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  1. March 3, 2014

    ‘White gold’ turns New Zealand into the ‘Saudi Arabia of milk’

    slideshow It was once derided as a country with 20 sheep for every person. But it is now cows that rule resplendent as an...

  2. beyondbrics

    September 2, 2013

    EM sell-off overdone, says Chow of Barclays

    Has the EM sell-off been overdone? Koon Chow, fixed income strategist at Barclays, thinks it has. In a note on Monday titled...

  1. June 6, 2013

    Yen’s rebound poses currencies headache

    It looked like the world’s easiest trade. Hedge funds made billions on it. Some investors made 30 per cent in a matter of...

  2. May 28, 2013

    Rand hits four-year low as investors flee

    The South African rand has emerged as the one of the biggest casualties of the fall in commodity prices and the strength of...

  3. February 10, 2013

    Investors dive into euro-yen policy gap

    Currency investors are profiting from an emerging policy divide between Europe and Japan that some believe has the makings...

  4. December 13, 2012

    Forex dealers forced to change strategies

    “This year sucked,” is the verdict on the currency markets in 2012 from one bank’s head forex trader. Investors are...

  5. September 25, 2012

    Hedge fund sceptics warn on ‘QE Infinity’

    “A man’s got to know his limitations,” says “Dirty Harry” Callahan, the gun-toting, rule book-ignoring cop immortalised by...

  6. FT Alphaville

    October 31, 2011

    Forex strategist launches new hedge fund

    Stephen Jen, one of the world’s best-known foreign exchange strategists, is to launch his own hedge fund on Tuesday. Mr...

  7. October 31, 2011

    Forex strategist launches new hedge fund

    Stephen Jen, one of the world’s best-known foreign exchange strategists, is to launch his own hedge fund on Tuesday. Mr...

  8. April 1, 2011

    Forex strategist to launch hedge fund

    Stephen Jen – one of the world’s best known foreign exchange strategists – is preparing to launch his own hedge fund. The...

  9. February 27, 2010

    Nervous investors wait for uncertainty to clear

    Markets remained unsettled this week as investors waited for developments in the Greek saga and debated the implications of...

  10. February 26, 2010

    Nervous investors wait for uncertainty to clear

    Markets remained unsettled this week as investors waited for developments in the Greek saga and debated the implications of...

  11. FT Alphaville

    February 26, 2010

    Renminbi ructions: to revalue or not to revalue?

    Recent developments in both China and the US have boosted speculation that the People’s Republic is preparing to let its...

  12. FT Alphaville

    February 5, 2010

    Bluegold hedge fund denies causing WTI volatility

    There are some very intriguing flashes coming out on Reuters regarding the BlueGold hedge fund on Friday: RTRS-HEDGE FUND...

  13. FT Alphaville

    October 27, 2009

    South Korea in a won-win situation

    From gloom and doom just eight months ago to figures showing the strongest quarterly economic growth in seven years on...

  14. FT Alphaville

    October 21, 2009

    Brazil - more taxing issues

    Brazil may well be, as Lex puts it, a “victim of its own economic success”. But its surprise move to impose a 2 per cent...

  15. FT Alphaville

    August 25, 2009

    Goldilocks peers through the green shoots

    Much of the optimistically herbivorous talk about “green shoots” has died down, thankfully. But amid the still-heated debate...

  16. FT Alphaville

    August 4, 2009

    Stocks, commodities and the dollar: Where to next?

    While global stock markets surged on Monday, the dollar and the yen, seen in the past seven months as havens for investors...

  17. FT Alphaville

    March 18, 2009

    A 'game-changer' for the euro - and a coming CHF bloc

    Morgan Stanley’s currency expert and emerging markets strategist Stephen Jen has been quick to leap on the significance of...

  18. FT Alphaville

    March 12, 2009

    Getting the IMF to take the heat -- and sell its gold?

    The latest partial solution to many problems besetting – well, all kinds of sectors and areas of the world – seems to be to...

