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Rand trims losses but still vulnerable

Feb 16 2012 18:28 Reuters

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Johannesburg - South Africa’s rand weakened against the dollar on Thursday but was off two-and-half week lows hit earlier after higher than expected U.S. data boosted risk appetite.

South African government bonds also weakened in line with the rand and are expected to stay under pressure before the National Treasury’s Budget next Wednesday.

The rand remains vulnerable with the Greek debt crisis still unresolved and the market will have to wait for Monday to hear whether Athens will secure a bailout package to avert a disorderly debt default.

The rand fell as much as 1.5 percent on the day to hit 7.88 to the dollar, its weakest since Jan 30. By 1553 GMT, it had come back to 7.8045, 0.55 percent weaker than Wednesday’s New York close of 7.7620.

“There was positive data released out of the United States and that added positive sentiment to the market,” said a dealer at Standard Bank, adding this positive sentiment might not last and the rand might test the 7.90 over the next few days.

“The 7.75 level should be adequate support for dollar/rand in the meantime and that’s where I’m sticking my stops.” the dealer added.

New U.S. jobless claims fell to a near four-year low last week, and U.S. housing starts also beat expectations in January.

The rand is a heavily-traded currency globally which renders it very sensitive to fickle risk sentiment and has been extremely volatile

In the fixed income market, the yield on the 2015 bond climbed by 4.5 basis points to 6.66 percent and that on the 2026 issue was up four basis points to 8.305 percent.

Focus moves to next week’s Budget but for now, the rand is the main driver.

Bonds, especially longer dated issues, will likely come under pressure if the Treasury announced that narrowing the fiscal deficits will take longer than previous forecasts, said Absa Capital in a note.

 
 
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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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