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π Worldwide Markets Episode 650 β 1 October 2025 Hosted by Simon Brown Powered by Standard Bank Global Markets & the Shyft Global Money App π³π π Key Topics This Week π Purple Group* & EasyEquities Purple Group share price up ~150% this year π Results driven by non-revenue income (inactivity fees & loyalty program) Strong client acquisition via Capitec & Discovery Bank partnerships π¦ Trading volumes soaring in a bullish market πΉ Purple Group | YTD to close 29 Sep 25 π° Top 40 hits 100,000 Thanks to gold miners & PGMs βοΈ AngloGold Ashanti* up nearly 200% in 2025 β¨ Bitcoin also at record highs: $110k β $115k βΏ πΏπ¦ Bull case for SA Inc. Eskom turns profit β‘, load shedding largely behind us FAFTA gray list exit expected late October β
Stronger rand & softer oil price supporting consumers β½ Lower inflation, potential rate cuts in the US vs. SA rates hold π΅ Bond yields easing = cheaper government borrowing πΈ π Boxer trading update Like-for-like sales up 5.3%, turnover +13.9% π EPS guidance strong but valuation looks pricey vs. Shoprite* π π€ Nvidia's* self-dealing investments Billions poured into OpenAI, CoreWeave & Mistral π§ Risks of dot-com style "self-dealing" re-emerging β οΈ Simon remains a cautious Nvidia shareholder π Global delistings trend JSE listings halved over 20 years π US market also down from 8,000+ to ~4,000 listings Private equity & venture capital keep firms private longer β³ π
Upcoming Event Standard Bank Power Hour β Warren Buffett: Blueprint for a Lifetime of Investing π¦«π‘ ποΈ 16 October,

