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N91 catching some weakness with the rand under pressure and offshore asset managers pulling back on EM expo…by @jse_tttrading on $N91

TT
TTT Trading@jse_tttrading·Neutral

N91 catching some weakness with the rand under pressure and offshore asset managers pulling back on EM exposure. But the fundamentals around their institutional client base and fixed income mandates haven't deteriorated, long-term view hasn't changed. R49.10 is decent entry territory if rate cuts come through next year, inflation still very high so patience needed.

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