Estrategias de inversion – China: Where to invest in the world’s second economy in the face of its economic slowdown?
For Stephen Li Jen, CEO of Eurizon Capital SLJ and lead manager of the Eurizon Fund Bond Aggregate RMB…
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The dollar’s current dynamic can be explained somewhat by the `dollar smile’ framework created by Eurizon SLJ Capital’s Stephen Jen and Fatih Yilmaz.
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That will create a disinflationary dynamic, not an inflationary one, Jen, a three-decade observer of the global economy, wrote in an Oct. 12 note.
Read MoreBloomberg: Euro Parity Is Back on the Market’s Radar as US Yields Surge
Stephen Jen, CEO at Eurizon SLJ Capital, said the current weakness in the European and Chinese economies, along with strong US activity, are a recipe for continued dollar strength and euro weakness.
Read MoreReuters: As US election looms, investors fear for fiscal peace
Stephen Jen at Eurizon SLJ reckons much of rancorous disagreement between the two sides domestically is on issues of equality…
Read MoreReuters: Dollar’s smile makes Wall Street frown: McGeever
The gist of the ‘dollar smile’ theory, floated by currency analyst and now hedge fund manager Stephen Jen 20 years ago…
Read MoreEstrategias de inversion: China and the real estate sector according to Eurizon
Stephen Li Jen, CEO of Eurizon SLJ; and Wenting Deng, makes an analysis of the current situation of the Chinese market and in particular the real estate sector.
Read MoreSCMP: China’s US$1.4 trillion ‘One Belt, One Road’ set to make bigger impact than US’ Marshall Plan to rebuild post-war Europe
According to Stephen L. Jen, who estimates a value of US$1.4 trillion for the project. It will also boost trading links and help internationalise the Yuan as banks open branches along the route, according to Jen.
Read MoreReuters: A US-China detente to avoid ‘fiscally assured destruction?’
Stephen Jen at Eurizon SLJ thinks the idea of complete decoupling is riven with problems and has to be ‘calibrated’…
Read MoreEl Pais – Stephen Li Jen, economist: ‘The dollar is the only currency that does not have a linear relationship with its economy’
The co-creator of the ‘Dollar Smile’ hypothesis — devised in 2001 — believes that his theory is still valid today. He thinks the US currency is just as dominant as it was 20 years ago
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