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Saga of Financial Markets

Fri12152017

Last updateSat, 29 Jul 2017 12am

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The New Emerging Market Story

At one time, developed markets in particular Eurozone was known to be the submering markets.  As Eurozone and other developed countries ‘emerge’, emerging markets become the new submerging markets.  In dollar terms, the return this year on Emerging Market have lagged developed market by almost 25%, the worst relative performance since the Russian default in 1998.

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香港股神曹仁超: A股即将转盘

被誉为香港股神的曹仁超先生,近期表示,A股距离见底日子已经不远了。他提醒投资者,目前A股值博率甚高,牛市往往在投资者最悲观的日子诞生,今天中国的机会不在房地产亦不在黄金市场,而在A股市场。

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The Lizard Brains - Why Dow Will Crash to 5,000?

Terry Burnham, former Goldman Sachs Trader, biotech entrepreneur, money manager, author of “Mean Markets and Lizard Brains:  How to Profit from the New Science of Irrationality and “Mean Genes”, also a former Harvard Professor of behavioural economics, believed “The stock market is about to have a devastating decline; we will see Dow 5,000 before we see Dow 20,000.”

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Roubini’s Thought - End of Emerging Market Boom?

The key players of the emerging markets – BRICS: Brazil, Russia, India, China and South Africa, have recently experienced a sharp economic slowdown.  Other emerging markets such as Turkey, Argentina, Poland, Hungary and many in Central and Eastern Europe are also experiencing a similar slowdown.  What is happening to the BRICS and other emerging markets?

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美元升值的因素

美元政策的要害在于,无论美元在短期和长期如何波动,主动权永远掌握在美国手中。 目前,美元具备长期升值的一些条件,包括页岩气革命和3D打印机等技术革命推动劳动生产率提升、美国经济复苏、QE的退出可能以及加息预期、日元贬值可能引发的亚洲货币竞争性贬值等等。另一方面,也存在不确定性,例如美国政府的高债务率。自从1973年布雷顿森林体系崩溃以来,美元只经历过两轮长期升值。 从前两轮美元升值的经验来看,纯经济理论意义上的加息、低通胀、低失业、低债务、经常项目顺差都不是美元升值的必要条件。 Add a comment

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