When a Stronger Rand Isn't the Whole Story
The Rand looks firm while costs climb. What is really holding it there, and why a strong Rand is not always safe.
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Hedge to Policy, Not a View
No one reliably out-thinks the Rand, not even the banks. Why importers and exporters hedge to a policy, not a view.
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When US Rates Rise but the Dollar Falls: What America's Debt Means for the ZAR
US interest rates are near two-decade highs, yet the Dollar is falling. Here is what is really driving it, and what it means for the ZAR.
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What Gold Is Really Telling You About the Rand
US rates, the Dollar and geopolitical risk are all shaping the Rand. Here is what Gold's rally is really telling you.
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What Actually Moves USD/ZAR
Seven forces move USD/ZAR, and which one is driving changes by the day. A practical guide for importers and exporters.
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