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Market Strategy – REDUCE YOUR COMMODITY PRICE EXPOSURE ON KEY VIETNAM BETS

Strategy Note 06/04/2018    206

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Rising global trade tensions, bubbly asset prices and sky-high levels of corporate leverage are bringing back global risk aversion. The sharp recent corrections and heightened volatility in global equity markets are reflections of the diminishing appetite for risk assets.

Rising risk-aversion is triggering rising allocations to safe havens. Traditional safe-haven assets such as gold have seen a steady rise in price in recent months while the Japanese Yen has continued to steadily strengthen against the USD.

The rising risk aversion could spur commodity price volatility. While equity markets have seen a surge in volatility, we are yet to see this really play out in prices of key commodities.

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