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Stephen Charles on CNBC Africadiscussing strong currencies, medium-term budget, exchangecontrols, weak dollar driving the rand, rand range, macro theme is a weak dollar, Bank of Japan, currency wars, euro/rand, inflation outlook 14 October 2010 |
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Bevan Jones on CNBC Africadiscussing copper, capital reserve requirements, commodity money flowing into hedge funds, commodity funds are technical-driven, US debt, commodities act as cheerleaders for inflation, gold - trading in ranges, huge dollar returns on gold, bearish on iron ore, crude oil and opec target, impact of commodity prices on disposable income, silver - industrial use falling away and an alternative store of wealth12 October 2010 |
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Brigid Taylor on CNBC Africadiscussing medium-term budget, currency intervention,exchange control, tax, euro/dollar, dollar weakness, companies with offshore presence would position for a strong rand, structural changes happening, re-evaluation of Chinese yuan, US survival, currency wards, rebalancing of global economies necessary, we need Chinese economy to grow 08 October 2010 |
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John Cairns on CNBC Africadiscussing continued positives towards the rand, Massmart bid,Nedbank deal, NTT/Didata deal, portfolio money flowing in, rand manages to hold its gains amidst global economy slowdown, investors taking on risk in emerging markets, structural change under way, interest rate outlook, SARB under pressure to cut rates, all major currencies gaining ground against dollar, euro weakness, Chinese under pressure to appreciate yuan, Chinese to continue buying US treasuries 27 September 2010 |
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Jacques Du Preez on CNBC Africadiscussing major currencies on the back of FOMC meeting,rand strength is a dollar weakness story, expect further rand strength, euro/rand forecast, China have to adopt a measured approach to yuan strength, rand/dollar will break R7 again 23 September 2010 |
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Brigid Taylor on CNBC Africadiscussing FOMC meeting, continued support for emerging markets(bond markets), foreign interest in SA bond market, dollar weakness that's creating currency rally, local interest rate outlook, state of US economy, gold price 22 September 2010 |
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