Opinion
Rising NPLs threaten stability in emerging Europe
Improvement in the global economy and IMF action might not be enough to help emerging Europe deal with its debt, says Murat Toprak, senior emerging market foreign exchange strategist at Société Générale in London
Looking for an AXJ rally
The 2000-01 rally could help us predict when AXJ currencies will start to pick up this time around. By Thomas Harr, senior FX strategist, Standard Chartered in Singapore
Time to dust off gold?
Marc Chandler, global head of currency strategy at Brown Brothers Harriman in New York, discusses gold as an anchor for currencies
SDR: a superficial dollar replacement
Pete Luxton, global markets adviser at Informa Global Markets in London, says reserve status is an unlikely route for the SDR
Homeward bound
Japan has passed the Japanese Homeland Investment Act to encourage investment repatriation. Tohru Sasaki, G-10 foreign exchange strategist at JP Morgan in Tokyo, asks, What impact will this have on the yen?
Lock, stock and all barrells
Pete Luxton, economic adviser at Informa Global Markets in London, looks at the effects of central bank quantitative easing worldwide in trade-weighted terms
Grace under pressure
Margaret Kempner examines common strategies throughout the crisis
Climate unsettled
David Clark , chairman of the Wholesale Market Brokers Association, demystifies the OTC versus exchange settlement debate
Gearing up for an Asian rally
Thomas Harr , senior FX strategist at Standard Chartered in Singapore, says the South Korean won, Philippine peso, Indian rupee and Indonesian rupiah will kick-start a second-half rally in Asia
Gold, oil and clarity on the dollar
Mansoor Mohi-uddin , head of foreign exchange strategy at UBS in Zurich, looks at the unusual joint rally by gold and the US dollar alongside the slump in oil prices, and predicts what this means for the dollar in 2009