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Feb 18, 2020
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let's kick things off with you, juliette saly.re is a human impact to the coronavirus, but it lifts dozens of stocks in hong kong. >> we have been seeing these panicked scenes of people trying to hoard in the wake have to be quarantined for longer. enters three -- one industry has been falling. little change in the hang seng index. in china's market is expected to accelerate. also a pain on the company offering online doctor consultations. line up by 13%. interesting to see when people start to have fear about being stuck in their homes for longer, they are on a lot of these items, like toilet paper. nejra: it is amazing how much we have talked about toilet paper. what has been the market reaction today? >> good morning to all of you. it has been an interesting reaction. this was announced in earlier policy. the 10 year bond yield has come off from 6.5050 to 6.40 as we speak. a bit muted, but i must say, strong response. . that should help banks and financials get money at a lower cost. the 10 year yield 10 basis points lower. bac
let's kick things off with you, juliette saly.re is a human impact to the coronavirus, but it lifts dozens of stocks in hong kong. >> we have been seeing these panicked scenes of people trying to hoard in the wake have to be quarantined for longer. enters three -- one industry has been falling. little change in the hang seng index. in china's market is expected to accelerate. also a pain on the company offering online doctor consultations. line up by 13%. interesting to see when people...
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Feb 24, 2020
02/20
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juliette saly is with me on the escalation of risk to the market.: it has been an escalation. back at levels that we have not seen since december. announced a my in its cases. some very strong volume today. down by 1.8%.cket a lot of we in australia. also because of the 129 rooms that reported result. let's have a look at the other asset hit today. down .7%. course, blowing through the commodities market with a big law and oil. heading towards $1700. significant downside risk for raw materials and u.s. futures isket sold off on the nasdaq reflected caution after news that we have been further down with the global economy. thank you very much. more breaking news coming through now. ithave australia raising advisory. south korea and japan on the buyers. madecomes as south korea the infectious disease alert the highest level after a 20 fold increase. what would call a travel lot down. this is about human from contagion. more on the outbreak. it dominated conversations that we were having at the g20. use if and myself spoke to a variety of. about the re
juliette saly is with me on the escalation of risk to the market.: it has been an escalation. back at levels that we have not seen since december. announced a my in its cases. some very strong volume today. down by 1.8%.cket a lot of we in australia. also because of the 129 rooms that reported result. let's have a look at the other asset hit today. down .7%. course, blowing through the commodities market with a big law and oil. heading towards $1700. significant downside risk for raw materials...
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Feb 25, 2020
02/20
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let's go to juliette saly. .ts, the effect of the virus has had on consumer sentiment in south korea, which plunged the most in five years, when it was first .last hit by mrs we are showing you this shock you are seeing in terms of consumer sentiment. if we can pull a chart, you can really highlight where we are. the reading coming in at 96.9. down 7.3 points in february. this as we continue to see virus cases in south korea soar, making it the most infected country outside of china. ofpays -- to what the bank korea can do to lift consumer sentiment. we have a rate decision on thursday. we expect the bank will cut 1%.s from 1.25% to due to the spread of the coronavirus in south korea, it is likely they will actually hand the decision down online, via text message, rather than in a packed press room, where they normally deliver the decision. nejra: very interesting. thank you, juliette saly. you are looking at airline stocks. they remained resilient the past few days. what is happening? niraj: good morning to all
let's go to juliette saly. .ts, the effect of the virus has had on consumer sentiment in south korea, which plunged the most in five years, when it was first .last hit by mrs we are showing you this shock you are seeing in terms of consumer sentiment. if we can pull a chart, you can really highlight where we are. the reading coming in at 96.9. down 7.3 points in february. this as we continue to see virus cases in south korea soar, making it the most infected country outside of china. ofpays --...
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Feb 5, 2020
02/20
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juliette saly, meera shaw. dani burger has the markets in london. ks headed to their first back-to-back daily gain as the fears of the coronavirus deepened last month. juliette: absolutely. from the solid rally on wall street in the overnight session, but perhaps investor optimism that the impact of the global economy might be more short-lived. chinese stocks, having their and two-day gain since june small-cap stocks in china, reversing post lunar losses. back to the level before the weeklong holiday. we were talking yesterday to the impact to macau's gaming stock. seen a little rebound coming through in some of those casino players. iti, forecasting gross gaming revenue will fall 12% versus its prior change to 8% it made earlier this week. nejra: juliette saly, thank you. in china, we see tesla suppliers catching a bid. what is happening in india's tech sector? niraj: good morning to both of you. much more late than other currencies, but india in different sectors, all of these without exception have been on a tear the last one month. free i have ch
juliette saly, meera shaw. dani burger has the markets in london. ks headed to their first back-to-back daily gain as the fears of the coronavirus deepened last month. juliette: absolutely. from the solid rally on wall street in the overnight session, but perhaps investor optimism that the impact of the global economy might be more short-lived. chinese stocks, having their and two-day gain since june small-cap stocks in china, reversing post lunar losses. back to the level before the weeklong...
