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Commodity rally sees JSE higher

Nov 23 2009 17:47

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Johannesburg - Strong commodity counters and a firm opening on Wall Street saw the JSE end 494 points higher on Monday in what an equities trader said was offshore buying pushing the local bourse higher.

At 17:00 the JSE all share index was 1.84% higher, with resources adding 2.64%, gold producers firming 2.59% and platinum miners up 3.47%.

Banks gained 1.29%, financials collected 1.09% and industrials moved 1.31% higher.

The rand was bid at 7.47 to the dollar, from 7.55 when the JSE closed on Friday. Gold was quoted at $1 170.60 a troy ounce from $1 140.75 at the JSE's last close, and platinum was at $1 472/oz, from $1 433/oz at its previous close.

"We ended firmly higher today, we had a very, very good day," the trader said.

"The US opened positively and that pushed our market higher. It's more on offshore buying, especially in the resource sector.

"The weak dollar is supporting the commodity prices. Offshore investors are playing into our market and that is pushing the bourse firmer," he said.

Dow Jones Newswire reported US stocks rose early on Monday, as gains in commodities boosted the energy and materials sectors, and the dollar fell after a Federal Reserve member said the US should continue buying mortgage- backed securities past the first quarter of 2010.

The Dow Jones Industrial Average was up 133 points, or 1.3%, to 10 455 in early trading.

All 30 Dow components are up. Its materials and energy components had the biggest percentage gains, with Chevron up 2.2%, Alcoa up 2.1% and Exxon Mobil climbing 1.4%.

The technology-heavy Nasdaq Composite climbed 1.2%. The Standard & Poor's 500 also rose 1.2%, led by its energy and materials sectors as crude oil futures climbed above $79 a barrel and metals futures rose, with gold moving to $1 165.80 an ounce after reaching a record of $1 171.

Meanwhile, the dollar fell against both the euro and the yen, helping push the Dollar Index - which represents the dollar against a basket of six other currencies - down 0.9% recently. That marks a reversal of the trends from late last week, when stocks fell as investors shied from riskier parts of the market.

The action came after Federal Reserve Bank of St Louis President James Bullard said on Sunday that the US should continue buying mortgage-backed securities past the first quarter of 2010, when asset purchases are due to end. That helped offset worries from Friday, when the eurozone central bank announced its first step in making it tougher for commercial banks to get loans.

"People are worried about what happens to housing once all the government help falls away, so [the Bullard comments] are certainly part of the mix giving a lift this morning," said Bill Stone, chief investment strategist at PNC Wealth Management.

At the time the JSE closed, the Djia had gained 1.38%.

- I-Net Bridge

 
 
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