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cronschaki

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  • Posts

    • With portfolio managers looking for new opportunities, exposure to Vietnam is an opportunity to take part in a ‘frontier market’. IGTV’s Jeremy Naylor caught up with Dragon Capital, the manager of the FTSE 250-listed Vietnam Enterprise Investments Ltd, to discuss the burgeoning economy and the investment picture.      
    • A hawkish tilt to the outlook from the Reserve Bank of New Zealand, which accompanied a 50-basis point rate rise, has seen the New Zealand dollar (Kiwi) take pole position in FX markets. IGTV’s Jeremy Naylor looks at a long trade for the Kiwi against USD, JPY and AUD.      
    • The recent weakness in the US dollar has coincided with the beginning of a period of aggressive rate rises. But, IGTV’s Jeremy Naylor says as other central banks embark on a similar move today’s Federal Open Market Committee (FOMC) minutes may underscore USD weakness.      
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