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Feb 12, 2020
02/20
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juliette saly in singapore. good morning to you. how is it looking in terms of the play out there?atll some of the currency moves, particularly, this big spike in the kiwi leading g10 currency anys after the rbs quashed thoughts that the central bank would move to cut rates. the rbn said unless the coronavirus had a bigger than expected on economic growth, rates will remain at a record low. in korea, you are seeing the yuan climb. traders reassessing the fallout from the coronavirus. elsewhere, we had south korea's jobless level rising to its highest level since july, climb to 4% in january. also rising against the dollar. nejra: thank you so much. we are seeing some broad gains in india. you are looking at consumer good stocks specifically. what are you seeing? >> good morning to both of you. index has had the biggest gain that it has had since september of 2018, predominantly because you know up and aboutver is in the session today. they are about 4.5%. people believe with the distribution tax changes that have been announced, some of these multinational companies which have got
juliette saly in singapore. good morning to you. how is it looking in terms of the play out there?atll some of the currency moves, particularly, this big spike in the kiwi leading g10 currency anys after the rbs quashed thoughts that the central bank would move to cut rates. the rbn said unless the coronavirus had a bigger than expected on economic growth, rates will remain at a record low. in korea, you are seeing the yuan climb. traders reassessing the fallout from the coronavirus. elsewhere,...
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Feb 24, 2020
02/20
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we have juliette saly in singapore, and our annmarie hordern on in london. you straight to you, jules, as we kick off. korean equities are taking a battering. juliette: they certainly are, really reflecting this risk-off mode across asia. japan is out of action. but the cost be having its biggest slide since october of 2018 in a one-day move, this after south korea announced a huge increase in the number of coronavirus cases, now more than 760. that has seen a big drop in the kospi today, which looks like it will close down about 3.9%. heavy volumes when you run the function of the terminal, it projects one billion plus shares changing hands by the close, for on a the sixth time in the last 12 years. we have seen samsung shares under heavy selling pressure. the largest technology company in the country, shutting down operations in whenever the plants -- in one of its plans this weekend after an employee tested positive for the virus. nejra: juliet, thank you so much. araj, you are looking at pharmaceutical company as a result of a u.s.d.a. inspection. niraj:
we have juliette saly in singapore, and our annmarie hordern on in london. you straight to you, jules, as we kick off. korean equities are taking a battering. juliette: they certainly are, really reflecting this risk-off mode across asia. japan is out of action. but the cost be having its biggest slide since october of 2018 in a one-day move, this after south korea announced a huge increase in the number of coronavirus cases, now more than 760. that has seen a big drop in the kospi today, which...
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Feb 27, 2020
02/20
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nejra: juliette saly, thank you so much. a lot of red on the screen but you're looking at stocks that have gained on the coronavirus. gloom and doom in the indian markets but they've come up quite a bit in today's session. the company are seeing -- these companies on your screen, almost all of these names have actually done very well. they could benefit because of -- imports from china are next to zero right now. that will be the case and a lot of other countries. so these companies are fundamentally benefiting. back to you. this is all about the pricing of a few options. what are they signaling? >> italy really is the epicenter in europe for the virus, considering the highest number of infections. italian stocks are signaling for march that more pain could be ahead. we are seeing these prices surge for march. is that the signal that traders for it to drop more in march? great work, all. up, accusing underestimating the threat of the coronavirus outbreak. we are live in london with all the stories you need to know. this is b
nejra: juliette saly, thank you so much. a lot of red on the screen but you're looking at stocks that have gained on the coronavirus. gloom and doom in the indian markets but they've come up quite a bit in today's session. the company are seeing -- these companies on your screen, almost all of these names have actually done very well. they could benefit because of -- imports from china are next to zero right now. that will be the case and a lot of other countries. so these companies are...
