Saxo Group Videos

Videos Channels Search

Steen Jakobsen: Emerging Markets the "biggest opportunity in decades" and here's why

In the global hunt for yields could Emerging Markets offer the riskiest and yet most rewarding opportunities? Saxo Bank’s Chief Economist Steen Jakobsen thinks so: “Emerging markets have been battered by a debt-induced perfect storm, a dizzy US dollar and crumbling commodities prices. But there is hope – and investment opportunities ­– even though the pretend-and-extend craziness of printing money persists.” In this video to accompany his latest Q4 Essential Trades outlook, Steen Jakobsen explains how and why he is seeing what he calls “the biggest opportunity in decades” in Emerging Markets. With valuations in all metrics offering potential healthy returns, subject to the drawn-out Federal Reserve rate hike decision making, Steen believes brave traders and investors are ready to “Embrace the volatility of the next few months as signs that the market and economies are healing not destructing. Reality has returned and so too, will emerging markets.”

08:01 minutes
Tags: Q4, em, emerging, emerging currencies, emerging economies, emerging market, emerging market bond market, emerging market bonds, emerging market crisis, emerging market currencies, emerging market economies, emerging markets, emerging markets bond markets, emergingmarkets, employment, employment rate, ems, equities, equity, equity market, equity markets, equity strategy, equity trading, eurozone, fed, fed meeting, federal reserve, for, foreign exchange, foreign exchange market, forex, forex 2014, forex 2014 outlook, forex buying, forex eurusd, forex exchange, forex idea, forex market, forex market overview, forex markets, forex saxo bank, forex strategy, forex trade idea, forex trade ideas, forex trading, forex trading 2014, forextrading, forfor, fx, fx crosses, fx forex, fx market, fx markets, fx options, fx strategy, fx trade, fx trade idea, fx trading, global, global economics, global economy, global equities, global financial crisis, global growth, global markets, macro, macro economics, macro economy, macro events, macro policy, macro strategy, macroeconomics, mario draghi, market, markets, nmac, q4 earnings, q4 essential trades, q4 outlok, q4 outlook, q4 review, saxo tv, south africa, south korea, steen jakobsen, tradingfloor.com, us, us dollar, us economy, usd, usdjpy

Switch to