The Investment Perspective, with Ninety One

← The Investment Perspective, with Ninety One23 sep · 9 min

#107 The biggest risk to SA bonds isn't the SARB decision, it’s DM yields

#107 The biggest risk to SA bonds isn't the SARB decision, it’s DM yields23 sep9 min

Three central banks moved last week. A fourth, our own, decides this week. If you're trying to draw one lesson from all of it, Ruen Naidu argues, it’s this: the decision that matters most for South African bonds isn't the one the SARB is about to make. Hosted on Acast. See acast.com/privacy for more information.