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  • Article / 31 October 2016 at 11:00 GMT

    With either Trump or Clinton, spending the big winner — #SaxoStrats

    Global Macro & Crypto Strategist [Asia based] / Saxo Bank Group
    Singapore
    With either Trump or Clinton, spending the big winner — #SaxoStrats
    Regardless of whether Hillary Clinton or Donald Trump wins the election, the US is likely headed for more spending, especially on infrastructure. That makes the outlook bearish for US government bonds, but bright for sectors related to infrastructure spending. Here's my take on some of the likely consequences of the two different election outcomes.
    Read the article
    1y
    Arvydas Dabulskis Arvydas Dabulskis
    Great Article!
    "The bar would be set very low, so long as he doesn’t burn the White House down in his first week in office, he’d already be...
    1y
    Kay Van-Petersen Kay Van-Petersen
    Hey Arvydas, thanks for the feedback. We will know soon enough!
  • Editor’s Picks / 20 July 2015 at 5:54 GMT

    Cuba and the US formally restore diplomatic relations

    BBC
    Cuba and the US have formally restored diplomatic relations after an agreement struck last year putting aside decades of hostility came into force. According to the BBC, just after midnight on Monday, the diplomatic missions of each country became full embassies. US Secretary of State John Kerry is due to hold talks with his Cuban counterpart Bruno Rodriguez later in the day in Washington. Despite the historic shift, both sides admit to lingering difficulties. Restrictions on Americans wanting to travel to Cuba remain in place, as does the wider US trade embargo banning most American companies from doing business in Cuba.
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  • Editor’s Picks / 17 July 2015 at 2:42 GMT

    Japan passes security bills despite protests

    Nikkei Asian Review
    Controversial defence bills championed by Prime Minister Shinzo Abe aim to ready Japan for an evolving national security environment marked by such threats as North Korea's nuclear weapons program and China's advances in resource-rich Asian seas. The Nikkei Asian Review writes the national security legislation expanding Japan's defence powers cleared the lower house Thursday despite a boycott by opposition parties and is almost certain to become law during the current parliamentary session.
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  • Article / 01 June 2015 at 0:55 GMT

    G7 build case for greater infrastructure spend

    Managing Partner / Spotlight Group
    United Kingdom
    G7 build case for greater infrastructure spend
    Economic growth is a key concern of the G7 and at the recent meeting in Dresden, members concluded that in order to stimulate their economies, governments should invest in infrastructure projects and undertake greater structural reform. The level of influence of the state on the infrastructure investment climate underlines a number of risks, hence there is a burning need for wide-ranging structural reform.
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  • Article / 13 May 2015 at 1:57 GMT

    Today's Trade: Budget small-business bonanza gives retailers a boost

    Trading Desk / Saxo Capital Markets
    Australia
    Today's Trade: Budget small-business bonanza gives retailers a boost
    The boost to small business from last night's federal budget is being reflected in early trading. The main beneficiaries are retailers, such as JB Hi-Fi and Harvey Norman, who are hoping that the measures will lead to increased spending in their stores. Meanwhile, the AUDUSD rallied overnight on the back of the budget but fell 2 pips short of touching 0.8000. The current support level is at 0.7900.
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  • Editor’s Picks / 30 December 2014 at 5:14 GMT

    India issues order to ease land-acquisition rules

    Bloomberg
    The Indian government has issued an executive order to make it easier for companies to buy land and eventually replace a law that has hindered manufacturing and constrained economic growth, according to a Bloomberg report. Prime Minister Narendra Modi’s administration promulgated the ordinance to spur infrastructure development in rural areas. It exempts at least five categories of land acquisition from rules that require the consent of at least 70% of potential sellers. The order will need to be approved in the next session of parliament, which starts in February, if it is to come into force permanently. The measure is intended to boost growth in Asia’s third-largest economy from near the slowest pace in a decade and accelerate Modi’s plan to urbanise the nation.
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