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Feb 3, 2020
02/20
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juliette saly in singapore. in singapore as well dani burger is in london. ners their seats. they have a massive stimulus into the market. juliette: we were expecting a huge selloff in mainland china. trade resumed for the first time since the lunar new year break. perhaps not quite the 9% plunge. as you mentioned, we did have that stimulus coming through --m the sea, and also arough the pboc, and also rate cut. stocks falling by the daily 10% limit. theodity producers and onshore you one had its biggest drop since august. a lot of people in the market have not been through situations like today, and you cannot blame people for wanting cash when like their health is at risk. manus: thank you very much. where should we go? i am always torn between the board. connors, let's take it to you? we have the stimulus, commodities markets reacting, fx markets reacting. what do you think is the most important prism to keep an eye on? is at thisnk it stage to distinguish what is happening in china and elsewhere. the virus situation is becoming increasingly a china-centri
juliette saly in singapore. in singapore as well dani burger is in london. ners their seats. they have a massive stimulus into the market. juliette: we were expecting a huge selloff in mainland china. trade resumed for the first time since the lunar new year break. perhaps not quite the 9% plunge. as you mentioned, we did have that stimulus coming through --m the sea, and also arough the pboc, and also rate cut. stocks falling by the daily 10% limit. theodity producers and onshore you one had...
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Feb 3, 2020
02/20
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juliette saly has the latest on the market impact and mark cudmore is looking at the global impact. let me come to you first. bring us up-to-date with the spread of the virus. what are the numbers we need to know? >> chinese officials are not only trying to contain the virus, but also they are coping with lots of shortages, particularly in hospitals at the epicenter of this in wuhan and in hubei province. 90% of deaths have been from hubei province and the death toll has been climbing. we also got our first death outside of china. this was in the philippines. deaths,xceed one -- 361 an increase from the numbers i gave you on friday. the number of confirmed cases has jumped to 70,205, 75% increase from friday. 65%, are incases, hubei province at the epicenter. coping with the current prices and containing it are the biggest challenges for the chinese right now. matt: juliet, let me get to you. we knew this was going to be horrendous. we have been talking about it every day for the past week. take us through some of the limits we have hit. >> absolutely. on the open we saw all three m
juliette saly has the latest on the market impact and mark cudmore is looking at the global impact. let me come to you first. bring us up-to-date with the spread of the virus. what are the numbers we need to know? >> chinese officials are not only trying to contain the virus, but also they are coping with lots of shortages, particularly in hospitals at the epicenter of this in wuhan and in hubei province. 90% of deaths have been from hubei province and the death toll has been climbing. we...
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Feb 14, 2020
02/20
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joining us is juliette saly in the singapore and nejra shah in mumbai. ooking at the working from home is having on fx and bond markets. juliette: many have been working from home. you have seen a collapse in volume in index and chinese bond trades. when you look at daily large transactions, they are down about have some the reopened on february 3 compared to a year ago. with volumes so low, you see 10 year sovereign debt having its best week in five years because some of those low trading levels are exaggerating the moves. this figure is less than a quarter of what was issued in the weeks prior to the holiday, and not quite 60% of the two weeks following last year's chinese new year break. the fact that so many traders are at home is having a big impact on fx and bond trading. after a supreme court ruling, take us through this story. the case is against the company. [indiscernible] the supreme court has asked all to submit before the next hearing. it is a large sum that they now have to pay. a company has collected 30% from the highs of the session today
joining us is juliette saly in the singapore and nejra shah in mumbai. ooking at the working from home is having on fx and bond markets. juliette: many have been working from home. you have seen a collapse in volume in index and chinese bond trades. when you look at daily large transactions, they are down about have some the reopened on february 3 compared to a year ago. with volumes so low, you see 10 year sovereign debt having its best week in five years because some of those low trading...
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Feb 4, 2020
02/20
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s get to juliette saly in singapore. ah in mumbai. rebound in the chinese equity markets.inos. >> that was a little bit of a stunner in has been an upbeat session. its biggesthaving one-day jump since july last year actually plunged on an open, then quickly recovered to rise by 6%, now up over 3%. thength coming through in offshore yuan with the pboc fixing that midpoint on the stronger side of seven. hong kong stocks doing well despite that news out of macau. operations toino stem the spread of coronavirus. stock down some 2%. it fell 3.7% on the report. nejra: looking at the gaming , you are looking at auto stocks. >> good morning. i'm sure you have spoken. tesla's market cap has eclipsed the market cap of the entire auto index in india. i understand indian auto stocks have not had a great run. that single company is valued much more than the auto index. back to you. manus: let's bring it to you da ni. we have an emergency committee meeting in vienna. the oil market paring some of its losses. >> that emergency meeting on itself really shows us how it is a long way still
s get to juliette saly in singapore. ah in mumbai. rebound in the chinese equity markets.inos. >> that was a little bit of a stunner in has been an upbeat session. its biggesthaving one-day jump since july last year actually plunged on an open, then quickly recovered to rise by 6%, now up over 3%. thength coming through in offshore yuan with the pboc fixing that midpoint on the stronger side of seven. hong kong stocks doing well despite that news out of macau. operations toino stem the...
