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Rand firmer on optimism for Greek deal

Feb 08 2012 14:03 I-Net Bridge

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Johannesburg - The rand remained firmer against the dollar in noon trade on Wednesday. It was tracking a euro that earlier had hit its highest level since December 2011 against the greenback on renewed optimism for a deal on the restructuring of Greece's debt.

"Everything looks set for a risk-on scenario but we need this to be confirmed by an actual announcement on Greece," a local currency trader said.

"Dollar rand has touched 7.52 but it needs to make a significant break at that level to open up some downside," he added.

At 11:34 local time, the rand was bid at R7.5424 to the dollar from its previous close of R7.5579. It was bid at R10.0084 to the euro from R10.0159 before, and at R11.9998 against sterling from R12.0110 previously.

The euro was bid at $1.3270 from its previous close of $1.3248.

RMB said in a note on Wednesday morning that Greek politicians had missed yet another deadline to agree on new austerity measures.

"According to an official this is because of missing paperwork, the same excuse given for not meeting Monday's deadline. The dog ate my homework, ma'am."

RMB added what was really going on seemed to be that the decision makers did not want to take the political hit from supporting yet new pain for Greek voters "and, in contrast to the rest of us, see no need for urgency".

At least there was optimism that they were edging "towards picking up a pen and signing the paper".

"We might have to wait right until the February 15 deadline of deadlines for this to actually happen but for now the market's mood has switched to moderate optimism, this is against a cautious tone earlier in the week," RMB noted.

The bias on the rand would then switch back towards moving stronger.

"Whether it can break into new territory is open to question; our compatriot currencies seem becalmed - trading in the same ranges as the past two days in early Asian trade.

"If there is going to be a break lower, US$/ZAR rather than EUR/ZAR is where it will happen."

Meanwhile, Dow Jones Newswires reported that in the foreign exchange markets, the euro was steady after tapping an eight-week high on Tuesday on Greek optimism.

Investors hoped that Greek lawmakers were close to a deal on the restructuring of Greece's debt, following reports that the European Central Bank was ready to make key concessions over its holdings of Greek bonds.

The Wall Street Journal reported that the ECB was ready to exchange its holdings in Greek government bonds with the European Financial Stability Facility at a discounted price, which could pave the way for the beleaguered, debt-ridden country to tap the first tranche of its second bailout facility.

Unsurprisingly, there were both good and bad points to be digested.

Deutsche Bank strategist Jim Reid said, "Under the proposal, the ECB won't make a loss on the transaction and it could help reduce Greece's debt load by as much as EUR11 billion. The bad news is that there are further signs of economic and fiscal slippage in Greece."

 
 
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It pays to know the cost and what you’re getting in return
May 28 2012 09:33

Investors may not have a clue what they’re paying their money managers or they type of service they’re getting, or, whether they can actually negotiate lower fees. (Reuters)

Sasha

"In the short term this is true, Greece will dominate the headlines on a day to day basis, until their next elections when there would be some clarity to answer the question, "What next for Greece?" Amazingly everyone except the politicians seem to be lining themselves up for worst case scenario, b... Read their blog...

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