Raising Short Bets Ahead of Summer Rout
This is an action point update we issued to this morning to core clients but felt the inflection we are facing is so compelling that we would...
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Korea and H Shares Targeted Drive
Chartonics flash Thursday 13 July 2017Korea and H sharesKorea and H share gaps upward get us closer to our sell targets but before we delve into...
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The Market Sentimentalist - Strategic Impatience
SummaryBack in December we argued that the outlook for South Korea equities was constructive, even allowing for the increased risk of a flare-up in...
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10% 1H 2017 Portfolio Gain
We run through our biggest gainers and losers in the first half of 2017 month by month for closed positions and where we stand with our current...
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Samsung Electronics May Reverse Treasury Share Cancellation Decision
I think it is really time to talk more candidly about Samsung's restructuring problems. In the last 4 weeks (since May 8 to last Friday). C&T...
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