Asia's Bull Drive
Chartonics webcast Friday 22 July 2016Asia positioningTo view click on this link: http://www.screencast.com/t/Tb6WXvHybIx9 8:12 min. JapanWe sold...
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Market Has China All Wrong - Risks Are Overheating Not Slowdown as Misplaced Stimulus Drives Bubbles
Despite widespread concerns over a slowdown, China’s economy is improving. Investment opportinities, however, are elsewhere in EM. China’s...
186 Views
Bullish EM's
Bullish above EEM 35Our July transition from bearish to bullish was brought forward on the S&P rise above 2,130 with pullback support at...
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Impact of the Tribunal Ruling on China's Claims in the South China Sea
China’s claims in the South China Sea have been seriously impaired given the findings:The Permanent Court of Arbitration (PCA) for the United...
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Dollar Shakeout Shifts EM Positioning
Charonics weekly Monday 6 June 2016 Dollar shakeout shifts EM positioningOur base case has called for long US equities and short Europe and EM’s....
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