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S.African Markets Rally, US-Iran Ceasefire Boosts Risk Appetit

JOHANNESBURG, April 8 (Reuters) - South Africa's rand, government bonds and stocks surged on ‌Wednesday, paring some of the losses amassed since the start of the Iran war after U.S. President Donald Trump agreed to a two-week ceasefire.

  • Trump's turnaround came shortly ​before a deadline he had set for Iran to ​reopen the Strait of Hormuz - a key shipping route ⁠for about 20% of global oil - or face widespread ​attacks on its civilian infrastructure.

  • At 1232 GMT, the rand was ​up 3% at 16.3175 against the dollar , trading around its strongest level in almost a month.

  • The currency has been highly sensitive to swings in ​global risk sentiment since the conflict started on February ​28, triggering Iranian retaliation and fuelling volatility across emerging markets.

  • South Africa's benchmark ‌2035 ⁠government bond soared, with the yield falling 55.5 basis points to 8.545%.

  • On the Johannesburg Stock Exchange, the Top-40 index was last up 6.2%.

  • News of the ceasefire capped weeks of market ​choppiness, sending oil ​prices tumbling ⁠below $100 a barrel and lifting assets in net-energy-importing nations like South Africa.

  • "Depending on how negotiations unfold, ​the rand may extend its recovery towards ​the 16.00 ⁠per dollar handle and unwind most of the damage seen earlier this month," ETM Analytics said, adding that conditions remain ⁠tentative and ​fragile.

  • It said rising prices for key South ​African exports gold and platinum should provide additional support to local asset prices.

Reporting by Sfundo ​Parakozov and Nilutpal Timsina; Editing by Joe Bavier and Keith Weir

Source: Reuters


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