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...
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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...
121 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...
118 Views
S&P/Bond Levels that Will Tip the Scales
Pre NFP Friday 9 March 2018Our base case called for a low and rally from S&P 2,660 to 2,740-50 and where we are currently resting. The...
150 Views
Asia Chart Levels and Where to Add Risk
Asia bid support is coming through with signs of resilience. This tactical insight outlines S&P pivot levels and the markets that are showing a...
254 Views