Global market update!

[Valuegrowth]

http://blogs.barrons.com/asiastocks/...-asian-stocks/

5 Reasons to Buy Asian Stocks

[Valuegrowth]

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?

[Valuegrowth]

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

[Valuegrowth]

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

[Mush]

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."

[Valuegrowth]

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.

[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.

[King1212]

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...

[Valuegrowth]

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

[Valuegrowth]

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.