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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 / 27 November 2014 at 7:31 GMT

    PBoC rate cut fuels gains in life insurers

    Head of Equity Strategy / Saxo Bank
    Denmark
    PBoC rate cut fuels gains in life insurers
    PBoC's decision to cut the interest rate has fuelled a rally in financials with banks and life insurers being the strongest gainers. The latter are surging with China Life Insurance up 20% in the past week as investors are betting that PBoC's policy move will inflate asset prices leading to investment gains for the sector.
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