China HK Fresh Bull Signals and Pivots
A tale of two indices between the Shanghai A futures 50 more bullish bais and the composite which shows bigger breadth issues.Shanghai composite is...
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MSCI China: Thin Air?
2017 has been very good for equity investors, most stockmarkets have been strong with minimal corrections this year. Recent accelerations in some...
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Fading China
While we remain bullish China A and H shares on a medium term basis we are alert to the post congress historical weakness at least in A shares...
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Where We Are Adding Risk in Asia - Korea Focus
The following update was issued over the weekend which outlines our more bullish view on Korea and stocks we like in Korea, Taiwan and Hong Kong as...
300 Views
Weekly Macro
In a nutshell... INDICES, - S&P only breaking above 2460/72 would confirm the end of the tactical correction - SHCOMP the best conduit for the...
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