China Mobile and SK Telecom Defensive Plays and Top Trade Set Ups
We are playing any surprise bounce via Shanghai A 50 futures and the HSCE.RIO tactical bounce trade presented.Duration defensive long set ups...
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Post G20 Fade Playbook with Best Short and Longs
Long positioning ahead of the G20 worked well. Trading into and Out of the G20.Sunday's note for premium subscribers outlined assets to get long on...
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Khazanah Divestment of Controlling Stake in IHH Is the Start of a Fiscal Game-Change
The announcement (November 29th) that Khazanah was selling a 16% stake in one of its crown jewels, IHH Healthcare (IHH MK) for US$2.01 billion to...
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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...
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Gamuda: Unjustly Punished
Investors have sold off some of the Malaysian stocks posts general election yet Gamuda Bhd (GAM MK) escaped that as it deems to be not related to...
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