There was a plethora of results last week; some of the big ones include: Bidvest, Shoprite, Anheuser Busch InBev, Nedbank, Mondi, Barclays (or is that ABSA?). The CEO of Ascendis Healthcare, Karsten Wellner, resigns and the share bounces from below R10 per share (1st Feb) to above R14 (at close on Friday).

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Anglo American, BHP Billiton and Glencore reported last week. A German court postponed a ruling on whether German cities can ban diesel cars, which will have a massive effect on our platinum industry. H&M’s share price is down 40% over the last year (most of the fall since November). Kylie Jenner’s tweet drops shares of Snap by 6%, and Warren Buffett released his shareholder letter on Saturday.

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What a cracker of a week (that’s technical asset management speak for: the JSE was up 5.7%) and the Rand ended 11.63 (touched 11.56) against the US$. Local shares (especially banks) were flying! Property shares still under pressure after the “anonymous report” was released and they opened 15% lower on Monday…

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Local bonds traded stronger on the back of a stronger Rand – which leaves us in an interesting position as we look to cut rates and the US looks to raise interest rates. A bloodbath start to the week with an equity market correction so many have been waiting for. VIX, the Volatility Index – also known as the fear index – hit a high of 50 (it normally trades around low/mid teens). Oil was down over 3% on Wednesday when oil production numbers got released. Christo Wiese has sold most of his holding in Steinhoff and now owns a mere 6.5%. Investec has a new CEO – or two! Hendrik du Toit and Fani Titi. Is this what is meant by BEE? And Disney reported a spectacular set of results.

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Our market was the most volatile it’s been in a long time and posted the biggest weekly loss in two years. The Rand weakened swiftly to trade back above 12/US Dollar. The big story of the week was all about Fraser Perring’s Viceroy research and the report they put out damning Capitec Bank…

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Great week on the JSE, the Rand traded below $12USD for the first time since April 2015 and the stock market ended almost a percent higher (despite the stronger Rand) – great combination of Cyril making all the right noises in Davos, the weaker dollar and stronger commodity prices…

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On balance, a good week: market ended positive, the Rand still relatively strong and Eskom has a new board and acting CEO (at the eleventh hour). November retail sales surprised to the upside, coming in at 8.2% versus market expectations of 3.5% – looks like Black Friday sales worked! Unfortunately the positivity hasn’t flowed through to all the retailers who put out trading updates: Woolworths, Shoprite & The Foschini group. The MPC leaves interest rates – voting 5:2, and Viceroy shortseller is unveiled.

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Global markets are hitting all-time highs, the Dow Jones breached the 25,000 level for the first time this week, and oil is at a three-year high. It was a messy week on the JSE but we still managed a positive close; the JSE closed above the 60,000 level this week (it hit 61,000 in November and retraced since – thank you Naspers). The drama was in Aspen which was down 10% on Tuesday alone; Resilient, Rockcastle/Nepi and other property stocks got severely beaten down – all because of speculation on the next Viceroy report target. JP Morgan released results, and they have a R1.7bn loss related to one levered derivatives position (word on the street is it’s a Steinhoff position). There is still value in our market – find out Anthea’s top three stock picks on the JSE and why she’s chosen them.

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We look at the stock market performance for 2017 and compare the JSE with global market performance. Anthea talks MTN and how there announcement of writing down a loan had a negative impact on profitability – and how it differs from what Steinhoff did. She also touches on why Travis Kalanick sold shares and how the US created 148k jobs in December.

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Despite being halfway through December, the volumes have not dropped, on Friday alone $4.4bn traded – no surprise really as the Steinhoff drama is not over; still lots of short covering and on Thursday Christo Wiese alone had a R1bn margin call.

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