This year has seen some dramatic trends from the crunch in value stocks to the outrageous performance of stocks exposed to the green transformation and the digital economy. We discuss all the themes this year and whether they will continue in 2021 (...)
DUBAI — Sentiment remains very strong in US equities evidenced by Tuesday's performance with US technology stocks erasing early losses to a strong ending to regular hours of trading and then hitting 10,000 in extended trading. We argue that the (...)
DUBAI — In this equity note we highlight that US equities might soon be peaking against European equities on ground of relative total return performance, valuation differences and that European equities could benefit from an edge in green energy (...)
DUBAI — In today's equity update we focus on South Korea and the resurgence in new COVID-19 cases, the VIX dipping below 30 and term structure in contango suggesting that the bear market dynamics could soon end, Brazilian equity market trading a (...)
DUBAI — Netflix delivered its first positive free cash flow quarter but the Q2 guidance on net additions of subscribers was disappointing suggesting less positive impact on Netflix relative to the existing trajectory before the COVID-19 (...)
Head of Equity Strategy at Saxo Bank
IN our recent trade war analysis ‘Are you ready for a Cold War in tech?' we argued that the world has seen the starting signal of a Cold War in technology between the US and China. The most likely outcome of the (...)
