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Twenty Years of Poor EM returns | Sixty60 almost a R20bn Revenue Business

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Manage episode 503968541 series 2946253
Content provided by JustOneLap.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by JustOneLap.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

🌠Worldwide Markets Ep. 646 – 3 September 2025

ðŸŽ™ï¸ Hosted by Simon Brown

Powered by Standard Bank & Shyft, the global money app 💳ðŸŒ

📈 Key Topics This Week

🌠Emerging Markets: 20 Years of Poor Returns

EM ETFs have underperformed vs. the US and gold

20-year CAGR:

📊 NASDAQ: +1,400% (14.5% CAGR)

🟡 Gold: +700% (10.9% CAGR)

🇺🇸 S&P 500: +440% (8.7% CAGR)

🌠Emerging Markets: +193% (5.5% CAGR)

BRIC dream (Brazil, Russia, India, China) never delivered 💭

Headwinds: financial crises, currency depreciation 💸, weaker governance 📉

🟡 Gold & ⚪ Silver Running

Gold futures hit $3,560/oz 🚀

Central banks now hold more gold than US Treasuries

Silver back above $40, near 2011 highs

Stagflation worries (low growth, high inflation, debt) → gold demand surges

Gold weekly chart | 02 September 2025

🛒 Shoprite* Results & 60/60 Growth

Checkers 60/60 delivered R18.9bn revenue ðŸŽðŸ“¦

That’s nearly 20% of Checkers’ sales & close to Pick n Pay’s market cap

Strong results, inflation at just 2.3% ✅

Stock price up ~5%

🚗 Record August Vehicle Sales

51,880 units sold, highest since Oct 2019

Brands leading:

🚙 Toyota (13k+)

🚗 Suzuki (~6.5k)

🇨🇳 Rising share from Chinese brands (GWM, Chery, JAC)

Trend: consumers keeping cars longer, turning to cheaper imports ðŸ·ï¸

🧪 ASP Isotopes JSE Listing

Listed ahead of Renergen* takeover

Local pricing looks wildly inflated at R1,100 vs. realistic ~R165 📉

Very thin volumes; caution urged âš ï¸

🌠Geopolitics: New World Order

India 🤠Russia 🤠China meeting – cooperation on energy, fertilizers, space & security

Growing shift away from USD towards RMB in oil settlement

US power not gone yet, but cracks in global dominance showing ðŸ›ï¸

🔑 Takeaways

EM equities have disappointed; US tech dominance continues 💻

Gold remains a hedge in uncertain times 🟡

Shoprite Sixty60 is now a R20bn business 🚚

Car sales at record highs, boosted by affordable Chinese brands 🚘

Watch out for weird valuations in new listings 👀

Geopolitics shifting – 2025 could be a turning point ðŸŒ

📌 Next week’s episode will be late – Simon’s at LeaderX on Tuesday. Come say hi if you’re there! 🙌

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

  continue reading

571 episodes

Artwork
iconShare
 
Manage episode 503968541 series 2946253
Content provided by JustOneLap.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by JustOneLap.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

🌠Worldwide Markets Ep. 646 – 3 September 2025

ðŸŽ™ï¸ Hosted by Simon Brown

Powered by Standard Bank & Shyft, the global money app 💳ðŸŒ

📈 Key Topics This Week

🌠Emerging Markets: 20 Years of Poor Returns

EM ETFs have underperformed vs. the US and gold

20-year CAGR:

📊 NASDAQ: +1,400% (14.5% CAGR)

🟡 Gold: +700% (10.9% CAGR)

🇺🇸 S&P 500: +440% (8.7% CAGR)

🌠Emerging Markets: +193% (5.5% CAGR)

BRIC dream (Brazil, Russia, India, China) never delivered 💭

Headwinds: financial crises, currency depreciation 💸, weaker governance 📉

🟡 Gold & ⚪ Silver Running

Gold futures hit $3,560/oz 🚀

Central banks now hold more gold than US Treasuries

Silver back above $40, near 2011 highs

Stagflation worries (low growth, high inflation, debt) → gold demand surges

Gold weekly chart | 02 September 2025

🛒 Shoprite* Results & 60/60 Growth

Checkers 60/60 delivered R18.9bn revenue ðŸŽðŸ“¦

That’s nearly 20% of Checkers’ sales & close to Pick n Pay’s market cap

Strong results, inflation at just 2.3% ✅

Stock price up ~5%

🚗 Record August Vehicle Sales

51,880 units sold, highest since Oct 2019

Brands leading:

🚙 Toyota (13k+)

🚗 Suzuki (~6.5k)

🇨🇳 Rising share from Chinese brands (GWM, Chery, JAC)

Trend: consumers keeping cars longer, turning to cheaper imports ðŸ·ï¸

🧪 ASP Isotopes JSE Listing

Listed ahead of Renergen* takeover

Local pricing looks wildly inflated at R1,100 vs. realistic ~R165 📉

Very thin volumes; caution urged âš ï¸

🌠Geopolitics: New World Order

India 🤠Russia 🤠China meeting – cooperation on energy, fertilizers, space & security

Growing shift away from USD towards RMB in oil settlement

US power not gone yet, but cracks in global dominance showing ðŸ›ï¸

🔑 Takeaways

EM equities have disappointed; US tech dominance continues 💻

Gold remains a hedge in uncertain times 🟡

Shoprite Sixty60 is now a R20bn business 🚚

Car sales at record highs, boosted by affordable Chinese brands 🚘

Watch out for weird valuations in new listings 👀

Geopolitics shifting – 2025 could be a turning point ðŸŒ

📌 Next week’s episode will be late – Simon’s at LeaderX on Tuesday. Come say hi if you’re there! 🙌

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

  continue reading

571 episodes

All episodes

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