Double Divergence: Malaysia and Thailand Mixed Signals
In an earlier Insight, Malaysia and Thailand Divergence, 30 Sep, we drew attention to diverging trends in two of Southeast Asia’s more mature...
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Top Short Triggers in Asia for a Q1 Pullback
We have outlined increasing risk of tops forming into the late January cycle timeline with some markets peaking before the SPX. The first top cycle...
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Malaysia and Thailand Divergence
So far this year the Kuala Lumpur stock exchange is down 6.3% while the Bangkok SET is up 4.7%. Malaysia has a majority government elected in a...
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Bank Negara Has No More Excuses to Avoid the Long-Delayed Rate Cut, Unlocking Value
With its labour force estimated to be growing 2.6% annually -- and likely augmented by more foreign workers -- Malaysia's real GDP growth rate of...
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SPX and Asia Bear Kick Off
A brief positioning sequence update as trade kicks off for 2019. Our S&P bounce sequence outlined after Christmas met our C wave target and now...
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