Saturday, December 14, 2013

Press Snips CNBC

  • We, here at Archbridge Capital are trying to inform our readers about some of the trades that we take ourselves and to demonstrate our views about the markets. In short we put our money where our mouth is and are quiet otherwise. Obviously, we do not publish all our trades and also do not publish our ideas before we have put on the trades ourselves, as we do need to leave some advantage to our investors and ourselves. 
  • We believe that in that spirit we should also update you every once in a while, when we are in the press giving interviews on CNBC, the BBC or Bloomberg. Although we are a Swiss based company, recent interviews have been conducted by our CIO who speaks Turkish amongst other languages.
  • The below CNBC TV interview published a while ago highlights our views on FX trades, European Deflation, Emerging Markets and some ideas for portfolio allocations in 2014.
  • Please note that all below interviews are in Turkish.
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The first clip of the CNBC Interview dated November 2013 discusses our View of Emerging Markets in 2014





The second clip of the CNBC Interview dated November 2013 discusses our View for the TRY-US$ in 2014



The third clip of the CNBC Interview dated November 2013 discusses our View for the Eur-US$ and deflation risks in 2014




The fourth clip of the CNBC Interview dated November 2013 discusses Tapering effects on the markets in 2014






The fifth clip of the CNBC Interview dated November 2013 discusses our View of US equities for 2014




The sixth clip of the CNBC Interview dated November 2013 discusses some protfolio allocation ideas for 2014







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