Tag:
Rand
Ghost Stories
Ghost Stories #43: Market optimism and investment strategies in post-election South Africa (with Nico Katzke)
In this excellent discussion with Nico Katzke, Head of Portfolio Solutions at Satrix Investments, we talked about a range of topics that are of great relevance to South African investors, like market optimism and equity strategies as well as how the carry trade protects the rand.
Ghost Stories
Ghost Stories #13: Offshore or Offsides? Objectively Assessing Exposure with Nico Katzke (Head of Portfolio Solutions at Satrix)
In Episode 13 of Ghost Stories, Nico Katzke of Satrix returned to the platform to discuss a variety of topics around a central theme that is critical to all South Africans: the local vs. offshore debate.
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Not going quietly into December
After staying out of the headlines for a couple of months (other than perhaps for load shedding), the rand was thrust into the spotlight by Phala Phala. Chaos ensued.
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MPC to hike by 75 basis points?
Ahead of the MPC meeting later today and an expected rate hike, Andre Botha of TreasuryONE sets the scene.
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Another week, another central bank
This week, it's all about the ECB decision on Thursday. Andre Botha of TreasuryONE sets the scene.
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British pound: the new emerging market currency?
TreasuryONE's Andre Botha looks at the volatility in the pound in a week that is almost devoid of data.
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TreasuryONE webinar: Inflation, recession and the US dollar
In the latest TreasuryONE webinar, Wichard Cilliers and Andre Botha unpack the macroeconomic landscape and answer questions from attendees at the end.
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Flight to safety: market context ahead of non-farm payrolls
With non-farm payroll numbers due to be released this Friday, TreasuryONE helps us understand the macroeconomic context and the key drivers of currency movements.
