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02-08-2016, 09:56 PM
#111
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13-08-2016, 05:36 PM
#112
Still global markets are maintaining their strength. We are seeing brexit boom in the UK stock market as well as in European markets. Britain’s FTSE 100 Defied Brexit to Enter Bull Territory.
Suddenly Frontier markets have become rich hunting ground for investors.
https://www.trustnet.com/News/686183...for-investors/
Emerging markets are not the final frontier for investors
While emerging markets have been rallying and investors remain cautious on developed markets,could frontier markets be where the best risk-adjusted returns lie?
Last edited by Valuegrowth; 13-08-2016 at 05:38 PM.
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13-09-2016, 08:15 PM
#113
Suddenly Pound has become kind of winner in the currency market.
https://www.poundsterlinglive.com/gb...inflation-data
British Pound Steady Against Euro, Dollar as Exchange Rate Markets Await Inflation Data
http://www.bloomberg.com/news/articl...es-poses-risks
Brainard Says Prudence Warranted as Hiking Rates Poses Risks
http://www.bloomberg.com/news/articl...ok-hits-dollar
Aussie Slides With Crude Oil, Iron Ore as European Stocks Rise
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18-09-2016, 01:17 PM
#114
Globally, selected tech stocks and food stocks could score in this September. In the mean time the optimists will hunt for fundamentally sound stocks selling at a discount.
http://www.huffingtonpost.co.uk/luke..._11998114.html
Who Are The Winners And Losers Of Brexit?
http://www.insidermonkey.com/blog/fi...uy-now-473742/
Five Packaged Foods Stocks to Buy Now
http://finance.yahoo.com/news/restau...204408080.html
Restaurant Stock Initiatives on Track: Time to Invest?
http://www.nasdaq.com/article/stocks...20160917-00007
Stocks: Tech Sector Gets Boost From Apple
Last edited by Valuegrowth; 18-09-2016 at 01:20 PM.
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20-09-2016, 05:04 PM
#115
Member
Note from DB Markets research today about BoJ's meeting tomorrow.
"Reports by the Nikkei, Mainichi, Kyodo News and other major media outlets
regarding the BoJ's comprehensive assessment of policy tomorrow show a
general perception that the BoJ will not retreat from its easing stance; may
deepen its negative interest rate policy (NIRP); will allow a steepening of the
yield curve; will not buy foreign bonds; will maintain its 2% price stability
target but abandon a fixed deadline; and indicate a new monetary policy
framework for a protracted war against deflation."
"If the BoJ refrains from easing action and the Fed from another rate hike
tomorrow, as we are anticipating, the USD/JPY may come under downward
pressure (though they are likely to leave open the possibility action within the
year). We believe the upside for the USD/JPY would remain capped by selling
orders by Japanese hedgers. At the same time, any significant drop below
¥100 could bring the floor to the mid ¥90s or lower."
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20-09-2016, 07:04 PM
#116
Mush it is very interesting one. Thanks.
Japans Yen had a post -brexit run despite having negative rates. One reason for not weakening could be hedging.
In the very short run, Japanese yen should gain against dollar. However, anything is possible due to following two reasons.
- Government intervention to weaken the yen
- A short-term retrenchment for the yen is possible as profits are taken.
Finally, day for strong dollar and some Asian currencies are very near. US Dollar one and only reserve currency in the world should appreciate against basket of currencies such as NZD, AUD, CAD, and some other currencies from 2017 onwards.
Last edited by Valuegrowth; 20-09-2016 at 07:07 PM.
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20-09-2016, 07:17 PM
#117
Member
Hedging yes, but also due to it being a popular carry trade/funding currency.
Agreed r.e short term JPY strength, if it sustains a break through 100 things could get interesting.
I say buckle up for some September instability across all markets.
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20-09-2016, 07:46 PM
#118
Originally Posted by Mush
Hedging yes, but also due to it being a popular carry trade/funding currency.
Agreed r.e short term JPY strength, if it sustains a break through 100 things could get interesting.
I say buckle up for some September instability across all markets.
Including october and and early nov as US election on the conner...
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20-09-2016, 08:55 PM
#119
How about post-Brexit rally in UK?
http://www.bloomberg.com/news/articl...t-3-week-highs
British Stocks Rise for 2nd Day as Miners Trade at 3-Week Highs
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21-09-2016, 08:21 PM
#120
We should not forget global central banks as well. They are still supporting markets. Global markets offer an abundance of opportunities for intelligent investors.
http://www.reuters.com/article/us-gl...-idUSKCN11R031
BOJ rate surprise lifts world stocks ahead of Fed
http://www.fxweek.com/fx-week/news/2...winner-in-asia
UK could be post-Brexit winner in Asia
http://www.nzherald.co.nz/business/n...ectid=11499651
Kiwis must grab global opportunities: PwC
It is true Kiwis should grab global opportunities but should not ignore long term attractive investment opportunities here. NZ was able to face somewhat successfully despite having one of the overvalued currencies in the world. This time it went too far and if affected badly for some companies and lost some jobs as well. We should see era of lower NZD next. It will give much boost to some industries and export sector.
Last edited by Valuegrowth; 21-09-2016 at 08:32 PM.
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