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Bonds mixed; following rand

Nov 06 2008 12:57

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Johannesburg - Bonds were mixed by noon on Thursday as they followed the unpredictable movements of the rand and the overnight sell-off in stocks.

By 12:18 the short-term government R153 bond was at 9.250% from its previous close of 9.190%. The medium-term R157 was at 8.625% from 8.690% at Wednesday's close and the long-term R186 was bid at 8.370% from 8.390% before.

The rand was last at R9.9969 per dollar from a previous close of R9.7950.

"We have been following the rand back and forth and we also had the sell-off in New York and Asia overnight," said a local bond dealer.

"The growth issue is a major one, and we will be watching news from the ECB and BoE," he added.

"There is slight risk aversion, which is placing the rand on the back foot," explained the dealer.

The bond dealer also noted that another issue to keep a lookout for today is the all bond index reweighting - where the switch activity out of short-term R153s to longer bonds was leading to a strengthening of the curve as duration was sought.

Foreigners were net buyers of R1.067bn worth of bonds on Wednesday after net purchases of R1.645bn worth of local bonds on Tuesday, Bond Exchange of South Africa statistics show.

Nominal cumulative volume was R56.074bn on Wednesday from R166.641bn on Tuesday.

- I-Net Bridge

 
 
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