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Bonds firm on foreign demand

Aug 14 2012 17:11 I-Net Bridge

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Johannesburg – South African bonds were firmer in afternoon trade on Tuesday on the back of foreign demand.

“We saw good foreign demand come through in the afternoon‚ even though US retail sales came in better than expected‚ which is normally bond negative‚” a local trader said.

At 15:30‚ the benchmark R157 bond was trading at 5.625% from Monday’s close of 5.660% and Friday’s close of 5.620%‚ the R207 was bid at 6.645% and offered at 6.635% from its previous close of 6.635% and the R186 was trading at 7.420% from its previous close of 7.440%.

Dow Jones Newswires reported that US retail sales rose for the first time in four months in July‚ raising hopes that consumers may start spending at a slightly faster pace.

"Today's report shows that part of the 'weather-related' softness registered in 2Q is now behind us‚" said Newedge Strategy‚ adding "the upward trend in retail activity might have resumed."

Foreigners were net sellers of R827.382m of South African bonds including repo transactions on Monday after net purchases of R3.248bn of local bonds on Friday‚ data released by the JSE show.

Nominal cumulative volume was R88.472bn on Monday from R41.225bn on Friday.

Foreigners were net sellers of R1.073bn of local bonds excluding repo transactions on Monday after net sales of R391.622m of local bonds on Friday.

For the year to date foreigners have been net buyers of R65.265bn of local bonds‚ excluding repo transactions. In 2011 they were net buyers of R47.359bn worth of local bonds‚ excluding repo transactions.

In the year to date foreigners have been net buyers of R66.912bn of local bonds including repo transactions. In 2011 they bought R37.501bn worth of local bonds.

bonds  |  market  |  jse
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