Asia

USD/JPY continues to climb

posted on May 15, 2013 at 6:56 am by Richard Rittorno

The USD/JPY trade continues to be the currency pair that traders are piling into as the pair nears a 4 ½ year high.

Hard to get warm and fuzzy about Japan at these levels

posted on May 14, 2013 at 8:21 am by Tim Seymour

Hard to feel good about the level of move we have seen in Japan relative to itself. Sure, only a 25bp move in the Japanese 10yr JGBs but this is from 0.60% yield to 0.85% yield and it happened in 3 days.

Analysis Asia Emerging Markets Insight Tim Seymour

Aussie dollar slide continues

posted on May 10, 2013 at 8:07 am by Tim Seymour

Aussie dollar (FXA, quote) slide continues pushing through 1.00 and is looking to test June ’12 lows around .9612. Commodity weakness along with the Royal Bank of Australia (RBA) cutting interest rates and its outlook is driving this move.

Analysis Asia Commodities Currencies Tim Seymour

Emerging Markets Big Picture – It’s just not as easy as saying “Risk On” and “Risk Off” anymore

posted on May 9, 2013 at 5:06 pm by Tim Seymour

In a topic which could be discussed at great length beyond this forum, I would at least like to sketch the surface of a concept I think many investors (including me) are having trouble with.

Analysis Asia BRICs China Commodities Tim Seymour

South Korea Cuts – Don’t hold your breath for China cut

posted on May 9, 2013 at 8:30 am by Tim Seymour

South Korea (EWY, quote) cut rates last night to the surprise of economists but not to the surprise of anyone following Bank of Korea’s rhetoric on their currency strength.

Analysis Asia Market Updates South Korea Tim Seymour

Aussie plunges on rate cut and obvious commodity linkage

posted on May 7, 2013 at 8:04 am by Tim Seymour

The Aussie dollar is off 1.4% over the last 2 days and through key support at 101.80. We have been talking this trade for a few weeks now and from April 11^th (eve of the Gold plunge) now -3.5%.

Asia Commodities Currencies Tim Seymour

Las Vegas Sands reports record-breaking earnings

posted on May 6, 2013 at 8:00 am by Sean Geary

Casino operator Las Vegas Sands (LVS, quote) reported its highest ever quarterly earnings last week. Is now the time to jump into this stock?

Asia China Developed Multinationals Stocks

Shanghai Composite continues to find support

posted on May 3, 2013 at 11:30 pm by Sean Geary

In the wake of sub-par economic numbers and earnings reports, the Shanghai Composite (FXI, quote) refuses to break down technically.

Asia China Stocks

Yen pushes higher – Opportunity?

posted on April 26, 2013 at 10:15 am by Richard Rittorno

A tug-a-war between the U.S. dollar and Japanese yen that has kept the currency pair in tight range this week has the yen pulling ahead into the weekend.

Asia Currencies Dollar Forex Premium