
Market Watcher: Risk on, Risk off
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Gary Booysen of Rand Swiss reviews today’s JSE performance, noting gains in Vodacom
(4.5%) and Anglo American (1.8%). The rand closed at R16.40 against the dollar, reflecting
shifting risk sentiment. He discusses oil price volatility, strong US earnings driven by AI
infrastructure, and says a resolution to tensions around the Strait of Hormuz is key for the
inflation outlook.
(4.5%) and Anglo American (1.8%). The rand closed at R16.40 against the dollar, reflecting
shifting risk sentiment. He discusses oil price volatility, strong US earnings driven by AI
infrastructure, and says a resolution to tensions around the Strait of Hormuz is key for the
inflation outlook.

