Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Macroeconomics

<ul><li>Hello everyone, and welcome back to our weekly positioning watch.</li><li>Main Takeaways: The energy bet is starting to look compelling. Oil positioning is fairly bearish, and it seems hedge funds are starting to play the oil trade from the short side after months of avoiding energy altogether.</li><li>The risk asset trade is still on, but positioning is stretched. The Santa rally suggests higher equity prices, but year-end position squaring could disrupt the long equities play.</li></ul>

Hello everyone, and welcome back to our weekly positioning watch.Main Takeaways: The energy bet is starting to look compelling. Oil positioning is fairly bearish, and it seems hedge funds are starting to play the oil trade from the short side after months of avoiding energy altogether.The risk asset trade is still on, but positioning is stretched. The Santa rally suggests higher equity prices, but year-end position squaring could disrupt the long equities play.

Positioning Watch – The Herd Behavior Strikes Back!

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Autos / In Depth: How BMW, Audi and Mercedes ended up also-rans in China</li><li>Retail /: Nongfu Spring founder attacks livestream sales model and low-price platforms</li><li>Energy Insider /: Russian gas to power Shanghai by year-end, Beijing reins in solar industry</li></ul>

Autos / In Depth: How BMW, Audi and Mercedes ended up also-rans in ChinaRetail /: Nongfu Spring founder attacks livestream sales model and low-price platformsEnergy Insider /: Russian gas to power Shanghai by year-end, Beijing reins in solar industry

CX Daily: How BMW, Audi and Mercedes Ended Up Also-Rans in China 

Rubber News Specialist, Helixtap

Vinod Nedumudy

Rubber News Specialist

Global Commodities Alternative Data and Insights

Helixtap

Helixtap collects, processes and distributes proprietary data, analyses and forecasts for the rubber, latex and automotive markets

Commodities

SGX Technically Specified Rubber 20 (TSR20) Futures: Effective from 16th May 2011, this contract will be migrated from SICOM platform to the SGX-DT platform. It will cease trading on SICOM at the close of business day Friday, 13th May 2011. Trading hours are revised as 7.55am to 6.00pm (no lunch break). Please refer to SGX products website for the new revised contract specifications. Exchange symbol: TF. Product Specifications: https://www2.sgx.com/derivatives/products/sicom-rubber?cc=TF

<ul><li>Steep dip of 30.6% in NR exports month-on-month in Sept</li><li>Ivory Coast’s infusion touches an abysmal share of 14.9%</li><li>Rubber glove exports to be worth a record RM13.7 billion in 2024</li></ul>

Steep dip of 30.6% in NR exports month-on-month in SeptIvory Coast’s infusion touches an abysmal share of 14.9%Rubber glove exports to be worth a record RM13.7 billion in 2024

Malaysian NR Scene In Sept Nothing To Cheer About

Research from e27, e27

Research from e27

e27 is Asia's largest Tech media platform. We cover the latest news on emerging and disruptive businesses across the region.

Private Capital Markets

Collektr is a livestreaming community marketplace where users can buy, sell, and exchange collectible things in a secure environment.

<ul><li>Collektr, a livestream collectibles platform based in the Asia-Pacific region, has raised US$1.3 million in a pre-Series A funding round led by AC Ventures Malaysia.</li><li>The round also saw participation from The Hive Southeast Asia, Creador Foundation, and 18 unnamed angel investors.</li><li>This follows a seed round led by First Move, bringing the total investment to date to US$1.3 million.</li></ul>

Collektr, a livestream collectibles platform based in the Asia-Pacific region, has raised US$1.3 million in a pre-Series A funding round led by AC Ventures Malaysia.The round also saw participation from The Hive Southeast Asia, Creador Foundation, and 18 unnamed angel investors.This follows a seed round led by First Move, bringing the total investment to date to US$1.3 million.

Collektr bags US$1.3M to expand livestream collectibles platform across APAC | e27

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Big Tech companies are already generating significant revenue from AI. Microsoft expects to reach $10 billion in AI revenue by the next quarter, making it their fastest-growing area.</li>
<li>In the third quarter of 2024 alone Microsoft, Google, and Meta collectively spent over $42 billion on AI infrastructure, primarily on building data centers and purchasing computing equipment.</li>
<li>Companies are projecting continued high spending on AI into 2025 to meet growing demand. However, challenges remain, including supply constraints for AI chips</li>
</ul>


Big Tech companies are already generating significant revenue from AI. Microsoft expects to reach $10 billion in AI revenue by the next quarter, making it their fastest-growing area.
In the third quarter of 2024 alone Microsoft, Google, and Meta collectively spent over $42 billion on AI infrastructure, primarily on building data centers and purchasing computing equipment.
Companies are projecting continued high spending on AI into 2025 to meet growing demand. However, challenges remain, including supply constraints for AI chips


Thematic Report: AI Wave- Big Tech's Spending Spree

Asia (APAC)
Insights on Asia Pacific (APAC)

Positioning Watch – The Herd Behavior Strikes Back!

Hello everyone, and welcome back to our weekly positioning watch. Main Takeaways:The energy bet is starting to look compelling. Oil positioning is...

Steno Research

CX Daily: How BMW, Audi and Mercedes Ended Up Also-Rans in China

Autos / In Depth: How BMW, Audi and Mercedes ended up also-rans in China As a price war has raged in the world’s largest auto market, Volkswagen...

Caixin Global

Malaysian NR Scene In Sept Nothing To Cheer About

September 2024 saw Malaysian natural rubber production suffering a significant fall while Ivory Coast’s share in imports plummeted side by side...

Helixtap

Collektr bags US$1.3M to expand livestream collectibles platform across APAC | e27

Collektr, a livestream collectibles platform based in the Asia-Pacific region, has raised US$1.3 million in a pre-Series A funding round led by AC...

e27

Thematic Report: AI Wave- Big Tech's Spending Spree

Big Tech companies like Microsoft are seeing massive revenue growth from AI, with projections of $10 billion in AI revenue by next quarter.

Sudarshan Bhandari

Positioning Watch – The Herd Behavior Strikes Back!

Hello everyone, and welcome back to our weekly positioning watch. Main Takeaways:The energy bet is starting to look compelling. Oil positioning is...

Steno Research

CX Daily: How BMW, Audi and Mercedes Ended Up Also-Rans in China

Autos / In Depth: How BMW, Audi and Mercedes ended up also-rans in China As a price war has raged in the world’s largest auto market, Volkswagen...

Caixin Global

Malaysian NR Scene In Sept Nothing To Cheer About

September 2024 saw Malaysian natural rubber production suffering a significant fall while Ivory Coast’s share in imports plummeted side by side...

Helixtap

Collektr bags US$1.3M to expand livestream collectibles platform across APAC | e27

Collektr, a livestream collectibles platform based in the Asia-Pacific region, has raised US$1.3 million in a pre-Series A funding round led by AC...

e27

Thematic Report: AI Wave- Big Tech's Spending Spree

​Big Tech companies like Microsoft are seeing massive revenue growth from AI, with projections of $10 billion in AI revenue by next quarter.

Sudarshan Bhandari

Big Tech companies like Microsoft are seeing massive revenue growth from AI, with projections of $10 billion in AI revenue by next quarter.