(Bloomberg) -- Franklin Resources Inc., JPMorgan Chase & Co. and Wells Fargo & Co. are among institutional investors that have dumped South African bonds this quarter, fueling outflows at a rate not seen since before elections in May. Most Read from Bloomberg Despite Cost-Cutting Moves, Trump Plans to Remake DC in His Style NYC Plans for Flood Protection Without Federal Funds A Malibu Model for Residents on the Fire Frontlines The Scary Thing About the Wildfire That Was Stopped San Mateo, California-based Franklin cut its holdings of the debt by 9% to 12.9 billion rand ($709 million), according to a March 18 filing. JPMorgan trimmed its position by 6%, while Wells Fargo reduced its holdings by more than half, according to data compiled by Bloomberg. Government bonds have declined this year as South Africa’s relations with the US soured, sparking speculation that the country may lose its preferential status under the African Growth and Opportunity Act, or AGOA, a trade accord covering about $3.6 billion of its exports to the US. President Donald Trump’s administration has already suspended aid to South Africa over its alleged ties with Iran and support for the Palestinian cause, and expelled the country’s ambassador for calling Trump a “supremacist.” “Investors are sweating bullets, thinking Trump’s going to swing the AGOA axe over our rocky US ties,” said Kristof Kruger, a fixed-income trader at Prescient Securities Ltd. Sellers “are likely dodging sanctions or trade hits,” he said. Foreign investors have sold about 16.1 billion rand in March, according to JSE Ltd. data. Daily net sales averaged 1.8 billion rand over the past 30 days, a pace last seen before the 29 May election in which the African National Congress lost its parliamentary majority. Part of the reason why the rand has strengthened this month is that foreign investors selling the bonds are also unwinding their currency hedges, according to Warrick Butler, head of foreign-exchange trading at Standard Bank Group Ltd. “Offshore selling has driven the price action in government bonds over the past few days given the divergence between bonds and the currency,” said Michelle Wohlberg, a fixed-income analyst at Rand Merchant Bank in Johannesburg. Investors are also concerned about South Africa’s fiscal outlook, according to Adam Furlan, a portfolio manager at the South African unit of Ninety One Plc. Members of the governing coalition have rejected tax increases in the budget, raising concern over a potential increase in borrowing. Still, domestic investors have stepped in to buy the bonds, with bids at Tuesday’s weekly auction for more than four times the amount on sale. Sanlam Ltd., Standard Bank and Coronation Fund Managers Ltd. are among the biggest holders of the debt, according to data compiled by Bloomberg. Story Continues And not all foreign investors have been sellers: Allianz SE remains the second-biggest single holder, boosting its holdings by 13% to 77.5 billion rand, according to a March 18 filing. Blackrock Inc. in a filing on the same date, reporting lifting its holdings by 13% to 44.9 billion rand. “We expect the budget process will be resolved with some compromises,” Furlan said. Ninety One has lifted its holdings of the bonds by 4.5% to about 59.5 billion rand, according to the firm’s latest filing on Jan. 31., making it the third-largest holder of the debt. “The overarching theme of debt consolidation will be maintained and is a positive.” Most Read from Bloomberg Businessweek Tesla’s Gamble on MAGA Customers Won’t Work The Real Reason Trump Is Pushing ‘Buy American’ How TD Became America’s Most Convenient Bank for Money Launderers The Future of Higher Ed Is in Austin A US Drone Maker Tries to Take Back the Country’s Skies ©2025 Bloomberg L.P. View Comments
JPMorgan, Wells Fargo Dump South African Bonds as US Ties Sour
You are reading a free article with opinions that may differ from the recommendation given by Kalkine in its paid research reports. Become a Kalkine member today to get access to our research reports, in-depth technical and fundamental research.
Start Your Free Trial Now!Not sure where to invest today?
Kalkine’s latest research highlights three companies identified through in-depth analysis and market insights.
Explore these research reports to learn about companies currently being tracked by our analysts and make more informed investment decisions.
View 3 Research ReportsThis information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on ‘as is’ basis, using their API. The information and data provided on this page, as well as via the API, are not guaranteed to be real-time or accurate. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general informational purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine does not assume any responsibility for any trading losses you might incur as a result of using this information, data, or any analyst rating or recommendation provided. Kalkine will not accept any liability for any loss or damage resulting from reliance on the information, including but not limited to data, quotes, charts, analyst ratings, recommendations, and buy/sell signals sourced via the API.
Please be fully informed about the risks and costs associated with trading in the financial markets, as it is one of the riskiest forms of investment. Kalkine does not provide any warranties regarding the information on this page, including, without limitation, warranties of merchantability or fitness for a particular purpose or use.
Please wait processing your request...