Hong Kong: Cloudy Economic Prospects Intertwined with Politics
Growth under pressure: The IMF slashed GDP growth forecasts to 2.2% from 2.7% in 2016 while Moody’s downgraded Hong Kong’s outlook from stable to...
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Hong Kong Beats Moody's but Loses Big
On March 31, Hong Kong’s Securities and Futures Appeals Tribunal largely upheld the findings of the Securities and Futures Commission (SFC) against...
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US Push as EM Pressures Build
Chartonics weekly Monday 4 April 2016US push as EM pressures buildEurope remains our underperform bet (short DAX) with increasing evidence of an EM...
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Risk on Traction
We kicked off 2016 adding to shorts on January 4th and started covering and putting on risk January 14 and in a bigger way on the 18th. We are now...
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Measuring Rally Caps
Counter trend rally call in the global cycle is now coming through after some heart wrenching support tests Thursday. We are targeting S&P...
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