China A-Share Strategy: Pro-Growth Policies to Boost Tech-Focused Equity Market (SZCOMP Index)
We believe China A-shares are still in early inning of double-digit return in 2020, though facing the uncertainties in widespread coronavirus and...
343 Views
Long and Short Plays in Asia with SPX Bear Pressure into March
S&P 500 (SPX INDEX) is buckling form our mid February peak call and pullback sequence slated for late February/early March.Our cycle work...
274 Views
Fresh Resistance/Short Levels in Asia
Our view in Asia remains to sell rallies in February given risk of supply chain repercussions in February and a follow up on our original insight...
275 Views
Top Short Triggers in Asia for a Q1 Pullback
We have outlined increasing risk of tops forming into the late January cycle timeline with some markets peaking before the SPX. The first top cycle...
447 Views
Chinese Trade Data Isn't All It's Cracked Up To Be
The jump in Chinese December trade data is due primarily to the base effect from a very weak December 2018. There are however interesting notes. ...
355 Views