Asia - Where to Layer Out of Shorts and into Longs into Late March Cycle Low
We are reaching downside objectives in the SPX and Asia. SPX decline is not done but at a bounce point. We continue to see weakness into late March...
349 Views
Long and Short Plays in Asia with SPX Bear Pressure into March
S&P 500 (SPX INDEX) is buckling form our mid February peak call and pullback sequence slated for late February/early March.Our cycle work...
270 Views
India - Companies Start to Amend FPI Limits Down From The Sectoral Cap
As announced in India's 2019 Union Budget and confirmed by the Ministry of Finance in October 2019, the Foreign Portfolio Investment (FPI) limit in...
400 Views
India - Possible F&O Inclusions, Exclusions and Implications
India has one of the most liquid single stock futures markets in the world and is the largest derivatives exchange in the world by volume. Volumes...
745 Views
Fresh Resistance/Short Levels in Asia
Our view in Asia remains to sell rallies in February given risk of supply chain repercussions in February and a follow up on our original insight...
263 Views