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  • 20 November
    Market Predator Market Predator
    Hi KVP. Audio quality not strong enough. James Kim much better audio.
  • Article / 13 November 2017 at 8:00 GMT

    Morning Markets: Rumoured Tory plot to oust May hits GBP

    Senior Editor / Saxo Bank
    Denmark
    Morning Markets: Rumoured Tory plot to oust May hits GBP
    Sterling has fallen sharply against the dollar amid rumours of a plot to oust British PM Theresa May over her handling of the Brexit process. In equities, the Nikkei 225 has taken another worrying tumble, and the rest of the Asia-Pacific region is forging ahead with a trade deal while the US heads in its own protectionist, isolationist direction. This is a good time for pessimists.
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  • Article / 08 November 2017 at 8:00 GMT

    Morning Markets: Equities exhausted?

    Head of Editorial Content / Saxo Bank
    Denmark
    Morning Markets: Equities exhausted?
    What a difference a day makes in equity markets. On Tuesday, stocks rallied in Tokyo, Hong Kong and Sydney. But today the leading benchmark indices ran out of steam. Australia's S&P/ASX200 managed to eke out a minor gain, while the Nikkei 225 and Hang Seng lost ground.
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  • Article / 17 August 2015 at 0:31 GMT

    The Macro Take: CNY devaluation was there for all to see

    Global Macro & Crypto Strategist [Asia based] / Saxo Bank Group
    Singapore
    The Macro Take: CNY devaluation was there for all to see
    Kudos to the clients and readers that saw the CNY devaluation and incorporated it into part of their portfolio, as they have made very good money on this trade idea. More importantly, the volatility and downside on the trade idea was always very low (i.e. it's been a phenomenal risk-reward trade).
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  • Article / 16 November 2014 at 20:58 GMT

    Shanghai-HK stock link: too big to fail, for now

    Managing Director / Asia-analytica Research
    China
    The Shanghai-Hong Kong stock link is more than just a pilot program to connect two bourses. How well it works is crucial to Beijing’s bigger game plan of removing capital controls so that the renminbi can become a genuine global currency. It is too big to fail – at least for now.
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  • 3y
    Jacques Du Preez Jacques Du Preez
    Hi. Thank you for the article. Could you please explain the following in more detail. Especially the reference to "by 2010" is confusing or a mistake? "...
    3y
    Pauline Loong Pauline Loong
    Thanks Jacques. Yes it was a typo. The year should be 2020. Increasingly, Chinese think-tanks have been saying that lower growth rates is fine for China. But...
  • Article / 29 October 2014 at 11:24 GMT

    Is Japan's Tepco coming back from the tsunami abyss?

    Head of Equity Strategy / Saxo Bank
    Denmark
    Is Japan's Tepco coming back from the tsunami abyss?
    Tokyo Electric Power company starred into the abyss following the 2011 earthquake and tsunami in Japan as its nuclear power plant Fukushima Daiichi was close to a meltdown. Profitability has been weak ever since and the share price remains 80% below the pre-earthquake levels. But the recent better than expected Q2 results may hint at better times.
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