Markets here, Share Indexes there, recession and trends all can get a little confusing. Anthea Gardner joins Gareth Cliff and his team to talk you through where you money is best positioned to grow. Taking the confusion out of financial talk, Anthea simplifies what you need to know, leaving all the useless jargon and banter for finance gurus who have all day to analyse data.

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Markets had a strong 3.4% bounce on Friday, with resources up 5% but gold lagging. Since 4th Nov the Alsi is down 13%, is this a bear market or just a correction? SARB warned asset managers that they had breached the prudential offshore allocation limit, how is this good for Rand trading this week?

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Sarah Shaw stands in for Anthea Gardner and discusses Mr Price’s disappointing set of results, the constrained consumer is coming through in the majority of the SA retailer’s numbers. AB InBev listed on on the JSE recently and is one of the biggest inward listings to date, with a market cap of R3.1 trillion. Also, find out if the huge drop in the oil price will flow through to consumer’s pockets.

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Sarah Shaw discusses the volatile Rand trading session experience in Singapore on Sunday night, where we saw a 9% drop in the Rand against the US Dollar.  She also breaks down what a “currency peg” is, and how it affects the economy. The current drought faced by our country is obviously a major concern for our overall economy, Sarah looks at whether or not the drought has had an impact on our banking system yet, as well as the potential implications ahead.

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Friday saw a retracement of Thursday’s gains and Lonmin did a 98:1 share consolidation, but the share was still lower. ISIS pharmaceuticals changed their name to Ionis Pharma on the Nasdaq, and Disney broke previous box office records. Anthea considers Bitcoin to be an innovation, not a currency; and a volatile investment exposed to liquidity and credit risk.

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Watching the Rand with bated breath as President Zuma reappoints Pravin Gordhan to the position of Finance Minister… good news, because he is the man who steered us through the first recession in 17 years. The Rand has strengthened a bit this morning, but long term, Anthea says it is still a buy and hold. Expect a bounce in Discovery, RMI and the banks.

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The Top40 had the worst week in four years last week as a perfect storm formed: Fitch downgraded SA inc. to BBB-, the Rand traded down to 14.37 vs US Dollar and 15.61 against the Euro.The average wage is R16,796 vs the record low of R6,742 in 2005; while productivity has fallen to its lowest level in 46yrs to R4,924 a year per worker.

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Black Friday wasn’t nearly as big as everyone thought it was going to be. US retail sales were only $12.1bn vs last year’s $12.3bn. The Alsi (-1.13%) was dragged down by Naspers which fell 3.7% after reporting results and announcing that they were doing a capital raise $2.5bn and expanding Showmax to four continents.

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The Rand finally strengthened below R15.00 to the Euro, which proves that the MPC rate hike was successful. The team also speculates about where Peter Maltase (CEO of TigerBrands) is going to reappear as the share continues to rally.

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Markets had a shocking week, falling 3.3% in 5 trading days. Mr Price (MRP) bucked the trend (+6%) after releasing high level earnings ahead of Wednesday’s results, meanwhile Gareth is horrified that a company selling corned meat can do so well on the exchange.

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