According to Anthea, it really wasn’t a bad week on the JSE as the week started with trying to recover some of October’s losses. She updates on the Rand trading with a mind of its own, SAA being the talk of the markets as they hint at selling shares in the business and MTN looking set to settle with the Nigerian Central Bank. Discovery raised R1.85bn overnight by issuing 11.4mn new shares @ R162/sh – Anthea also comments on this, as well as all that’s happening in the banking sector as Tyme launched last week and Standard Bank plans a secondary listing. She concludes with a retail sector update: Foschini and Richemont releasing results and Alibaba having their 10th Singles Day yesterday, netting $10bn in the first hour of trading.

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The month of October brought about the most volatile market we’ve seen in a while, and down the most since 2009. On company news, Famous Brands and Raubex reported interim results, Impala Platinum released a solid quarterly production report with MTN releasing their solid update. I&J and Karan beef have been implicated in collusion, while Sanlam released plans of their new BEE deal. SA unemployment was up again last quarter to 27.5%, but on a positive note, a 30c decrease in petrol price this month is something to look forward to.

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The JSE share price is down by 2.5%. In company news, Clicks has released an interesting set of results, a nice comparison with last week’s Dis-chem results. Richemont announces a deal with Alibaba, while Verimark announces plans to delist. Stadio is set to acquire another higher education institution. Allied Electronics and Tesla released results, so it would seem that Musk isn’t doing too badly.

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The JSE was down for a fourth consecutive week but does this present a buying opportunity for us? Anthea looks at that, along with the main focus of this week: The medium-term budget speech. In executive moves Anthea looks at Stuart Bird’s resignation from Mr Price, Kevin Hedderwick joining Kauai, Famous Brands’ 6-month trading statement, Brait’s announcement, Dis-chem and Consolidated Motor Holdings’ results and Mediclinic’s trading update. She concludes with news from across the pond as Netflix reports.

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Anthea Gardner returns from Half Ironman to tackle the burning issues in the business and finance world. Our 5th finance minister in 3 years, the Rand has been volatile but strengthened as Moody’s did not downgrade us. Trump criticises the US FED. Naspers’ shares take a pounding and Sanlam has finally been approved to buy Moroccan Saham.

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Brent crude oil price hit a 4-year high since 2014 at $86/bbl and has stayed near those heights at $85/bbl. Seleho Tsatsi discusses with the team exactly what this means for both consumers and investors. More around the Pioneer Food Group trading statement, EOH results, plus Tesla and Elon Musk.

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The markets had a mid-week bounce after the US said it was ready to restart trade talks. What type of effect does this have? Anthea chats about those ripple effects, and the likes of the Government Employees Pension Fund looking to increase its allocation to offshore investments, and Impala Platinum reporting a R10.8bn loss for the full year. And in one of the biggest finance stories this past week, Apple released their new iPhone XS, and the dual sim card is playing straight into the hands of Rain, which was the focus of African Rainbow Investment results presentation.

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To kick the week off, Anthea takes a look at SA Macro updates from the country going into technical recession to the government subsidising the petrol price for September, raising it by only 5c a litre instead of the expected 25-30c. In companies reporting, she touches on Supergroup, Discovery, MMI, FirstRand and Capitec. And in global news, find out how US non-farm payrolls came out better than expected, Amazon becoming the second US listed company to reach a 13 digit valuation of $1trn and how Elon Musk smoking weed impacted his business. In closing, Anthea brings up Jack Ma’s retirement and the plans he has in place for that.

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This week Seleho Tsatsi from Anchor Capital stands in for Anthea as he kicks things off with a wrap of August’s biggest stocks moving, MTN going down 19% on Thursday and Tencent dropping 5% on Friday after new restrictions on gaming in China. He also looks at Mr. Price’s trading statement, Apple unveiling new products, and Amazon heading towards a $1 trillion market cap.

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This week, Anthea notes the CPI inflation creeping higher than expected, coming in at 5.1% vs June 4.6% and looks at Blue Label telecom, Bidcorp, Woolworths, Shoprite and Italtile company reports. She discusses how Naspers has bounced this week, starting on Monday, by gaining 4% after it said it was selling Flipkart for $2.2bn – and concludes with Alibaba reporting an almost unbelievable set of results, proving that they are dominating the e-commerce space.

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