Tagged with emerging

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3 reasons to short Brazilian equities: Garnry

387 views March 04, 2016

Brazilian equities are up 26% from the lows in January. Saxo's Peter Garnry asks whether the...

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Jakobsen & Hardy: Why this crisis could be good...

2,942 views February 12, 2016

If anyone had thought that the Chair of the Federal Reserve, Janet Yellen, was going to calm the...

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Berger: Why it may be time to buy emerging...

284 views January 18, 2016

Serge Berger thinks it may be time to buy emerging market stocks as there are signs they may be...

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Energy’s endgame – Essential Equity Trades for...

516 views January 07, 2016

Deep in debt due to low oil prices and with banks running out of patience, will the first quarter...

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Farewell free money – Essential Bonds Trades...

520 views January 07, 2016

Higher interest rates in the US will be the dominating theme in bond markets in the first quarter...

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Mind the gap – Essential Trades for Q1 2016

2,415 views January 07, 2016

The markets are in for a big surprise as they do not seem to grasp just how determined the US...

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Lifting off – Essential Macro Trades for Q1 2016

888 views January 07, 2016

Is the US economy strong enough to handle higher interest rates? And how will emerging markets...

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Red fire monkey – Essential Asia-Pacific Trades...

459 views January 07, 2016

If you follow the Chinese calendar, 2016 is set to be a year of trickery and turmoil and it all...

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Hardy: Will calm return to stormy markets this...

451 views January 11, 2016

The markets continue to be in turmoil despite a very strong US jobs report, says Saxo Bank’s John...

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Jakobsen: Still bullish on EM and here's why

636 views October 21, 2015

Earlier this month, the Saxo Strats team made a bullish call on Emerging Markets the focus for...

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Why a bullish call on Emerging Markets is...

1,227 views October 09, 2015

Ole Hansen, Saxo bank's Head of Commodity Strategy, analyses the opportunities available as the...

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Fasdal: Why investors could soon return to...

479 views October 08, 2015

With the US Fed holding off on rate hikes, commodity prices stabilising and local currencies...