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Deep in debt due to low oil prices and with banks running out of patience, will the first quarter see the endgame for some energy companies? Saxo Bank’s Head of Equity Strategy, Peter Garnry, believes so.
He also explains what sectors he favours in a low inflation environment and why emerging markets face a bumpy ride as the US Federal Reserve embarks on its first rate hiking cycle in almost a decade.
You can read more in our Essential Trades for Q1 publication.
02:41 minutes
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