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The Big Short Is Back in Chinese Stocks

Edit Bloomberg 30 May 2016
"Some macro funds are seeking opportunities to short index futures to play the currency movement," said Wenjie Lu, Shanghai-based strategist at UBS Group AG ... Investors may be "hedging out their positions and they’re using the ETF to have short exposure to China," said Brett McGonegal, chief executive officer of Capital Link International Holdings Ltd ... “Investors think there is some risk in A shares," the strategist said....

Consumer, infra-related companies and private banks look good: Tai Hui, JP Morgan Asset Management

Edit The Times of India 30 May 2016
India is moving in the right direction from an economic policy perspective, the reforms delivered by the government so far have been in line with expectations, while the intentions of the government regarding economic reforms continue to remain strong, said Tai Hui , managing director and chief market strategist - Asia, JP Morgan Asset Management ... Q-Which is the biggest event risk for global stock markets?....

Emerging Markets Pounded by Yellen as Run of Monthly Gains Stall

Edit Bloomberg 30 May 2016
Emerging-market currencies and stocks fell, set to halt a streak of monthly gains, as demand wanes amid mounting signs from U.S. central bank officials that they are close to raising interest rates again ... “While a global recovery could be gaining traction, rising U.S. interest rates could draw away funds from emerging markets,” said Jonathan Ravelas, chief market strategist in Manila at BDO Unibank Inc., the largest Philippine lender ... ....

Eurozone yields higher as Yellen supports case for summer rate hike

Edit Kathimerini 30 May 2016
The Fed should raise interest rates "in the coming months" if the economy picks up as expected and jobs continue to be generated, Fed chief Yellen said on Friday ... "Yellen is considered one of the mightiest doves at the Fed, so her comments do raise the probability of a hike in the summer although there is some conditionality to that," said Norbert Wuthe, rate strategist at Bayerische Landesbank....

June Jitters Rouse Fund Managers to Consider Gold, Yen and Bonds

Edit Bloomberg 30 May 2016
When you’re global head of rates at a $1.7 trillion fund, you can’t spend a month on the sidelines to avoid risks, no matter how big ... Even with meager yields, sovereign debt will “play a role in client portfolios as a hedge asset,” said Richard Turnill, global chief investment strategist at BlackRock, which had $4.7 trillion of assets at the end of March....

Julius Baer

Edit CNBC 30 May 2016
Christian Gattiker, chief strategist & head of research at Julius Baer, explains why investors are more relaxed on future interest rate hikes by the Federal Reserve ... ....

European Stocks Little Changed as Investors Mull U.S. Rate Hike

Edit Bloomberg 30 May 2016
Yellen said late Friday that an improving American economy would probably warrant another increase in borrowing costs “in the coming months,” a view also expressed by several regional Fed chiefs in recent weeks ... note citing EPFR Global data ... After starting the year with bullish calls, strategists and analysts have become increasingly skeptical about ......

Badal suffering from selective dementia, says Amarinder

Edit The Hindu 30 May 2016
The PCC chief said the Chief ... At an event organised by poll strategist Prashant Kishor’s team I-PAC (Indian Political Action Committee), these youngsters, popularly known as college and city captains of their district, discussed how they could participate and contribute to the PCC chief’s campaign for the 2017 Punjab Assembly polls....

Tech view: Nifty forms spinning top; deploy buy-on-dips strategy

Edit The Times of India 30 May 2016
... from where it had opened," Rohit Gadia, founder & CEO, CapitalVia Global Research, told ETMarkets.com ... This phenomenon shall result in mean reversion, thereby reducing the gap between the actual price of the index and its average price," Mazhar Mohammad, Chief Strategist - Technical Research & Trading Advisory, Chartviewindia.in, told ETMarkets.com....

SOE reform momentum to set tone for A-share market

Edit China Daily 30 May 2016
"Domestic reform is progressing more quickly, since the government seems to be exhibiting a stronger willingness to let go of loss-making SOEs," said Yao Wei, chief China economist at French bank Societe Generale in a recent research note ... Frank Benzimra, equity strategist at Societe Generale, said that SOE restructuring could serve as a trigger for a re-rating of the Chinese equity market....

BJP names Shiv Pratap Shukla for UP RS seat

Edit The Times of India 30 May 2016
Looking to stay on the right side of the Brahmin vote in Uttar Pradesh, BJP on Monday nominated state unit vice-president Shiv Pratap Shukla, a known loyalist of former chief minister Kalyan Singh, as Rajya Sabha nominee for the lone seat the party can win from the state ... However, state party chief Keshav Prasad Maurya denies caste considerations in Shukla's nomination....

Winning Month for Europe Stocks Goes Uncelebrated as Votes Loom

Edit Bloomberg 30 May 2016
After starting the year with bullish calls, strategists and analysts have become increasingly skeptical about European equities, projecting flat annual returns in the Stoxx 600 and a decline in corporate profits ... note citing EPFR Global data ... Polls showed Britons are leaning toward staying in the EU, while improving data boosted speculation that the global economy can withstand higher U.S....

need2know: Flat start in store on back of Memorial Day holiday

Edit Sydney Morning Herald 30 May 2016
Local shares are set to open flat after a quiet night on global markets due to public holidays in both the US and the UK ... "The return to US rate hike expectations have reopened the possibility of short-term outperformance for European stocks," said Didier Duret, global chief investment officer at ABN-AMRO Private Banking, adding investors were keeping an eye on the dollar for it to break recent ranges....
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