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RNI sitting at R513.54 but the real question is whether the rand weakness and higher rates are killing retu…by @jse_tttrading on $RNI

TT
TTT Trading@jse_tttrading·Neutral

RNI sitting at R513.54 but the real question is whether the rand weakness and higher rates are killing returns on the African portfolio. Holding company discount is brutal when EM outlook is this shaky, inflation still eating into everything. Long-term view hasn't changed though, the assets are there, just takes patience when SA is this messy.

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