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  • 1y
    Jadira F. Norton Jadira F. Norton
    Driving ensilver of Gold and stocks higher since 13 of april 2018 sentiment of Wall Street on; rhetoric trade:: Great move::
  • Article / 19 March 2018 at 12:54 GMT

    Equities to survive macro bombardment and tech tax? – #SaxoStrats

    Head of Equity Strategy / Saxo Bank
    Denmark
    Equities to survive macro bombardment and tech tax? – #SaxoStrats
    Global equities are rolling into the new week on a weak footing following last week's declines. Macro data are getting weaker and this week's macro figures will likely support this trend. The flattening yield curve will be a big talking point, Chinese earnings releases will dominate emerging markets and technology companies will be under pressure from a potential new technology tax proposed by the EU Commission.
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    1y
    Alan M Alan M
    Hey Peter, do you remain positive on facebook from here, or do you feel this is the first of a whole shelf of shoes to drop? I...
    1y
    Peter Garnry Peter Garnry
    I can't comment specifically on the direction of Facebook. But as we highlighted in today's morning call (see link) Facebook's stock sits on the 200-day MA and...
  • 2y
    yakcay yakcay
    Hi Peter. Can you suggest a Stop for Easy Jet please? Thank you.
    2y
    Peter Garnry Peter Garnry
    We were stopped this morning on our stop but entered a new smaller long position when the rebound came. I'm writing an update right now
  • Editor’s Picks / 18 November 2015 at 23:10 GMT

    Beijing needs more than just goals to tap shale gas

    Nikkei Asian Review
    China's latest five-year plan calls for an enormous rises in natural gas output. But the companies given the plum rights to develop the gas, oil giants Sinopec and PetroChina, do not have the technical competence to do so. And the companies that do have the skills, mainly small entrepreneurial US drillers, have no inclination to go to China or help Chinese majors by providing equipment or knowhow. What's needed in China is more commercial competition, more players and more market signals. Based on the US experience, drilling for shale gas isn't the kind of thing big oil companies are good at. Unfortunately for China, all it has are giants, and rather inefficient ones at that.
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  • Article / 23 October 2015 at 10:10 GMT

    Earnings Watch: China should support Apple growth

    Head of Equity Strategy / Saxo Bank
    Denmark
    Apple reports FY15 Q4 earnings on Tuesday. Investors will be focusing a lot on China due to the ongoing uncertainty of China's economy but also the country's importance for Apple which accounted for 27% of revenue in the previous quarter. Nothing suggests that demand is slowing down and we maintain our bullish view on the stock. In addition 367 companies will report earnings.
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  • Article / 14 January 2015 at 4:47 GMT

    How to pick a stock that won’t collapse with the midnight knock

    Managing Director / Asia-analytica Research
    China
    The Chinese corporate world is unusual in that the sins of executives are often visited on the companies they run. Keeping your head while all about you are losing theirs (sometimes literally) means spotting the companies that can survive the investor panic and commercial fallout from a corruption investigation into management.
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  • Editor’s Picks / 04 December 2014 at 22:29 GMT

    Opportunity for China to end control over retail fuel prices

    Bloomberg
    The plunge in crude oil prices is presenting China with an opportunity to end control over retail fuel pricing, according to a report by Bloomberg's Aibing Guo. Fearful of slowing growth, China has pledged to give markets a decisive role in its economy. The drop in oil is a test whether the country will follow through on Premier Li Keqiang’s promise by giving PetroChina and China Petroleum & Chemical Corp, or Sinopec the freedom to set prices.
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  • Squawk / 04 December 2014 at 7:16 GMT
    Head of Equity Strategy / Saxo Bank
    Denmark
    Energy stocks up 5.2% are leading Asia equities higher...
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    4y
    Peter Garnry Peter Garnry
    The gains are driven by 10% gains in PetroChina and 9% in Sinopec, China's two largest oil companies. CSI 300 Index in China is up 4.6% in...