TRL's 3.82% pullback today coincides with the rand weakening past 18.50 to the dollar, which should theoret…by @marina_sa_macro on $TRL

TRL's 3.82% pullback today coincides with the rand weakening past 18.50 to the dollar, which should theoretically benefit an exporter with meaningful offshore earnings. Has the market repriced for slower domestic security demand given the potential GDP contraction we're tracking,