- 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 Obviously, we do not publish all our trades and also do not publish our ideas before we have put on the trades ourselves, as we do need to leave some advantage to our investors and ourselves.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 few days ago highlights our views on: FX trades, Turkish Current Account Deficit, US$ targets, the Euro and some ideas for portfolio allocations in 2014.
- Please note that all below interviews are in Turkish.
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These clips of the CNBC Interview dated 13th of January 2014 discuss our View of the Turkish Market and which factors will impact the future direction of the Turkish Lira.
Real US$ strength is yet to come, Watch this Space!!!
This clip of the CNBC Interview dated 13th of January 2014 discusses our View that Developed Markets will see substantial inflows over 2014 especially from Emerging Markets and which EMs will win/lose. Within EMs countries with low current account deficits, high real rates and a closeness to the USA will be preferred in 2014.
This clip of the CNBC Interview dated 13th of January 2014 discusses our View of the Eur-US$ FX rates within 2014.
This clip of the CNBC Interview dated 13th of January 2014 discusses where Interest Rates should be in Turkey to prevent a further larger depreciation of the Turkish Lira.
This clip of the CNBC Interview dated 13th of January 2014 discusses our View that China will slow down due to reforms, a transformation from an exporting country to a consumer country. We foresee a slowdown, but no crash in 2014.
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