EQUITIES

Tencent's record earnings defy worries

Eleanor Creagh
Australian markets strategist, Saxo Bank
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    Big US yield break throws down the gauntlet for EM

    John Hardy

    A fresh surge in the greenback as well as an even more crucial spike in the US 10-year yield saw emerging market currencies weaken across the board. Among the more liquid EM currencies, we continue to focus on TRY as a special case if risk conditions worsen, as the country possesses severe structural vulnerabilities.

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    Glencore bribery probe hits shares – what's next?

    Peter Garnry

    Shares in the Anglo-Swiss broker and miner are sharply lower on news that the UK Serious Fraud Office has launched a bribery probe.

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    Don't cry for Argentina...yet

    Althea Spinozzi

    Argentina has successfully tapped the international market for 26bn pesos worth of short-term debt even though its economy is in shreds and it is seeking an IMF bailout. So what gives? Why are investors so eager to tango?

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    Canada data releases punch CAD for a loss

    John Hardy

    Weak Canadian data puts CAD back on defensive. The loonie is towards the day’s lows against the US dollar after key data releases today disappointed.

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    Finding opportunity in an equity vacuum

    Peter Garnry

    Equities are under pressure worldwide from a variety of factors including geopolitical tensions and weak macro data, and these will keep markets range trading for months.However, investors with a long-term outlook can find appealing niches.

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    Can Qantas and other Aussie bluechips fly higher?

    Eleanor Creagh

    With 200 stocks listed the ASX200 can be a confusing place. Which are the most promising companies? Where to look first? Saxo Bank's proprietary Equity Radar is a shortcut to inspiration.

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    Italy's 5-Star and League agree a governing pact – but can they rule?

    Althea Spinozzi

    The far-right and anti-establishment extremes have finally agreed a common platform for government. but this is not yet a done deal and many hurdles must still be cleared before they can assume power.

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    The Italian 'non-event' could be a EURCHF event

    Steen Jakobsen

    The political uncertainty in Italy has not yet been fully priced by markets, and the weekend poses significant event risks for investors. In Saxo Bank chief economist Steen Jakobsen's view, the tumult could well express itself via EURCHF.