I'm buying R/$ currency futures since there's less guessing. Not much, and slowly so if there's a 10% drop I can add to it. Also, I don't know what the heck I'm doing so very little reason to get too aggressive.
Yes what will be the best shares to buy if the dollar weakens against the rand. Remember someone who import will get it at a better price and can sell it at a better price -so they are not going to make money. Which shares will benefit and make money on the long run.
OK, let me reiterate my confusion here - you are banking on the dollar weakening, and you are banking on companies earning their income in dollars (MTN, BHP, et al) making more money now - because what ... they are earning more dollars to counter the depreciation? STill not following your logic here