南非20年期国债 (SouthAfrica20Y) 加自选

南非兰特兑美元汇率约为18.5，接近4月初以来的最高水平，由于交易员监测全球贸易发展，美元总体稳定。在国内方面，西开普省高等法院周末暂停了拟议的增值税上调，并搁置了当前财政框架的通过，投资者等待财政部长就修订国家预算的时间作出宣布。2025年的预算纠纷已成为民族团结政府面临的最大挑战，该政府是在去年选举中非国大失去议会多数席位后成立的。财政部长Enoch Godongwana于2025年4月23日宣布，将于2025年5月1日生效的增值税税率上调0.5个百分点的政策将不会实施，但遭到了强烈反对。Godongwana最初在2月份的预算中提议将增值税上调2%，但由于联盟分歧，该预算在最后一刻被推迟。

The South African rand traded around 18.5 per USD, holding near its strongest level since early April, amid a broadly steady dollar as traders monitored global trade developments. On the domestic front, investors awaited an announcement from the finance minister regarding the timing of a revised national budget, after the Western Cape High Court over the weekend suspended the proposed VAT rate hike and set aside the adoption of the current fiscal framework. The 2025 budget dispute has become the biggest challenge for the Government of National Unity, formed after the ANC lost its parliamentary majority in last year's election. Finance Minister Enoch Godongwana announced on 23 April 2025 that the 0.5 percentage point increase in the VAT rate, due to take effect on 1 May 2025, wouldn’t be implemented but fierce opposition persisted. Godongwana initially proposed a 2% VAT hike in his February budget, which was delayed last minute due to coalition disagreements.