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Feb 17, 2020
02/20
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nejra: juliette saly, thank you. you are looking at a correction in india's public sector stocks.: good morning to all of you. much unlike what juliet had to say, which was good news, indian markets have come off highs of the day but the public sector space is one reason this is happening. on friday, we spoke about how telecom companies paying updos. the same with -- ruling was given for other sector units. they have to cough up a large amount and give to the government. until that happens, the last two days, they have done quite strongly and trading at nearly the lowest point of the day. manus: well then. niraj in mumbai. dani, you are looking at a wave of bond flows. rate cutsnly took 800 later and hear we are, the biggest week ever of bond fund flows. about $24 billion coming into the sector in terms of funds. america, they said we are currently living in a $1 trillion bond bubble. that means the pile of negative debt continues to rise as yields sink lower. what has changed? arebank --coronavirus fears sending investors flocking to havens and we get higher piles of cash into bo
nejra: juliette saly, thank you. you are looking at a correction in india's public sector stocks.: good morning to all of you. much unlike what juliet had to say, which was good news, indian markets have come off highs of the day but the public sector space is one reason this is happening. on friday, we spoke about how telecom companies paying updos. the same with -- ruling was given for other sector units. they have to cough up a large amount and give to the government. until that happens, the...
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Feb 20, 2020
02/20
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joining us to discuss his juliette saly in singapore and dani burger in london. looking at weakness across asia currency markets today. the bloomberg dollar index is that a four-month high. does that have something to do with it? juliette: you would think it certainly does. the aussie dollar at that 11 year low really to do with some economic data there. we had the jobless rate creep up -- january to.3% 5.3%. the yuan is recovering some of those losses. this weakness in the dollar weighing into a lot of these asian currencies. christopher wong from malayan bank thinks the yuan and singapore dollar could be some of the biggest casualties as the economic fallout continues to worsen. in singapore, you have seen the currency fall to its lowest level in nearly three years. centex'ster we saw the best day in two weeks, taking a bit of a pausing indian equities today. what is driving that? >> may be just a bit of positive global sentiment, which is helping the indian markets as well. though i must say, we started off very flat. , .6%, .7%nking index at the banking index.
joining us to discuss his juliette saly in singapore and dani burger in london. looking at weakness across asia currency markets today. the bloomberg dollar index is that a four-month high. does that have something to do with it? juliette: you would think it certainly does. the aussie dollar at that 11 year low really to do with some economic data there. we had the jobless rate creep up -- january to.3% 5.3%. the yuan is recovering some of those losses. this weakness in the dollar weighing into...
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Feb 19, 2020
02/20
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joining us or juliette saly in singapore and dani burger london. great to see you all. you're looking at a surgeon alternative their teeth thelternative therapy amid coronavirus outbreak. that theywe heard have started to test centuries-old chinese medicine on about half those who have the coronavirus. it will be interesting to see some of the stocks listed in hong kong, taking up your to date. msci chinarise in health care index and a 2% drop of the hang seng. 22 hundred tcm workers have been sent as they scramble to find any kind of relief for this deadly virus. nejra: thank you so much. line senior sees have been in talks with aramco to sell a minority stake but it looks like a deal may happen sooner than anticipated. keep us up-to-date on the story. >> good morning to you and everybody else. for the last 20 or 25 days, people in india have been speculating on how the deal might go. itomberg yesterday learned may actually be at a faster clip and they are going through the final details right now. the fact that there's a change from the popular sentiment on considerin
joining us or juliette saly in singapore and dani burger london. great to see you all. you're looking at a surgeon alternative their teeth thelternative therapy amid coronavirus outbreak. that theywe heard have started to test centuries-old chinese medicine on about half those who have the coronavirus. it will be interesting to see some of the stocks listed in hong kong, taking up your to date. msci chinarise in health care index and a 2% drop of the hang seng. 22 hundred tcm workers have been...