ZAR: Structural progress meets carry risks – BNY
BNY’s Geoff Yu remains broadly constructive on South Africa and the Rand, citing structural improvements under the Government of National Unity and earlier terms-of-trade support from the 2026 commodity rally.
BNY’s Geoff Yu remains broadly constructive on South Africa and the Rand, citing structural improvements under the Government of National Unity and earlier terms-of-trade support from the 2026 commodity rally.
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