Podcasts · WorldWide Markets with Simon Brown
what's pushed Purple Group +140% this Year? And a Bull Case for SA Inc.
· 20 min · Episode 650
Episode what's pushed Purple Group +140% this Year? And a Bull Case for SA Inc.
🌍 Worldwide Markets Episode 650 – 1 October 2025
Hosted by Simon Brown Powered by Standard Bank Global Markets & the Shyft Global Money App 💳🌐
🔑 Key Topics This Week
📈 Purple Group* & EasyEquities
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Purple Group share price up ~150% this year 🚀
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Results driven by non-revenue income (inactivity fees & loyalty program)
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Strong client acquisition via Capitec & Discovery Bank partnerships 🏦
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Trading volumes soaring in a bullish market 💹
Purple Group | YTD to close 29 Sep 25
💰 Top 40 hits 100,000
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Thanks to gold miners & PGMs ⛏️
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AngloGold Ashanti* up nearly 200% in 2025 ✨
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Bitcoin also at record highs: $110k – $115k ₿
🇿🇦 Bull case for SA Inc.
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Eskom turns profit ⚡, load shedding largely behind us
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FAFTA gray list exit expected late October ✅
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Stronger rand & softer oil price supporting consumers ⛽
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Lower inflation, potential rate cuts in the US vs. SA rates hold 💵
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Bond yields easing = cheaper government borrowing 💸
🛒 Boxer trading update
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Like-for-like sales up 5.3%, turnover +13.9% 📊
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EPS guidance strong but valuation looks pricey vs. Shoprite* 🍏
🤖 Nvidia's* self-dealing investments
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Billions poured into OpenAI, CoreWeave & Mistral 🧠
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Risks of dot-com style "self-dealing" re-emerging ⚠️
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Simon remains a cautious Nvidia shareholder
📉 Global delistings trend
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JSE listings halved over 20 years 📉
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US market also down from 8,000+ to ~4,000 listings
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Private equity & venture capital keep firms private longer ⏳
📅 Upcoming Event
Standard Bank Power Hour – Warren Buffett: Blueprint for a Lifetime of Investing 🦫💡 🗓️ 16 October, 17:30 SAST 📍 Rosebank, Johannesburg (in-person & webcast)
📝 Simon's Notes
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Obsidian vs Evernote: experimenting with second-brain systems 📚🧠
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Thanks for all listener feedback 🙏
🎙️ Closing
10 more episodes left before Simon's year-end break ✈️ "Look after yourself, and if you can, look after somebody else too." ❤️
Simon Brown
* I hold ungeared positions.
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Links in the notes 5
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