Category Archive: Forex

Fx Thoughts : Muddy Murky Waters into Thanksgiving

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Muddy Waters strikes again, shorting Superb Summit International (1228 HK), back to their habit of going after the “forests” companies, if anyone cares to remember what happened to Sino Forest back in 2011.… Continue reading

China’s rate cut – killing many birds with one stone

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There is a lot happening in China these days – global expansion of RQFII country quotas – Australia and Canada are the latest recipient countries, the Hong Kong-Shanghai mutual market access (MMA), ramping… Continue reading

Fx Thugs And JPY Funding Are Made In Japan

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If there is only 1 country in the world who can pull it off, it is only Japan. There is no way any country can forcibly devalue their currency by 7% in a… Continue reading

FX Thoughts : A Yen A Day Keeps Abe Away

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I am not sure when the Japanese will realise that IT IS NOT ALL ABOUT DEVALUATION and that QE will not work in Japan because the population is just too old to make… Continue reading

Forex Focus : The Fair Value of USDSGD

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FOREWORD : If you like this article, please do make a contribution to our site to keep it going. Thank you, from Tradehaven. ***************** USDSGD is at a 2 year high, breaking the… Continue reading

FX Focus : The Polar Vortex To The Rescue

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After the FOMC, the BoJ and ECB, there is little more to look forward to as the stimulus and taper take effect simultaneously. Europe + Japan vs US has meant sell EUR and… Continue reading

Australia Focus : Candle In the Wind

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It’s been a bad start to the month with the Australian dollar just managing to beat the Brazilian Real, Japanese Yen and Korean Won. As usual, it looks like Australian markets are suffering… Continue reading

FX Thoughts : A New Era of Megalomaniac Central Bankers

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Uses of QE : cures unemployment cures deflation cures recession CANNOT CURE EBOLA   Bernanke proved he had more celebrity power than all the world leaders combined and Yellen was widely heralded to… Continue reading

FX Thoughts : It’s Not Over Till The Fed Lady Hikes

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There has been 2 game changers and another one slated for this Thursday where the ECB is expected to do something drastic or face the displeasure and wrath of the markets. Yet the… Continue reading

China Focus : Imploding From Within

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This comes a bit late… China is taking a back seat these days even as CNH continues to lag the CNY as the world disapproves of 7.2% growth, the new estimate from another… Continue reading