{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"When Will The Markets Crash? | Optasia IPO Fails to Pop","description":"\ud83c\udf0d Worldwide Markets \u2013 Episode 655 Date: 5 November Host: Simon Brown Powered by: Standard Bank Global Markets & Shyft \u2013 the global money app for travel, payments & investing. \ud83c\udf99\ufe0f This Week\u2019s Big Questions When will markets crash? \ud83e\udd2f\ud83d\udcc9 Will we finally get a sovereign ratings upgrade? \ud83c\uddff\ud83c\udde6\ud83d\udd3c Optasia* lists\u2026 but no IPO fireworks \ud83d\udcbc\ud83d\udd14 SA vehicle sales accelerate again \ud83d\ude97\ud83d\udcc8 \ud83d\ude80 Shyft Migration Update If you are an OST\/Webtrader\/ASI client \u2014 but have not yet been notified about migrating to Shyft \u2014 that simply means your group is scheduled for 2026, once remaining features roll out. \ud83d\udd17 Watch the full Power Hour explainer: \ud83d\udd14 Optasia* Listing \u2013 A Calm Debut IPO priced at R19 Day 1: Opened R20.75 \u2192 Closed R19.38 (\u2248 +2% on a -2% market day) No big pop \u2192 but not a failure Existing shareholders + exec team locked in for 185\u2013360 days Market consensus sees R25\u2013R26 within 2\u20133 years if growth executes Simon\u2019s stance: \u2714\ufe0f Applied \u2192 got only 14% allocation \u2714\ufe0f Holding \u2714\ufe0f Looking to build the position over time \ud83d\ude97 SA Vehicle Sales \u2013 Strong Again October sales: 55,960 units \u27a1\ufe0f Best October since 2014 \ud83d\udcc8 Driven partly by car rental fleets restocking for the holiday season \u2705 Still good news for motor retailers \ud83c\uddff\ud83c\udde6 Potential Sovereign Ratings Upgrade? SA remains junk with Moody\u2019s, Fitch & S&P Global Outlooks have shifted flat \u2192 positive S&P may consider upgrade in November MTBPS next week: Expected to show higher-than-budgeted tax revenue \u2192 Thanks to booming gold & PGM prices \u2692\ufe0f\ud83d\udcb0 But\u2026 \ud83d\udcac Citadel\u2019s Maarten Ackerman: \u201cNot so fast \u2014 upgrade may still take time.\u201d Key stat: Foreigners purchased the most SA government bonds (Aug\u2013Sep) since records began in 1994 \u2014 even while we remain junk. \ud83e\ude99 Gold \u2013 Consolidating at $3,950\u2013$4,050 Price: $3,964 at recording Analyst view (Petri Redelinghuys from Herenya Capital Advisors): \u2192 Good entry zone for those who missed the earlier run Chart setup: Sideways consolidation, waiting for next leg \ud83c\udf0f China\u2013US Trade \u201cPeace\u201d? Trump offers tariff cuts on fentanyl ingredients China offers: Soybean purchases \ud83c\udf31 (they buy 50% of global supply) Lifting rare earth export restrictions for 1 year \ud83e\uddf2 Reality: China still holds the real leverage here. \ud83d\udcc9 Market Crash Fears \u2013 Let\u2019s Talk About It \u2714\ufe0f Will markets crash? Yes. Guaranteed. Always have. Always will. \u2753 When? Nobody knows. Not even the clever people. \ud83e\uddf1 Bull markets climb a wall of worry. There are always scary headlines. \ud83c\udfaf Key Takeaways Being in cash waiting for the crash is costly. Even when crashes happen, markets often do not fall back to where you sold. Timing the bottom is even harder. If you're worried \u2192 trim, rebalance, don\u2019t go 100% cash. Stats (S&P 500 historical): Market Type Average Length Average Move Bull Market \ud83d\udfe2 5.3 years +254% Bear Market \ud83d\udd34 1 year -31% Conclusion: Staying invested wins \u2014 unless you\u2019re already drawing retirement income. \ud83c\udfc1 Final Thoughts Markets will crash \u2014 we just don\u2019t know when Keep investing, keep rebalancing, don\u2019t try to be clever And remember: cash is a drag over the long term 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":"