We had a decent week, Rand and JSE stronger as US/Sino relations settle; and the focus was predominantly on Theresa May, who managed to survive a vote of no confidence. Who would have thought Eskom was in the home loan business… but it was revealed last week that they are planning to sell the debt book to Patrice Motsepe’s ARI (African Rainbow Investments). Anthea discusses the SA CPI inflation rising to 5.2%, and retail sales rising 2.2% (not including Black Friday) and concludes with individual company news: Tencent’s Music Entertainment group, FirstRand and Alexander Forbes.
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