SEC Bearish Triangle Aligns with Kospi Bear Pivot
Samsung Electronics (005930 KS) rejection at 47-48k resistance paves the way for a fresh pressure test on support as does the Kospi 200 rally...
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Further Signs of Contagion Seeping into Asia
Our EM FX cascade call is seeing increased USD bull momentum in Asia as weaker currencies buckle and bleed into the SGD and KRW. Mounting equity...
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Tactical Short Targets in Asia
This webcast runs through our short positioning in Asia and where we are adding short exposure.Asian bear pressure has notched higher amid the call...
124 Views
The End of The "Korea Discount" As DJ Kim's "Sunshine Policy" Is Poised to Win Big
Korean equities have always carried a "Korea discount", which has resulted in much lower P/E ratios for Korean stocks than the Asian average. At...
118 Views
Next Fade Trade in Tech
In our macro weekend edition we outlined a tactical bounce level from S&P 2,600-2,590.S&P - 2,660 was sliced through but the primary...
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