers Sixty60 and Elon Musk’s Powerwall batteries.

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