When local and international sentiment align
Kearabilwe Nonyana of PrimeXBT unpacks the platinum deficit, PGM performance and the rebound in soft commodities, including cocoa, fertiliser and coffee. He also discusses demand from the EV and AI sectors, the rand breaking through R16/$ and the potential impact on emerging markets of US support for the Japanese yen.
We haven't written up this one. Moneyweb has the full story — the link below goes straight to it.