  19. FT Alphaville

    March 11, 2009

    The Eastern European carry-trade meltdown, reviewed

    As reported here previously, much of the panic surrounding western European exposure to CEE fragility was focused on a...

  20. FT Alphaville

    February 26, 2009

    More about the yen: Y115 by year end?

    We noted on Wednesday the growing debate over whether the yen’s recent decline is a temporary slide or a more serious,...

  21. FT Alphaville

    February 16, 2009

    Forex failure continues in Poland

    It’s getting bleaker by the minute in Eastern Europe. In case you didn’t catch the latest from the Telegraph’s Ambrose...

  22. FT Alphaville

    December 4, 2008

    'Carry-on Henry Paulson' in China

    What a carry-on. Hank Paulson is back in China for another US-Sino “strategic economic dialogue” – top mission, as ever, the...

  23. FT Alphaville

    November 7, 2008

    You can't even depend on the SWFs

    Morgan Stanley’s global head of currency research Stephen Jen is scaling back his view on the might of the sovereign wealth...

  24. FT Alphaville

    October 27, 2008

    That emerging market exposure

    As the world faces up to the risk of emerging market failure, banks’ current exposure – as estimated by the Bank of...

  25. September 5, 2008

    The Short View

    The dollar is smiling. A graph of the dollar against a trade weighted index this year looks like a smile - dipping 7 per...

  26. September 4, 2008

    The Short View: Smiling dollar

    The dollar is smiling. A graph of the dollar against a trade weighted index this year looks like a smile – dipping 7 per...

  27. FT Alphaville

    June 20, 2008

    How to survive stagflation

    Chart(s) of the day – Morgan Stanley’s stagflation matrix: From the MS asset allocation committee, which includes FT...

  28. March 18, 2008

    S Korean won bolstered by intervention

    The South Korean won recorded its biggest daily rise in three years on Tuesday on the back of a suspected intervention by...

  29. March 3, 2008

    Insight: Petrodollar tsunami to hit euro and dollar

    With crude oil at $100 a barrel, there is going to be a massive transfer of global financial wealth from oil consuming...

  30. FT Alphaville

    February 11, 2008

    If you can't beat the SWFs....

    Stand by for more bashing of the sovereign wealth funds. Evil hedge funds are so 2006 and private equity has been credit...

  31. December 5, 2007

    View of the day: Fed and dollar

    The monetary paths of the Federal Reserve and most other central banks are likely to diverge further, keeping up pressure on...

  32. FT Alphaville

    November 15, 2007

    Stephen Jen: Brace for a full-blown credit crunch

    Recent data and developments suggest that the intensifying credit market turmoil is likely to infect the real economy,...

  33. FT Alphaville

    November 9, 2007

    Lunch wrap

    On FT Alphaville today: - Another hair-raising Barclays squall. The bank has denied the latest batch of rumours, but the...

  34. FT Alphaville

    November 9, 2007

    Jen: dollar decline could become a 'violent event'

    Morgan Stanley’s currency strategist Stephen Jen told the FT this week that he is, for the first time in his career,...

  35. November 8, 2007

    Little hope on the horizon to ease the dollar's blues

    Stephen Jen has seen more than a few bouts of negative sentiment towards the US dollar but none as severe as today. "This...

  36. November 7, 2007

    Little hope on horizon for troubled dollar

    Stephen Jen has seen more than a few bouts of negative sentiment towards the US dollar but none as severe as today. “This is...

  37. FT Alphaville

    October 26, 2007

    Lunch Wrap

    On FT Alphaville today, - Whose feet are dragging in the Sainsbury deal? Surely it can’t be the gung-ho Qataris? - Now...

  38. FT Alphaville

    October 26, 2007

    Stephen Jen: How to draw a SWF

    Stephen Jen, global head of currency research at Morgan Stanley has been drawing sovereign wealth funds. Rather than...

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