HDFC Bank – Newly Released Annual Report Holds Troves of Granular Data, Not All of Which Is Positive
Unique in HDFC Bank Limited (HDFCB IN)'s newly released annual report for fiscal year 2018, is its table on asset classification 'divergence.' It...
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TRY Fuel for USD Strength in Asia
The following webcast outlined our USD bull positioning and rally targets into a USD peak cycle with a focus on Turkish Lira fresh weakness adding...
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India – Higher USD Debt with Weakening FX Rate Is Not a Good Combination
The INR (USDINR CURNCY) reached a new low at INR69.1 to the USD. This is despite the Reserve Bank of India’s (RBI) rate rise several weeks ago. ...
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India and Australia to Join the Bear Campaign
It is becoming more difficult to find markets to short in Asia when core Asia is moving into oversold tactical levels. We have been short HK, H...
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Week Ahead in Global Macro: Sintra, OPEC+, BOE/SNB/NB, BOT/BSP/BCB/Banxico, MSCI, Turkey Elections
Our guide to this week’s global macro risk events and trading opportunities. This week in questions: Will ECB speakers/Sintra presenters...
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