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  • Article / 08 December 2017 at 8:00 GMT

    Morning Markets: Bitcoin up, down, and all around

    Head of Editorial Content / Saxo Bank
    Denmark
    Morning Markets: Bitcoin up, down, and all around
    Thursday's Bitcoin trade exposed the fundamental difference in volatility between Bitcoin and more conventional assets while stocks edged higher on the back of a US rally. Meanwhile all eyes are on today's US nonfarm payrolls figure, which could influence Fed thinking and impact forex, bonds and commodities.
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  • Article / 11 May 2016 at 13:00 GMT

    Skewed thinking

    Hypothesis Testing
    United Kingdom
    Skewed thinking
    Efficient market pricing theory suggests markets will price things to perfection where risk and premium are equally assessed and valued. Typically we see this at auctions. But do auctions always lead to true and fair valuations? And are there inequalities in this simple supply/demand-side economics that we can benefit from?
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    3y
    inukshuk inukshuk
    Superb article. Will try out. Have been having lots of fun with the DAX looking for spurts during closing. And you are right, it is a weird...
    3y
    Rodrigues Rodrigues
    We should be very aware of exposure management in this trades cause it only takes one trade to loose it all. Saying that If you have 80%...
    3y
    fxtime fxtime
    Stake sizes are smaller and I can ramp the stake size up rapidly. Normally i use near dated options as risk is defined.
  • Editor’s Picks / 06 May 2016 at 5:55 GMT

    Alibaba defies challenging times with record jump in profit

    South China Morning Post
    Alibaba's net profit soared 193% yuan for the year to March 31. “Going forward we are prepared to continue investing in high-potential businesses that are highly strategic to Alibaba, from digital entertainment to local services to international expansion,” Alibaba executive vice-chairman Joseph Tsai said. “In these challenging times for the global economy, Alibaba is bucking the trend.” CFO Maggie Wu attributed the hefty gain to a 21% increase in annual active buyers on the firm’s China online retail platforms, including Taobao Marketplace and Tmall.com, to 423 million at the end of March. Alibaba’s Jack Ma has overtaken Wanda’s Wang Jianlin as Asia’s richest man.
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  • Editor’s Picks / 05 April 2016 at 6:09 GMT

    Direct-to-consumer disruption revamps face of retail

    Business Spectator
    A dramatic shift – powered by new technologies and new ways to connect with consumers – is taking place in retail right now. The trend in selling direct to consumers is on the rise, with a recent Economist Intelligence Unit Survey estimating that the percentage of manufacturers selling directly to consumers has grown 71%, comprising more than 40% of manufacturers worldwide. It’s good news for business who are willing to double down on their digital sales strategies, and for consumers. But it is the death knell of the middleman. Thanks to the proliferation of online tools and platforms, middlemen in once powerful positions have been replaced by direct-to-consumer online channels.
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  • Trade view / 29 March 2016 at 10:08 GMT
    Strategic trade

    #SaxoStrats: Strong momentum augurs well for Amazon

    Head of Equity Strategy / Saxo Bank
    Denmark
    We were stopped out on our earlier long Amazon position due to our trailing stop had come too high and we did not preemptively lower it to avoid being stopped out in the last couple of weeks sideways trading. However, we view Amazon as a core long position and are looking for the share price to go back to $700, so we are entering the trade again.
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  • Editor’s Picks / 29 March 2016 at 6:32 GMT

    Alibaba embraces the sharing economy with flea market investment

    South China Morning Post
    Chinese e-commerce giant Alibaba is going to invest at least 100 million yuan this year to develop a digital flea market in China. The firm launched a used-goods mobile app called Xianyu (Idle Fish) in 2014 that has more than 100 million registered users. The firm is planning to invest the funds to introduce a flea market into 100 urban cities across the country. The trading online of second-hand goods has been booming in China recently, with Ganji.com offering classified advertisements, 58.com selling used cars and Dangdang second-hand books. CBNData says the used-goods trade market could reach 400 billion yuan in China this year.
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  • Editor’s Picks / 17 March 2016 at 21:33 GMT

    Rise of e-commerce shakes up Indian logistics

    Nikkei Asian Review
    These days, it is how the goods are delivered as much as the goods themselves that separates the winners from the losers. Often, the “last mile” presents the biggest hurdles. To clear those obstacles and gain an edge, Indian companies are pursuing acquisitions and innovative partnerships. Well-known e-commerce names are making use of India's traditional delivery network. Amazon.com has begun collaborating with corner stores. Online shopping is the fastest growing industry in India. The market has been expanding by more than 50% annually. Flipkart, the industry leader has a market share of over 40% and 46 million registered customers. Online retailing has taken off in India along with the growth in smartphone users.
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  • Editor’s Picks / 23 February 2016 at 22:53 GMT

    Make way, Apple and Samsung, for China's smartphone brands

    South China Morning Post
    Move over, Apple and Samsung. The next big smartphone might be from little-known Chinese brands such as TCL and Oppo. Along with Huawei and Xiaomi, Chinese brands have surpassed Samsung in China and are encroaching on Apple’s turf. Analysts forecast that these cheap Android phones with not-so-cheap features will likely attract more budget-conscious customers in Europe and even in South Korea and the US. Chinese phone makers have made their global ambitions known at the Mobile World Congress wireless show in Barcelona. Analysts said Huawei and Xiaomi will likely steal customers from Apple and Samsung in their strongholds as some budget-conscious consumers seek to upgrade their phones without financial pressure. Many consumers feel comfortable buying phones directly from manufacturers online.
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