海外研报

All EM Asian markets saw foreign selling this week

Foreign (FII) flows / positioningn EM Asian region saw selling (-US$6.5bn) across marketsthis week, led by A-shares (-US$2.1bn) and Taiwan

US Pulse: Fed officials view the labour market as healthy

Financial market volatility has eased since the disappointing US nonfarm payrolls (NFP) data for July roiled markets. Better data and Fed speak last

Positioning across emerging markets following the recent market volatility

Macro focus: The deterioration in market sentiment over the past few weeks caused an aggressive sell-off in risk assets following a recalibration of growth

Divided shores

Supply risks in Libya have come to the fore but marketparticipants seem sanguine. Notwithstanding elevated

Precious Metals Trading Desk View

This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are those of the desk and/or the author only. The publication cannot be considered as investment research or a