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South Africa s economic brains trust is doing something right, with the rand a winner

South Africa’s economic brains trust is doing something right, with the rand a winner SA a surprise safe haven in emerging market maelstrom By Karin Strohecker - 29 April 2021 The rand has strengthened 2.4% this year and soared over the past 12 months, while an index of emerging market currencies is down about 2%. File image Image: 123RF/ Ufuk Zivana The rand has emerged as an unlikely winner among emerging market currencies since the Covid-19 pandemic swept the globe, despite South Africa s high levels of debt and unemployment. US sanctions have rumbled Russian bond markets, Turkish assets have been hit by monetary policy concerns and other big developing countries such as India and Brazil have taken a hard hit from the coronavirus crisis.

South Africa a surprise safe haven in emerging market maelstrom

South Africa a surprise safe haven in emerging market maelstrom Reuters 7 hrs ago LONDON, April 28 (Reuters) - The rand has emerged as an unlikely winner among emerging market currencies since the COVID-19 pandemic swept the globe, despite South Africa s high levels of debt and unemployment. U.S. sanctions have rumbled Russian bond markets, Turkish assets have been hit by monetary policy concerns and other big developing countries such as India and Brazil have taken a hard hit from the coronavirus crisis. The rand has been trading very, very well, like a safe haven almost, within the high-yield part of the index, James Lord, global head of FXEM strategy at Morgan Stanley, said.

Turkey Bulls Regroup Around Dollar-Debt as Default Risk Ebbs

Turkey Bulls Regroup Around Dollar-Debt as Default Risk Ebbs Bloomberg 2 hrs ago (Bloomberg) By certain measures, Turkey looks a lot like Latin America’s worst serial defaulters. But some investors including Fidelity International Ltd. and Vanguard Asset Management Ltd. are finding plenty to like. Since President Recep Tayyip Erdogan fired his market-friendly central bank governor last month, the cost of insuring Turkish sovereign debt has risen to the highest in emerging markets after Argentina. The lira nosedived and a gauge of one-year default probability jumped to a record on concern about central bank reserves, foreign borrowing needs, and a surge in coronavirus cases that imperils tourist revenue.

Fidelity, Vanguard Buy Turkish Debt as New Central Banker Tested

Fidelity, Vanguard Buy Turkish Debt as New Central Banker Tested
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