{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"JSE Large Caps with Great Dividend Yields","description":"\ud83c\udf99\ufe0f Worldwide Markets Ep. 652 \u2014 \u201cDividends, Gold, and Gearing Gone Wild\u201d \ud83d\udcc5 15 October 2025 | Hosted by Simon Brown | Powered by Standard Bank SHYFT \ud83e\ude99 Gold Rush Continues Gold is unstoppable! \ud83d\ude80 Now trading above R4,100\/oz, the yellow metal has clocked eight consecutive green weeks \u2014 the longest winning streak since early 2024. Simon digs into: \ud83d\udcc8 Historical patterns since the pandemic: jump \u2192 consolidate \u2192 jump again \ud83c\udfe6 Central banks as persistent buyers \u2014 but what happens if they ever stop? \ud83e\udd14 With gold having doubled in three years, central banks\u2019 reserves are now worth far more \u2014 will they slow purchases? Gold weekly chart \ud83e\uddec ASP Isotopes & the Renegen* Deal \ud83d\udd25 The small-cap buzz continues! ASP Isotopes (\ud83d\udcca JSE-listed) soared 34% after being added to a Morgan Stanley National Security Index, thanks to its defense-related tech. \ud83e\uddea ASP will acquire Renegen at a ratio of 0.09i ASP shares per Renegen share. \ud83d\udcc8 The stock was badly mispriced at listing, now settling into realistic levels. \ud83e\udde0 Simon\u2019s take: it\u2019s partly a meme stock, but still delivering products and momentum. \ud83c\udf0d Tariff Turmoil & Trump Tactics \ud83d\uddde\ufe0f Trump shocked markets promising 100% tariffs on China, triggering a: \ud83d\udcc9 2% drop on the S&P 500 \ud83d\udcc9 3% drop on the Nasdaq \u2026before walking it all back two days later. Classic \u201cart of the deal.\u201d \ud83c\udfad \ud83d\udcac China\u2019s latest export data (+8.4% YoY) shows resilience, finding new global buyers despite tensions. \ud83d\udca5 Crypto Carnage: Over-Geared Traders Wiped Out \ud83d\udcc9 Bitcoin slid 10%, altcoins dropped 20\u201350% \u2014 and many over leveraged traders got liquidated. Simon\u2019s tough love \ud83d\udcac: \u201cIf a 10% move wipes you out, you\u2019re not trading \u2014 you\u2019re gambling.\u201d \ud83c\udfb2 He explains gearing simply: \ud83d\udcb0 10\u00d7 gearing = a 10% drop \u2192 total wipe out. \ud83d\udcb0 50\u00d7 gearing = just a 2% drop \u2192 goodbye capital. Crypto\u2019s already volatile \u2014 no need for extra leverage. \ud83d\udcb8 JSE Large Caps: Great Dividend Yields Following last week\u2019s small-cap value picks, Simon scans big JSE names offering strong income \ud83d\udcca: \ud83c\udfe6 Banks Nedbank (9%) \u2013 solid and cheap. ABSA (8%) \u2013 attractive and trading below NAV. Standard Bank (7%) \u2013 quality but pricier. FirstRand (5.2%) \u2013 premium quality, lower yield. Investec (6.5%) \u2013 decent, but less excitement. \ud83c\udfed Industrials & Commodities Tungela (50%) \u2013 monster yield, but coal outlook uncertain. Omnia (special dividend) \u2013 mixed on chemicals. AVI (9%) \u2013 steady margins, strong chart \ud83d\udcca. Tiger Brands (7%) \u2013 turnaround story under new management. Reunert \u2013 defense & cabling play; value emerging. \ud83c\udfe0 Property Equites, Growthpoint, Fairvest, Hyprop, Resilient \u2013 6\u20138% yields, but NAV discounts vary. \ud83c\udfb0 Leisure & Retail Sun International (10%) \u2013 betting becoming core growth area \ud83c\udfb2 Mr Price* (4%) \u2013 comeback potential. Woolies (2.5%) \u2013 still struggling with fashion \ud83d\udc57 Shoprite* (2.7%) \u2013 premium, low yield. \ud83d\udcbc Asset Managers Old Mutual (9%), Coronation (8%), Sygnia \u2013 benefit from rising markets. Alexander Forbes \u2013 solid income play. \ud83d\udce1 Telcos & Others Telkom \u2013 undervalued, post-Swiftnet debt cut, potential MTN suitor \ud83d\udcf6 Grindrod \u2013 ports booming, Africa trade tailwinds \ud83c\udf0d Bitvest (4%) \u2013 cash generative, debt manageable, chart support at R200. \ud83e\uddfe Key Takeaways \u2705 Gold\u2019s bull market still strong \u2014 no legs down yet. \u2705 ASP Isotopes & Renegen merger heating up. \u2705 Beware leverage \u2014 crypto is wild enough. \u2705 Dividend stocks offering serious income on the JSE. \u2705 Buffett Power Hour this Thursday \u2014 don\u2019t miss it! \ud83d\udcbc\u2728 \ud83c\udfa7 Worldwide Markets is powered by Standard Bank Global Markets, Retail & SHYFT \u2014 \ud83d\udcb3 The global money app for travel, shopping, payments, and investments, with the lowest Forex rates. \ud83d\udc49 Subscribe to Worldwide Markets wherever you get your podcasts. \ud83d\udcac Follow Simon on Twitter\/X: @SimonPB Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order ","author_name":"WorldWide Markets with Simon Brown","author_url":"http:\/\/www.justonelap.com","html":"