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the kes hits 83-are cbk concerned about inflation?
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kachambi
#41 Posted : Wednesday, August 31, 2011 10:07:34 PM
Rank: Hello

Joined: 5/28/2011
Posts: 5
Location: Nairobi
the kes is in at 93. this is very high and stocks are loosing value. should we all be buying into the shares?
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hisah
#42 Posted : Tuesday, September 13, 2011 6:03:31 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
hisah wrote:
kizee1 wrote:
zar is a beast man..hit 7.5 juzi now at 7.1! thing about ZAR is that yield hunters were caught offguard, now looks like the damage is over? ama where do you see it?


@8.20 before the next storm is over! I'll be picking it @6.6 - 6.8 levels. I expect the JSE to nosedive in Q4.

Picked some long USDZAR @6.98 to test momentum up to 7.40 - though didn't update this on the fx thread. Wish I had picked a larger chunk, but was waiting for 6.8 - I think this won't be breached anytime soon. If the dollar squeeze comes around as expected, I expect the 8.20 target to be exceeded. The recent SA econ data was slack & playing as per my expectations, though the market was as usual, surprised smile
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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the deal
#43 Posted : Tuesday, September 13, 2011 8:55:40 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Nobody has confidence in Gov Ndung'u at the moment http://mobile.bloomberg....gory=%2Fnews%2Fafrica%2F
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Cde Monomotapa
#44 Posted : Tuesday, September 13, 2011 9:12:11 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
While the SAME guy feeds us useless personal opinion polls on the Governors looks; the discount rate is @9.25% meaning the interbank is much lower. That's effective policy.
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  | | Edit by user: Tuesday, September 13, 2011 9:13 AM | Reason: Not specified
hisah
#45 Posted : Wednesday, September 14, 2011 4:23:30 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
@Kizee1 - And now the lame stream media starts to notice about the rand...

http://www.bloomberg.com...-dims-rate-cut-hope.html
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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  | | Edit by user: Wednesday, September 14, 2011 4:25 PM | Reason: Not specified
hisah
#46 Posted : Thursday, September 15, 2011 5:04:32 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
[quote=hisah]@Kizee1 - And now the lame stream media starts to notice about the rand...

http://www.bloomberg.com...dims-rate-cut-hope.html[/quote]

USDZAR touches 7.48, now @7.45. Bullish from here. My target was 7.40 short term, but well exceeded. I still expect the 8.0 handle to be broken. Alykhan's target is 7.90.

@kizee1 - I hope you took positions when I hinted about the rand rotation... smile
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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  | | Edit by user: Thursday, September 15, 2011 5:06 AM | Reason: Not specified
kizee1
#47 Posted : Thursday, September 15, 2011 9:30:26 AM
Rank: Member

Joined: 9/29/2010
Posts: 679
Location: nairobi
hisah

kes keepin me busy lol
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hisah
#48 Posted : Wednesday, September 21, 2011 11:07:15 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
hisah wrote:
[quote=hisah]@Kizee1 - And now the lame stream media starts to notice about the rand...

http://www.bloomberg.com...dims-rate-cut-hope.html[/quote]

USDZAR touches 7.48, now @7.45. Bullish from here. My target was 7.40 short term, but well exceeded. I still expect the 8.0 handle to be broken. Alykhan's target is 7.90.

@kizee1 - I hope you took positions when I hinted about the rand rotation... smile

USDZAR breaks above 8.00 handle. 8.20 coming up.

@Kizee1 - I wish you had picked this up & ride this rand rotation smile Q4 2011 to Q3 2012 will be funkie for SA econ as the world cup stimulus runs out... Cheat economics always comes round to bite when least expected. Study Sydney 2000, Athens 2004 & Beijing 2008 olympics and find out what 2014 will unleash after London 2012 olympics smile
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Cde Monomotapa
#49 Posted : Wednesday, September 21, 2011 11:22:12 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
Laughing out loudly Laughing out loudly the SA world cup was one classic investment hype hoax! Led to an over-flux investment in hotel rooms and post world cup, no significant repeat biz was recorded. Now a stronger ZAR has made it an expensive tourist destination Sad Even our pan-african Mpango Wa Kando/Lodgo racket terminated all its leases (2) and pulled out of SA. www.africansuninvestor.com
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  | | Edit by user: Wednesday, September 21, 2011 11:46 PM | Reason: Not specified
Nabwire
#50 Posted : Wednesday, September 21, 2011 11:28:30 PM
Rank: Veteran

Joined: 7/22/2011
Posts: 1,325
Please fafanua in swa, uko na mpango wa kando? Ama uko na lodge? Ni gani?
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