August 2012
Opinion Beware the dangerous emerging market ‘grand narrative’
The emerging markets (EM) ‘grand narrative’ that you hear constantly churned out is at best misleading and at worst dangerous...
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March 2012
Opinion The Euro will survive, but not the current Euro zone !
If the existence of the euro is not challenged, it is the case of the euro zone in its current configuration. In the same way that cohabitation between countries with maintaining parity exchange had become impossible in the EMS, cohabitation has become impossible within (...)
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January 2012
Note The Yuan - will it soon become a reserve currency ?
Whilst several experts estimate the that it will still be about ten years before the status of the yuan changes to that of a reserve currency, the exchange agreement between Japan and China which replaces the dollar with the yen or the yuan, for bilateral trade, could (...)
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December 2011
Strategy The Euro’s Survival and traditional asset classes prospects for 2012
On the basis of the survival «in fine» of the Euro through a constrained and massive indirect monetization from the ECB, what are the expectations for 2012 on foreign exchange, short-term rates, long-term rates and (...)
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December 2011
News Capital outflows from Russia are manageable
According to Fitch, capital outflow from Russia has increased sharply in the 4th quarter, but does not currently seem high enough to affect the country’s BBB rating...
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December 2011
Opinion Russia is not Egypt (yet)
After Egypt, Russia is the second country where capital flight has been significant this year. Now Russia has a tradition of strong capital flight. Ever since the collapse of the Soviet Union, there have been only a few quarters without a net capital (...)
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December 2011
Strategy The main trading recommendations of Goldman Sachs for 2012
The American bank’s suggests the following strategies as its flagship trading recommendations in 2012: Short on the German bund with an expected 2.8% 10 year return and long EUR / CHF with 1.35 as target…
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November 2011
Note The dynamic of the yuan
According to Phillippe Waechter, Head of Economic Research of Natixis Asset management, the evolution of China is extremely rapid, and both its accumulation of foreign reserves and its capability to destabilise or stabilise global constructions is (...)
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November 2011
Note Financial crisis indicators and safe haven assets
How to measure the intensity of the current financial and economic crisis? Regular monitoring of a number of economic and financial indicators helps answering this question and better understanding the materialization of panic behavior and portfolio reallocations in the (...)
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November 2011
Strategy US dollar now sole safe haven currency
The US dollar will increasingly benefit from the flight to quality as the appeal of other ‘safe haven’ currencies wanes, according to Jack McIntyre, portfolio manager at Brandywine Global, a subsidiary of Legg Mason.
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October 2011
Note Survey: European investors are optimistic for the future of the Euro
It emerges from an poll, conducted by the Global Alliance of Investors, dealing with institutional investors in Europe, that 80% of those questioned, believe in the ability of the euro to cope with current challenges. British investors are less (...)
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October 2011
Regulation High Frequency Trading (HFT): Positive for forex market and negative for equities ?
While the AMF and European regulators plan to limit or prohibit HFT, the BSI considers it to be beneficial to the foreign exchange market in normal times and in times of stress...
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September 2011
Opinion The Euro, a foreign currency?
The Euro is, in principle, the common currency of the Europeans, however the crisis of sovereign has uncovered something completely unexpected and previously hidden. The Euro is, in fact, proving itself to be a foreign (...)
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September 2011
Strategy Forex, a value added in an allocation between real and financial assets
The foreign exchange market (Forex) is not an extra asset class but all asset classes together in the same market. It can be a real source of diversification and performance subject to a systematic, disciplined and rigorous (...)
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September 2011
News Forex: the list of unauthorised websites in France
ACP and AMF update the list of unauthorised websites offering forex investments
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