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Bank Of Japan: Trick Or Treat?

The Bank of Japan (BoJ) surprised at its meeting on Friday, October 31, by expanding its asset purchase programme considerably. It will raise its purchases of Japanese government bonds (JGBs) to an...

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Global Markets: EM Looking Good Versus DM

After adopting a neutral view on developed markets (DM) over emerging markets (EM) equities a couple of months ago, following an almost four-year run of being bullish towards DM over EM, we are...

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Gold Price Rally: Implications

Gold has rallied strongly in recent trading, and a decisive push above USD1,320/oz would have significant implications. First, it would suggest that prices will rally further in the coming weeks,...

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Global Emerging Markets Update

Below is a selection of our key emerging views, as taken from the latest edition of our weekly Emerging Markets Monitor publication. We expect currencies in Emerging Asia to outperform the US...

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Emerging Markets Update

Below is a selection of key financial market stories published in Business Monitor Online over the past week. Global FX Strategy Our overriding FX view is for a stronger US dollar over the long...

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Equities Stabilising?

Equities are not out of the woods yet, but we are watching for signs of a potential end to the current correction. For the US Dow Jones, there is major support at 15,000, at which stage we believe...

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US Treasury Yields To Rise Again

Since failing to break 3.00% in early January, the US 10-year Treasury yield has fallen back to 2.70%. Although we maintain our view that underlying US macroeconomic strength will drive yields higher...

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Cyclical Assets Outperforming

As we noted in last Friday's blog entry, one of our global themes for 2014 is that safe havens are no longer likely to be in such hot demand as economic uncertainty subsides in the US and Europe,...

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Global Equities: DM Surging Against EM

Over the long run, we continue to favour developed market (DM) over emerging market (EM) stocks, as the structural underpinnings in DM turn into tailwinds, while those of EM turn into headwinds. In...

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BMI's Europe Equity Strategy

Despite rising investor concerns over a potential debt default in the United States, most major European equity indices have performed reasonably well over the past few days. Spain's IBEX Small Caps...

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