China ranks as greatest risk according to global fund manager survey

Aug 18, 2015 14:00 pm UTC| Insights & Views

According to a survey by Bank of America Merrill Lynch global fund managers are most worried over headwinds from China. Big challenges in China: According to global investors Chinese economy is likely to slow down...

Home builder’s confidence points to brighter days ahead

Aug 18, 2015 13:24 pm UTC| Insights & Views

Home builders confidence is a key market data, that has shown continued improvement throughout the past couple of years and it should not be ignored. Well before 2008/09 crisis, US home builders confidence started...

PBoC’s devaluation mechanisms likely to fail rebalance GDP and trade balance

Aug 18, 2015 13:21 pm UTC| Insights & Views

The central banks Chinese Yuan Reminbidevaluation saw cumulative weakness of 4.6% so far. We think this pace of depreciation is unsustainable-Chinas policy priority is to rebalance GDP growth from investment and exports...

Changing energy landscape key challenge for crude in future

Aug 18, 2015 12:55 pm UTC| Insights & Views

Crude oil lost more than 60% of its value in last 1 year as US closes in to become self-reliant for its oil demand leading to global supply imbalance. With crude imports to US falling steadily along with US rise in...

Saudi Arabia’s lost crude battle in North America likely to intensify war in Asia and Europe

Aug 18, 2015 12:20 pm UTC| Insights & Views

Saudi Arabia has been clearly losing import share in US as North American neighbor (Canada) not only remains major crude oil supplier to worlds largest economy, it is clearly increasing its share in that market. Saudi...

Global Reflation Series

Japan's Q3 GDP growth likely positive, economic sentiment firm but real economy and inflation weak

Aug 18, 2015 11:36 am UTC| Insights & Views

Japans economy contracted by 0.4% Q/Q in Q2 in "real" or inflation-adjusted terms, while on annual terms it fell 1.6 per cent, less than the 2.2 per cent fall expected, data released on Monday showed. While the drop was...

Natural gas back challenging range floor

Aug 18, 2015 11:32 am UTC| Insights & Views

Natural gas has been trading in tight range since June. Support is lying around $2.7/mmbtu and resistance at $2.95/mmbtu. After Natural gas bulls failed to break above range high last week, bears are totally in control...