Opinion/Trading
Up, up and Nikkei
Andrew Capon, editor-in-chief at State Street Global Markets research in London, shines a spotlight on Japanese equities
The end of the beginning
David Mann, head of research, at Standard Chartered in Hong Kong looks at the key drivers for the major foreign exchange markets
Asia and the US-led slowdown
Jane Foley, senior foreign exchange strategist and portfolio manager at Redtower Asset Management in London, looks at the implications of a US slowdown on the Asian markets
Efficient correlation
Marc Chandler, chief currency strategist at Brown Brothers Harriman in New York, shows how a study of correlations can reveal valuable information about the shifting relationship between global currencies
Risks for Anglo-Saxon currencies
Mike Gallagher , director of research at IDEAglobal in London, evaluates the prospects for currency markets during a break in the intensity of negative credit or economic news
Land of opportunity
The re-emergence of large numbers of stocks trading at a discount to their net current assets (net/nets) attests to the remarkable values now available in Japan, says Peter Tasker, part of Dresdner Kleinwort's Japan research team in Tokyo.
There will be blood
David Woo, head of global foreign exchange strategy at Barclays Capital in London, notes the movers and shakers among the G-10 currencies
How misaligned is USD?
Pete Luxton, global economic adviser at Informa Global Markets in London, assesses USD's deviation from purchasing power parity and how it affects the G-10 currencies
Watching the market in 3D
Chip Lowry, senior managing director of Currenex, and John Vause, managing director of State Street's Global Link business for Europe, the Middle East and Africa, evaluate the evolution of the FX market's structure
Gambling on stability
The dollar's downward slide against the euro can't continue. Neil Mellor, currency strategist at The Bank of New York Mellon in London, suggests a trade to take advantage of an expected period of stability in the EUR/USD
USD hits lows, but no recovery until H2
Michael Ramon Klawitter, senior foreign exchange strategist at Dresdner Kleinwort in Frankfurt, says massive Fed liquidity injections will buy the US government enough time to develop a far-reaching rescue package for the economy and the financial sector
Forex is surviving the credit crunch
The Fed-backed sale of Bear Stearns to JP Morgan has sharpened focus on counterparty risk, with Lehman Brothers as the main target. Although the bank allayed concerns with better-than-expected results, the general crisis of confidence still remains.
Retail FX might go down, but it's not out
Last week's turbulence in the currency markets certainly gave those considering a strategy to enter the retail foreign exchange market pause for thought.
Crash and carry
Lena Komileva, head of G-7 market economics at Tullett Prebon, predicts a sharp reversal of the global carry trade
Market seeks substance
Teis Knuthsen, head of foreign exchange research at Danske Bank in Copenhagen, discusses the increasing significance of commodity exposure and domestic demand over the allure of high interest rates
Split euro personalities
Simon Derrick, head of currency research at Bank of New York Mellon, investigates the causes of a geographical split in investor behaviour within the eurozone
Riding the US recession
Adam Cole, global head of foreign exchange strategy at RBC Capital Markets in London, evaluates the prospects of a US dollar recovery amid a US recession
Looking beyond the US dollar
If 2007 was the year the US sneezed, 2008 promises to be the year in which the rest of the world catches a cold, says Cameron Umetsu, currency strategist at Nomura International in London
How to get more from your basket
Duncan Farnsworth, director, currency structuring group, at the Royal Bank of Scotland in London, explains how to improve the performance of basket structures
SWFs under pressure to disclose
Marc Chandler, chief currency strategist at Brown Brothers Harriman in New York, looks at why the issue of sovereign wealth fund transparency is such a heated one
Seeking a sterling collapse
By Pete Luxton, global markets adviser, and Dave Willmer, foreign exchange options market strategist, at Informa Global Markets in London
Reduced growth will fuel FX competition
As the market gears up for a fresh year of activity, Patrick Lefler, FX consultant at Wall Street Systems, predicts the key FX market developments in 2008
Yen stands strong
Philip Brass, global head of CitiFX flows in London, predicts a prolonged period of yen strength as holders of short yen positions change their investment strategies
Coming on strong
Lydia Kranner, analyst at RZB in Vienna, evaluates the prospect of Chinese yuan appreciation in 2008