March 2014

30-year Bund: Reasons to get long

The 30 year yield of the German Bund is in overbought territory with the bigger picture suggesting still lower yields to come, says Chris Williams at Newedge. This view is further supported by the failure of the 30yr yield at the 2.527 level, and a continued weakness in stocks.

Buy ZAR and SA bonds in 2014

With the South African rand at, or near, its lowest level against the major currencies for 40 years, there is now evidence that the ZAR is reversing direction, says Chris Williams at Newedge. As such, he recommending the buying of the rand and South African bonds this year.