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Rand receives Budget boost

Feb 17 2010 17:21

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Johannesburg - The rand firmed 10 cents against the dollar on Wednesday afternoon after Finance Minister Pravin Gordhan delivered his maiden National Budget in parliament.

Financial services group Rand Merchant Bank described Gordhan's Budget as rand friendly, with no shift away from economic orthodoxy.

RMB analysts John Cairns and Nema Ramkhelawan noted that the South African Reserve Bank's (Sarb's) independence was reiterated, there was no mention of nationalisation, and inflation targeting remains intact.

Also, Gordhan said "we are agreed that we need a stable and competitive real exchange rate" but went on to say "in today's world this cannot be translated into a straightforward fixed price of the rand". Cairns and Ramkhelawan interpreted this as Gordhan dismissing the notion of the pegging of the currency.

While acknowledging that large capital inflows appreciate the currency, the speech noted that these inflows were required to sustain investment spending.

"There was not even the slightest hint that actions would be taken to try and stem these inflows - a fear that pervaded the markets prior to the speech," the analysts said.

The budget was almost as rand friendly as it could be. "The market has been right to push the rand stronger," he said.

The rand was trading at R7.60 to the dollar at 17:00 on Wednesday

- I-Net Bridge

 
 
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