South African rand near five-month high before S&P review

South African Rand Holds Steady Ahead of S&P Global’s Credit Rating Review

The South African rand remained relatively stable on Friday, maintaining its position around a five-month high as investors anticipated the forthcoming review of the country’s sovereign credit ratings by S&P Global.

As of 14:35 GMT, the rand was trading at 18.1675 against the U.S. dollar, only slightly below its previous close of 18.1925. The currency has experienced a rally throughout the week, reaching its strongest levels in 2024. This boost is largely attributed to improved risk sentiment, fueled by growing speculation that the U.S. Federal Reserve might cut interest rates in September.

The focus now shifts to S&P Global’s scheduled review of South Africa’s foreign and local currency ratings, expected later today. In November, the rating agency affirmed the country’s foreign currency rating at “BB-/B” and its local currency rating at “BB/B,” both with a stable outlook.

On the Johannesburg Stock Exchange, the Top-40 index (.JTOPI) saw a modest increase of about 0.2%. This positive movement reflects cautious optimism among investors amid the broader economic context and potential changes in credit ratings.

Meanwhile, the yield on South Africa’s benchmark 2030 government bond experienced a slight uptick, rising by 0.5 basis points to 10.37%. This marginal increase indicates a stable but vigilant bond market, with traders likely awaiting further clarity from the S&P review.

Overall, market participants are closely monitoring these developments, as the outcomes from S&P Global’s assessment could significantly impact future economic conditions and investor confidence in South Africa.

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